customizing quote merge template
I have 2 major problems that I just cannot seem to be able to resolve.
When using the mail merge template to do a quote it seems that there
are only a very limited range of "fields" that are made available to
the user. These DO NOT include the actual accounts "Address" only
shipping and billing address - 99% of our clients don't use these
address's so all our data is in "Address_line1" etc
Neither do the fields for "product description" appear in the list
only the products name. All our quotes have always included a short
four or five line desc...I want to unlock my word doc to make changes its protected
I am writing a word document the other night. I went to carry on with it
tonight but found it has protected the document and won't let me continue
writing or editing
Word 2007? Assuming that you have activated Office, it seems your trial
version of the application has expired. Time to pay the piper!
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> ...Changing SQL Server for CRM 1.2
As my SQL server is currently on its last breath I am in the process of
moving our CRM 1.2 databases to a new dedicated serever. I have detatched the
databases from the old server, copied the files to the server and attached
I have then gone into CRM deployment manager and changed to the SQL server
to the new server.
That all appears to work fine, no error messages. But when users try to
access the CRM system they get an error and the CRM server event log fills
with error messages. A few are listed below:
dmLog: Failed to execute the SQL batch in the file sqlbatch.sql.
MSCRM P...Customize Current View: Filter Problem
Using Outlook 2002, I have created a category called "Hidden" i
outlook. In my calendar, I put all the appointments I don't want t
appear in this calendar (i.e. daily reminders).
I then filter out all these "Hidden" items by selecting --
Customize Current View-->
Hidden (the category I created)-->
Edit these criteria directly-->
And then I change:
("DAV:isfolder" = false AND "DAV:ishidden" = false) AN
Our Sales VP has restructured all of the geographical territories that we had
set up in Microsoft CRM. Our many thousands of Accounts are associated with
Obviously it is ludicrous to think that we would have to go one by one and
change the territory on each account to the new territories.
However, I have heard that there are strict rules for making changes
directly to the backend SQL database. If we develop a SQL statement to
change the territories assigned to each account to the new territories, are
we going to be breaking anything? We don't want to screw up any de...chart MAcro to change on activecell
Here is the macro below.. The only problem is that the columns change every
month. so range (columns)keeps widening.... I have sorted it by selecting
range upto column N. so it is provided for all 12 months.
But now the "Grand total" column which is always the last column also gets
included..(.which shouldnt be included in the range for the chart)
Is there a way to modify this macro ?
Dim ThechartObj As ChartObject
Dim Thechart As Chart
Dim Userrow As Long
Dim CatTitles As Range
Dim SrcRange As Range
Dim SourceData As Range
If Sheets("summary").Ch...Customizing AdvisorFYI
I have an account for some stock options in a privately-owned company.
Approximately monthly, AdvisorFYI keeps telling me, "It's time to update
your investment prices in Money." There isn't a price update that
often. Is there a way to turn this message off without turning of the
other useful AdvisorFYI Investment warnings?
...Summing Alternate Rows
We have spreadsheets with many rows and need to sum alternate rows. Is
there a way to do this without entering a formula using the number of
KarenQ's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=19608
View this thread: http://www.excelforum.com/showthread.php?threadid=395115
That formula sums odd-row values in the range A1:A18.
To sum even-row values the formula is:
=SUMPRODUCT(--(MOD(ROW($A$1:$A$18...Changing font in Money 2004 register?
Is there any way to change the font(s) used in MS Money
2004's registers? The default font is too small and
difficult for me to read. Also, is there any way to
change the color scheme to something more pleasing to my
eye (like you can do in Quicken...)
Nope and Nope. See http://umpmfaq.info/faqdb.php?q=136.
"Debbie R." <firstname.lastname@example.org> wrote in message
> Is there any way to change the font(s) used in MS Money
> 2004's registers? The default font is too small and
> difficult for me to read....Unable to click customizing outlook today button
Unbable to click the customising outlook today button for
Outlook 2000 install in the windows xp profession
machine. I have updated the office 200 patch 3. But it
seem remain the same problem.
http://support.microsoft.com/default.aspx?scid=kb;en-us;820575 might be
Neo [MVP Outlook]
Due to the Swen virus, all e-mails sent to this account will be deleted
"Clarence" <email@example.com> wrote in message
> Unbable to click the customising outlook today button for
> Outlook 200...custom field for projects with tasks past due
I am wondering how/what formula would be needed for creating a custom field
at the project level to show when a project has at least one task that is
past due. I have a custom field at the task level (IIf([Finish]<[Current
Date] And [% Complete]<100,1,2)) that will show when an individual task is
overdue, but I want to add a custom field to the Project Center > Summary
view to show when a project has any overdue tasks. The PM can then drill
down from there into the project and see exactly what tasks are overdue.
Once I figure out the formula for this I want to assign ...changing values of one field based on another
How can I best change the values of one field in a table based on
values of another field of the same table. We have an existing table
of thousands of entries and I would like to use the following logic to
populate a new boolean field.
If field1 = "Done" Then BooleanFieldCompleted = True
I have some Excel VBA experience but limited Access. I dont want to
do this manually! Any assistance appreciated.
In general, you'd use an Update query. However, in this case I don't see why
you'd need such a field.
Why not just create a query with a computed field that returns True...Change the Exchange Virtual Directory to different website
I would like to remove the exchange virtual directory default website
and move it another website which is currently redirecting to the
website I want to delete. Meaning rather than logon to OWA as
http://www.wheresmylunch.com/exchange (current default website) I want
to move to http://www.getyourownsandwich,com/exchange.
I am using Exchange 2000 server.
You would change the host header on the current website.
Hope that helps,
This posting is provided "AS IS" with no warranties, and confers no rights.
Please do not send email to this address, post a reply t...Non-VBA way of making custom menus.
Sorry for the new thread but even on Google, the thread isn't showing up.
Well, it was SOOO easy, as I knew it would be. The webpage I quoted in my
message this morning didn't mention the "New Menu" at all!
So, here is the non-VBA way to create a custom menu:
- TOOLS > CUSTOMIZE
- under the categories available choose NEW MENU and then drag the NEW MENU
option under the Commands window up to the menu bar (like D'UH!! <lol>
Wish all those hours spent searching yielded webpages that gave this! <g>)
- THEN one can go back to the MACROS category a few line...Input to custom reports
I'd like to be able to input values to a custom report like the Year. Is
there any way to package a custom report and provide input to it? Every year
the user has to go into the custom report and change the Year restriction.
Alternatively, (this is a payroll report), is there any global variable or
some other back door that I can use to get the current year in a custom
report? Given the report writer may not be the ticket what would the
recommendation be to create custom reports that require input? VB.NET?
Using VBA you can allow for input in the custom reports. B...Unable to sort on customer CRM 4.0
When you try to change the campaign response views to have customer as
sorting CRM gives an error. You can't even click on customer column to sort
when it's now customer that is default sorting.
Is this a bug ?
same here. I think its a bug
"Help needed" wrote:
> When you try to change the campaign response views to have customer as
> sorting CRM gives an error. You can't even click on customer column to sort
> when it's now customer that is default sorting.
> Is this a bug ?
...running reports from MS CRM prompt for username and password
When running a report from Microsoft CRM client it prompts for username and
password. When given it's runs the report correct
question: if MS CRM 3 is configured correctly is it normal that when trying
to generate a report in MS CRM prompt for username and password?
No, ideally it should pass the users AD credentials to the reporting IIS
server (single sign on). If you were to close the browser and run a different
report does it still prompt for credentials?
I've noticed this does also depend on the hostname. For instance if the
reporting server uses a differe...stop error defeating me
XP Pro PC. When I start the computer I can start in safe mode but when I try
to start in normal mode it loads to the log on screen. I type the username
and password in then it starts to load but stops after a few moments with a
blue screen. The error is Stop: c000021a (fatal system error)
The windows subsystem system process terminated unexpectedly with a status
of 0xc0000005 (0x7c9106c3 0x0055f36c).
Begininning dump of physical memory.
I have uninstalled AVG, also taken out the graphics card and uninstalled all
the drivers for it. I have also changed the RAM. I have also d...Customer check data
When customers pay by check RMS asks for specific information such as
drivers license number, routing number, account number, address and phone
Does anyone have a report and or a way to extract this info from the
database for cases when the check is returned for NSF?
We can write you this report. Contact me for detail on price .
Afshin Alikhani - [ firstname.lastname@example.org ]
CEO - Retail Realm
= = = = = = = = = =
"Scott Santorio" <email@example.com> wrote in message
> When customers pa...Money 2000 Account Balance Changed Inexplicably
Opening Money 2000, which I've used without problem since late 1999, I
noticed that my checking account balance was overstated by almost $2000! I
went to the register to see if there was a false transaction entered and it
appears that this balance change goes back years with no obvious single entry
being the culprit. When I run the "balance this account" function, it shows
that the closing balance from my last statement, which was correct and
rectified, is now also wrong and reflects the higher balance. What do I do
now? The only thing that I can think of is to restore...Changing language
I am running the Swedish version of Excel for XP and I need the US (or
English) version. Is there a way to convert the language and all the
settings associated with it?
Using the swedish version is rather annoying since the formula names are
translated to swedish.
...With and import tool can you change only item description?
Is there a way to change only the item description on a large quanity of
items. What about the extended description? Thanks for your help.
Use the MS SQL Data Import Tool by EMS. $65.00. The QSImport Tool available
to download from Microsoft will probably work but is not supported by
Kinnard L. Kohler
Business Machines Systems
6101 South Shackleford Road
Little Rock, AR 72204-8606
> Is there a way to change only the item description on a large quanity of
>...Outlook 2000 running on XP
After setting up a mail account and indicating that I
want all passwords remembered I constantly get promoted
to enter a password when I send and/or receive mail. I
have clicked remember password in all dialoges during the
setup process and via the Properties dialog following the
creation of the account.
Any thoughts or suggestions would be greatfully accepted
"Ross Andrews" <firstname.lastname@example.org> wrote in message
> After setting up a mail account and indicating that I
> want all passwords reme...Changing a profile on Microsoft Outlook 2003
I set up two profiles through the control panel and directed Outlook to
prompt me for which profile to use each time it was opened. But now it skips
the prompt and goes straight to one of the profiles. I need to restore that
prompt, but it won't respond to the instructions in the control panel Mail
did you get the same behavior after a restart of the computer?
You could try "Sart/run/fixmapi.exe" (you don�t get any confirmation
message) and restart the computer again.
If this wouldn�t wotk, I would create a 3rd (test) profile. Maybe Outlook
don�t ...Macro to change default setting on startup
I am in need of a macro that can change a default setting in excel and for it
to run on startup
The task is:
uncheck Update links on save
Below is the recording of the macro:
..RelyOnCSS = True
..OrganizeInFolder = True
..UseLongFileNames = True
..DownloadComponents = False
..RelyOnVML = False
..AllowPNG = False
..ScreenSize = msoScreenSize800x600
..PixelsPerInch = 96
..Encoding = msoEncodingWestern
..SaveHiddenData = True
..LoadPictures = True