customizing quote merge template
I have 2 major problems that I just cannot seem to be able to resolve.
When using the mail merge template to do a quote it seems that there
are only a very limited range of "fields" that are made available to
the user. These DO NOT include the actual accounts "Address" only
shipping and billing address - 99% of our clients don't use these
address's so all our data is in "Address_line1" etc
Neither do the fields for "product description" appear in the list
only the products name. All our quotes have always included a short
four or five line desc...Stationaries in Outlook
Does anyone know how to create templates in Outlook???
Like a newsticker you want to fill with different
information every week. Thanks!!! (this used to be very
simple in Lotus Notes..)
It seems that there are many ways to create templates in Outlook.
The simplest one, in my view :
1. Create a message, in any format you like (plain text, RTF, HTML), add all
elements you like
2. Save it as an OFT file
3. Go in the file explorer, drag the file and drop it on your Outlook bar
4. Every time you click on this shortcut in the Outlook bar, it creates an
instance of the template.
&q...Customize Current View: Filter Problem
Using Outlook 2002, I have created a category called "Hidden" i
outlook. In my calendar, I put all the appointments I don't want t
appear in this calendar (i.e. daily reminders).
I then filter out all these "Hidden" items by selecting --
Customize Current View-->
Hidden (the category I created)-->
Edit these criteria directly-->
And then I change:
("DAV:isfolder" = false AND "DAV:ishidden" = false) AN
("urn:schemas-microsoft...Multi Currency Revaluation Option
We have a cash account in Canada. The amount is reflected properly in
our system in Canadian dollars. We changed the exchange rate at the
beginning of the year. We would like to reflect this change on my
beginning balances for the year 2005. When I try to run the revaluation
for finance series for this account, it doesn't update the beginning
balances. How do i update my beginning balances in functional currency?
Try running a revalue for the last period of the prior
year. Don't post it, just print to make sure it is doing
what you want. (You may need to open up the fiscal
perio...Outlook 2003 News
I am trying to setup the news reader in Outlook 2003. I follow the
directions but it won't stick when I drag news to go menu. Any ideas?
To get the News command back, go back to the Programs tab in Control Panel |
Internet Options and change the default newsreader to Outlook Express. If
OE prompts you to make it your default newsreader the next time you launch
it, clear the "Always perform this check..." box and then click the No
You may need to reset the Menu Bar and/or restart Outlook and/or reboot your
machine in order to complete the process. Not everyone is repor...Customizing AdvisorFYI
I have an account for some stock options in a privately-owned company.
Approximately monthly, AdvisorFYI keeps telling me, "It's time to update
your investment prices in Money." There isn't a price update that
often. Is there a way to turn this message off without turning of the
other useful AdvisorFYI Investment warnings?
...Outlook plug in install
I currently have SQL Server installed on my local pc for
some other task. In the install of Outlook plugin for CRM
it wants to install MSDE is this going to conflict with
my SQL 2000 instance?
Joe Thomas wrote:
> I currently have SQL Server installed on my local pc for
> some other task. In the install of Outlook plugin for CRM
> it wants to install MSDE is this going to conflict with
> my SQL 2000 instance?
Yes it will conflict. Microsoft will not support sales for Outlook if
you do this and they strongly recommend not to install sales for
Outlook if you already have SQL ins...Attachments in Outlook 98
Hi there, my Organisation are using Exchange 5.5 SP4 and the client is
Outlook 98. A mail is sent from an external source into our
Organisation to 10 people. The mail has an XLS attached. For some
reason 9 of the recipients get the attachment but the last one has no
attachment and no reference to it in the mail she receives. I've
checked all the Outlook settings I can think of, but am puzzled as to
why this happens - checking the imc data from our Exchange I see that
the correct RFC headers are present and that the user has the same
reference as all the others in the header. Anyone any ide...Outlook 2003 #79
I nhave recently purchased Office Professional 2003.
When using Outlook the send / receive function sometimes
does not work and I need to log off the computer and log
All configurations are standard and the email servers
have been verified by the ISP.
Does anyone else have problems with the stability of
...Removing multiple users from Outlook
We did some computer switching, which involved uninstalling a copy of Office
XP and replacing it with a copy of Office 2003. Now when I open Outlook, it
makes me choose a user. This wasn't in the .pst file which was transferred
for the other computer, but apparenly it was on this computer someplace.
How can I get Outlook to simply open for the one account without that dialog
box popping up?
Control Panel | Mail | Show Profiles...remove any profiles you don't want.
Select the one you do want and set it as the default. (if there are more
than one left)
-Ben-...Unable to click customizing outlook today button
Unbable to click the customising outlook today button for
Outlook 2000 install in the windows xp profession
machine. I have updated the office 200 patch 3. But it
seem remain the same problem.
http://support.microsoft.com/default.aspx?scid=kb;en-us;820575 might be
Neo [MVP Outlook]
Due to the Swen virus, all e-mails sent to this account will be deleted
"Clarence" <email@example.com> wrote in message
> Unbable to click the customising outlook today button for
> Outlook 200...Outlook Hangs Reading Messages
I am running Windows XP Pro & Outlook 2003 via POP3 & Symantec AV
I had to reinstall everything on my pc and now find when I double click
an email outlook hangs for roughly a minute and then it finally opens,
I have tried a data compact, reinstalling outlook and creating a new
pst then importing but it still happens
Does anyone have any ideas? It's driving me mad
Try deleting and recreating the profile as one of your steps in
Thoughts lead on to purposes; purposes go forth in action; ...custom field for projects with tasks past due
I am wondering how/what formula would be needed for creating a custom field
at the project level to show when a project has at least one task that is
past due. I have a custom field at the task level (IIf([Finish]<[Current
Date] And [% Complete]<100,1,2)) that will show when an individual task is
overdue, but I want to add a custom field to the Project Center > Summary
view to show when a project has any overdue tasks. The PM can then drill
down from there into the project and see exactly what tasks are overdue.
Once I figure out the formula for this I want to assign ...Error in Outlook Today
Whenever I go to Outlook Today, I get a runtime error,
line: 297 Error: Class Not Registered. Then I get the
error two more times when I click 'Customize Outlook
Today...' and the list 'Show Outlook Today In This Style'
is empty, and the box under it has a broken image icon.
What could be the cause of this?
Sorry...forgot to say...I'm using Outlook 2003 Student
and Teacher Edition on Windows XP.
>Whenever I go to Outlook Today, I get a runtime error,
>line: 297 Error: Class Not Registered. Then I get the
>error two more time...outlook 2k2 problem
I am using Outlook 2002 with SP3, and i have not had any problems up
until a week ago. My password does not seem to save even though i have typed
it in correctly in the e-mail acct settings ,and have checked "save
password. It saves it as long as i have Outlook open, but as soon as i close
it, and then later open it again, my password is gone and Outlook asks me
for my e-mail password. So, i re-type and i check "save password". But if i
decide to close Outlook (say for the evening, and shut down my computer or
something), my password disappears the next time i open Outlo...Non-VBA way of making custom menus.
Sorry for the new thread but even on Google, the thread isn't showing up.
Well, it was SOOO easy, as I knew it would be. The webpage I quoted in my
message this morning didn't mention the "New Menu" at all!
So, here is the non-VBA way to create a custom menu:
- TOOLS > CUSTOMIZE
- under the categories available choose NEW MENU and then drag the NEW MENU
option under the Commands window up to the menu bar (like D'UH!! <lol>
Wish all those hours spent searching yielded webpages that gave this! <g>)
- THEN one can go back to the MACROS category a few line...Input to custom reports
I'd like to be able to input values to a custom report like the Year. Is
there any way to package a custom report and provide input to it? Every year
the user has to go into the custom report and change the Year restriction.
Alternatively, (this is a payroll report), is there any global variable or
some other back door that I can use to get the current year in a custom
report? Given the report writer may not be the ticket what would the
recommendation be to create custom reports that require input? VB.NET?
Using VBA you can allow for input in the custom reports. B...Help Required
Whenever I open Outlook 2003, I am getting a dialog box which displays the
Microsoft Office Outlook has encountered a problem and needs to close. We
are sorry for the inconvenience
When I click Debug it displays a message box with the following error
"The instruction at "0x3007e993" referenced memory at "0x0000000:. The
memory could not be read"
When I click No it Visual Studio JIT debugger pops up.
I uninstalled and installed several times but still the problem persists.
Is there any regsitry entry that I've to modify/delete?
...Unable to sort on customer CRM 4.0
When you try to change the campaign response views to have customer as
sorting CRM gives an error. You can't even click on customer column to sort
when it's now customer that is default sorting.
Is this a bug ?
same here. I think its a bug
"Help needed" wrote:
> When you try to change the campaign response views to have customer as
> sorting CRM gives an error. You can't even click on customer column to sort
> when it's now customer that is default sorting.
> Is this a bug ?
...Replying to an Outlook e-mail
When replying to e-mail in Outlook, everything works fine. But when I try to
reply to an e-mail that has an embedded picture in it, Outlook won't send it.
I get the message that the e-mail was sent, but it stays in the outbox and
"Jack Johnson" <firstname.lastname@example.org> wrote in message
> When replying to e-mail in Outlook, everything works fine. But when I try to
> reply to an e-mail that has an embedded picture in it, Outlook won't send
&...Multiple Simultaneous Outlook Sessions
Is there a way for Outlook 2007 or 2003 to have multiple Simultaneous Outlook
Sessions open at one time? If so, how is it setup to send and receive from
the same profile I would choose and save the replies back into the same
"Art" <Art@discussions.microsoft.com> wrote in message
> Is there a way for Outlook 2007 or 2003 to have multiple Simultaneous
> Sessions open at one time? If so, how is it setup to send and receive from
> the same profile I would choose and sa...Customer check data
When customers pay by check RMS asks for specific information such as
drivers license number, routing number, account number, address and phone
Does anyone have a report and or a way to extract this info from the
database for cases when the check is returned for NSF?
We can write you this report. Contact me for detail on price .
Afshin Alikhani - [ email@example.com ]
CEO - Retail Realm
= = = = = = = = = =
"Scott Santorio" <firstname.lastname@example.org> wrote in message
> When customers pa...PDA-Outlook 2003
I have a Jornada 540 and I try to sync to outlook 2003
using Activesync 3.7. I get the message Outlook is no
longer installed. Reinstall MS Outlook.
This happens on both Exchange and Outlook 2003
Appreciate your help
...Outlook 2007 Calendar -> Outlook 2003
In the past I could forward appointments and birthdays from one PC to
another, if both PC's had Office 2003. I just tried forwarding a birthday
from Outlook 2007 to Outlook 2003 and it doesn't work. I get the email in
2003. Open it, open the calendar item, then click on Save & Close. No
error message. But it's not there. Neither in the current month or for
next year. I forwarded it as a reoccurring item, that's the only way it
will let you do that.
Has anyone else been able to do this?
Or, is this a backward compatibility issue?
It's odd.... this works fine for...Outlook Client #3
I have recently installed crm outlook client for one of my users and then
also installed the 2 rollups for version 3.0 . Unfortunately outlook is
still restarting even after the rollups. Kidnly advise the necessary
solution that resolve the problem.
Please clarify, outlook loads and then crash "restart"? Has Office applied
with latest Office update?
Frank Lee, Microsoft Dynamics CRM MVP
"Faiz Amir" wrote:
> Dear All,
> I have recently installed crm outlook client for one of my ...