Merging Duplicate Contacts
Is there an option in V3.0 to merge selected accounts/contacts/leads that
have been selected as duplicates?
yes, from the Contact List or from an Advanced Find for contacts, you can
select multiple contacts and click the Merge icon at the top of the list
(the merge icon looks like two small pieces of paper becoming one larger
piece of paper). When you click it, a merge dialog will appear and help you
with the process.
Sorry for the weak description of the icon by the way :)
"Mandy" <Mandy@discussions.microsoft.com> wrote in message
news:32468F52-66E7-4738-9148-5...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...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
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?
...How Do I Import Stock Quotes to Money2004 Standard?
Does anyone know how to import stock quotes into Money.
Some of the ones I am interested in are not supported by
MSN for online update. I know I can enter the data
manually but I want to be able to update prices for
multiple stocks on a regular basis.
I have tried ceating a .ofx file for importing and Money
reports "Import Completed" with no errors but the price I
specified does not appear in the price history.
The extract from the .ofx file relating to price I was
trying to import is as follows:
<S...import a 123 file
My excel version cannot open a Lotus 123 file. Is there an import feature to
move the data from Lotus 123 to Excel?
No, you need to convert the file either from Lotus 123 or get commercial
"Frank" <Frank@discussions.microsoft.com> wrote in message
> My excel version cannot open a Lotus 123 file. Is there an import feature
> move the data from Lotus 123 to Excel?
...Resolving Email Address to existing contact problem
Has anyone else come across this issue in MSCRM3.0? - when you attempt to
resolve an email address to an existing contact in CRM (that does not
currently have an email address stored in their details) the contact resolves
OK but does not update the email address in the contacts details.
Is this by design, or have I found a bug?
...Word2007. Checkbox. No Form
We have a document (not a form) that we would like to use checkboxes in.
This document has a couple of sections where it would be useful if the user
could check if something is applicable. We can't protect the whole document.
Thank you for your help!
I actually used this feature in a form this morning. Although you don't say
what version of Word you are using, you can access the Control Toolbox
toolbar in Word 2003, or in Word 2007, it is on Developer tab.
To show the developer tab, click the Microsoft Office Button and then click
Word Options. S...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" <firstname.lastname@example.org> wrote in message
> Unbable to click the customising outlook today button for
> Outlook 200...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 ...Multiple copies of email in "Forward to"contact
I am running Exchnage 2003. My CEO has a conatct in our organisation that
refer to his blackberry contact. I have set the forwarding to also keep a
copy in his mailbox.
What happens is that three copies of his forwarded email hit his blackberry
account! Only one hits his internal mailbox.
What I ahve determined is that the front end Exchange server seems to be
creating the additional copies. Is this how its meant to be (don think so cos
its such a nuisance and my CEO keeps complaining about it).
How do I tell the front end server that this guy's mail server is the one
that...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...I would like to know how to set up a 'fill in the blanks' form?
I would like to set up a templet of sorts to fill in the blanks for
...Associating Multiple Existing Contacts to an Account, Until CRM 2.x
I have racked my pea-sized brain for endless days for a way to associate
multiple existing contacts (or accounts) to an account.
My client has accounts that have many contacts (or accounts) involved at
different stages of acquiring a new account.
The logical method would be to add a custom attribute with lookup
functionality into the existing CRM contact or account objects but this is
not possible with CRM 1.x.
The resulting UI would allow an end user to associate different contacts (or
accounts) to an account. Example:
- AccountPhysician: (existing account or con...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 ?
...printing imported gif files in Excel
When printing gif file with transparent background on the
grey(25%) background of Excel non-transparent part of the
picture has white border around it. Is there any way to
Thank you in advance...
...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...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...Contacts Search
Operating System: Mac OS X 10.5 (Leopard)
Email Client: pop
I recently deleted some vital Microsoft files, I reinstalled the package and my backup emails, contacts etc, the only problem is that if I do a quick search in contacts it brings up totally unrelated contact and not the contact I was originally looking for ??
On 1/31/10 4:01 AM, in article 59bb1f13.-1@webcrossing.JaKIaxP2ac0,
"David_Marriott@officeformac.com" <David_Marriott@officeformac.com> wrote:
> I recently deleted some vital Microsoft files, I reinstalled the package and
> my backu...how do I import my contacts from IncrediMail 2.0 to MOutlook2007
I am new to using microsoft outlook 2007 and am searching for a way to upload
my contact list, from Incredimail 2.0 to Outlook 2007. Any help would be
definitely appreciated, thanks!
How do I save my IncrediMail Address Book and move it to a different
In Outlook - File --> Import and Export ... import the CSV file created via
process noted above
Karl Timmermans - The Claxton Group
Co...With and import tool can you change only item description?
Is there a way to change only the item description on a large quanity of
items. What about the extended description? Thanks for your help.
Use the MS SQL Data Import Tool by EMS. $65.00. The QSImport Tool available
to download from Microsoft will probably work but is not supported by
Kinnard L. Kohler
Business Machines Systems
6101 South Shackleford Road
Little Rock, AR 72204-8606
> Is there a way to change only the item description on a large quanity of
>...me too, problem with import... only 15 records
me too, problem with import... only 15 records.... also in one of my
i need a fast answer....
I dont see a question to answer...?
JUAN MARKETING wrote:
> me too, problem with import... only 15 records.... also in one of my
> customers crm
> i need a fast answer....
Hehe yeah, what is the question!? what are you trying to import?
I don't know the reason, bu each time i try to import x number of accounts
or contacts, MSCRM only import 15 records... Promise, everything is ok...
columns, format csv from excel, size, records....
I say that, becau...Picture control on a form
What is the best way to fill a form with a picture control so that when the
client window is resized the picture control will fill the form?
Take a look at this and see if this is what you want:
"Al" <Al@discussions.microsoft.com> wrote in message
> What is the best way to fill a form with a picture control so that when
> client window is resized the picture control will fill the form?
> Just Al
&...Null value in form not trapped by beforeupdate event
I have a form in Access 2003 linked to a SQL Server 2005 table. When
I clear the value in a textbox (bound field is varchar and is
required), I want the before update event to run to tell the user the
value cannot be null.
When I press the tab button to move to the next field after clearing
the texbox, the before update event is not triggering and instead I'm
getting the following error:
You tried to assign the Null value to a variable that is not a Variant
data type. (Error 3162)
How can I prevent nulls before and this error from triggering?
...Clearing "Custom Footer" box
Is there a way to delete the contents of the "Custom Footer" option when
going through the "Page Setup" menu? I would like to clear out all
previously created custom footers and start fresh.
Go to FILE>PAGE SETUP>HEADER/FOOTER, click on the "Custom Footer
button. A new dialog box will appear with three panes. Highlight th
contents in each pane (one pane at a time) and hit delete.
Hope this helps
Message posted from http://www.ExcelForum.com
You have some responses at your other post.
T Crosby wrote:
> Is there a wa...