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Microsoft CRM - Entering company name in CRM

Microsoft CRM - Entering company name in CRM

Entering company name in CRM

Posted: 15 Jul 2005 04:36 AM PDT

Andreas,

Thank you for your answer.

One comment though: I think MS could simplify this process: how about in
the same contact window, there would be a company field, website address of
the company,... then when you want to save the record, there would be an
option to make a new account from the info you entered, where only the
relevent info would be saved in the aacount record (such as company name,
phone number, web address,...

Thanks for your tip anyways

Steve

"Andreas Donaubauer" wrote:
 

E-Mail not working after adding host header

Posted: 14 Jul 2005 11:32 PM PDT

Thanks again for your help.

Ric

"Rob Bakkers" wrote:
 

Integer or Float?

Posted: 14 Jul 2005 12:42 PM PDT

Note that if you don't want the number to automatically show commas
(and there is no way to turn this off), you may want to add it as a
text field. Counter-intuitive, I know, but that's the only way to get
a number to appear like 40000 instead of 40,000, if that's what you
want.)

HTH,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

To download a fully functional trial version of VAST, (Visionary Audit
System Tools for Microsoft CRM), that works against the Adventure Works
Cycle database,
visit http://www.vscrm.com/trial.htm

Picklist Events

Posted: 14 Jul 2005 12:29 PM PDT

Dave,

That indeed is an interesting approach, but i wouldn't really consider this
an alternative. That is why I mentioned update in workflow is not possible,
but again an interesting workaround :-)

Rob Bakkers,
Avanade Netherlands


"Dave Carr (dave- no com" wrote:
 

No Logon Dialog Box

Posted: 14 Jul 2005 10:01 AM PDT

Hi Amit,

Thank you very much for your quick response.

It wasn't quite as simple as you wrote. Our network has a domain policy
that doesn't allow users to change the security settings in IE. But, I
convinced him to allow those of us in the Domain Admin group to be able to
make such changes. Then, after a quick reboot, I was able to make it prompt
me for credentials.

So, again, thanks.

Calen


"Amit" wrote:
 

Account Owner last Changed (or) Last modified date

Posted: 14 Jul 2005 08:05 AM PDT

you can create a custom field, but I do not believe there is are native
fields to audit account ownership. The guys at visionary software
http://www.vscrm.com have an add on that will record ownership along
with any other changes to the account.

eric

srini wrote: 

send email to new contacts/accounts

Posted: 14 Jul 2005 05:00 AM PDT

Hi Shawki,

Go to home/settings/template manager/email templates. Create an email
template to use with accounts. Then in the workflow manager, when you are
editing the send e-mail action properties, choose this template. CRM
automatically sends the email to the e-mail of the primary contact, if it
does not exist, sends the email to account.emailaddress1.

The idea is that, the emails you send using the workflow manager, but
without using templates are sent to internal users, emails sent using the
workflow manager with email templates are sent to external users.

Hope this helps,
Bilge Gul

"Shawki" wrote:
 

May I change the form's source code? How to do it?

Posted: 14 Jul 2005 12:58 AM PDT

Thanks!!

"Ronald Lemmen" wrote:
 

Upgrading CRM servers

Posted: 13 Jul 2005 02:46 PM PDT

I agree. That's definitely a cleaner approach.

Thanks for your input.

-Vimal

"John O'Donnell" wrote:
 

Crystal Reports Publication

Posted: 13 Jul 2005 12:04 AM PDT

Yes, I have grouped the report by Quote number
This seems to be a Quote report so that it can be exported in the word
format and presented to the customer with slight modification.
The report is ready and is approved by the customer.
But cannot filter it in CRM for a particular account, user etc (the filter
options available in CRM)

Thanks
SAM


"John O'Donnell" wrote: