Mapping from Account to Contact
I have published the existing mappings in the customization, and even tried
adding some, but I still can't get the fields such as address and phone
number to auto fill-in when creating a new contact and selecting the Parent
Account. I have tried doing this from the Parent Account by creating a new
contact from there, and still, nothing auto fills. Is anyone else having
this problem. Could something have installed improperly when I installed the
software? It appears as though the default mappings in the customization
show the relationship/mappings between the Account Entity and t...removing email account
Outlook says to click on the account in account settings and then click
remove, but there's no "remove."
"kim" wrote in message
> Outlook says to click on the account in account settings and then
> remove, but there's no "remove."
Then you did not navigate to the correct dialog. Provide EXACTLY how
you navigate to whatever window it is where you think there should be
a Remove button.
Different versions of a program exist because there are different
features or changes in...Not able to import multiple Fidelity accounts
I have two Fidelity accounts, a brokerage and an Educational Account. When I
try to set up these accounts in Money 2006, none of the Education Account
information is imported. Money 2006 sets up the two accounts, but there is no
balance or transaction history for the Educational Account. It seems as
though Money sees there is an account but is not able to access anything. It
looks like I'll have to enter and update all Educational transactions
Any suggestions on how to resolve this?
Money 2006 Deluxe, IE 6, XP SP2.
I have 3 accounts at Fidelity - it works...Viewing field values at the accounts level
I created several customised fields and bulk imported account data - all
looks fine except for one numerical field, which does displays only blanks.
When you double-click on the account, however, you clearly see there is a
non-zero value there.
When I sort by this field, it does the right thing, just that somehow the
field value does not show up under the field name at all when viewing all
Any help would be great. Textbooks etc don't seem to cover this sort of
newbie snag! Thanks
...WLM with second account
Sorry in advance if this has already been addressed!!
New, clean, install of Windows 7 Home Premium 64 bit. Install went
remarkably well ( some driver issues) until I got to the step wher I decided
to become one with Windows Live Mail. Joined up as needlenoses@ live.ca and
entered a second existing account @telus.net. I made sure that the telus.net
account was set as default; then the mail started coming in. I will get 10
to 20 posts sent to me at telus.net arrive in the live.ca inbox (checked
propertys of them all). Next time I will get 5 mail go into telus account,
th...Microsoft Outlook infinite loop errors while configuring exchange account upon first launch.
When you launch outlook for the first time, you get the option to go
through the email wizard or cancel. I choose to cancel the wizard and
instead add an exchange account (via control panel/mail/accounts) to
the mail settings. After adding the exchange account, I then lauched
outlook again to populate the cache with exchange emails and folders,
etc., but instead was greeted with an error message after 30 minutes
of what seemed to be a locked computer: "outlook must first connect to
exchange server before configuring additional email accounts", and
then closes down.
I then proceeded...Unauthorized access to OWA if account set to change password on lo
We recently upgraded from Exchange 2000 to Exchange 2003 SP2
Our OWA was previously configured to allow users to change their password.
If I configure a user account to "Prompt for the user to change password at
next logon", the following page is displayed when they access OWA "You are
not authorized to view this page"
If I deselect the option that users are required to change their password at
next logon, they can login to OWA properly and even change their passwords
using the Options section.
I'm thinking that there is probably an issue with access ...Attachments missing on Internal Emails viewed in OWA
I'm having a difficulty with emails sent internally from Outlook 2007 to
another internal user on Exchange Server 2003 SP2 installed in Windows 2003
Server Standard. Generally, the server has all the updates. I just updated
it about a week ago.
These attachments (no matter what they are) will not show up in OWA. They
do show up in Outlook. And if you try to forward the email, the attachment
will appear. So, our work-around right now has been to forward these emails
to themselves in OWA and the subsequent email will have the attachment in
All other emails with...Trying to purchase Money home and business 2008 from outside the US
When I click on buy this product, it takes me through to a payment
screen for US and Puerto Rico residents only - how can I purchase this
outside the US???
In microsoft.public.money, Oli Johnson wrote:
>When I click on buy this product, it takes me through to a payment
>screen for US and Puerto Rico residents only - how can I purchase this
>outside the US???
Some have posted success with using a US address. Some have said
that the credit card not having a US address was a problem, and
others have not had a problem.
It's peculiar. I wish there were a better solution.
It is n...How can I move an investment to a different account?
I have a few accounts in my portfolio; each has a number of investments (no
investment appears in more than one account). I want to move an investment
(all the buys, sells, dividends etc. for a stock or fund) from one account to
another. In 2004 I was able to do this by opening the account online and
simply dragging the investment from one account to the other. Now, the only
way I find to accomplish the task is to laboriously edit each transaction
within the investment. There has to be a simple way to move the entire
investment from one account to another. Any thoughts?
You want there ...Merging accounts
Maybe I haven't done enough digging into Money (Basic 2003), but I can't
seem to find out how to merge two separate money accounts into one file.
My fiancee and I will be bringing our two accounts together next year
when we get married, and we would both like to retain access to our old
accounts, as well as carry over our account histories for student loan
payments we've made so far. Ideally, I suppose we'll keep the student
loan accounts, close both of our checking accounts and bring the
balances forward into our joint checking account.
Is this a feature of the Delu...International & US accounts
Can my overseas and US accounts co-exist in Money ?
In microsoft.public.money, <email@example.com>
>Can my overseas and US accounts co-exist in Money ?
Yes, but you will probably only be able to do direct statement
download from the US if you use the US version.
Enter the overseas data by hand, or perhaps the institutions offer
OFX/QIF download via web.
...Accounts used in Spending By Catagory
I have two checking accounts set up in Money Plus. One is my family checking
and the other is one I use for business expenses. The spending tracker uses
transactions from both accounts. How can I set the Spending by Catagory to
only use my family checking? Thanks for any input.
In microsoft.public.money, Billster15 wrote:
>I have two checking accounts set up in Money Plus. One is my family checking
>and the other is one I use for business expenses. The spending tracker uses
>transactions from both accounts. How can I set the Spending by Catagory to
>only use my famil...Global Customer accounts are not reaching our other store
Hi Pete - can you see them in HQ? Check the other stores configuration
settings to make sure they're enabled to use global customers (so mgr - file
- configuration - options - customer options - enable global customers for
Yes, I can see them in HQ. I've also already checked all the Stores
Configuration Settings (at both stores). It's really strange - it just
seemed to stop sharing customers about a week ago. I used to work for a
company selling RMS and I thought I'd...Handling contacts in accounts
Can anyone suggest the best way to deal with a contact who leaves a company
and reappears in another company. Should the contact just be reassigned, or
should they be left (deactivated?) in the existing company, and a new contact
I am interested in tracking history both with the old account, and with the
you can use the relationships to do this. Reassign your contact to the
new company, add a relationship between the contact and old company.
Frederic - Travi@ta
> Can anyone suggest the...Accounts Payable & Receivables
I am using Microsoft money 2005 premium version for personal finance
management. I want to money to track my receivables and amounts payable but
do not know how should do it. How can I get maintain account receivables &
There are lots of ways and what's best will vary depending on your
You can just schedule bills and deposits. This is most effective for
payables, but works for receivables.
You can create accounts to track them and, when they go actual, transfer
from the receivables account to the account where you put the money or
transfer from the acc...Setting up online services for multiple accounts at same bank
I'm having trouble establishing automatic updates for multiple accounts at
the same bank. Specifically, I can't seem to automatically download
transactions for my credit and my wife's credit both held with MBNA. I can
set one up just fine, but Money doesn't seem to let me set the second one up.
At least not intuitively.
Any ideas? Thanks
In microsoft.public.money, phudrick wrote:
>I'm having trouble establishing automatic updates for multiple accounts at
>the same bank. Specifically, I can't seem to automatically download
>transactions for my cred...Weird Internal Email
I received and email with no message body.
How can I track down where this came from?
SBS2003 Premium, Exchange, SharePoint.
...Money 2004: Displaying an associated cash account in the Account List
My brokerage firm provides me with an investment account that also
acts as a chequing account. As a result, I track the cash balance of
the account in its associated cash account.
It appears that in order to get a summary of the balance, I must
switch to either the portfolio or transaction view. Is it possible to
view a summary of this associated cash account in the main account
list? I would like to do so without creating a new cash account and
transfering all the transactions to it.
In microsoft.public.money, Steve Guidi wrote:
>My brokerage firm provides me wi...Transfer to a New Brokerage (Investment) Account
I am in the process of moving all of my accounts from a small private firm
to Fidelity. Obviously the small guys don't do on-line anything, so I have
been entering stuff for years on my own. How do I go about transferring
everything into the new Fidelity accounts since it uses on-line updates
without losing my historical data; basically, I don't want my capital gains
report to get messed up by using the "Transfer Account" function. Any
...How void receipt/shipment with wrong Item account codes
Series : Purchase Order Processing
No sure by create a Purchase Return can help =96 my concern is wrong
account codes & the standard cost.
Under Item maintenance, the item (V0910) has already with wrong
account codes and wrong standard cost,
Has been wrong even BEFOFE the creation of the receipt shipment.
So, the Shipment transaction is now with the wrong accounts.
I am wondering if by doing a purchase return (Transaction > Purchasing
> Return Transaction Entry) can help to reversing all the wrong
entries f...still receiving every e-mail to many accounts twice in outlook 2003
basically what th subject says.
every e-mail i get comes in twice. this is on different accounts with
Cant seem to suss it out.
Rob Beech <rob(remove)@cnics.co.uk> wrote:
> basically what th subject says.
> every e-mail i get comes in twice. this is on different accounts with
> different domains.
> Cant seem to suss it out.
If you have an AV product scanning incoming mail, try disabling that
feature. If your accounts access the same mail server, try modifying the
send/receive group so that it receives mail from ony ...email settings for pop accounts
just reinstalled outlook and have set all pop email
settings for various email accounts but cannot send or
receive email. (only hotmail as http works).
when send test email, all actions work except last one:
"unable to send test message. pleae verify email address
also cannot reply to existing messages in inbox - error
message - relaying email to 'email address' is not
any help is appreciated.
Check your SMTP server settings (for the sending mail problem) - use the
same SMTP server for all your accounts (your ISP's) or make sure you're
aut...Problems posting to store account
I have created customers with store accounts in Quickbooks and imported them
into RMS. Whenever I ring up a sale charging to a store account and close the
batch I get this whenever I attempt post: "Quick Books error - There was an
error when saving a General Journal transaction. QuickBooks error message:
A/R detail line must have customer" or if I switch the AR accounts around I
get "Quick Books error - There was an error when saving a General Journal
transaction. QuickBooks error message: Transaction split lines to accounts
receivable must include a customer on that sp...Sending from secondary POP Account
When I try to send a message through a secondary POP
account outlook actually sends it through the primary POP
account even after selecting the secondary account from
the accounts list. How do I fix this?
Chuck Boyer wrote:
> When I try to send a message through a secondary POP
> account outlook actually sends it through the primary POP
> account even after selecting the secondary account from
> the accounts list. How do I fix this?
What version of Outlook?