Additional lookup for contacts on opportunity form
I try to customise CRM 3.0 without any training - therefore a question
for which I need some help.
On the opportunity form exists a look-up (potentional customer) for
contacts/accounts. I'd like to add an aditional one to the form (to
replace the decision maker).
I tryed to create a new field on the opportunity entity but there's no
field-type "look-up". It's also not possible to create a new
relationship to the contact entity (both system entity's).
Does anybody of you know how I can do this? (if yes - please explain it
A VB Code is used that has the following line:
Me.Visible = False (Me refers to the forms names frmBirthsearch)
After this line a second form (form2) is opned based on a query that reads
two dates from the frmBirthsearch using the line code:
DoCmd.OpenForm "frmBirthdates", acViewNormal
at this point frmbearthsearh is hidden.
What command shold I add after this in order to close the frmbirthsearch?
...Sql to find record in a hierarchical chain
Hi, lets say I have a table with 2 fields:
Field 1 - ref
Field 2 - parentRef
Now in the structure there could be numerous chains until you get to
the top of the hieratchy (where the ref field = parentRef field).
so in this 444 is top of the chain (there will be many other records
as well that are nothing to with 444 and are part of their own
hierarchy). So how do I easily relate 111 to 444. Ie how do i find
the ultimate top parent for a given 'ref' field.
Hope anyone can give me some pointers ...Query to hide duplicate records
I recall that this used to easy in previous versions (Unique values
only ??), but in 2007, I can't get this to work at all.
I have a table with our companie's job numbers in it. The job numbers
show up multiple times because of different phases of the project:
3077 Univ. of Vermont/UC/LEED
3077 Univ. of Vermont/University Commons: Building Fee
3077 Univ. of Vermont/University Commons: Excess Professiona...
I need to jut have a single listing of each project number, otherwise, I
get repeated records in the query that looks at this information (which ...Excel ask duplicate NAMES when duplicate a worksheets
I have added a NAME called "Above" where point to the cell just above
the current cell. The formula is "=INDIRECT("R[-1]C",)"
In some workbook, when I duplicate a worksheets, this name will remain
silent and work ok. But in some workbooks, when I first duplicate a
worksheets, the same name ABOVE will be duplicate and a new local name
(belongs to that new worksheet) will be created. If I further
duplicate that new worksheets in to a new worksheets, the third
worksheets will be warned that a dupicate NAME is existed and ask
whether refer to another name or use a ne...Error 2455 Closing Access 2007 database with form open
I have a form with a subform that is requeried when you select a new key for
the main form from a combo box.
Everything works fine - usually. But sometimes if you have the form open
when you close the database down you get the following error message (twice)
in a pop up. You say OK (twice) and the database closes OK
"2455 you entered an expression that has an invalid reference to the
If I close the form before the database I never get the error.
If I do not touch the form before you close the database I don't get the
If I update a field by t...Keeping a table in a form editable and checking that fields are filled in before allowing a save
Firstly apologies if this is the incorrect forum but I was looking for
a general word forum and could not find one. Please point me to one if
I am trying to create a form where I want to specify what items need
to be filled in. (Review minutes from design reviews). I want to make
certain fields mandatory like the date, attendees and check list used
and want to block saving of the document with a warning until they are
filled in. Is there a way of doing this?
Also as a part of the review actions are filled in to a table.
depending on how many actions there are the table...Duplicates
In the following folders:
is there a way to eliminate duplicates without going one-by-one & deleting?
Thanks for any help..
...Subform question 04-09-10
I have a form (Form1) that contains a subform (Subform1).
Within this subform I have a combo box which, depending on what is chosen,
pops up another form (Popup1)for additional information. I need this
additional information in the form that pops up to be 'linked' with the
The problem I am running into is that when the user enters information in
Popup1, the table has not been populated witht he data that is in the subform
so there is no record to 'link' to. What is the best way to force te
esubform to pass its information to the table?
Thanks i...obtaining data in text form from a table
I like to be able to obtain the dates in a text format from the table
Test6 4-Feb,5-Feb, 9-Feb
Do I need to do this by macros and if so, any help would be appreciated.
Care Recipient Surname 4-Feb 5-Feb 8-Feb 9-Feb
Test5 4-Feb 8-Feb
Test6 4-Feb 5-Feb 9-Feb
Vlookup should do what you want, as in:
Adjust the ranges t...Excel for Customer History Records
Hello, can anyone direct me to an existing template that can be used to track
customer enquiries and feedback. It needs an efficient way of recording
follow up & response conversations. In a standard workbook layout if you type
loads of text into a column (say 'follow up' for instance), it pushes all the
rows so far down the spreadsheet it quickly becomes unwieldy. If anyone can
help I could e mail an example of what we're using now (awful) and after
having a chuckle at our expense maybe you can suggest something more
appropriate. We're running 2003.
--...forms and column lengths
Is there a way to have excel do an auto "carriage return" to the next row
when you have reached the specified maximum number of characters in the row
there's n o bulit-in feature for this
"Blair" <Blair@discussions.microsoft.com> schrieb im Newsbeitrag
> Is there a way to have excel do an auto "carriage return" to the next row
> when you have reached the specified maximum number of characters in the
...Enable/Disable a Form Control Based on Security Group Permissions
How do I enable or disable a control in a form based on a user’s security
group membership? For example: If I have a checkbox on a form (call it box1),
I want box1 to be enabled if the user who opened Access is a member of a
security group called “Breaker Test Admin.” For members of any other group
(except of course “Admins”), box1 should be disabled.
Thank you, for your help!
On Mon, 02 Jul 2007 18:57:13 GMT, "BenS" <u35527@uwe> wrote:
>How do I enable or disable a control in a form based on a user�s security
>group membership? For example: If I have a checkbox on a ...Trying to Create a pop-up form
Due to size limitations on my main form, I am trying to create a form
that, when I select a button, it pops up like a dialog box with the
main form, Frm_Escheat, in the background
I've created a qry which is the record source on my pop-up form. In
the criteria of the query is:
[Forms]![Frm_Escheat]![statecode] where [statecode] is the
field from the Master Form.
So, my "pop-up" form is activated when I select the button, but my
problem is that it just goes to the pop-up form without the main form
showing in the background.
Thanks for your help.
It would probably hel...EXTRACTING UNIQUE RECORD BASED ON CONDITION
This is a multi-part message in MIME format.
I would like to extract unique records based on a condition. For =
example, how to extract unique record from column 'B' when column 'A' =
has "AP" or any other desired condition.
The data is as follows:
A B =20
AP PATRICK CUDAHY INCORPORATED=20
AP PATRICK CUDAHY INCORPORATED=20
AP SUGAR CREEK ...Auto Fill a Textbox in Form
What is the simplest way to auto fill a textbox (in a form) with the maximum
values of more than one field in the last record entered, in the same table?
Can the =DMax function be used for this?
I have tried =DMax(“[field_1]”, “[field_2]”, “[field_3]” , “table_1”)+1, but
this doesn’t work.
Is something like this possible with two or more feilds with DMax?
Message posted via http://www.accessmonster.com
See MinOfList() and MaxOfList() here:
Allen Browne - Microsoft MVP. Perth, Western Australia
Tips for Access users - http://allen...user forms #5
I have created a user form (click on New Employee). How do I get the
information entered in to this form to appear in the correct columns in
the Payroll data sheet? And how do I get the combo boxes to display the
drop down information from the sheet called input.
Runner77's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=30388
View this thread: http://www.excelforum.com/showthread.php?threadid=500502
...Mail merge duplications in Outlook
I am attempting an e-mail merge for a letter written in
Word with my Excel list as I had done in previous
versions of Word. When I do this, multiple copies of the
the e-mail are sent to the e-mail recipients and the
<<name>> field transposes different names from other
records. The sent items appears correctly in the Outlook
sent folder? My Outlook is setup to send/receive through
a Pop3 Account. Has anybody encountered a similar problem
does anybody know of a fix?
Thanks in adavance for your help!
I have data that looks something like this
account#, invoice amount
I need a way to combine all the invoice totals for each account so I
have results like this
Any suggestions on how to go about doing this? I thought I had done
something similar to this with filters
before in Excel 2003, but I can't figure out how I did it. Thanks!
You can use subtotal or a pivot table
in the pivot put the account numbers in the row field and the invoice amount
in the data, in subtotal use at each change in account numb...Adding GAL users into a custom form
I have created a custom form, and am required to add a series of approvers.
What I am trying to achieve is:
* Add users from my GAL into a text field, so that when the form is sent,
they do not get initially CC'ed the form.
Is this achievable, and if so, how do I do it (if you could help by
including any appropriate code, that would be great).
...2007 duplicate accounts?
In previous versions of Money (2005 & 2006) there was a duplicate account
problem. I described it previously here:
I've searched the group for comments from current M07 users
about whether this problem still exists, but haven't found it.
If I missed it, my apologies. Would you kindly send me a pointer?
If I didn't miss it, has anyone who's using M07 seen this problem?
I'm not using 2007 but I think what...subform not refreshing
Hi there, I have a main form with a subform embedded to be able to scroll
through a list of records. There is no linking field between the two. The
subform displays all the records properly. One of the fields in the subform
is a checkbox to 'close' the record indicating that the info is no longer
current and shouldn't be displayed. This works fine. I should also mention
that the subform is based on a query.
I have a button on the main form which opens another modal form based on the
same query as the subform that will let me uncheck the checkbox in case the
record was 'clo...Duplicate Inbox
I formatted my hardrive and installed Office 2003 again. Copied the pst
file. Every thing seems to be working fine, but I see two OUTLOOK TODAY in
my All Mail Folder. They are exactly the same, and both of them expand at
the time of receive emails. How do I remove the other one. One item has
OUTLOOK TODAY icon, however the one has icon same as when you attach any
other PST file.
If you right-click the root folder of the extra .PST file and select Close
from the context menu, does it close? If not, can you remove it from your
profile using File | Data File Management?
...User Form Formula ?
On a user form I have 2 Text Boxes in which to enter cash figures Excluding
TAX - on the worksheet these 2 figures enter columns E & G - in column K I
have the formula =IF(SUM(E3+G3)=0"", SUM(E3+G3)*17.5% - If I create a new
Text Box on the user form could it generate the Tax as the formula above and
then on clicking Add Iformation Button it would enter column K thus doing
away with the formula in column K on the worksheet which is sometimes altered
Any help much appreciated
Cheers ---- Mully
you could add
TextBox3.Text = Format(CStr((Val(Tex...Help with Highlighting all duplicates in a row
I am trying to highlight duplicates in a row and am using the explanation:
Highlighting Duplicate Entries
Our first task is to highlight the cells in Range1 that are duplicates. We
use Excel's Conditional
Formatting tool to accomplish this. First, highlight the entire Range1.
Then, select the
Conditional Formatting tool from the Format menu: Format->Conditional
Change the "Cell Value Is" option to "Formula Is" and enter the following
formula in the
formula text box:
Where A5 is the first cell in Range1....