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...Problems with creating a newsletter
I chose the form "Newsletter - email".
I have created a 3 page newsletter. Now, I have NO IDEA how to send it out
as an email. I do not want to send it as an attachment. I cannot figure out
which "save as" format or what I need to do so that i can email this
newsletter. Is there a website that goes through how to do this?
Am I correct when I say that it has to be html in order for me to send it as
email? That is not one of the options.
Any help you give me would be greatly appreciated.
...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?
...Send to certain person using specific email account
I send an email to a certain receipient but don't want to use the
default email account.
Is it possible that when I send to them (plain text) , that it will
choose the other account I want to use to send it? Please advise how I
set this up.
I do not believe that this can be achieved automatically through standard
use of Outlook as you need to manually specify the name of the account to
send from if different than the default.
However, it would be possible using the Outlook object model. An Addin would
need to be developed that monitored each mail item prior to sending. If the
d...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?
...HELP Recovering addresses and email from Outlook 2003
I had some serious driver issues that required re-installing XP from
disc. I did use the backup option and have a backup of all the old
data. And of course had to reinstall Office 2003.
Will third party software restore my old email and addresses or am I
out of luck?? Thanks for the help
> I had some serious driver issues that required re-installing XP from
> disc. I did use the backup option and have a backup of all the old
> data. And of course had to reinstall Office 2003.
> Will third party software restore my old email and addresses or am I
> out of lu...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 ...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...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...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 ?
...Sending Email #6
When sending e-mail I heep getting it bounced back with
the following message;
Your message did not reach some or all of the intended
Sent: 1/12/04 4:34 PM
The following recipient(s) could not be reached:
'name' on 1/12/04 4:34 PM
553 sorry, that domain isn't in my list of
allowed rcpthosts (#5.7.1)
Why does this keep happening? Receiving e-mail is not a
Generally, this error message means that the email address to which it
refers is not accurate. Go to your address book and carefully check the
spelling and ...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...automating email marketing with workflow in CRM 4.0
I am attempting to prepare a client demo that demonstrates some of the
features of Microsoft CRM 4. The potential client is a staffing
agency, and I have spent some time thinking about how they might use
Here is a business process I have thought up that, if I could get it
to work, would be great to show at a demo.
1. An account calls about an opportunity. The opportunity is
entered. The opportunity has certain skills attached to it, such as:
SQL Server, Linux, C#, etc
2. Contacts (candidates) also have certain skills attached to them,
such as: SQL Server, Linux, C...CRM Email Displays Size=2>
One of my users is experiencing an issue when they save an email that is
tracked within CRM the email displays in CRM with "Size=2>" directly in front
of certain lines of the email. So for example "Size=2>" will appear in front
of someone's comments in the email or in front of their name. Does anyone
know why "Size=2>" is displaying in front of the lines of an email? Thanks.
"Mike H." wrote:
> One of my users is experiencing an issue when they save an email that is
> tracked within CRM the email displays in CRM wit...Email cannot be resolved...
When you send an e-mail message from an existing Microsoft Business Solutions
CRM contact, the e-mail address does not resolve to the contact record. When
you view the e-mail message in Microsoft CRM, you receive the following error
The sender's email address could not be resolved to a record in the system.
At least one recipient could not be resolved to a record in the system.
There is a KB article with a hotfix that addresses this issue for CRM 1.0 -
has anyone had this problem in version 1.2 and been able to resolve it?
I experience the same problem, though it ...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...Recurring email #2
I have a user running Outlook 2002. She has been sending
out an email every week to a few other users to remind
them to go out on the network and check a certain file. I
advised her to have each person set up a recurring
calendar reminder so she no longer has to do this. She was
aware that she could do this but wanted to know if there
was a way she could create a recurring email from herself
to these other people instead. I am not aware of a way to
do this in Outlook so I thought I'd post this to see if
anyone else knew if this was possible.
Derek <derek.larson...How do I import contacts, email, etc, from Outlook 2002 to 2003
I just purchased a new PC w/ Outlook 2003 and my old PC has Outlook 2002. I
need to know how to move all of my current info (calendar, email, contacts,
etc) to my new PC Outlook 2003.
First, never import.
Second, read the Help Files:
For best results make sure you check your PST file for errors just before
you migrate it and do NOT copy it into Outlook's default folder where you
may inadvertently overwrite another PST file and corrupt your profile.
"RickyG" <RickyG@discussio...open outlook new email form from a crm form
It would be great to be able to open a New Email form (outlook form) by
pressing a button on the Contact, Account or Opportunity etc. form in CRM.
Customers like to use outlook for email and currently there is a disconnect
in that if you are on the opportunity screen and you would like to email the
Potential Customer (and have regarding on the email linked to the Opprotunty)
you have to leave the screen and start a new email in Outlook and lookup the
opportuninty you already have open again to populate the regarding if you
want to use Outlook. You could use Email button, but browser ema...LDAP Address Book
I use LDAP for my address book lookup. When I try to
lookup an address it comes back with "Unable to display
results because too many entries in the Internet
Directory match your search criteria"
Any ideas what is wrong? It works just fine in Windows
2000 but not with XP.
...Email signature #4
Using Outlook 2000, whenever I send an email my automatic signature is preceded by "AUTOTEXTLIST \s "E-mail Signature"". How do I get rid of it? It doesn't happen when I insert auto text directly.
...How do I delete a custom attribute.
Help! I created a custom attribute in the Contact Entity of my
Microsoft CRM on my production server and it has a typo. I would
really like to rename it or delete it but there is no obvious way. I
have also looked through MSDN etc and have found no reference to it
(creating yes, deleting editing, no).
Thanks in advance.
Unfortunately it is not possible to edit or delete schema fields in MS CRM
"MagKip" <email@example.com> wrote in message
> Help! I created a custom attribute in the Contact Entity of my