Posting Notes to a Group of Contacts

I would like to post a note to a group of contacts in a view.  Can anyone 
point me in the right direction.

TIA!
Donnie 


0
Donald
7/20/2005 4:59:17 PM
crm 35858 articles. 1 followers. Follow

1 Replies
682 Views

Similar Articles

[PageSpeed] 27

Donnie,
Create a manual workflow rule that does one action: Insert a Note.
Then, select all contacts you want to apply the note to,  Then, select
Apply Rule from the Actions menu, and select your rule.  Good luck,
Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

To download a fully functional trial version of VAST, (Visionary Audit
System Tools for Microsoft CRM), that works against the Adventure Works
Cycle database, 
visit http://www.vscrm.com/trial.htm

0
Dave
7/20/2005 8:11:56 PM
Reply:

Similar Artilces:

location of pst/contact information
I was running outlook 2000 on win 98se -- the computer died, so I pull the hard drive and put in a usb containter -- I need to copy the outlook info ( mail, contacts ) from the drive that is now a usb drive to my new computer running xp and outlook 2003 -- where would the data be on the old drive? Don't recall for Windows 98 but look for a hidden file with the = extension .pst. --=81 Milly Staples [MVP - Outlook] Post all replies to the group to keep the discussion intact. All unsolicited mail sent to my personal account will be deleted without reading. =20 After furious head scratch...

Email Contacts
Hi - I work at a college and at times I have to send out emails to a number of students at once and I may not have to send them an email again. My question for you is; how can I delete the contact from my list without having to press the delete button one at a time on each contact? And once I delete one contact, the cursor goes back to the top of the list and I have to move the down key until I find the next contact that I want to delete. Is there an easier way to remove contacts? -- Thanks for your help Barbara What do you mean by "my list?" We have no idea what...

Grouping event handlers
I have a data entry form with numerous fields. Certain fields ar required and need a non-blank input. I am trying to create a clas module for a text box where non-blank inputs are not allowed. I have the following code: Public WithEvents Required As MSForms.TextBox Public notComplete As Integer Private Sub Required_Change() If (Required.Text <> "") Then notComplete = 0 Required.BackColor = &HFF& Required.ForeColor = &H8000000E Else notComplete = 1 Required.BackColor = &HFF& Required.ForeColor = &H8000000E End If MsgBox "In Event" End Sub ...

Recovery storage group...with a 2000 database?
I have a user that has recently discovered that after a server outage last summer he is missing a great deal of Calendar items from prior to that date. The problem is that back then we were running Exchange 2000, and in December we migrated to 2003. Is it at all possible to use the recovery storage group and restore an Exchange 2000 database to it from one of our quarterly tapes? I'm trying to avoid building a sandbox with a clone of our old server and AD in it just to see if his Calendar contained items from back then (note that not all appointments are missing, but he typically ...

Delivery note
HI, Can i generate a delivery note for partially received items.?/from where? Hi Peter, In POP, you can do a Shipment receipt type in the Receivings Transaction Entry window - (MSDGP>>Transaction>>Purchasing>>Receivings Transactions. The POP Receiving Posting Journal can serve as your Delivery Note. Other variations are, you can create calculated fields to dynamically change the static name that will appear on the report depending on the document type. Hope this helps! Cheers, Dennis Araullo, MACS Microsoft Certified Technology Specialist GP,CRM,AX MCITP...

Can't contact pop3 server
Environment: Windows XP SP2 Office/Outlook 2000 Outlook intermittantly says it can't contact the pop3 server. The user needs to shutdown and reboot the PC. Happens very often, continously throughout the work day. This is happening on 2 PC's. All other PC's in the network are set up the same way and work fine. I have applied the latest office service packs and updates. Anyone seen this problem? Any ideas? Thanks in advance. TS. ...

GG posting problem (reported by Ken Johnson)
In response to a message posted in the thread "Why messages fail to appear on MSnews server".... "Ken Johnson" <kencjohnson@gmail.com> wrote: > Thanks Joe User, I might just leave it in the too-hard-basket. Yes, it is. Especially since your use of the phrase "no longer see" below suggests that the deletion in GG is deferred, and since we cannot confirm successful communication of the message to GG in the first place unless and until we see it in MSNews, which is delayed. (And we don't know that we will always see it in MSNews ev...

Group Send error
When I try to send to a distriubtion list I get a generic error message. If I try to expand the group (during e-mail creation) I also get an error. Any ideas? Miller Glass <mgc@rollanet.org> wrote: > When I try to send to a distriubtion list I get a generic error > message. If I try to expand the group (during e-mail creation) I > also get an error. Any ideas? State your Outlook version and tell us how you created the DL. Does it look correct in the Contacts folder? -- Brian Tillman I am using Outlook 2003 SP1 on a machine with Windows XP Pro SP2. The list loo...

Outlook Express 6-Creating "Group Folders"
What is the best way to set up "group" folders for the purpose of responding in mass to e-mail generated "leads? How do I "transfer" incoming e-mail "lead" addresses to these folders? Can I do this without adding these e-mail addresses to an address book? Thanks in advance for your help! Evan Hi - I'm not quite sure what you're asking. However, note: This is a group to support Outlook from the Office group of programs. Outlook Express is a part of Internet Explorer and is a quite different p...

outlook sent items, draft, and contacts, etc
When I go to check my Sent Items, the mail file flashes and then a website pops up, if I delete the web site, it pops up again, and again. No matter what I do it comes back, it comes back, I even tried to delete the cookie if that would do any good? This happens with the Draft file or Contacts, and even if I go back to Inbox at this point I can't see my mail becuase this stupid web page pops up, and I have to close outlook altogether and start over. It's like my computer or program has been invaded by a pop up virus. The web site is: http://www.jraun.com/search.php?search...

saving outlook emails/contacts
I was wondering the exact details of how to save emails and contacts from Outlook. We are getting ready to be cut off from one server and switching over to a new one. We want to make sure we still have all of our old emails and contact information. How would I save this information in order to import it into Outlook at a later time. Thanks so much! mjohnson wrote: > I was wondering the exact details of how to save emails > and contacts from Outlook. We are getting ready to be > cut off from one server and switching over to a new one. > We want to make sure we still have...

Contact or Account in the Activity Manager window?
Is there anyway to show either Contact or Account in the Activity Manager? Thanks MAark ...

Can I share the calenda and contact between computers on the network
I have few staff in my company. I want to share the same calenda and contact with all my staff. How can I do it? Dear Chris, are you using Exchange? If not, on this site is an article on various ways to share Outlook data: http://office.microsoft.com/en-us/assistance/HA011477571033.aspx You will also find a list of third-party sharing tools: http://www.mapistore.com/Outlook/Groupware http://www.slipstick.com/outlook/share.htm -- Oliver Vukovics Share Outlook without Exchange: Public ShareFolder Notebook synchronisation for Outlook: Public SyncTool http://www.publicshareware.com &qu...

E2003
Greetings, I'm in the middle of an Exchange 2003 upgrade (from 2000), and I'm running into some problems. One of these is with our out-going SMTP queues. I've never had a reason to stare at the queues for hours, so I'm not sure if this is normal behavior. We have 2 sites and 3 SMTP connectors. One site has 2 (going to its 2 Sendmail gateways) and the other has 1. The server at each site is listed as a local bridgehead for ONLY the same-site SMTP connector. Looking at the queue though, it uses all 3 connectors. For instance, the server on SiteX has 30,000 messages in it&#...

Mail and Contacts Clear List
Version: 2008 Operating System: Mac OS X 10.6 (Snow Leopard) Processor: Intel Email Client: pop The Clear List check box in Preferences does not clear all the erroneous addresses that have collected in the email address drop down list. Thus, I alway have to sort thru a bunch of address most of which are wrong to find the correct one and of course when I am in a hurry, I choose one of the incorrect addresses and the email bounces back. What a pain. How can I clear the list drop down list completely? By the way the suggestion about creating an address and setting category as junk does no...

Series Posting hung?
Great Plains 8.0 We had someone use the Transactions --> Financial --> Series Post option. They selected 30+ batches... It has been running for 5+ hours now. His Great Plains client is hung. Everyone elses GP session is slower. I'd like to know if there is a way to cancel the Series Posting. How can I tell if the system is ok, and will eventually finish. My sql server is running 50% cpu with sql processes. Seems like things are going but.... are they really. Can I kill his Great Plains process on his client? This is the first time we have used this posting option. I a...

bacs processing posting summary to bank rec.
The option of posting transactions to the bank rec module from a BACS (bank transfer in select cheques screen) run in summary form to enable easier reconcilliation with the bank statements. ---------------- 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/Busin...

Adding Contacts
Recently I tried to add a new contact and to my amazement and dismay the last name and first name have gotten switched. When I enter a first name it ends up in the lastname slot and when i enter a last name it ends up in ther first name slot. I am not sure how this happened or what to do about. Any suggestions would be appreciated. -- Johntwo Suggest you look at what setting you specified for the name field in question. We can't help without knowing to what field you are referring and what Outlook version you are using. Outlook is simply doing what you've told it to....

Contacts & Address Book
I use: Win XP Pro Office XP incl Outlook 20o2 My Contacts list is available. However, when I am in the Inbox and click New|Mail Message a word window is returned with a "To" button. Clicking on "To" returns a blank "Select Name" window with a blank"Show Names From The:" drop down menu. The other panes in this window are also blank. How can I get my Contacts and Address Book working properly? Bob Make sure you have the contacts turned on as Outlook Address Book. Here are the steps: - goto Contacts - Right Click Contacts under My Contacts on your...

Grouping stored procedures
Hello folks. I have an application that uses about 110 "small" SPs. Most are only 4 lines long. I would like to be able to group my SPs together. I suppose I could add a parameter to each group of SPs and then use the case functionality such as create proc GetFruit @id,@fruit varchar(20),@newfruit varchar(20) as if @id=1 select * from FruitTable where fruit = @fruit if @id=2 delete from FruitTable where fruit = @fruit if @id=2 update FruitTable set fruit=@newfruit where fruit = @fruit ect ect ect But is there a better way to do it? Thanks in advance,...

Password Protecting a group of fields
Hi, Ok I have a form with loads of different fields but I have a section that I require to password protect, every one needs to be able to see them but if an individual require to update any or all of this particular group they are required to enter a password, which will allow them to up date all the fields in this section. I am a basic user so if you answer please please keep it simple -- Jessybloke in the UK Hi It can't be done. Well it "can" be done very simply BUT anyone with even a little knowledge of access will be able to get round it (unless you're an ex...

Import of Accounts and Contacts
I am facing difficulty importing accounts and contacts from excel files into MS CRM. I went through the DMF, but couldnt do much about it. Can anyone please help me by sending a detailed procedure of how to import from excel. Any help is appreciated. ...

Activate contacts autofill
How do I activate the contacts autofill in Outlook when I start to write a contacts name in the To field ? regards reidarT Outlook 2003 Tools - Options - Email Options - Advance Email Options - Suggest names while completing To, Cc and Bcc fields. "Reidar" <thorsvik@online.no> wrote in message news:8B041074-3930-47A3-82C5-D992AC156CB2@microsoft.com... > How do I activate the contacts autofill in Outlook when I start to write a > contacts name in the To field ? > regards > reidarT Reidar <thorsvik@online.no> wrote: > How do I activate the contac...

export contacts from outlook
i creat my data in contacts with new columns lif flight details and passport numbers and exp dates.... now if i want to export these data to excel, the extra columns i creat is not showing User-defined fields of any kind cannot be exported via the Outlook import/export wizard. Depending on your requirements and size of list etc - your options are as follows: #1 - Create a view with the fields you need and copy 'n paste into Excel #2 - Write your own code #3 - A free utility from CodeTwo that should do the trick http://www.codetwo.com/freeware/outlook-export/ #...

New to Group Need Help with Microsoft Outlook Problem
Hi! I'm Susan and I've just joined the group. I have a mysterious problem with Microsoft Outlook 2002. I had a lot of sub folders of my In Box. One of them contained a lot of emails, maybe 150 or more. When I got up from my desk to go do something (only gone for a few minutes!), I came back the folder is gone. I've searched every place and it is completely gone. Can anyone please help me?!? It is important that I retrieve this folder if possible. Thanks so much. Expand your folder list by clicking on the + signs until you see your = folder - it is possible that you moved ...