sample onsave event
Has anyone tested the sample onsave event provided on the Help file/SDK? I
will post it here, it doesnt seem to work correctly...
Sample onSave event script:
The following sample script shows how to use an onSave event to prevent a
user from saving the form if the user doesn't enter required information.
This takes validation one step further than is possible by setting a field on
a form as Business Required, because the validation occurs only when specific
data is entered in other fields. The script has different behavior when the
user clicks Save or Save and Close.
var CRM_FORM_SAVE_MODE_SAVE = 1;
var CRM_FORM_SAVE_MODE_SAVEANDCLOSE = 2;
// Only validate if the user clicked "Save"
switch (event.Mode)
{
case CRM_FORM_SAVE_MODE_SAVE:
// If the user provided a first and last name, they must provide
// a job title as well.
if (crmForm.all.jobtitle.DataValue == "" &&
crmForm.all.firstname.DataValue != "" &&
crmForm.all.lastname.DataValue != "" &&
{
// Tell the user what is wrong
alert("Please provide a Job Title for this person.");
// Give the control focus
crmForm.all.jobtitle.SetFocus();
// Cancel the save
return false;
}
break;
case CRM_FORM_SAVE_MODE_SAVEANDCLOSE:
// If the user forgot to provided a title, provide a default for them
if (crmForm.all.jobtitle.DataValue == "")
{
// Set a default Job Title
crmForm.all.jobtitle.DataValue = "N/A";
// Since this is a "Save & Close", the user is in a hurry
// just save the form.
return true;
}
break;
} Tag: BULK change status of orders? Tag: 48941
MSCRMAddressBook Error
I've Installed Microsoft CRM 3.0 and the Outlook tools and everything worked
fine for about two days. Now I'm getting the following error when I startup
Windows and of course CRM for outlook never loads.
***Begin ****************************************************
An error occurred with the Microsoft CRM Address Book - the user could not
be authenticated. Check user credentials, network connections and CRM server
availability and try restarting Microsoft CRM. HR=0x80004005. Context=Access
check. Function=CheckWhoAmIAndAccess. Line=940.
******End****************************************************
On the same machine i can open the web version without fail integrated login
works just fine so AD must be working correctly.
Thanks for any help. Tag: BULK change status of orders? Tag: 48940
Create Incident (sdk)
I need to add a reference to the CRM Proxy DLL for the code in VB.net (CRM
SDK) but no have knowledge if just
the line with <%@ Import Namespace="Microsoft.Crm.Platform" %>
thanks for your help
this is the code
' strServer should be set with the name of the platform Web server
Dim strServer As String = "server2"
' virtualDirectory should be set with the name of the Microsoft CRM
' virtual directory on the platform Web server
Dim virtualDirectory As String = "crm2"
Dim strDir As String = "http://" + strServer + "/" + virtualDirectory + "/"
' BizUser proxy object
Dim bizUser As New Microsoft.Crm.Platform.Proxy.BizUser()
bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials
bizUser.Url = strDir + "BizUser.srf"
' CRMIncident proxy object
Dim incident As New Microsoft.Crm.Platform.Proxy.CRMIncident()
incident.Credentials = System.Net.CredentialCache.DefaultCredentials
incident.Url = strDir + "CRMIncident.srf"
Dim strErrorMsg As String
Dim strIncidentXml As String
Dim strIncidentId As String
Dim strAccountId As String = "{3E24E79C-7EC5-4473-95FF-7E46FEBB534B}"
Dim strCustomerId As String = "{ECF99EF1-3858-4E06-ABD9-EBFE526BF9FF}"
Try
Dim userAuth As Microsoft.Crm.Platform.Proxy.CUserAuth = bizUser.WhoAmI()
' Set up the XML string for the new incident
strIncidentXml = "<incident>"
strIncidentXml += "<title>Incident 1</title>"
strIncidentXml += "<accountid>" + strAccountId + "</accountid>"
strIncidentXml += "<ownerid type=""" +
Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + """>"
strIncidentXml += userAuth.UserId + "</ownerid>"
strIncidentXml += "<customerid type=/"
" + Microsoft.CRM.Flags.ObjectType.otSystemUser.ToString() +" / ">" '
'ToDo: Error processing original source shown below
'
'
'------------------------------------------^--- Syntax error: ';' expected
strIncidentXml += strCustomerId + "</ownerid>"
strIncidentXml += "</incident>"
' Create an incident
strIncidentId = incident.Create(userAuth, strIncidentXml)
'
'ToDo: Error processing original source shown below
'
'
'-^--- Syntax error: ')' expected
Catch err As System.Web.Services.Protocols.SoapException
' Process the platform error here
strErrorMsg = "ErrorMessage: " + err.Message + " " + err.Detail.OuterXml
+ " Source: " + err.Source
Catch err As Exception
' Process other errors here
strErrorMsg = "ErrorMessage: " + err.Message
End Try Tag: BULK change status of orders? Tag: 48939
Error at Entity Update
I am trying to update an entity(contact).
An error "Server was unable to process request" raisd while entity update.
Returned Detail in SoapException:
---------------------------------------
"<error>\n<code>0x80045f00</code>\n<description
/>\n<type>Platform</type>\n</error>
--------------------------------------------------------------------------------------------
source code:
--------------
crmService.CrmService _crmService = new
WindowsApplication1.crmService.CrmService();
_crmService.Credentials = System.Net.CredentialCache.DefaultCredentials;
try {
WindowsApplication1.crmService.Key objKey = new
WindowsApplication1.crmService.Key();
objKey.Value = new Guid("4092e0f3-8f58-da11-a1b7-0003ff005ea2");
oContact.contactid = objKey;
oContact.address1_line1 = "34 Market St. test for update profile";
_crmService.Update(oContact);
}catch(SoapException ex ) {
MessageBox.Show(ex.Detail.ToString());
}
-------------------------------------------------------------------------------------------------
Please help me Tag: BULK change status of orders? Tag: 48934
Error on Login
Fresh install of CRM 3.0 on SBS 2K3 box. Tons of Ram (1gig free). I can
login as the system administrator, but can't login as any other user. I have
enabled the other users, but I get an error each time I login. The only
thing it says is: ERROR. An Error has occoured. Contact your systems
administrator for more information..... then I have a Try Again or Close
button. If I hit try again, it does the same thing.
Now, if I'm trying to login from the CRM server.... I don't even get that
far with the any account. I just get the login window three or four times
and then an Unauthorized page from IE. When I try to run any of the snap in
tools, it tells me that the CRM server is not running.
Any ideas??
Thanks,
IRA Tag: BULK change status of orders? Tag: 48933
CRM laptop clinet
I am unable to go online after installing the laptop client. I could
synchronise all the files offline and when I wanted to go online again, I get
a message " Microsoft CRM cannot go online. The CRM server was not found"
But there is no problem with the server. I can access CRM through the web. I
would be happy if someone can give a solution to my problem
--
Jony Lawrence Tag: BULK change status of orders? Tag: 48932
Error When Accessing System Settings via Web - Details
When I click on System Settings, i get an error. I can offer the debug
info.... feel free 2 help.
FYI It is a 2k3 Standard with also Sharepoint Portal 2003 and crm 3.0 here
is the info on it.
Microsoft CRM Unhandled Error Details:
Server Error in '/' Application.
--------------------------------------------------------------------------------
The request failed with HTTP status 401: Unauthorized.
Description: An unhandled exception occurred during the execution of the
current web request. Please review the stack trace for more information about
the error and where it originated in the code.
Exception Details: System.Net.WebException: The request failed with HTTP
status 401: Unauthorized.
Source Error:
An unhandled exception was generated during the execution of the current web
request. Information regarding the origin and location of the exception can
be identified using the exception stack trace below.
Stack Trace:
[WebException: The request failed with HTTP status 401: Unauthorized.]
System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage
message, WebResponse response, Stream responseStream, Boolean asyncCall) +1296
System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String
methodName, Object[] parameters) +218
Microsoft.Crm.ReportingServices.ReportingService.ListChildren(String
Item, Boolean Recursive) +80
Microsoft.Crm.Web.Tools.SystemSettings.SystemSettingsPage.ConfigureCategoryList() +329
Microsoft.Crm.Web.Tools.SystemSettings.SystemSettingsPage.ConfigurePage()
+7623
Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +20
System.Web.UI.Control.PreRenderRecursiveInternal() +62
System.Web.UI.Page.ProcessRequestMain() +1499
Microsoft CRM Application Error Report:
Error Description:
An unhandled exception occurred during the execution of the current web
request. Please review the stack trace for more information about the error
and where it originated in the code.
Error Details:
Exception of type System.Web.HttpUnhandledException was thrown.
Error Number:
Source File:
Not available
Line Number:
Not available
Date: 12-25-2005
Time: 15:47:50
Type: Application Error (2)
Server: reacon
Request URL:
http://reacon:5555/tools/systemsettings/dialogs/systemsettings.aspx Tag: BULK change status of orders? Tag: 48931
Task Create - Status - Workflow 3.0
I'm trying to make a simple task, when a user owner is assigned a task in
CRM, it receives an email letting it know it has one. I have the following
below, but it is not generating one when i assign one manually in the CRM.
What to do?
I've tried both the following:
When task is created
E-Mail to:[owner];Subject test
As well as:
When task is created
if
Task activity status = Open
then
E-Mail to:[owner];Subject test
I've checked the mailserver many times over, and I can send emails manually
from the CRM so you can rule that out Tag: BULK change status of orders? Tag: 48927
Filter contact records by customer type code in views
In version 1.2 I had set up several views of contact records by customer
type code. In 3.0 this field cannot be selected as filtering criteria. While
the views I had set up in 1.2 work, that cannot be changed.
Is there a reason this field is no longer avialable under 3.0? This field
is listed attribute. Is there a way to may it appear?
Thanks for any help you can give.
Brand Tag: BULK change status of orders? Tag: 48926
Databases are not compatible when reinstalling
I had to reinstall CRM 3.0 in order to get license key changed.
When I choose connect to existing databasese, i end up with error: databases
are not compatible with this installation.
What is changed is installation media, I now use media that came with
monthly package and allso a new license key. Everythin else should be the
same.
We have imported a lots of information allready and wish not to do in again.
Any ideas how to get those databases up and running?
-pertti Tag: BULK change status of orders? Tag: 48925
Reporting Services Developer Edition
Is it enable to install CRM 3.0 on Reporting Services 2005 Developer Edition?
Thanks! Tag: BULK change status of orders? Tag: 48923
Deployment manager problem
Hi.
I have CRM 1.2 on Win2k3 SP1. And I can't import, export or publish
customizations!
For example, I'm trying to import customizations from xml file. From
Deployment manager I click "Import customizations", then I select xml file
and CRM says that "No errors fount etc." I click "Next", then "Add". Window
"Locate IIS Web Servers" appears and hangs. Thatâ??s it! Now I can only drop
the mmc process.
The same happens when Iâ??m trying to publish customizations.
What is it? How can I solve this problem??? Tag: BULK change status of orders? Tag: 48921
ms crm 3.0 customization im[port error
hi ,
I hve done customization on opportunity and lead entity with almost 35
custom fields .
when i try to move this customization from this server to another ms
crm server with plain installation it gives an error " A sql server
error occured .please contact system admin."
please reply Immediately(urgent )
thanks ,
krishna Tag: BULK change status of orders? Tag: 48920
mapping between two lookup fields
Can we map the values of two lookup fields between two entities? For example
mapping the data from lookup field â??primary contactâ?? [ contact entity] to
lookup field â??account managerâ?? [ account entity]. So that i can view the
value of primary contact in account manager.
any condition ? Tag: BULK change status of orders? Tag: 48915
Merry Christmas
I just wanted to wish you all a very merry Christmas from the CWR Mobility
Team!
Regards,
Erik van Hoof
CWR Mobility Tag: BULK change status of orders? Tag: 48914
Can Action Pack Subscribers exchange Professional Licenses for SBE
Hi,
Action pack subscription offers 5 Licenses of CRM 3.0 Professional edition.
SBS 2003 Premium is also offered as part of Action pack. Now if a customer
has a small setup and would prefer a single box deployment of CRM on SBS 2003
Premium, can the Professional edition License be replaced or exchanged with
SBE edition licenses? If so who can provide details as to media and
Product/license keys for CRM.
regards
Sree Tag: BULK change status of orders? Tag: 48907
CRM 3.0 installation ERROR
Hi guys,
Server 2003, clean install with SharePoint Portal running with MSDE 2000.
I tried to run CRM 3.0 Pro setup and I get this error screen:
"Failed to find .NET 1.1 setup program."
I have Framework 2.0 running and had registered Framework 1.1.4322 with IIS
and is running that version, not 2.0. Any ideas??? Tag: BULK change status of orders? Tag: 48905
Wrokflow in CRM 3.0
Hi,
can someone please help me.
How to create temw condition for example I want to notify user 2 month
before contract expire.
Thanks Tag: BULK change status of orders? Tag: 48904
Upgrading CRM 1.2 to 3.0
Hi, running CrmUpgradeAdvisor.exe, I got only the following error:
"Instance name must be the same as machine name"
Since OS installation and SQL installation the server name and SQL instance
name have been the same, so, what's or where is the error???
I don't know why I'm getting this error, I have never changed servername or
SQL instance name.
Software: W2003 SP1 and SQL 2000 with SP4, Did I have to do something
especial after SQL SP4 Installation?
Any help would be apreciated. Tag: BULK change status of orders? Tag: 48900
SQL RS Install Fails on SBS 2003
I got the error during the installation "Activating SQL Server Reporting
Services failed. Specified reporting services report server URL
https://server.domain.com/reportserver cannot be resolved to an IP. The
requested name is valid, but no data of the requested type was found."
The SBS box has a .local domain and the .com domain is hosted elsewhere.
What do I need to do to get SQL RS working?
--
Matt Wittemann
http://icu-mscrm.blogspot.com Tag: BULK change status of orders? Tag: 48899
CRM 3.0 Invalid Association error when sending email
On a fresh CRM 3.0 installation I receive the error "Invalid Association. The
request association is not valid" when we try to send an email. Anyone know
about this? Thanks! Tag: BULK change status of orders? Tag: 48897
Importing into CRM
I want to import a list of contacts that are located in an OU in Active
Directory, into CRM...(I just set up CRM 3.0) is this possible?
If not, I also have this list of contacts in a delimited file. I read
somewhere where you can use the Import Wizard to import the CSV File into
CRM. It says to go to the Tool Menu and select Import Wizard, but I don't
know where this is located? Is it in Outlook? Or is it somewhere on the CRM
Server?
Thanks Tag: BULK change status of orders? Tag: 48895
Screenshots in Knowledge Base Articles - CRM Cust. Svc. 1.2
Is there a way to add screenshots to KB Manager Articles. I use screenshots
extensively in describing problems.
Couldn't seem to paste any graphics (screenshots) from Word.doc to the
Article.
Thanks for any help.
Boolean1 Tag: BULK change status of orders? Tag: 48884
Where's the manual?
I have loaded a copy of CRM 3 from my msdn download and it seems to be
running. I don't see any manual or particularly useful help file. How am I
supposed to figure out what to do ???
--
Barry Tag: BULK change status of orders? Tag: 48883
CRM upgrade
After upgreding from CRM 1.2 to CRM 3.0 our support@company.com mail is no
longer forwarded to the support queue. I ran the e-mail router rules
deployment wizard and all of the rules were deployed successfully. Tag: BULK change status of orders? Tag: 48879
CRM 3.0 Desktop Client Install problem
Hello all,
I'm eval-ing CRM3.0 - installed it on a test server - web access works
like a charm. However, when I try to install the MSCRM 3.0 Desktop
Client for Outlook, it dies on the following verification step:
Microsoft CRM Client for Outlook Setup User Input
Missing required Web Services section of the Web.config file
I've looked around this group, web, and on microsoft.com for answers,
but have found none. I'm not sure if this is referring to the
web.config on the client side or the server side. If anyone can give
me some direction I would greatly appreciate it.
Please email responses to me at jud(remove this)@amplifier.com
Many thanks,
-Jud Tag: BULK change status of orders? Tag: 48871
Sales for Outlook Sycronization
Our company has adopted CRM as our new customer relationship manager but we
are still working out some quirks. I have installed Sales for Outlook on my
PC and the owner of the company's! We went "Offline" to sycronize, it didn't
take but a few seconds and everything was sycronized but the Outlook Contacts
and Calendar. When I click on "Accounts" the accounts are there, as are
Opportunities, and Contacts, Activies, etc. But not the Outlook Contacts and
Calendar!!
This is a problem please, please help me figure out what went wrong. (or the
owner of my company will have to copy and paste his email addresses when he
writes emails) Tag: BULK change status of orders? Tag: 48869
Manual removal of SFO 1.2?
Is there a known process for manually uninstalling this thing? I won't bore
you with the mundane details, suffice to say, I cannot log in as the
installing user and uninstall this thing. Please tell me there is a
documented manual removal process.
--
.NET Nobody / C# Proponent Tag: BULK change status of orders? Tag: 48867
Appointments off by 2 hours in Outlook calendar synchronization
We are running CRM 3.0 and are having an issue with some of our Service
Activity appointments showing up 2 hours earlier than the time set on the
Service Activity. This appears to be happening randomly. I have not
figured out what exact situation this happens in yet. I was hoping someone
might have some insight.
Derek Smith Tag: BULK change status of orders? Tag: 48865
Creating a Lead against existing info...
Guys,
Is there a reasonable explanation why it's not possible to create a
lead against an existing Account / Contact? It seems like a
fundamental flaw to me. As I would like to be able to open an Account
/ Customer card and see all Leads associated to them...
Thanks in advance
Ben Tag: BULK change status of orders? Tag: 48860
How to react on changes in the real world?
How can a CRM Solution have valid information, if you can't change settings
from the systemusers? You can't delete them, you can't move them from one
business unit to another, etc.
Is there any solution for this problems? Tag: BULK change status of orders? Tag: 48859
CRM Configuration
Hi all,
I installed Microsoft CRM 3.0 on Windows 2003 and SQL 2005.
After the installation I created a new user that can do everithing, and
started to configure the main items.
First of all I cofigured the Oranization Settings.
Then I tryed to define my organization adding some Business Unit, After I
created rhe first, I coud'nt find it in the list o Business Unit. So I tyed
again to insert, but I got a message telling that the Business Unit with that
name already exist.
Any idea why I can't see the Business Unit created on the list.
I also tryed to create a custom list with no filters. Nothing append.
Thanks
Marco
Rome - Italy Tag: BULK change status of orders? Tag: 48855
Microsoft Dynamics CRM 3.0 Mobile Supports Windows Mobile 5.0
http://www.geekzone.co.nz/content.asp?contentid=5641
=========================
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/businesssolutions/crm/community/microsoft_crm_community.mspx Tag: BULK change status of orders? Tag: 48850
Email tracking
It seems that there are a number of issues with having the CRM: xxxxxxx in
the subject of the CRM emails:
1) Many servers reject these emails as spam
2) It confuses the hell out of my customers
To that end I have disabled email tracking.
Isn't there a better way of tracking emails? Outlook makes a reasonable
fist of it but just using the email address and subject.
----------------
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=acbbea57-0532-4f13-ad2e-613864f1019b&dg=microsoft.public.crm Tag: BULK change status of orders? Tag: 48849
All notes/activites should be seen from the Parent account.
You could imagine having 3 sub accounts with 20 contacts each on an account.
In order for me to find the latest activities on the account I would have to
click through every contact to see what is going on with that account. It
just seems like common sense that notes/activities stored on a sub account or
contact would show up on the parents accounts notes and activities. Having to
run a report is not a solution in this case as it needs to be interactive
with the system and not a static display.
The first thing my manager said is there is a big risk for correspondence to
be missed/ lost when talking with people on any particular account
----------------
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=613b6cac-2ed3-4c61-839d-983f86029537&dg=microsoft.public.crm Tag: BULK change status of orders? Tag: 48848
Roaming profiles
Hi,
A client of mine is getting assistance from another consultancy for
the installation of CRM (i just do their infrastructure).
CRM 1.2 never went ahead due to a number of things, but from the
technical point of view the issues were
1) users having to be an administrator on the box
2) roaming profiles would not work with the outlook client
With CRM 3.0, the client was hoping some of these issues would be
resolved, however the client still appears to need local admin and i
cant seem to find much about CRM 3 and roaming profiles (which would
tend to indicate that they're still not playing happily)
Can any confirm the status of CRM3 and roaming profiles? Tag: BULK change status of orders? Tag: 48842
CRM with Chinese
I have a client that needs to send and receive email messages in Chinese.
They don't want the CRM interface to be in Chinese, just the option for
emails (English or Chinese). They currently use Outlook with no problem for
both English and Chinese (just a keyboard shortcut to type in Chinese).
Thx,
Larry Tag: BULK change status of orders? Tag: 48839
Enable recurrence with activities
Some activities, particularly appointments, should allow for recurrence. The
lack of this ability becomes particularly awkward in SFO where CRM
appointments integrate show up in the Outlook calendar.
----------------
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=c86ebe31-fc2e-49eb-838b-303e8c651567&dg=microsoft.public.crm Tag: BULK change status of orders? Tag: 48835
Sorting in Contract View
Hi all,
Has anyone come accross an issue with sorting in a view were it seems to
group all types together but not necessarily in Alphabetical order.
Also, when we export it a view to excel and then import it back into a
report, it does not keep the sorting we set in the excel spreadsheet before
importing it into the report.
Thanks,
John Tag: BULK change status of orders? Tag: 48834
Study - Customizing MS CRM 'Out of the Box'
We have a customer who wants to know if there are any MS CRM product based
studies on the following:
(1) How many MS CRM customers have done customization on top of â??Out of the
Boxâ?? MS CRM?
(2) Out of customers, how much â??% of effortâ?? of customization was required
on top of the â??Out of the Boxâ?? MS CRM?
(3) Is there a list of MS CRM features that required customization?
(4) If yes, how much â??% of effortâ?? was necessary?
(5) What were the functional requirements that necessitated customizing the
common features? Tag: BULK change status of orders? Tag: 48831
Creating a "relational" entitiy
I want to create a "list" on or attached to an account which will allow me
to record the customers various software licenses, however each customer
might have a different NUMBER OF and TYPE of licenses to add.
Is there a way to accomplish this so that I don't have to create a separate
attribute for each potential type of license, but rather create a "row" that
would allow me to add one or more"
Software Name License
And all a line for each software the specific customer has? Kind of like
Info Path lets you click to add a second or more rows.
Gavin Tag: BULK change status of orders? Tag: 48830
CRM 3.0 Distribute Campaign Activity
My company is in the process of installing CRM 3.0. During the
testing/evaluation process, we have encountered the error "Direct E-mail via
Mail Merge is off. The activity cannot be distributed. Please contact your
system administrator."
This error occurred after a campaign, campaign activity, and target
marketing list with members had been created and the "Distribute Campaign
Activity" button clicked.
Can you provide any assistance in resolving this issue?
--
David Connect Tag: BULK change status of orders? Tag: 48826
Instance name must be the same name as the computer name ...
I've seen many posts about this installation issue and ran across it myself
during an install on an existing SBS server. When running Select
@@servername I received a null answer. I looked in the sysservers table in
the master database and found that there was no '0' server listed as I've
seen on all other installs of SQL. I took a chance and changed the value to
0, restarted SQL and ran the @@servername and it now came back as the name of
the server as expected and I was able to install CRM with no problems. Long
term I don't know if this will cause issues with other programs using this
instance of SQL and the reason for this post is to see if anyone else has
tried this and/or knows of any problems this may surface in the future. Tag: BULK change status of orders? Tag: 48825
User Guides
Hello all,
What documentation is included with the 3.0 software. It appears that only
the implementation guide is available. Do our clients need to purchase
additional user guides and training guides in additional to the software?
Thanks! Tag: BULK change status of orders? Tag: 48821
Email to queue
We had 2 queues in 1.2 which worked great for receiving external support
requests. For some reason, these no longer work since the upgrade to 3.0.
Is there a different procedure for queues in 3.0? I can't seem to find the
answer in the documentation anywhere, nor in a search through the
newsgroups.
Thank you
Neil Tag: BULK change status of orders? Tag: 48820
Does CRM have built in capability to bulk change the status of orders? Haave
a list and mark all/unmark all and the check certain ones?
CRM 3 do support bulk changes. To do this, just hold shift and
select the records you want to change, then double click on one of the
selected record, then the order screen pop up. Change whatever you want
to change and save it. All the selected records will be changed
accordingly.
Is there a way to copy a record?
Copy a batch of records?
Matt
<vincent.kok@gmail.com> wrote in message
news:1135734486.005457.252590@f14g2000cwb.googlegroups.com...
> Hi,
>
> CRM 3 do support bulk changes. To do this, just hold shift and
> select the records you want to change, then double click on one of the
> selected record, then the order screen pop up. Change whatever you want
> to change and save it. All the selected records will be changed
> accordingly.
>
> Regards,
> Vincent
>