Email Template in Campaign Activity not available
We're trying to use an e-mail template in a campaign activity, but we can't
find the appropriate button in the form.
Does it mean that the use of a template is not directly available in a
campaign activity (email type)?
We're able to use a template only in we create an email activity from the
"Activity" menu...
Thank's
Alessandra Tag: Activities associated to a new entity Tag: 64235
Difference between Teams and Business Units
Hi,
We are trying to implement CRM 3.0.Our sales teams are divided in to four
groups and we would like to restrict their record access groupwise . Each
team consists of a Manager and few executives. Even though I have created
teams and added the corresponding members, every one can see all the
records. Do I have to create a business unit to solve this?
Regards,
George Tag: Activities associated to a new entity Tag: 64230
Showing entities in an iFrame
var navActivityHistory;
navActivityHistory =
document.all.navActivityHistory;
if (navActivityHistory != null)
{
navActivityHistory.style.display = "none";
document.all.IFRAME_HistoryFrame.src="/sfa/conts/areas.aspx?oId=" +
crmForm.ObjectId +
"&oType=2&security=852023&tabSet=areaActivityHistory";
}
else
{
alert("navHistory Not Found");
}
The above code is used to retrieve specific information into an iFrame.Can
anyone tell me what the variable "navActivityHistory" is used for?? Is it a
pre-defined variable in CRM?? why r we using it in "document.all.*".
And,what is tabset...can u give a brief description about this!!!
Thank You
Chaitanya. Tag: Activities associated to a new entity Tag: 64226
Retrieving attributes of entity in an m:n relationship into an iFr
How can we retrieve the attributes of an entity in an m:n relationship?
for example: we are creating some products.We are creating some
opportunities for an account.Now,we're associating the products to these
opportunities through opportunityproducts.
Now,i want to display all the products related to an opportunity in an
iFrame.And,viceversa.But,as opportunityproduct is used as mediator to create
this m:n relationship between products and Opportunities,we are unable to
fetch the details of products/opportunities into the iFrame.Please help me in
this regard.
Regards,
Chaitanya. Tag: Activities associated to a new entity Tag: 64225
Associated View display Inactive Entity
Hi All,
Just want to ask, how to set Associated View of Certain Entity to
display just the Active Entity. Currently I notice that in a parental
relationship, the associated view display all the child entity
including Active and Inactive. Is it possible to configure that
associated view just display Active Child Entity?
Thank you. Tag: Activities associated to a new entity Tag: 64215
Error sending email from workflow
I created a workflow that will send out an email when an entity is
created/assigned. But the email is not sent. Checked the log in the workflow
monitor, got error: Error code = 80049306. Access is denied.
I checked that email is working by creating an email activity, send it to
the same user as the workflow and it works fine.
Why is it that it works fine when i create an email activity, but it does
not work when sending from workflow?
The workflow are created with a CRM user. I got other workflows e.g. to
update an entity, and those works fine. Only having problem with sending
email. Tag: Activities associated to a new entity Tag: 64213
Upgrading 1.2 to 3.0
We Planning to upgrade CRM 1.2 to 3.0 for our clients.
We are trying to create a developer environment and perform the update. My
question is if we go this route how can we install 1.2 on this dev servers
(Key is unique as per domain). Can we have DEV or temp key for that
particular domain? If YES... HOW?
On the other hand if we install a fresh copy of 3.0 what is the process of
data integration from old to new DB and what kinid of information we may
loose throught this route.
Thanks. Tag: Activities associated to a new entity Tag: 64210
ICRM Reporting of Shared Users on a client
Is there a report which can be printed showing which users have been granted
access to a particular client/record within ICRM? I looked at the dynamic
worksheet exporting but it didn't appear to have a column which you could add
for shared users on each record. Tag: Activities associated to a new entity Tag: 64208
updating a custom field in Accounts from another SQL database
Is there any safe way to update a custom field in the Accounts on CRM without
using .Net programming or expensive software like Scribe.
We need to update a flag custom field using info from another database. I
know how to do it using ODBC link in Access to the CRM table, but I also know
this is not recommended due to security in CRM. But we do not have any other
options right now.
Giving that this is not part of the default fields in CRM, and we are only
updating not adding or deleting, are there really any issues to worry about.
If so, is there another option.
Thanks,
Malcolm Tag: Activities associated to a new entity Tag: 64206
Leads Customization
First off I want to thank the help I've received so far, you have all been
helpful. But I have yet another question!
I'm working with customizing the Leads entity and I want to add the "Phone
Call" icon to the top menu bar next to attachment and Send Email. I just
want the icon to link to a New Activity Phone Call, so that the agents that
go through their leads in the morning can easily log phone calls. I also
want to add a "Completed" button to the menu of the Phone Call activity
screen.
What is the best way to go about this?
Thanks,
LJD Tag: Activities associated to a new entity Tag: 64203
Import Accounts / Contacts - How to get GUIDs in CRM?
I remember seeing a posting some place a couple of weeks ago regarding
importing contacts into accounts using Bulk Import.
The posting had a link to a page/blog that someone had written up with code
to display the GUID in search results/finds.
In other words, I want an import process that does not involve SQL (why have
to query using SQL, isn't Advanced Find usable)?
I do not care if I have to have two separate import steps (well, I do, and
Microsoft has clearly failed to make this important feature usable... I guess
they're trying to keep Scribe happy at the expense of us all).
Anyways, if anyone know of a step by step way to get Accounts and Contacts
imported without using a 3rd party tool, please let me know.
If you know the link I am referring to (was just some code you had to put
onto the web server of your CRM), it would be appreciated.
Regards,
Chuck Tag: Activities associated to a new entity Tag: 64197
Change MS CRM 3.0 Install Account
I have a client who has MS CRM 3.0 installed and running but it was
installed using the domain administrator account. "Administrator"
Is there a way to change the install so it no longer has the Administrator
account as the install account? They have created another account.
MSCRMInstall which was supposed to be used for the install.
Also in 1.2 and 1.0 there were a few special circumstances when the install
account was needed to be used. Is there any circumstances like that in MS
CRM 3.0 or could I just add MSCRMInstall as an MS CRM system administrator
and disable the install account.
Thanks
Hoss Tag: Activities associated to a new entity Tag: 64194
View Other Users Details
How can a user view other users to see contact details of fellow employees etc? Tag: Activities associated to a new entity Tag: 64193
Spellcheck & Signature
How do enable spellchecking when sending out e-mails through the CRM client
(via the browser)? Also, how can I insert a signature through the browser?
Thanks Tag: Activities associated to a new entity Tag: 64192
Outlook Client Install via VPN
Hello,
We need to install the CRM Outlook client to some remote users who are
connected via VPN. Is this possilbe? I have read other post that seem to say
there are issues because the cleint is not authenticated on the domain during
the install.
I could potentially have the laptops shipped to corporate, do the install
and shipped back. Thanks. Tag: Activities associated to a new entity Tag: 64189
Advanced Find Filter Criteria
When creating a filter for Account in Advanced Find, there is no field for
Classification in the dropdown list. Could this be a CRM error or am I
looking over the obvious?
Thanks Tag: Activities associated to a new entity Tag: 64187
Workflow Rule based on picklist value
I have created a new field as a picklist on the opportunity called "Type".
I have a workflow rule that runs on create of opty, checks for value in type
and then runs one of 3 manual sales process depending on the value chosen in
type.
this all worked fine until I decided to update and change the sales
processes and I also exported and imported between dev and test servers.
Now, the opportunity rule doesn't recognise the type field for some reason.
Rule: Apply Processes
when opportunity is created
if
Opportunity.Type = End User Project
then
Exec: End User Project
end if
...and so on for the 3 sales process.
I tried changing the rule as below and then created an opportunity in the
free text field with the string "test" and it worked ok:
when opportunity is created
if
Opportunity.topic = "test"
then
Exec: End User Project
end if
I then tried this and it just sits there waiting so doesn't recognise the
type field for some reason
when opportunity is created
wait
opportunity.Type = End User Project
end wait
Exec: End User Project
while this one does work:
when opportunity is created
wait
opportunity.description = "Bang head against wall"
end wait
Exec: End User Project
considering it worked before and recognised the type field (I'm 100% sure
that it did) and works with the test rules above anyone got any ideas?
--
regards,
Mark Tag: Activities associated to a new entity Tag: 64184
Allow all tasks to be re-opened for editing.
There are frequent occasions where tasks need to be updated after they have
been closed: Typos, time and date changes/updates, etc.
If there is security concerned then limit who can update a closed task.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=7c2a2f82-d406-48aa-aa42-c7fa2326a30e&dg=microsoft.public.crm Tag: Activities associated to a new entity Tag: 64182
iFrames pulling CRM Reports
For Accounts and Contacts my company wants to have the first tab displayed be
read only. I have created an Overview tab and placed an iFrame in the tab for
Accounts. I have tried to local reference the URL for the Account Overview
rdl file but when I publish the iFrame it returns a blank.
Does anyone have any suggestions? Thanks Tag: Activities associated to a new entity Tag: 64181
Scribe Insight - ACT to CRM 3.0 notes/history
I'm trying to get the ACT notes/history records migrated into CRM using
the Scribe workbench. The out-of-box functionality ties the
note/history record to the account and not the contact. I need it tied
to the contact (I would think everyone would). I'm trying to use a
custom formula but I'm having no luck.
Has anyone been able to tie the note/history record to the contact
instead of the account using Scribe? Tag: Activities associated to a new entity Tag: 64180
Suggestion for Emails
Microsoft should make Ctrl-Tab work in the body of an email. Since
hitting tab sends focus to the next field, there is no way (that I can
find) to place a tab in an email. Other programs I have seen allow the
user to hit Ctrl-Tab to place a tab in the body of an email. It would
be nice if this worked in CRM.
Thanks
Greg Tag: Activities associated to a new entity Tag: 64175
enable all fields
I have been using the disable property of fields in jscript to ensure that
users do not enter inconsistand fields of information. Does any one know of
a way to loop through all the fields on a form to enable them. I would like
to attach this script to the On Save so all fields will be saved.
Below is what I got so far but it does not work.
code sampe =========================
var obj = new Object();
foreach(obj in crmForm.all)
{
obj.Disabled = false;
}
================================== Tag: Activities associated to a new entity Tag: 64174
HELP-The XML passed to the platform is not well-formed xml.
Both my test system and my live system are experiencing this.
I cannot import, export or customize anything.
I know the entity (and relationships) that are causing the problem but I do
not know how to reverse out of it.
Can anyone help?
Thanks Saira Tag: Activities associated to a new entity Tag: 64172
Assign an entity to multiple Users
Is it possible in CRM 3.0 to assign an entity (e.g. a contact record or
account record) to multiple users of CRM ? If yes, how ?
Thanks
Kishore Tag: Activities associated to a new entity Tag: 64170
More than 1 CRM install and single Exchange
Hi all,
I've done some searching and there seems to be a number of posts in
this vein, but I am finding some a little confusing, or by no means
clear or definitive.
We have a Windows 2003 native AD, running Exchange 2003 Enterprise -
A/P cluster back-end.
We have just deployed a single server for an evaluation of CRM -
running it on a single but well powered Dell box - CRM 3.0, SQL
Standard. We have installed the email router on the A/P nodes of the
Exchange cluster. 20 Clients are using a mix of the web-based interface
and the Outlook add-in to access this - seems to be working fine and
tracking emails in testing.
We now have an additional part of the organisation wanting to go for
their own evaluation of CRM - can we build an additional new CRM server
(presuming the problem is we have already used our site/org name for
the first one) to run this - but still link with our existing Exchange
infrastructure??? Or is it better that we add the new team as a new
business unit into the existing CRM deployment (as the current
evaluation in place already have their own 'business unit' under the
top level organisation name/site). Clearly as the reasoning behind the
system is for different teams to share and publish data in the future
for other teams benefit, then presumably a single CRM installation
would be suitable (i.e. we can always up-size it later to additional
SQL back-ends, clustered SQL, load-balanced CRM front-ends, etc. to
support increase in users, data volume, fault tolerance, more 'business
units')
I am finding some answers a bit mixed - some people saying a single
Exchange org can use the single email router to support different CRM
installs, others saying there has to be a one-to-one relationship...
Clearly, we don't want individual teams having to go the route of
having their own Exchange org, DNS, etc. just to support a seperate CRM
deployment.
If we are deploying more than one business unit in the CRM deployment,
do these have to largely 'share' a common schema, set of data tables,
structures, etc. or do each business unit build and develop their own
'common' to only them?
Any help you can give would be great - thanks in advance,
Steve Tag: Activities associated to a new entity Tag: 64167
Grouping results on a report (need a little help)
I created a report based off of the filteredlead and filteredannotation views
so that I could pull data regarding the leads and the notes regarding those
leads, below is the SQL statement I use to do this
SELECT dbo.FilteredLead.companyname, dbo.FilteredLead.new_productname,
dbo.FilteredLead.new_clientbusinesstypename, dbo.FilteredLead.subject,
dbo.FilteredAnnotation.notetext, dbo.FilteredLead.fullname,
dbo.FilteredLead.description, dbo.FilteredLead.leadsourcecodename,
dbo.FilteredLead.owneridname
FROM dbo.FilteredAnnotation INNER JOIN
dbo.FilteredLead ON dbo.FilteredAnnotation.objectid = dbo.FilteredLead.leadid
WHERE (dbo.FilteredLead.leadsourcecodename = 'Quote & Bound Report')
ORDER BY dbo.FilteredLead.companyname
Now this statement works out pretty well and returns the data that I want
with one small problem. If a lead has two or more notes associated with it
the results will have the company listed twice. Looking something like below
Companyname1 Note A
Companyname2 Note A
Companyname2 Note B
Companyname2 Note C
Companyname3 Note A
Companyname3 Note B
This isnt too huge of a deal but I would liek to have it so each company
only has one heading with all the notes listed under it, like.
Companyname1 Note A
Companyname2 Note A
Note B
Note C
Companyname3 Note A
Note B
Any ideas or help is appreciated. Tag: Activities associated to a new entity Tag: 64166
Customizing the Subject entity
Hi
I've managed to customize "cases" - they are now called "objectives".
But although the "subject" entity is listed as customizable, everything is
grayed out and I can't rename it.
Can anyone help?
Thanks
--
Mike
Bristol, UK
CRM user
www.crmuser.blogspot.com Tag: Activities associated to a new entity Tag: 64164
Axapta 3.0: Setting the linktype of DataSources at runtime
Hello all,
I have a button on form. It's click-EventHandler contains a line:
CIRTRAStndTourOrderLine_ds.linkType(Transporteinheit.valueStr() ? 3 /*
InnerJoin */ : 4 /* OuterJoin */);
Where "CIRTRAStndTourOrderLine_ds" is the data source generated by MorphX
(CIRTRAStndTourOrderLine) is a table. "Transporteinheit" is a StringEdit.
The behaviour I would like to achieve is, that if I enter something into the
StringEdit it sets the linktype to InnerJoin otherwise to OuterJoin another
table.
In MorphX I set the linktype to OuterJoin (as a default).
The problem is, that axapta simply does not change anything. I suppose I
need some kind of refresh.
Yours sincerely Hot_Ice Tag: Activities associated to a new entity Tag: 64163
Client Problem
When I open the CRM from a client, my cpu usage grows to 60 % for the crm
application. It is very slow to open it. And to use allways the precachecrm
tool is really a workflow for this problem. My workstation has 1 GB ram and 3
Ghz.
The CRM Server is a 1 GHz Machine with 1 GB ram.
With a x64 client is crm realy fast but with my workstation 1 can wait 2
minutes before i can use crm and the cpu usage increase to 50 percent for the
iexplore task. Tag: Activities associated to a new entity Tag: 64162
Settings & Customization pane
Hi,
I'm working on CRM 3.0 and I was trying to use Outlook client when I got an
error message, so I closed Outlook and turned on CRM but I lost Settings &
Customization pane.
I'm looking for the functionality from the "Go To" menu but it doesn't work.
I'm working with administrator account.
Does anybody know what the prloblem is?
Thank's in advance
Alessandra Tag: Activities associated to a new entity Tag: 64158
Microsoft CRM Connectors blog
Dear All,
The following Microsoft CRM Connectors blog contains some useful information
on the Microsoft CRM Connector for Microsoft Dynamics GP. This blog will
also provide information on future Microsoft CRM Connectors and integration
solutions such as with Microsoft Dynamics AX, or the BizTalk Adaptor for
Microsoft Dynamics CRM, etc. You can also use this blog to get answers to
questions on the Microsoft CRM Connectors or to provide feedback.
Blog URL: http://blogs.msdn.com/microsoftcrmconnectors/default.aspx
Regards,
Manohar Tag: Activities associated to a new entity Tag: 64157
report prefiltering does not work for custom entity
Please help. I've been trying for days but can't get the reports prefiltering
to work for my custom entity.
I created a simple report with the CRMAF_ prefix and deploy to the CRM
server. The report works fine and display all data OK. Except the pre filter
does not work i.e. the "Edit Filter" button does not show.
My question is: Does report prefiltering works for custom entity?
I saw a lot of posts regarding this topic and tried all the suggestions i
could find, but still no luck.
I tried the microsoft tutorial in creating a prefilterable report base on
the account entity and this works fine. When I used the same procedure to
create a custom report base on a custom entity, the prefilter does not work. Tag: Activities associated to a new entity Tag: 64151
User creation fails
We have installed MS CRM 3.0 on a Windows Server 2003
The main problem today is that we are unable to create users in the system.
We created users on the Active Directory, but when we try to add a new user
to the CRM, we fill in the "Domain logon name" and when the textbox loses
focus, we get the error, "An error has occurred. Please contact the System
Administrator". There doesn't seem to be any other error log elsewhere.
The problem is probably something related to the CRM unable to access the AD
data.
Can anyone give me an idea, what to do?
Cheers Tag: Activities associated to a new entity Tag: 64137
Searching for contacts based on fields at account level
Hi,
Does anyone know if you can search for a list of contacts in CRM 3.0 based
on a field that is on the Account screen (entity). We have a problem where
the client has put most of their customised fields at account level and now
are unable to bring up a list of contacts based on those fields that are on
the account screen. As a result they can also not perform mail merges etc.
on contacts as all they can get is a list of accounts.
Frank. Tag: Activities associated to a new entity Tag: 64129
Hello
We have installed MS CRM 3.0 on a Windows Server 2003
The main problem today is that we are unable to create users in the system.
We created users on the Active Directory, but when we try to add a new user
to the CRM, we fill in the "Domain logon name" and when the textbox loses
focus, we get the error, "An error has occurred. Please contact the System
Administrator". There doesn't seem to be any other error log elsewhere.
The problem is probably something related to the CRM unable to access the AD
data.
Can anyone give me an idea, what to do?
Cheers Tag: Activities associated to a new entity Tag: 64128
customize entities
Hello, I work on a custom entitie, iand I want to know if it is possible to
make reporting directly on this one?
My entities includes fields address, can I use the for simple mailing?
And my last question, can I use workflow on these entity?
Thanks for your answers. Tag: Activities associated to a new entity Tag: 64124
navigations in a webpage in an iframe
hi
I display a webpage in a iframe and of course, a user can navigate to other
pages using links on this page.
but ı want to save the last page's url,so that : if the user opens the form
to update he/she can find the webpage that he last displayed in the iframe.
how can I keep the url of the last visited page in a iframe Tag: Activities associated to a new entity Tag: 64122
Cannot send e-mail via web client
Hi all,
We have a client that we have just taken on that is having an issue.
We didn't install them and they are in a takeover, so details are sketchy.
But we have done a once over on the system and all seems to be ok.
The error being recieved is when sending an e-mail from the web client they
recieve the ultra non-descriptive error "An error has occured, please contact
your system administrator".
There are no errors in the event logs on both the pc and the server, the
e-mail is not sent nor inserted as an active or closed (history) activity.
Anyone have any idea how to fix or what to look at?
Anything appreciated.
Regards,
Nathan Warner Tag: Activities associated to a new entity Tag: 64112
Add "Send Email" to Marketing List member views
This feature not being there is a fairly significant missing feature in the
system.
--
Nick
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=cc08d83f-e13c-4bd7-9e05-ddcf4a754d1a&dg=microsoft.public.crm Tag: Activities associated to a new entity Tag: 64108
Can you change the CRM SQL database to databse from other installa
Hi there
I am in the process of testing MS CRM 3.0
I have made a Win2K3 server with Exchange, SQL and CRM in MS Virtual PC.
this installations crached but I was able to retrive the CRM databses.
Now I have made a new Win2K3 server with Exchange, SQL and CRM in MS Virtual
PC,
my qustion is now - can i take the databases offline and change the to the
other from my previous installation ??
I have made a export of my customation - and could import those - but I
would prefer to get my "test-data" Tag: Activities associated to a new entity Tag: 64107
How to add "Add existing contact" in a custom entity
Hi, I created a custom entity called ClassSchedule which has a parental,
1-Many relationship with Contact. Now, when I add new ClassSchedule, in the
form, and click the Contact link, I want to have a button "Add Existing
Contact" instead of just adding new contact in my ClassSchedule. Please
advise on how to go about it.
Thanks! Tag: Activities associated to a new entity Tag: 64102
Account reassigned owner affects all child entities' owners
Please help, I am out of wits from some of these issues...
When an Account is reassigned to a new owner, all child entities' owners
automatically becomes the new owner.
A number of my customers' business process is such that an Account can be
owned by User A, but Cases under the Account can be created by other users
within the same BU. I think this makes sense.
But the problem with MSCRM is when User A, by reason of change of
organisation or maybe resigning from the company, reassigns an Account under
his/her charge to User B, all Cases and other child objects under this
Account, which were created/owned by various other users, have their
ownership changed to the User B.
(Our workaround was to write a callout to capture the previous owner in a
text attribute. No choice!)
Worse to come... all of the Cases under the Account that was reassigned, now
appears in the Assigned Queue of the new owner, User B. And User B's Assigned
Queue will be flooded with all these cases, including resolved cases, which
User B must "Accept" them. After "accepting" them, all these cases get
transferred into the "In Progress" queue, which User B have the choice of
only reactivating these Cases (which is NOT desired) or delete them (which is
NO WAY!). So, how the HECK to clear them off the "In Progress" queue WITHOUT
reactivating or deleting the Cases?
Questions:
1) Why are child object owners all automatically changed to the new owner of
the reassigned parent object? This doesn't makes sense! At least I would have
thought MSCRM would allow the assigning owner to have an option to do it or
preserve the previous owners for child objects. A number of my customers
wanted to PRESERVE the various child object owners when the parent object is
reassigned. What is your workaround or solution?
2) Accounts that have been reassigned to a new owner, the Cases under each
of these Accounts now appear in the queue of the new Owner. The new Owner
have to "accept" each of these cases one-by-one only to transfer them from
their "Assigned" to "In Progress" queue. After which, they seemed to only
able to reactivate or delete them from the "In Progress" queue, BOTH options
NOT desired. There must be a way clear them from the queue without
reactivating/deleting them.
Please advise, and your suggestions/solutions/explanations are totally
appreciated. Thank you!
N.B. This is the first time I am really "awed" by MSCRM's features.
Regards,
Randy Tag: Activities associated to a new entity Tag: 64099
Resize CRM
I'm trying to resize CRM, however the ISV.config file does not reflect the
same data that is in the white sheets.
Can someone help? Thanks Tag: Activities associated to a new entity Tag: 64092
Note/Comment Section
I'm trying to place the Note section on another tab, is this possible?
My end goal is to get a list of the files I've attached to each account onto
the first tab so that it is easier to reference.
Luke Tag: Activities associated to a new entity Tag: 64091
Synchronizing MS CRM Companies with Outlook Contacts
I am trying to synch all of my active clients and companies with Outlook, but
it appears that only the clients are synching. Does anyone know how to synch
MS CRM companies with Outlook contacts so that I can have all of this
information available on my MS smartphone? Thanks in advance! Tag: Activities associated to a new entity Tag: 64089
Team/Business Unit Question
Hi,
I'm trying to work out the best way to configure CRM 3 for our organisation
(we provide support services to doctors) to replace an existing database.
This existing database had a contacts section for details of all our
professional members, linked to their organisations they belonged to. This
database though also kept a separate 'module' for contact and service info
that a select group of our staff could access for a confidential health
service we also provide.
At the moment in CRM we have one business unit for our organisation and at
the moment all our crm users can see all records.
Just wondering if someone can suggest the best way to set CRM up so we can
have the confidential patient records we need kept confidential to a small
group of users, but also so that these users can see all the other
non-confidential records too? I thought maybe setting up teams might work,
but when I tried it, I couldn't work out how to tell CRM to allow teams
certain records or not....maybe there is a better way and I'm just not
understanding it properly??
Would love to hear any ideas? Tag: Activities associated to a new entity Tag: 64088
help! What`s the difference
what is the difference between system customization and deployment manager as
far as doing minor customizations? I was able to modify existing entities,
add new fields to forms, etc via system customization, I also was able to
create a new entity the same way. so my question is what would I create a new
schema in deployment manager and then apply whatever changes I did in the db
with system customization instead of doing it all through system
customization. It would be helpful if somebody explains what a schema is, I`m
new to all this. My guess is that a schema is a template you can apply to
several entities, I might be wrong.
Thanks,
J Tag: Activities associated to a new entity Tag: 64087
Advanced Find Help
I am having trouble creating a query in Advanced Find (3.0) that is producing
the results that I need. Here is my example; I would like to find all
Contacts that have an email address which also have an account status of
â??Customer.â?? When I do this my only option for the second part of the query,
under related, is â??Accounts (Primary Contact)â?? I need the query to search all
contacts in those accounts.
If this doesnâ??t make sense, please let me know and I will try and elaborate
more.
Any help is greatly appreciated.
Thanks,
Ryan Tag: Activities associated to a new entity Tag: 64085
I created a new entity that is child of account. Is it possible to
create activities to this new entity and they appear in the account
activities???