Contacts work for Accounts not contacts
Is there a way to limit the Parent Customer field on the Contact form so that
it only allows Accounts to be chosen?
We don't want the capability to allow Contacts to have Sub-Contacts - but it
does not seem possible to hide the Sub-Contacts item in the contacts form
left hand menu.
Could you create a new custom entity [Companies or something like that] to
use instead of Accounts? then create a relationship between Companies and
Contacts and have the lookup on the contact form be to the Companies object,
rather than Accounts (remove the parent account lookup field from the ...Millions of contacts in CRM
I am concerned about the use of MSCRM in a client with a few milliion
contact records (around 6 million). I know from my own experience with SQL
Server that there is no problem with this database, but I wonder if there is
any issu regarding the application ou the application server...? I also read
the performance and sizing white papers, but the concern there is related to
number of users not record number...
I read a post by Jake Horn where he mentions 2 M account records in a client
installation with no problem, with replication turned off ( is this just
turning off replication i...Import Contact as AD contacts
Is there a way to import contacts form an Exchange public folder to Contacts
in my active directory under an OU? i.e instaed of creating a new contact in
AD and enter all detail I want to import the current details I already have
in the Public Folder as contacts
On Fri, 5 Nov 2004 11:31:44 +0200, "Michael Greeff"
>Is there a way to import contacts form an Exchange public folder to Contacts
>in my active directory under an OU? i.e instaed of creating a new contact in
>AD and enter all detail I want to import the current de...Let's exchange contact info #3
Goran Thisell here, how are you?
I am putting together a contact list of individuals
interested in sharing resources and business
information. If you are interested in connecting
please send your Name and information to:
I will follow up as soon as I get your email. It's
not an autoresponder so it might not be right away.
I appreciate your patience.
I look forward to meeting you.
MAF Anti-Spam ID: 20040306105317O0d3ZyV4
...CRM 4.0 Error in Service Calendar view
I have an issue with saved view when using it in service calendar. Situation
is like this - when I try to add a new view (using advanced find) for the
Facilites/Equipment, and in the view definition I setup to show only ones
from the specific location, I'm getting an error saying: "Record Is
I'm getting this error only in service calendar, it works fine on the
Facilities/Equipment page, under the Business Management in the Settings
I´m facing with the same problem. That was working fine in CRM 3.0 and
creates an error in...viewing large public folders slow
When viewing a large public folder (100,000+ items) the list can take several
minutes to display for clients. The MSX server (SBS 2003) is on same LAN with
less than 25 users. Clients are OL 2003 in cached mode.
I have not seen this behavior at other customer sites with slower servers
running MSX 2000/2003. Is this behavior expected? Any way to tune it?
Well the first problem you have is that your folder has more than 5000 items
in it which is the recommended standard. When you have a folder with as many
items as you do you are going to cause excessive cpu utilization for the
When my clients create new contacts on their email accounts through OWA why
is it they have type the persons name into the search window when they want
to add a person or persons to their "to:" field in the message? Why doesn't
their contacts show up in the bottom window so they can select one or more?
Also when they create Distribution Lists via OWA they are not able to view
the lists under Contacts like you can when you are using MS Outlook 2003,
also the list doesn't show up when you search for it when creating a new
message?? Why is that?
Are there work aroun...Using Index, Match and Search to populate items to a calendar view
I need assistance figuring out a formula. Here's the situation:
I have two worksheets.
Worksheet 1 lists, in spreadsheet form, names and dates of events, including
a column that details what state(s) the event is in (a row may list, "IL," or
"IL, WI, TX," etc...). It is sortable by state, and a number of other
features. Unfortunately, my readers want to see a monthly calendar view - not
a spreadsheet... so...
Worksheet 2 shows a monthly calendar view, with a drop down list to select
the Month and Year, and one to select a single State.
...Contacts view options
A simple question which I'm sure has been answered before (can't find it on
search, mind you)...
My Outlook 2003's contacts window is listing all my entries in Last Name,
First Name order. How do I swap it so it shows the other way around?
Trent SC wrote:
> A simple question which I'm sure has been answered before (can't find
> it on search, mind you)...
> My Outlook 2003's contacts window is listing all my entries in Last
> Name, First Name order. How do I swap it so it shows the other way
> Many thanks.
Top ...Add contact to group of appointments
Is it possible to add a contact to a group of appointment brought up in a search? Or does each appointment have to be done individually?.
Submitted using http://www.outlookforums.com
Robert Bendett;144399 Wrote:
> Is it possible to add a contact to a group of appointment brought up in
> a search? Or does each appointment have to be done individually?.
> Submitted using http://www.outlookforums.com
Each needs done individually.
'Outlook & Exchange Solutions Center' (http://www.slipstick.com)
'Outlook Tips' (http://www.outlook-t...How to edit Marketing List Members window/view?
I'd like to add columns to the Marketing List Members window/view, but I do
not find it in the customizale entities. (Not the Markeritng List views, but
the window that shows the marketing list members and related info). I can do
it using a dynamic extract, but that doesn't meet my needs. Any help is
On 6 dec, 19:25, Greg R <Gr...@discussions.microsoft.com> wrote:
> I'd like to add columns to theMarketingListMemberswindow/view, but I do
> not find it in the customizale entities. (Not the MarkeritngListviews, but
> the window that shows themarketingl...add contact attribute to contact form
I need to add a new attribute 'introducer' of type contact to the contact form.
I can't use the 'parent customer' attribute because I am using it for
The introducer is an employee of the account selected as 'parent customer',
so ideally I would like the attribute to be a lookup of contacts filtered for
the value of 'parent customer'.
I then want to populate the address of the introducer into custom address
attributes of the contact.
Can anyone suggest how I might do this?
You can't a...Archive Options
I have Money 2006 Premium. Is there any way to archive only transactions
that have cleared?
Archive is by date. Many of use regulars here don't do it and don't advise
others to, either.
"BillyBoy" <email@example.com> wrote in message
> I have Money 2006 Premium. Is there any way to archive only transactions
> that have cleared?
Ok, well, I've been doing it for several years. Since I've selected Money
to override the user transaction date with the bank date, I'll just post
date the ...Contact Types
I have users complaining that they are seeing too many contacts at once and
only want to see the contacts that are available to them.
When a user opens an Account and clicks on Contacts, how can it be made to
display only the Contacts that are pertinent to a certain user or function?
Microsoft CRM 3.0 is designed such a way that the user acually will see any
record that he's allowed to see. You could limit rights to users, but I don't
think this is the way to go. Currently I don't see a way to restrict the
visible contacts based upon which user is logged on.
If user...Folder List View Save?
Using Outlook 2003 on Win 2k Server.
I prefer to use the Folder List view for my Personal Folders. I'm having a
problem with Outlook remembering which folders were expanded when I close
and later reopen Outlook.
For example, if I have this folder hierarchy under Personal Folders:
Let's say that I don't want to take up the screen space to show the
subfolders under "C". I collapse that folder, and it now looks like this:
I then exit Outlook, shut the PC off and go home. The next day, I start
every...synching contacts with exchange 2003
Server contains small business server 2003 with exchange 2003.
Workstations are Windows XP running Outlook 2003.
If a user adds someone to their contacts, is it automatically saved to the
server or do I have to back up that info seperately in a .pst file?
Thanks for any help.
Peter McCaul <firstname.lastname@example.org> typed:
> Server contains small business server 2003 with exchange 2003.
> Workstations are Windows XP running Outlook 2003.
> If a user adds someone to their contacts, is it automati...View|Toolbar Vanishes
Running Outlook 2000 SP-3 with Windows XP SP-2.
When I first start Outlook after booting Windows, Outlook toolbars and
View|Toolbars are normal.
Then if I shutdown Outlook and later re-start it, the View|Toolbars displays
only a blank 1/4" square.
However, all the toolbars are displayed and working except for the Norton
Anti-Spam Toolbar which has vanished.
If I want to get back the Anti-Spam toolbar I have to re-start Windows.
I tried re-installing msouplug.dll with regsvr32 but it didn't solve the
Also renamed outcmd.dat...no help.
I don't think it is a Norto...Contacts Search
Operating System: Mac OS X 10.5 (Leopard)
Email Client: pop
I recently deleted some vital Microsoft files, I reinstalled the package and my backup emails, contacts etc, the only problem is that if I do a quick search in contacts it brings up totally unrelated contact and not the contact I was originally looking for ??
On 1/31/10 4:01 AM, in article 59bb1f13.-1@webcrossing.JaKIaxP2ac0,
"David_Marriott@officeformac.com" <David_Marriott@officeformac.com> wrote:
> I recently deleted some vital Microsoft files, I reinstalled the package and
> my backu...WLM contacts wont import from .WAB
I was using outlook express on server 2003 for years without many problems.
Recently I exported all my contacts to a .WAB file then moved it to my 2008
R2 server for import. The problem is when I import the 997 contacts, they
show up in the immediate session however when I close and reopen WLM the
imported contacts are no longer there.
anyone have any ideas?
I found that removing all punctuation marks (comma's, periods ...) from
the contact's street address field cured this exact problem
"Leon McCalla" <email@example.com> wrote ...Missing CONTACTS in email even thought Contacts are in "MY CONTACT
I need help!
I just bought a new computer, and fairly versed with Outlook and Microsoft
I used the Windows Easy Transfer program to transfer files & settings from
my old computer (which was Windows XP, running Office 2007) to a new computer
(which is Windows 7.0 running Office 2007) and everything came over fine.
Bookmarks, all "MY Documents," email settings, contacts, calendar,
EVERYTHING. Kudo's to Microsoft for having this tool.
One problem that I ran into is that although my .pst file came over fine,
and all the email settings, folders, cal...Frequent Contacts
Groupwise has a feature called "Frequent contacts".
Frequent Contacts keeps track of all addresses that you
frequently e-mail. It's an awesome feature. Is anyone
aware of a similar feature in Outlook 2003.
Not really. You can manually add addresses to your Contacts by right
clicking the address. For an automated solution, you'd need extra code...
PATRICK REED [Outlook - MVP]~~~~~~
-Microsoft Certified Professional (MCP)
-Have you checked http://www.slipstick.com?
-Please post your Outlook version!
...Business Contact Manager Office XP/Outlook 2002
Looking for a trial version or purchasable download of
Microsoft Business Contact Manager for Office XP/Outlook
2002. Only identified this product in Beta Version for
2003 or Customer Manager for 2000. Please advise on
location and if this software exists.
It's not available for any product except Outlook 2003.
***Please post all replies to the newsgroups***
"Scott" <firstname.lastname@example.org> wrote in message
> Looking for a trial version or purchasable download of
> M...Entourage Contact Icons
Operating System: Mac OS X 10.3 (Panther)
What is the difference in the contact area between a little person icon next to a contact email or a blue dot? In a group list, I have some people with blue dots and some people with a little person. I cannot see anything special within these two emails to determine why they have different icons. Can you tell me why they are different?
On 1/13/10 10:50 AM, in article 59bb0d68.-1@webcrossing.JaKIaxP2ac0,
"email@example.com" <firstname.lastname@example.org> wrote:
> What is the difference in the cont...Prevent data change in custom view
In a custom view on a public folder, where data are grouped, it is possible
to change editible fields in items by dragging & dropping it from one group
to another. In my case this happened erroneously and data were changed
unintentionally. Is there a way to prevent any data change in a view, e.g.to
make a view READ-ONLY?
...contact not listed in contacts
when i start typing in an email address in Outlook 2002,
autofill comes up with three choices. two are in my
contact list. the third (which is an incorrect address),
when i right click properties, says it is not listed in
contacts, however, it is being autofilled in Outlook
2002. how do i find and delete this email address.
Also, there does not appear to be a name associated with
this address, just the email address. is there a place
where addresses are listed that don't have names attached
When that address appears in the drop-down, cursor down to it so it's