Collection tracking lite
I have a customer that is interested in tracking their
contacts with customers on AR collections. I know that
the Collections Management Module in Great Plains will do
a great job of that, but they are looking for a very
Is anyone aware of a third party developed enhancement
that will just give someone a place to make notes, etc.
regarding their collection effort?
Thanks for any information you may have.
This may be too obvious, but why not use the notes function already built into
Great Plains. That way all accounting system users can read the notes, add to
them as...Problems with creating a newsletter
I chose the form "Newsletter - email".
I have created a 3 page newsletter. Now, I have NO IDEA how to send it out
as an email. I do not want to send it as an attachment. I cannot figure out
which "save as" format or what I need to do so that i can email this
newsletter. Is there a website that goes through how to do this?
Am I correct when I say that it has to be html in order for me to send it as
email? That is not one of the options.
Any help you give me would be greatly appreciated.
...Send to certain person using specific email account
I send an email to a certain receipient but don't want to use the
default email account.
Is it possible that when I send to them (plain text) , that it will
choose the other account I want to use to send it? Please advise how I
set this up.
I do not believe that this can be achieved automatically through standard
use of Outlook as you need to manually specify the name of the account to
send from if different than the default.
However, it would be possible using the Outlook object model. An Addin would
need to be developed that monitored each mail item prior to sending. If the
d...Resolving Email Address to existing contact problem
Has anyone else come across this issue in MSCRM3.0? - when you attempt to
resolve an email address to an existing contact in CRM (that does not
currently have an email address stored in their details) the contact resolves
OK but does not update the email address in the contacts details.
Is this by design, or have I found a bug?
...HELP Recovering addresses and email from Outlook 2003
I had some serious driver issues that required re-installing XP from
disc. I did use the backup option and have a backup of all the old
data. And of course had to reinstall Office 2003.
Will third party software restore my old email and addresses or am I
out of luck?? Thanks for the help
> I had some serious driver issues that required re-installing XP from
> disc. I did use the backup option and have a backup of all the old
> data. And of course had to reinstall Office 2003.
> Will third party software restore my old email and addresses or am I
> out of lu...Multiple copies of email in "Forward to"contact
I am running Exchnage 2003. My CEO has a conatct in our organisation that
refer to his blackberry contact. I have set the forwarding to also keep a
copy in his mailbox.
What happens is that three copies of his forwarded email hit his blackberry
account! Only one hits his internal mailbox.
What I ahve determined is that the front end Exchange server seems to be
creating the additional copies. Is this how its meant to be (don think so cos
its such a nuisance and my CEO keeps complaining about it).
How do I tell the front end server that this guy's mail server is the one
that...Service Products Tracking.
We run a workshop repair service, what is the best way to track customers
products, as it seems unfeasible to add products when booking an over the
counter repair order in CRM.
I would like to track repairs against machine manufacturer to do simple
reporting like reliability against brand etc.
I would recommend the following as the product you sell is a service I would
create the service as the product i.e. create product Start-up costs, hourly
To track brand reliability I would create one or more custom entities which
contain the brand and maybe even their products. T...Sending Email #6
When sending e-mail I heep getting it bounced back with
the following message;
Your message did not reach some or all of the intended
Sent: 1/12/04 4:34 PM
The following recipient(s) could not be reached:
'name' on 1/12/04 4:34 PM
553 sorry, that domain isn't in my list of
allowed rcpthosts (#5.7.1)
Why does this keep happening? Receiving e-mail is not a
Generally, this error message means that the email address to which it
refers is not accurate. Go to your address book and carefully check the
spelling and ...date tracking
I am entering clients into a 2007 Excel spreadsheet. How do I make the entry
turn color when 14 days have passed?
This is a multi-part message in MIME format.
As part of the "client" entries, do you enter the date the client was
entered? This would be the key in doing this task.
In a cell on the worksheet you could enter the formula for today's date
like this =TODAY().
Then use the con...automating email marketing with workflow in CRM 4.0
I am attempting to prepare a client demo that demonstrates some of the
features of Microsoft CRM 4. The potential client is a staffing
agency, and I have spent some time thinking about how they might use
Here is a business process I have thought up that, if I could get it
to work, would be great to show at a demo.
1. An account calls about an opportunity. The opportunity is
entered. The opportunity has certain skills attached to it, such as:
SQL Server, Linux, C#, etc
2. Contacts (candidates) also have certain skills attached to them,
such as: SQL Server, Linux, C...CRM Email Displays Size=2>
One of my users is experiencing an issue when they save an email that is
tracked within CRM the email displays in CRM with "Size=2>" directly in front
of certain lines of the email. So for example "Size=2>" will appear in front
of someone's comments in the email or in front of their name. Does anyone
know why "Size=2>" is displaying in front of the lines of an email? Thanks.
"Mike H." wrote:
> One of my users is experiencing an issue when they save an email that is
> tracked within CRM the email displays in CRM wit...Email cannot be resolved...
When you send an e-mail message from an existing Microsoft Business Solutions
CRM contact, the e-mail address does not resolve to the contact record. When
you view the e-mail message in Microsoft CRM, you receive the following error
The sender's email address could not be resolved to a record in the system.
At least one recipient could not be resolved to a record in the system.
There is a KB article with a hotfix that addresses this issue for CRM 1.0 -
has anyone had this problem in version 1.2 and been able to resolve it?
I experience the same problem, though it ...Recurring email #2
I have a user running Outlook 2002. She has been sending
out an email every week to a few other users to remind
them to go out on the network and check a certain file. I
advised her to have each person set up a recurring
calendar reminder so she no longer has to do this. She was
aware that she could do this but wanted to know if there
was a way she could create a recurring email from herself
to these other people instead. I am not aware of a way to
do this in Outlook so I thought I'd post this to see if
anyone else knew if this was possible.
Derek <derek.larson...How do I import contacts, email, etc, from Outlook 2002 to 2003
I just purchased a new PC w/ Outlook 2003 and my old PC has Outlook 2002. I
need to know how to move all of my current info (calendar, email, contacts,
etc) to my new PC Outlook 2003.
First, never import.
Second, read the Help Files:
For best results make sure you check your PST file for errors just before
you migrate it and do NOT copy it into Outlook's default folder where you
may inadvertently overwrite another PST file and corrupt your profile.
"RickyG" <RickyG@discussio...Automatically open Detail Entry Window
In SOP Transcation Entry, I'd like the Sales Customer Detail Entry window to
open automatically after the customer ID is selected. Is this possible? How
would I go about doing this with Modifier or VBA?
Extender would come in very handy. You don't need to write a single code.
Record a macro using GP macro and embed it on the SOP Entry window using
> In SOP Transcation Entry, I'd like the Sales Customer Detail Entry window to
> open automatically after the customer ID is selected. Is this possible? How
> would I go about doi...Parameters to open SO Manager with your credentials automatically?
Does anyone know of either shortcut target line parameters that would cause
you to automatically log in with a specific user/password combo; or even a
command prompt parameter? Thanks!
...Setting up Word to automatically open in Standard mode, zoom=page margins
I've tried to find ways to handle this through the normal.dot file and can't
find it... Word wants to open in layout mode and 200% zoom, forcing me to
manually select mode and zoom.
Any way to get Word to do what I want instead of what it wants?
Thanks for your time.
Word will open each document in the view and zoom it as last saved in.
The onyl way to have a particular view happen every time is to create an
AutoOpen() macro that specifies the view you want.
Turn on your Macro Recorder and record yourself setting the view and zo...Email signature #4
Using Outlook 2000, whenever I send an email my automatic signature is preceded by "AUTOTEXTLIST \s "E-mail Signature"". How do I get rid of it? It doesn't happen when I insert auto text directly.
...Inbox Icons not changing when email forwarded or replied to
This may seem like an insignicant issue, but when you have
hundreds of emails in your inbox, it is extremely
important to know which ones you have forwarded and which
ones you have replied to.
Unfortunately, my inbox icons do not change when I reply
to a message or forward a message. They also remain as
the "Read Message" icon.
I have searched the Knowledge Base, but I have been unable
to find an answer to this seemingly simple issue.
I am using Outlook 2000.
Appreciate any assistance,
...Exchange problem while emailing from TS
I have a published application via TS and Citrix Metaframe XPe. OCCASSIONALY,
when a message is sent from MAPI client configured in the TS environment
(Outlook 2003) it will change the SMTP address, by concatinanting the
address. For example: firstname.lastname@example.org is the intended address, when I look at
the Message Tracking Center on the Exchange Server it's attempting to send to
email@example.com:USER@DOMAIN.COM. Where is the :USER@DOMAIN.COM, which is
being added to the end of the SMTP coming from ?
...open outlook new email form from a crm form
It would be great to be able to open a New Email form (outlook form) by
pressing a button on the Contact, Account or Opportunity etc. form in CRM.
Customers like to use outlook for email and currently there is a disconnect
in that if you are on the opportunity screen and you would like to email the
Potential Customer (and have regarding on the email linked to the Opprotunty)
you have to leave the screen and start a new email in Outlook and lookup the
opportuninty you already have open again to populate the regarding if you
want to use Outlook. You could use Email button, but browser ema...outlook 2007, exchange 2007 in SBS 2008 email attachment extensions changed
Day one after rolling out SBS2008 after migrating from SBS200,
A number of users are complaining about Word doc's arriving as .do_
and pdf's arriving as .pd_ which need to be renamed to work as intended.
Have googled and binged to no avail. Forefront wasn't installed, and
get-attachmentfilterlist commands in the Exchange power shell don't
return anything that clarifies the situation.
Anyone any ideas where this is coming from?
You sure you have no other mail filtering? If you have no forefront..
it doesn't sound to me like it's the SBS ...Transferring the text of an email from notebook to desktop?
I can access files from my notebook on my desktop via my wireless
connection. I have Office 2007 on both machines. What would be the best way
to access the text of an email on the notebook from my desktop. Would (can)
the context of the email in outlook on the notebook be copied or transferred
to a file that I can access from my desktop?
Any help would be very much appreciated
You could open the Outlook PST on the notebook from Outlook on the Desktop
using File | Open ... (ensure you are sharing the folder the Outlook PST is
in). Only Outlook on the Notebook could be open at ...Replying to emails #5
I'm using Outlook 2007. Can someone tell me where is the setting I uncheck
to not reply to messages in the same format that they were sent? I can't
find it for the life of me.
Thanks in advance.
"newtechie" <firstname.lastname@example.org> wrote in message
> I'm using Outlook 2007. Can someone tell me where is the setting I
> uncheck to not reply to messages in the same format that they were sent?
> I can't find it for the life of me.
> Thanks in advance.
AFAIK there IS no...save to email
I just used microsoft publisher 2007 and made a seven page 8.5 x 11 document
with pictures in it. It only saves it in publisher if I try emailing it it
emails the whole publisher program with the page. The text just saves with
no pictures in my documents. I am trying to email the document. I have
downloaded everything I can find on the internet. When I click email nothing
happens. I have tried to save it as a pdf as a picture and it only saves the
text. Please help....thanks Joy
what email client are you using?
you can't have a 7 page email - emails are not paginated...