Advance Find in Activities Histories
I asked this a while back but the answer did not work, and perhaps it was
that I was not clear in my description of the problem, so I will try again.
I have just converted activities from 20,000 clients from Goldmine into CRM
1.2. Most of these contacts/accounts have numerous activities which we have
converted to historical activities on the Activities/History Tab. When you
open an Account, go to Activities, then the History tab, all the activities
display. I can click on the Type title to sort them and use the page -> to
move between the pages and pages of activities. In some cas...How to express Between Queries in advanced find
I need to express queries such as:
<entity>.<startDate> <= Today &&
<entity>.<endDate> >= Today
> I need to express queries such as:
> <entity>.<startDate> <= Today &&
> <entity>.<endDate> >= Today
Queries in Advanced Find are, by default, AND queries unless you change it
to OR. So you'd just do this by putting in ...LOOKUP but with 2 parameters ?
on sheet2, i have the following table
col1 col2 col3
A 1 10
A 2 11
B 1 20
B 2 25
C 1 30
C 2 32
on sheet1, i have the following table
col1 col2 col3
i would like in col3 the result of the search...something like
research on sheet 2 the couple sheet1:col1 and sheet1:col2
if found sheet1:col3 = result of research
this exist vis LOOKUP function, but it does not allow a research based on 2
how can i do it ?
thanks a lot for help
You can use this kind of syntax:
match(1,(a2=othersheet!$a$1:$a$100)*(b2=othershee...Using lookup to copy values from a master to client worksheet
If I have a columns of data in a spreadsheet with, say, a name in the fist
column, is it possible to create 'client' spreadsheets which contain only
rows with a particular name ? So the 'Master' sheet has many rows for each
name but the 'client' sheet has only entries for a particular name ?
Any help or pointers much appreciated.
I would use 'Data - filter - Advanced Filter' for this
"Malcolm Hind" <m.hindNOSPAM@btinternet.com> schrieb im Newsbeitrag
news:Xns9575A1D6B766MalHind@67.98.68....Advanced Conditional Formatting and Changing Cell Colours
I have three basic (for programmers) conditional formatting problems
to solve in Excel for which I require some help. These are the last 3
conditions I need to complete for the worksheet so any help will be
really appreciated. They are as follows:
If cell Y2 is > 0 and cell Z2 = 0 I need to change the colour of cell
If cell Y2 or cell AA2 > 0 and cells V2, W2, or X2 = the value "Z" I
need to change the colour of the cell containing "Z" (V2, W2 or X2).
If changing the colour of only the single cell containing "Z" cannot
be done, I guess changing t...Advanced Optimization Options
are 'Advanced Optimization' Options Inherited?
like I have a app in which I have set these options and in it I am using 3rd
party control of which I don't have source code nor do i know if they are
using any of these options.
so if I set some advanced optimization options will those also apply to that
"Abhishek" <email@example.com> wrote in message
> are 'Advanced Optimization' Options Inherited?
"Abhishek" <firstname.lastname@example.org> wrote
> are 'Advanced O...CRM should let me decouple conditional statements in Advanced Find
We have set up a number of saved searches in CRM 3.0 that users would like to
use Save As to create a copy and then add search terms to. Unfortunately,
CRM 3.0 does not allow you to decouple conditional statements once the search
has been saved. In order to add an AND condition, this feature is required.
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the...Advanced Security Headaches
I am having so many problems with this and unfortunately, on version 8, it is
almost impossible to setup a lot of classes using the standard GP user class
setup without pulling your hair out (and can't get access to certain things
like business alert setup etc).
I created a brand new user class using user class setup with no
restrictions. Assigned user to class.
Ran receivables integration with no errors.
I then modified the user class using adv security to remove all windows
within tools > setup, routines and utilities.
Re-ran the integration and now get error "Unknown GP...LOOKUP CONTROL ERROR: Could Not Determine TypeName for Type=2020
I get an error message (LOOKUP CONTROL ERROR: Could Not Determine TypeName
for Type=2020) when I assign a queue to an activity by using the form
After clicking OK everything works fine but how can I switch off the error
Is this in relation to any custom entities, the creation/removal of any of
Have you tried to resave and republish the form of the entity?
"Ulf Unger" wrote:
> Hello NG.
> I get an error message (LOOKUP CONTROL ERROR: Could Not Determine ...Advanced Searching
Can you search through Purchase orders by item
Can you search by more than just the start of the lookup code? (ie search
for all things red?)
Here is what i am doing. '
Right click on a mail folder, click "Advanced Find",
enter some search words that you know will return results,
click the "Find Now" button. It will produce some
results. click the "Find Now" button" again. and there
are no results. (empties previous results). I am using
Slightly complicated question - I'll explain as best as I can.
I have two sheets in a file, one is the weekly sales (all data on one line)
and the other is the previous weeks sales which have been hard coded (1st
week on line 1, 2nd week on line two...52nd week on line 52).
I want the weekly sales sheet to remain the same as it has links into
another report. What I need is a macro to copy the line of data from the
weekly sheet into the relevant weeks line on the previous weeks sheet.
I can only create macro's that take the data from the weekly sheet and
enters it into a specifi...Looking up a lookup
It so happens that I have fields that lookup a field in another table. One
or more of the columns I want to display when the user uses the combo box is
itself a lookup. The higher level lookup only displays the key from the low
Err, here's an example.
Table A lists regions we work in, with other region related data.
Table B lists Sales products that are available in each region (the region
field looks up Table A)
Table C lists package deals, so it looks up Table B, and I want to include
the listed region, so the user can be sure it's the right deal for th...Advanced Find Queries
Can anyone give me a solution to the following problem we are having...
I want to do an advanced find on all our active accounts and not include the
billing accounts. Our billing accounts begin with an asterik (*). So when
writing the query, if I try and tell it to give me the accounts that don't
begin with an *, it results in nothing. Besides changing the character to
something else other than an *, is there a way around this?
The asterisk (*) is the CRM "wildcard" character. I'm thinking that when you
search for this character, CRM may interpret this to me...Lookup selective from another sheet
Assume I have one sheet as below. How can I create a new sheet and display
only those entrys that are greater than a entered value.
i.e main sheet
on second sheet, if 4 is entered only entrys >4 are shown. i.e
Try something like this:
Your main sheet is A1-b6 and Sheet 2 is A1:B4
"Jim" <Jim Forrest@hotmail.com> wrote in message
> Assume...Slide advancement
Hi. I am running into problems with projecting my PPT show. The show runs
just fine on my computer, but when I hook it up to a projector, it will
display the first slide on the screen, briefly show the second slide and then
revert back to the first slide. I cannot advance past the first slide.
I've tried two different projectors so I figured it's either a computer or
I have PowerPoint 2007.
On 12/8/09 12:26 PM, in article
2154D43D-F7C5-4C81-B402-EDB545CC47A4@microsoft.com, "Worker Bee"
...data lookup #2
What is the appropriate function to find data at the intersection of columns
and rows? I've used VLOOKUP tables where I renamed cells in the left
column, but never in the top row also. Would this work, and how would I
write the formula so that the proper data is returned?
with the item to row match in A1, the item to column match in B1, and a
table that is D6:G9 (row names in C6:C9, column headers in D5:G5
should look up for you
QUOTE=Amazon]What is the appropriate function to find data at the
intersect...Advanced Financial Report Calculated Field
I am customizing a P & L for a client using AFA and I am trying to do a
simple subtraction between rows but it's been a while since I have had to use
AFA and can't remember how I can do a simple row calculation without using a
I just want to calculate the Net Income (Income - COGS) and I tried the
TOTAL Row type, but the only function type available with the TOTAL field is
Can someone guide me in the right direction with Calculated Rows in AFA?
My AFA is rusty but isn't "Income" a credit balance and "COGS" a debit
b...Summing LOOKUP values
I am pulling info from one sheet and putting it in another, via a macro
I am using the lookup funtion to get three values of data from separat
worksheets. I then put those three values on a new worksheet and woul
like to sum them.
Unfortunitely, the values do not sum. A way that works would be to do
paste-special values only, but I do not know how to do that via
Message posted from http://www.ExcelForum.com
i got the following after recording a macro (the first place to look fo
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=x...Advanced SQL Query and Advanced Find
I need to add contacts to a marketing list based on an advanced SQL query,
Advanced find does not offer the proper fields and joins. Is there an easy
way to run the query outside of CRM and then somehow get the contacts into
the marketing list?
Create a Query using the "FilteredContact" view in CRM, it offers all
the fields you need.
Furthermore, in order to create marketing list against your query i
suggest you do it using the webservice API.
If you need help working with the API feel free to contact me at
anytime I can certainly help you.
Web: http://mymscrm3.blogs...Advanced Financial
If I make a report in Advanced Financials - can it be exported out to excel
where it will actually be useful to somebody?
you can set the destination to file and the format as either tab delimited or
comma delimited. These files can be opened through Excel. I just don't know
how the format/layout would look like.
hope this helps.
> If I make a report in Advanced Financials - can it be exported out to excel
> where it will actually be useful to somebody?
The short answer is no. Why don't you us...Named dynamic range, COUNTIF, and advanced filter
This is a bit convoluted. Pls bear with me.
I have a table of survey data, like this
user date question1 question2
user1 1/1/01 excellent good
user2 1/2/02 fair good
user3 5/4/03 poor fair
I have a cell with =counta formula that keeps track of the # of rows in
I define a dynamic named range for each question column, using an =offset
formula in conjunction with the counta formula above.
I have a separate table that tabulates the results, like this
excellent good fair poor
question1 1 0 1 1
question2 0 2...Reverse lookup rejecting mail
We run Exchange 5.5, have a T1 connection through uuNet (worldcom or
whatever they are called now), and we do not host our web site. Every once
in a while a user will get an e-mail rejected with the error message (or
554 <xx.xxx.xx.xxx>: Connection rejected: reverse DNS lookup failed. (The IP
listed is our server's IP)
I don't really understand what this means. I assume it has something to do
with the fact that our domain name resolves to the hosting site rather than
to our server and the recipients e-mail server is rejection the message as
spam or bogus. Is that a ...Advanced Find Add-on
We have MS CRM 3.0. As you know the advanced find does not display columns
from related entities. Do you know any reliable add-on which does this job ?
On 9 =C1=D0=D2, 16:07, George <Geo...@discussions.microsoft.com> wrote:
> We have MS CRM 3.0. As you know the advanced find does not display columns=
> from related entities. Do you know any reliable add-on which does this job=
Microsoft 4.0 allow to display in views colums from related entities.
Recently we installed 3.0, so we are not thinking for now at least to go for
I am using the Advanced Budget feature of Money 2006. What I would like to
do is count a transaction that cleared the end of last month in the current
(Scenario is that we bought groceries the end of last month that count
against this month's budget.)
We get paid once a month at the end of each month.
Any advice on managing this is appreciated!