Thanks so much, uMar. I will look at activites more, but I can't add ANY Activity because nothing comes up in the drop down box?? What is SRS 2000. What should I use to edit and create...

Hi, Yes you are rite. It will only find from active records. -- take care, uMar Khan imumar@gmail.com "KNELSON-SCI" wrote:

Hi, that will requir custome programming. When form will load, in its onload function, custome code will check the current user login, get its role and perform accordingly. it will require custome...

I am trying to figure out how to auto-populate the phone number of a person I am trying to call when I create a new phone call activity. Anyone have sample coding they could provide? THANKS!

Hi Dan, Dont worry, i dont get feared from sales guys :) 1. Activites are something you create for entities, lets say you hve an oppty, in workflow u add a wait for some phone call activity. that...

Hi uMar, I am in CRM Workflow Manager and I have created a 5-step Sales Process, but the only things missing are wait conditions. As soon as I start a process on any opportunity (I have it set to...

Hi, if you want to auto populate the phone number if the activity is created from some exisitng entity than such things are configured through Mappings but it is not available for activites. one...

I would like to have the ability to export a single record directly from the record form into excel and it would export the contents of all the tabs in the form. Once exported into excel, the tabs...

Hello, I hope that somebody can help me with my problem on CRM 3.0. Whenever we create an email appointment, CRM do not send the email to the recepient but when I looked at the History of this...

not completely sure if this is right. nav_<product entity name>_<navigation name>.style.display = "none"; view the source code to see the name of the "site quantity" "Brandon" wrote:

If you are running V3.0, you may see some improvements in upgrading to V3C. While V3C is a compatibility update to support Vista and Office 2007, it also works with Office XP and 2003. While there...

Hi all. I've been reading through the threads and can see the issue of "salutation" and mailmerge has risen a couple of times before. I wanted to add my voice to this. As a business, when mail...

Hi A.B, It is likely to be a missing attribute related to your relationship. If you have no data in the system related to these relationships I would suggest you remove the relationship and create...

Yes, they do appear to be domain related. All emails I try to send through crm to a specific domain fail, even with different addresses. Not all domains fail, but all emails through crm to a specific...

I updated our business unit to use 3 decimals for price. This seems to have fixed the rounding issue. "Michael Höhne" wrote:

Hello???

I assume you decided against this then? Is there any updates on this? "Jason Dibble " wrote:

Thanks Michael Worked a charm for me too "MD" wrote:

Hi We would like to create a relationship between contracts and eqiupment so that the facilities / equipment entity appears in the service section of the contract. We allocate certain facilities /...

Hi We would like to create a relationship between contracts and eqiupment so that the facilities / equipment entity appears in the service section of the contract. We allocate certain facilities /...