Comments on: Revised: Displaying Contact Information Inside an iFrame

By: Simon Jackson

Simon Jackson — Mon, 21 Apr 2008 14:58:11 +0000

Thanks for the 'notesAttachTabEvent' fix, works great. Without this you get an error in CRM 4 that prompts the users to send an error report. While error reporting can be suppressed, this hack resolves the issue.

One thing to noe that the file has moved in CRM4 to '_static\_controls\notes\notectrl.htc'

Cheers

By: Maarten Docter

Maarten Docter — Tue, 30 Oct 2007 16:28:52 +0000

I found a unsupported solution for the problem of the Notes not showing when the entity is loaded in an iframe.

You will have to edit the '/_controls/notes/notectrl.htc' file.
In the 'notesAttachTabEvent' function, there's a line:

var oTabCtl = window.parent.document.getElementById("crmTabBar");

It gets the tabbar element, but because of the '.parent.' part, this tabbar element isn't found when loaded in an iframe. So you'll have to replace this line with the following code:

var oTabCtl = null;

// Fix to show the 'Notes' of the iframed entity if(parent.location != window.location) { // Used when the entity is iframed oTabCtl = window.document.getElementById("crmTabBar"); } else { // Normal load oTabCtl = window.parent.document.getElementById("crmTabBar"); }

By: Mitch Milam’s Microsoft Discussions » Blog Archive » Dynamics CRM 3.0 Customization: The basics

Fri, 29 Sep 2006 04:12:00 +0000

[...] I think the main decision point is whether or not you need multiple records. A multi-record solution would almost always require a secondary Entity that you link back to its parent. You can even do things like display that information within an iFrame on the data entry form so the user can see both the parent's information and the secondary information on the same screen. Note: It should be noted that some CRM 3.0 entities do not easily lend themselves to customization. Things like Quotes, Orders, etc. [...]

By: Bas van Sluis

Bas van Sluis — Sat, 23 Sep 2006 12:40:18 +0000

Hi Mitch,

Same here, spend a lot of time to get this to work. I have no clue either. There is something diffente with notes compared to other entities. Maybe this is also the reason why notes are not converted when converting a lead to a contact etc.

By: mitch

mitch — Fri, 22 Sep 2006 20:45:18 +0000

Bas,

Good news, bad news, and worse news:

Good News: You are correct.
Bad News: It IS NOT working.
Worse News: I've spent over an hour on it and I have no clue why it doesn't.

I'll keep researching the issue, but for the moment, we need to consider this "by design" or a bug.

Mitch

By: Bas van Sluis

Bas van Sluis — Fri, 22 Sep 2006 19:14:33 +0000

Hello Mitch,

Great article. I have tested it with the contact form to show the originating lead information. I hope this would work because I want to read the notes from the lead. The notes are not converted when converting a lead to a contact.

This should be a great way to easily show the notes.

But samehow, the notes are not shown, not even when I try your example.

Is this the same at your situation.?

Regards,

Bas van Sluis
CRM-Resultants