Task Create - Status - Workflow 3.0
I'm trying to make a simple task, when a user owner is assigned a task in CRM, it receives an email letting it know it has one. I have the following below, but it is not generating one when i assign one manually in the CRM. What to do? I've tried both the following: When task is created E-Mail to:[owner];Subject test As well as: When task is created if Task activity status = Open then E-Mail to:[owner];Subject test I've checked the mailserver many times over, and I can send emails manually from the CRM so you can rule that out
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Utf
12/26/2005 8:18:01 PM
crm
35858 articles. 
1 followers.
3 Replies
3653 Views
Tested out ok on our end. Some ideas: 1. Does manually applying the workflow rule work? 2. Is the workflow rule activated? Frank Lee Workopia, Inc. www.workopia.com "T.Palmer" wrote: > I'm trying to make a simple task, when a user owner is assigned a task in > CRM, it receives an email letting it know it has one. I have the following > below, but it is not generating one when i assign one manually in the CRM. > What to do? > > I've tried both the following: > > When task is created > E-Mail to:[owner];Subject test > > As well as: > > When task is created > if > Task activity status = Open > then > E-Mail to:[owner];Subject test > > > I've checked the mailserver many times over, and I can send emails manually > from the CRM so you can rule that out
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Utf
12/27/2005 9:15:01 AM
Hi Frank, Yes it is activated, how do i manually activate the rule? I also ran the CRM diagnotistc and everything turned up fine. I'm running out of ideas why it isn't working. :( "Frank Lee" wrote: > Tested out ok on our end. > > Some ideas: > > 1. Does manually applying the workflow rule work? > > 2. Is the workflow rule activated? > > Frank Lee > Workopia, Inc. > www.workopia.com > > > "T.Palmer" wrote: > > > I'm trying to make a simple task, when a user owner is assigned a task in > > CRM, it receives an email letting it know it has one. I have the following > > below, but it is not generating one when i assign one manually in the CRM. > > What to do? > > > > I've tried both the following: > > > > When task is created > > E-Mail to:[owner];Subject test > > > > As well as: > > > > When task is created > > if > > Task activity status = Open > > then > > E-Mail to:[owner];Subject test > > > > > > I've checked the mailserver many times over, and I can send emails manually > > from the CRM so you can rule that out
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Utf
12/27/2005 10:44:02 AM
The trick is dat the administrator account should not be in restricted Mode. That helps all T.Palmer wrote: > Hi Frank, > > Yes it is activated, how do i manually activate the rule? I also ran the CRM > diagnotistc and everything turned up fine. I'm running out of ideas why it > isn't working. :( > > "Frank Lee" wrote: > > > Tested out ok on our end. > > > > Some ideas: > > > > 1. Does manually applying the workflow rule work? > > > > 2. Is the workflow rule activated? > > > > Frank Lee > > Workopia, Inc. > > www.workopia.com > > > > > > "T.Palmer" wrote: > > > > > I'm trying to make a simple task, when a user owner is assigned a task in > > > CRM, it receives an email letting it know it has one. I have the following > > > below, but it is not generating one when i assign one manually in the CRM. > > > What to do? > > > > > > I've tried both the following: > > > > > > When task is created > > > E-Mail to:[owner];Subject test > > > > > > As well as: > > > > > > When task is created > > > if > > > Task activity status = Open > > > then > > > E-Mail to:[owner];Subject test > > > > > > > > > I've checked the mailserver many times over, and I can send emails manually > > > from the CRM so you can rule that out
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Sanne
1/5/2006 2:01:53 PM
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I am using XP SP3, I am trying to look at a series of .mov files in a folder, one file at a time. When I double click on one of the .mov files, it quite naturally executes Quicktime V7.0 to 'play' the .mov, since that is the default for .mov files. What I don't like is that Quicktime always opens to play the .mov with its 'play' button (and its other controls too) hidden behind the task bar at the bottom of the screen. I can manually shrink Quicktime's window so as to expose the play button, but how can I make Quicktime come up automatically on top of the ta...
Allow quantity discounts to have a "Sell X for Y price", 3 for $5
Right now discounts only allow for specific price breaks or reductions. It should be more simple than that, it should allow the user to enter a discount where if an item is sold in multiples as indicated in the discount a specific price is allowed. In an example an item regularly sells for $1.99 but you want to be able to sell 3 for $5.00. In RMS you can't do this. You have to create a discount of a quantity of 3 at $1.66 which when rung sells as $4.98 and there is no way to extend the decimal place for the prices entered in a discount such as $1.6663 in order to get a rollover....
Lotus Notes Integration for Microsoft CRM 3.0
LinkPoint360 Tel: 732.212.8402 International: +1.732.212.8401 E-mail: info@linkpoint360.com LINKPOINT360 CONTINUES TO PROVIDE IBM LOTUS NOTES AND DOMINO INTEGRATION FOR MICROSOFT CRM. Advanced IBM Lotus Notes integration with Microsoft CRM eliminates manual updates and provides automated data synchronization. Red Bank, New Jersey - LinkPoint, a leading provider of IBM Lotus Notes and Domino integration with industry standard enterprise CRM applications continues to provide productivity email and data synchronization solutions. LinkPoint provides... =B7 Inbound and Outbound Email and attach...