Changing owners of accounts
I was wondering if anyone has had problems changing the ownership of
Accounts. It appears to have something to do with closed activities - not
all - just some.
I am still investigating with the client the conditions when this happens
but there appears to be no common thread.
Is this a known bug ???
BTW - This system is a CRM3 to CRM4 upgrade.
Have the users your moving information from been deleted from Exchange?
...How MS-CRM meet this requirement. (account entity)
We sale different type products to our customers, e.g.
We need to send bulk mail to customers who grouped by
product type. The problem is one customer may belone to 2
or 3 or only 1 Product-Type group, and we may add more
product type than above.
How to describe this kind of relationship in MS-CRM? We
used to be able to describe it in Siebel before. But in
Siebel to MSCRM migration documents, it didn't mention
about this part.
Is there anybody know something about it in MS-CRM?
version 1.0 or 1.2?
...email only account
How can I create an account that is for email only?
Where are my manners. Sorry, this is Exchange 2003 on a Windows 2003
server. AD is in mixed mode as is Exchange.
"Byron Kendrick" <email@example.com> wrote in message
> How can I create an account that is for email only?
Well it depends on what you mean by email only.
If you mean an entry in your Global Address list so your users can send
email to him/her/them. Then you create a Contact in your AD.
...hotmail account error message in windows live mail
connection to server problem for hotmail account.Error message 800cccoe in
windows live mail.Please help.Have tried changing server settings nothings
worked.Has been working for months until recently
And those server settings that were changed would be ???
"Doogle64" <Doogle64@discussions.microsoft.com> wrote in message news:827CCD6F-73F2-4E25-A1CB-D7E95F56C042@microsoft.com...
> connection to server problem for hotmail account.Error message 800cccoe in
> windows live mail.Please help.Have tried changing server settings no...how can i open a new account in outlook deos cost any charch
how can i open a new account with microsoft office outlook,does cost any
charch to open this new account,thanx TB,also if yes, please telme how
because the SMTP AND POP3 does not working good,
Outlook does not issue accounts. Your Internet Provider does that. Outlook is
just the means to retrieve your email. Ask for help from your provider and
get the correct server settings from them. Remember, you cannot use Outlook
for web based mail like free Hotmail and Yahoo. Use your browser for that
kind of mail.
> how can i open a new account with microsoft office ...pop3 account want to access GAL
I'm trying to set up a Post Office Protocol 3 (POP3) client to see the
company Global Address List (GAL).
I need help to configure that in Exchange 2003, how can perform it??
Cheers and thanks,
The best that a POP3 client can do is to install an LDAP Server as an
Address Book and perform queries that way. POP3 clients don't get the GAL
in the same way that regular Outlook MAPI clients can.
Read my blog!
http://feeds.feedburner.com/winzenz (RSS Feed)
"Haydar" <Haydar@di...Account contracts
We have found an issue with contracts related to sub-accounts in V3.0 - we
can't get the contracts for the sub-accounts to display in the Contracts tab
even if Include Related Records is checked - it only ever shows the
contracts for the parent account... Is this a known issue and is there a
"Anonymous Poster" <firstname.lastname@example.org> wrote in message
> We have found an issue with contracts related to sub-accounts in V3.0 - we
> can't get the contracts for the sub-accounts...Importing from Excel to Publisher mail merge
I have Office 2007 and I imported from Excell to Publisher one time. Now the
Publisher refuses to recognize any file except the first one I used and it
gives me the message that it is not a legal file and I should check location,
size of file name, etc.
How do I get that file name out of the system and start a new mail merge.
By the way, I have rebooted twice, changed file names within excel, change
from worksheet, to Excell 2003, to several other options and I still return
to the original file name when I try to import
Can you click "cancel merge" in the tools ...Cannot Send Email's on New Account
I am adding another email account to my Outlook XP. Outlook can see bot
the outgoing and incoming email servers, but refuses to send the email
I get an error saying that something is wrong with my SSL or port, bu
it is set on default. And on another computer at work the same exac
settings work. I went to more options and put the option to log ont
the smtp server before sending a message, because thats how i have i
set up at work and it still does no comply. I have tried almost ever
account option i can find, so i am thinking it must be something abou
my own internet connection or IP that is n...E-mail mail merge #2
I have about 300 e-mail addresses in a column in Excel.
Is there a way to send one e-mail to all these people at one time?
Use a mail merge starting from Outlook and use the Excel spreadsheet as =
your data source.
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact.
How to ask a question: http://support.microsoft.com/KB/555375
After furious head scratching, Pepper asked:
| I have about 300 e-mail addresses in a column in Excel.
| Is there a way to send one e-mail to all these people at one time?
1 message with 300 recipi...New User: Transfers between Accounts
After getting fed up with Quicken not being able to download the correct
information from my Schwab account I downloaded the trial version of Money
today. I must say that so far it is much easier to use with Quicken but I
have a couple of issues:
1. Is there a way to set-up a category that is not income or expense but
rather a transfer to Investment Account or transfer to Checking, etc? When I
view reports it is thrown off by these types of transfers.
2. Is there a way to change asset allocation categories to included
International equities, etc.?
In microsoft.public.money, ...Accounts Payable/Rcvable template
I am trying to find an accounts payable/rcvable template for Access
2003. I currently have an excel based system that requires me to do
multiple entries and I would like to avoid that by using an access db.
Any sample db's would be helpful so that I don't have to re-invent the
...How to print a mail merge with a 2 page template?
I'm trying to print my Mail Merge in Publisher. The Template is 2 pages. It
tells me that I can not print a 2 page document in Mail Merge. However, I
can not delete page 2 or figure out a way to have the Mail Merge only pull in
the first page.
If anyone has any solutions on this I would really appreciate it. The Mail
Merge only needs to print on page 1. Page 2 is just the backside of the
Postcard that I'm creating.
Are you using a template? Have you setup your page as a postcard? Can you select
"current page" in the print dialogue?
You can copy/paste the...Multiple Catalog Merge Area ?
Can anyone tell me if it is possible to have more than one catalog merge
area in a catalog merge document/template?
I want to produce a wine list grouped by type (e.g. 'red', 'white' etc) and
have a field in the datasource for this purpose. Howvere, once I have
filtered for 'red' I cant see how it's possible to get the other groups on
...Permissions for new account
I recently have this request from a developer lead:
we need another account that we could give to the Analysts so that they
would not be able to change the table definition, keys, indexes, and
triggers, but could still create stored procs and functions, etc. we need
another account that we could give to the Analysts so that they would not be
able to change the table definition, keys, indexes, and triggers, but could
still create stored procs and functions, etc.
==========================================================...Deleting an account on MSN Money
I'm using MS Money Premium 2005. It has synchronized all my accounts to MSN.
It has synchronized my employee stock option account, but the account value
is all messed up. It's much higher than it really is.
Is there a way to fix this? If not, I want to know that if I delete the
account on MSN (though the account delete feature), will it affect the
account I have on my PC. Another way to ask this question is can I control
the accounts that Money 2005 syncs with MSN Money?
...Liability Account Balance is Wrong
I have a strange problem. I have created a Liability account (Add a New
Account, select Other, select Liability, select Track transactions and
other details. The liability is a court judgement, so there is no
interest charged. I made sure it is set to 0% interest. I entered the
starting balance and entered the 3 payments I've made since it started.
The problem is, when I enter a payment, the balance in the Balance
column increases by that payment amount. The "You Owe" amount at the
bottom is correct, but the balance is wrong. An example...
Starting balance: $100
...Changing ID login for Investment Accounts
I had to change my user ID for my investment accounts. I
changed the ID on their website. I need to change the user ID
in my MS Money Deluxe but I can not find where to do that.
I can find where to change the password for the accounts. I
didn't change the password I changed the user ID. Where do
I find that? I wont be able to update these accounts until I do.
In microsoft.public.money, Goldlexus wrote:
>I had to change my user ID for my investment accounts. I
>changed the ID on their website. I need to change the user ID
>in my MS Money Deluxe but I can not find whe...Setting up two accounts
I want to setup two accounts but also want separate
outlook folders so one person can download there files
without being mixed into the others account. I am running
win2K and outlook 2003.
> I want to setup two accounts but also want separate
> outlook folders so one person can download there files
> without being mixed into the others account. I am running
> win2K and outlook 2003.
Then set up two diferent Windows users. Each one will have their own set of
"Gordon" <email@example.com> wrote in message ...Login change then lost outlook accounts
When I change a login on Win2000 or XP from one domain to another with same
username I loose all of my outlook(imo) info. When I reload the PST I still
have to create the accounts all over again.
Is there a way to save the account info so it isnt lost when login changes?
I understand it could be a security issue, but in our case it is more of a
I did the same thing but I removed a user that had alot of e-mails that I
need. now they are gone. How can I get them back????
> When I change a login on Win2000 or XP from one d...Can't relate Accounts with its Contacts in CDF
After winning a few battles, my migration came to a full stop again.
The problem I find now is that I can migrate Contacts and Accounts, but
they are not related. I just don't know what else to try in the
PrimaryContactIDName (for accounts) and AccountIDName (for contacts)
fields. I thought I had to put there the integer that was in the
ContactID or AccountID in the CDF, but it gave me no results.
If it makes a point, I'm starting the DB from scracht, and after
importing this, I need to import lots of contracts so using the bulk
import tools it is not an option.
Have y...Automatic transfer to Savings account not showing in budget
I have an automatic transfer from checking into savings
set up in Scheduled Bills. The amount does not show in my
budget under actual.
Is there a way to show the deposit as a spend so that it
will show up in my budget?
Again, any help is appreciated.
Change the savings account details settings to remove the account from your
budget. Then these transfers will show up as transfers out of budget
I wouldn't do that either: Budget Planner is really intended to tell you
whether you are getting richer or poorer with time--is money flowing out
faster than ...sub-account 01-30-07
Is there a way to hide sub-account from left nev pan ?
You need to try something like
/* HIDE SUB ACCOUNTS ON ACCOUNT
var navSubAcc_elem = document.getElementById("navSubAct");
navSubAcc_elem.style.display = 'none';
/* END HIDE ACTIVITIES HISTO...Dividends Not Always Reflected In Cash Account
Using Money 2004 Deluxe, I download transactions from a
broker and find that not all cash dividends are
automatically reflected in the cash account. What might
cause this? Is there some setting that I should change?
Different brokers account for cash differently, some treat it as purchases
of a money market fund and others as cash. Which broker are you referring
<firstname.lastname@example.org> wrote in message
> Using Money 2004 Deluxe, I download transactions from a
> broker and find that not...Updating List of Accounts #2
I have a list of accounts that update daily. I need to
pull a random sample of 25 accounts on a Monday, then pull
that same sample on a Friday, from Fridays list (to see if
there are any updates on those accounts).
So for example, if on Monday (out of about 10k accounts):
Then on Friday, I want to filter out Friday's list to see
those same accounts to see if the balances changed.
Can you tell me if there is a custome filter function,
formaula, macro that will allow me to update it