A picky user wants the label for the column 'Potential Customer' to read just 'Customer' under the Active Quotes view. I can't figure out where to change it (it's been awhile). Can anyone help?

All, I would like to lay out two scenarios to you and get your feedback. Scenario 1: We currently have only 1 BU and not much need for data security between users. That being the case, I'm thinking...

Has anyone tried to add a custom field to Products and then have it copied to a field in the Quote Product area (i.e. viewable from the product form for each product in a quote)? I'd like to do this...

Hi all, Firstly, I have been informed by Microsoft Techical that if i get a message "Not enough Crystal licenses" when navigating to the reports tab on the CRM, i should re-install the entire CRM?...

I test to install Microsoft CRM 1.2 on a Windows 2003 Server. The installation progresses normally until the last stages, then it post the error message according to: - the Setup program could not...

Hi, I know that MS CRM doesn't capture sent items (though sent support is supposed to be included in MS CRM 2005). This is a moderately painful issue, and I'm sure several of our clients on MS CRM...

I have 2 main questions: 1. Is there any way to prioritize which workflow rules to use first? I set up 2 workflow rules: a. assign cases to User1 based on account = 'ABC' b. assign cases with...

Hi, I'm getting the Error: "The subscription to publication is invalid" in the SFO when I try to go offline whenever i disable and re-enable replication. I only know how to fix it by re-installing...

Hi, I'm reposting this message because I haven't got any response. I'm receiving an Exception from HRESULT: 0x80040E14 when i'm trying to access any pages offline. Online works fine, and syching...

I have created a custom field on the case form, which I have also included in an email template that is triggered by a manual rule. When I save my Case with the custom field filled in and then run...

Can activities be imported for accounts which are already in the CRM? I've imported accounts, contacts & activities at the same time but I don't seem to be able to import ONLY activities.

Hi, Is there a way to assign an activity to a selection of contacts of accounts? I want to select a group and then assign for exemple the activity letter with subject "inventation for seminar...

Hi, I have created two custom fields (picklist type). Is it possible to link those two fields so when a choice from the first field is selected the second field shows only limited choices (depending...

we recieve the following errors when ever we try to create a new string attribute. 1) Error: dmLog: Failed to add new String attribute (CFStest1) to Account entity. 2) Error: dmLog: New size of the...

We have implemented CRM over the SSL for external web access a number of times and have always gotten reports to work -- until now. I just configured a client's CRM for external web access via SSL...

Has anyone recovered picklist values after they have been deleted? I accidently deleted a picklist entry and need it back. Normally I would just use the next available integer but in this case...

Hi All, I installed SFO on my pc a while back. Since then I've changed domains and the old user account that I installed SFO with is gone. When I log on as an admin and try to remove it through...

Hi All, I'm trying to create a picklist which has an empty element. This could be used whether the user does not know which value fit to the data. Eg. I'd like to create a picklist with the values:...

hi, how do i call a web service using the workflow? I have a web service with a web method that requires 3 fields from the sales order, and i want to trigger it when an order is created, how do i...

Hello! I have read i can use in activity text field &leadbase.companyname; (when i am making workflow to send e-mail to user) But it didnt work. Why? (in SQL base i have table "leadbase" and column...