mail merge- & data source
I'm trying to do a mail merge to a label document. I have 10 separate names
to put in 10 separate labels. I insert the merge field. When it goes to merge
& print the doc, it only merges the 1st name under the title it isn't
grabbing all the names to put in each of the labels.
Thank you in advance for your help!
Check this link to David McRitchie's web page on the subject.
Please keep all correspondence within the NewsGro...ODBC Data Source
OK, I'm working mucho in the dark here, cos I don't understand what has been
setup and working happily for a number of years.
We have Great Plains accounting system into which has been linked a cost
control excel spreadsheet.
With our existing clients (running XP and Excel 2003), accessing this
spreadsheet has not been an issue...
Create an ODBC link under System DSN Tab to the SQL (Great Plains) database
and the spreadsheet loads and refreshes etc no problem.
I am now trying to repeat this procedure on a Windows 7 (64 bit) client
running Excel 2010.
The following proble...Privilege required to close opportunities
I've set up our own security roles and assigned these to users. One
user was involved in earlier stages and was given the built in Sales
Manager role. I've just changed him over to the new roles which I
thought would cover what we needed, but he has said he can no longer
close opportunities (and probably do other things that he hasn't
noticed yet!) Does anyone know what privileges are required to close
opportunities? It doesn't stand out when I'm going through the various
security role matrices.
What are the settings for:
Append...Control source in text box
I am using the following expression in a control source =[ClientDesignator]
& "-" & [CatDesignator] & "-" & [FunctionDesignator] & "-" & [Version]
When I run the report the data is correct but I would like the version to
show up as 0001 instead of 1. Is there a way to do this?
"bobojones" <firstname.lastname@example.org> wrote in message
>I am using the following expression in a control source =[ClientDesignator]
>& "-" & [CatDesignator] & ...drops leading zeros on SAP download
Downloading from SAP to Excel 2003, only dollars were treated as numbers,
other fields were Text. Excel 2007, all fields that appear to be numbers are
treated as numbers and any leading zeros are dropped. Is there a solution
other than to customize every column/field.
...Add leading zeros
I have a field of 1 to 3 digit numbers. I'd like to add leading zeros to
each to make them 6 digits. For instance:
4 becomes 000004
10 becomes 000010
777 becomes 000777
Thanks in advance,
Examples from the debug window:
x = 4
? format(x, "000000")
y = 10
? format(y, "000000")
HTH - Bob
>I have a field of 1 to 3 digit numbers. I'd like to add leading zeros to
>each to make them 6 digits. For instance:
>4 becomes 000004
>10 becomes 000010
>777 becomes 000777
>Thanks in advance,
...retaining leading whitespace in text of an xml node
when I run the following code the leading spaces of the "data" node
are removed. How do I retain whitespace?
private void CreateBasicXmlDocument()
XmlWriterSettings writeSettings = new XmlWriterSettings();
writeSettings.Indent = true;
XmlWriter writer = XmlWriter.Create( filePath, writeSettings );
writer.WriteValue(" data with leading space");
* Steve Richter wrote in microsoft....delete multiple leads
IS it posible to delete more than 30000 leads created on an specific time at
Thanks in advance
You can try manually setting the DeleteionStateCode on the LEadsBase table to 2.
Then the Deleteion Service will actually perform the delete for you in the
background. You could also try to manually delete the records directly from the
MVP - Microsoft CRM
On Mon, 24 Jan 2005 02:46:29 -0800, email@example.com
IS it posible to d...URGENT error converting a lead to a contact
I am getting an error converting a lead to a contact.
Does anyone know what the default datamappings should be
between a lead and a contact. I am wondering if that is
The error is
Microsoft CRM Platform Error Report:
An unexpected error occurred.
Object Type was not provided on attribute 'ownerid'
Time: 9:32:16 AM
Type: Platform Error (2)
/SFA/le...view opportunity by business unit
Can anyone tell me how I can create a view or Advanced Find in 3.0 to see an
opportunity by Business Unit? If not, can a report be created to pull an
Opportunity by Business Unit?
If you know the Business Unit you can create a query in Advanced find.
1. Open Advanced find.
2. Create a new query.
3. Select the Opportunities for the 'Look for'
4. Under the Fields, select the 'Owner' under Related Fields. This should
add a new group.
5. Under the 'Owner' section select the 'Business Unit' field.
6. Select 'Equals'
7. Specify...Update values in close opportunity form
I want to update the values in the drop down of the close opportunity
form. I want to add/remove the values in the status reason field
Is there any way I can do this?
Not using the default crm forms. You have to build a custom aspx page calling
the webservice for this. The CRM SDK has some details on this look for the
Patrick Verbeeten (MCSD)
> I want to update the values in the drop down of the close opportunity
> form. I want to add/rem...what is the best website source (free of course) for visio stencils?
what is the best website source(s) (...free of course) for visio stencils?
the short answer is "there is no best site if you aren't a little more
specific". I'd start with John Marshall's site for pointers
(visio.mvps.org). Then you might check www.visiocafe.com, after that check
the specific vendors that you're looking for.
"SFB EIM" <firstname.lastname@example.org> wrote in message
> what is the best website source(s) (...free of course) for visio stencils?
I have 2 lists of 100 items (rows) with 5 data elements. Each list has a
common element, which can tie the two lists together.
How can I combine these 2 lists and use it for the source data of a pivot
...Unable to bulk import leads
I'm trying to bulk import leads into CRM 3.0, but everytime I get an error
complaining about insufficient privileges. I'm a member of all roles, and I
also change all role privileges to have Organization access to bulk import.
The I change the workflow service to run under localsystem. No help.
What else could I try ? Since it's about missing privileges, is there a log
somewhere that would indicate more details ?
...E-mail lead, contact, & Account records directly from CRM
The ability to e-mail records direclty from crm to other people who are not
users of the system.
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 suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=a61c4d61-21fb-4c97-a329-b23...Opportunity with null originating lead ID can't be closed error ?
I'm finding that opportunities created from scratch (ie. NOT converted
from leads) give me an error when I try to close them, perhaps due to
a NULL originating lead ID.
Has anyone else noticed this ?
virtually all our opportunities are created from scratch ie not converted
from leads so this is not a known issue. What error are you getting?
"SuperSonic Steve" <email@example.com> wrote in message
> I'm finding that opportunities created from scratch (ie. NOT converted
> from leads) give me an...Pivot table data source #2
How can I edit the source (mdb file) for a pivot table in
We have several sources of data stored on a local hard
drive and need to be able to move them to the server for
all to use. We also develop in one location and then move
to a production environment. I will need to edit the
source for this also.
I was able to find something on the internet about a .oqy
file for editing the source of an olap. I assume I will
be looking for something similar to this. Where would the
query file be stored by default? I'm using Excel local to
my computer, but the files are on the se...Notes data lost during lead conversion to contact
How can you make the Notes data get moved from the lead to the contact after
you convert the lead. By default it seems that the notes are left on the
This is not available from the application. You should create an addon which
updates the Annotations which are linked with the lead.
Hope this helps,
> How can you make the Notes data get moved from the lead to the contact after
> you convert the lead. By default it seems that the notes are left on the
> clo...Referrals for Opportunities
So has anyone seen an add-on that would allow a client to track who
was the referral on a particular opportunity. I've seen multiple
many-to-many relationship managers (iParties, Green Beacon etc.) but
all of them relate an account with another account or contact. I want
to relate an opportunity with an account or contact... any ideas?
Alternatively, any thoughts on an easy way of doing this?
That is a great question, I would love a solution for this as well if anyone
"Nick" <firstname.lastname@example.org> wrote in message
news:7de77b1c.0402021...decimal value leading zero's
How do I get excel to stop adding a leading zero to a
value like .567? I hate looking at 0.567!!! It just ruins
the visual effect!!!
These are calculated values formatted to 3 decimal places.
I have a stupid work around in which I use a helper cell
with the formula =TEXT(A1,".000"). I also tried things
like =LEFT(A1,4) but this doesn't work if the calculated
value is say 0.600 and the the added zero's are from
formatting. This will return .6 .
Isn't there a custom number format that could be used thus
eliminating any work around? I've searched the...Opportunity status reason value
Does anyone know what table stores opportunity status reason value? I tried
doing mail merge for email and i need that status reason value to be
included. I tried using &opportunity.statuscode; however it returned the
Could someone help me on this?
For picklists you always have two values: a numerical value and the text
value. Where opportunity.statuscode returns the numerical value,
opportunity.statuscodename should give you the text value.
> Does an...Software forum and open source
We will be settling for open source data integration software.
We would need to have a thorough documentation and a forum able to help us
on problems if we have any with our solution.
Forums are always good to get solutions to problems. But need to be active
in order to help. Do you know of any active forums for open source software?
Thanks for your advice.
Your question may be better answered in a newsgroup appropriate to your
problem. This newsgroup is dedicated to the Microsoft Access database
product. The Microsoft website may have misdirected you. I think you...report record source
I am trying to change the record source of my report using the below code.
I get error 2191. What is the correct way to set the record source of a
If UnitNo = 0 Then
Dim strsql3 As String
Dim strsql4 As String
strsql3 = "SELECT t040Project.ProjectID,
t041ProjectDetails.ProjectDetailsID, " & _
" FROM t040Project INNER JOIN (t041ProjectDetails INNER JOIN t000Facts
" & _
" ON t041ProjectDetails.UnitID = t000Facts.UnitID) " & _
" ON t040Project.ProjectID = t041ProjectDetails.ProjectI...6 digit number with leading zeroes
I'm entering in these "Bates" numbers, such as
How can I design a custom number format such that if I only enter in
the actual numerical value, i.e.,
'1' for '000001'
Excel will automatically prefix the number with the correct number of
zeroes, to always make a six digit expression?
another example given,
'1952' for '001952'
Thanks in advance,
Enter 000000 as the Custom Format via Format Cells.
[please keep replies in the newsgroup - emai...CRM 1.2 Leads & Searching
Hope someone can help - how do you search by Company Name field in the
Leads view, as well as Name field (by default). On older leads people's
names often get forgotten about, but the company name does not!
Is there a way of selecting which fields are searchable?
Afraid that you don't have this control in v1.2. v3.0 does give you the
ability to pick which fields to search though.
MVP - Microsoft CRM
"Adam Carter" <email@example.com> wrote in message
Hope someone can help - how do you se...