Microsoft CRM : modify the default types of form entities
At work we use Microsoft's CRM 3 for project management as well as customer service. It's the only thing keeping the PC under my desk, as it requires IE on a PC. Like all other out-of-the-pandora's-box software products, CRM tries to be everything to everyone. Incredible bloated, slow, but super duper customizable.
When entering Tasks and alerting task completion by Email, the defaults are not set up logically, at least not for the way I work:
CRM's default type for REGARDING is Account. The default for TO is account. The default for BCC is account.
That leads to a lot of wasted time selecting the type I want then doing a search. Doubly so in CRM since it's web based. Every action is a new page load. And CRM for some reason is very slow at the beginning of a session. Ideally, the defaults should be:
REGARDING: case (what I'm working on), TO: contact (the client), BCC: user (my boss)
Using CRM's robust customization tools, it is possible to achieve just that...

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