Changing or Adding Tabs in Accounts

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- Previous
  - 1
    - MSCRM Merge security bug? Hi there, There is a bug with merging records unless user have a system administator role. CRM standard user is unable to MERGE records account or contact. Eventhough all their permissions and added the MERGE right to this Role etc... But they still receive a permission error when merging. is there a fix for this? thanks Kyaw Tag: Changing or Adding Tabs in Accounts Tag: 62242
  - 2
    - CRM Fax Setup We have CRM SBE 3.0 installed and would like to use the fax integration. The fax service was not configured initially but set up after. Is there any detailed setup on how to get the two applications to talk to each other. Does the Fax Queue need an email address? Are there any white papers or links to more information on the setup or troubleshooting of this service? Tag: Changing or Adding Tabs in Accounts Tag: 62240
  - 3
    - Companies with Contacts in Outlook Hello, I have noticed that all of our contacts that get automatically put into Outlook 2003 from Microsoft CRM 3.0 don't have a company listed for them. Is there any way that we can change a setting so when the CRM puts a contact into Outlook it will also put the company we have that contact listed under? We don't have contacts out by themselves we make sure they are created under an account. Any tips would be appreciated! Tag: Changing or Adding Tabs in Accounts Tag: 62233
  - 4
    - Adding extra data options Is there a way to customize CRM to allow for adding another heading? I would like to add a second field similar to topic and would like to call it type. Can you add extra data fileds and types in CRM 3.0? Tag: Changing or Adding Tabs in Accounts Tag: 62229
  - 5
    - Allow us to change default view in Account Activity History. In the current version of CRM (3.0) the default views of the History View cannot be changed. I would like to be able to set it to "All" not just the most recent. ---------------- 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=e1f6f131-0506-426c-9159-039c80adf9fe&dg=microsoft.public.crm Tag: Changing or Adding Tabs in Accounts Tag: 62228
  - 6
    - Error Msg: "Server Error in /Reports Application" New install of CRM 3.0 on 2003 Server. SQL 2005 also on same box. browsing to "http://localhost/reports" shows error message noted in subject line. Title box is "Parser Error" and the content says 'Could not load type MicrosoftReportingServices.UI.GlobalApp' I tried logging in as local admin and domain admin - same error. Using Sql Server Management Studio - logging into "Database Engine" is OK, but receive following error when logging into "Report Services": "Unable to connect to remote server (System)" "No connection could be made because target actively refused it (System)" .NET version is 1.1. Thanks in advance for help. Tag: Changing or Adding Tabs in Accounts Tag: 62227
  - 7
    - Dynamics CRM should let me create recurring Service Activities As a user of CRM I create client service appointments but I have to re input all the information each time the only thing that really changes for me is the description of what I am doing that day. If I am on a long term assignement or need to be at the customer for several days for similar blocks of time. ---------------- 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=d889ea73-a877-4478-8694-f703877c56ef&dg=microsoft.public.crm Tag: Changing or Adding Tabs in Accounts Tag: 62224
  - 8
    - CRM Email Router Undeliverable sub folder What is causing emails to end up in the Email Routers Undeliverable folder? I've been looking at the emails there and I can't determine why they are getting there. The emails are going to valid users, their primary email address was the one sent to. It is odd that they show up here. Many emails are processing through the system normally so it's not an account permissions problem. Is there any way to get some logging to see what is happening? Tag: Changing or Adding Tabs in Accounts Tag: 62223
  - 9
    - Assigning Accounts should not assign cases and activities Our Tech Support team manages cases. They lose track of the cases when we assign Accounts because they don't own the account. We also have many people with activities for accounts they don't own. They lose track of the activities. ---------------- 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=a8095b41-5b93-4698-83ea-c05e3112ac8b&dg=microsoft.public.crm Tag: Changing or Adding Tabs in Accounts Tag: 62221
  - 10
    - Look For should search inactive records too (or give choice) The Look For search bar only searches Active records. Even if you are already in the Inactive records area, those will not be found by the search. Today the only workaround in native CRM is to save an Advanced Search to includes inactive records. My suggestion would be a checkbox "Include Inactive records". ---------------- 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=82b1f84e-1ee2-4ded-9178-7c235145f5e2&dg=microsoft.public.crm Tag: Changing or Adding Tabs in Accounts Tag: 62218
  - 11
    - CRM 1.0 Server License I have a client that has been running CRM 1.0 and isn't sure if a server license was required back then or if they have a license for it now. Are they grandfathered in with the server license for 1.2 and 3.0? Tag: Changing or Adding Tabs in Accounts Tag: 62210
  - 12
    - Sharing a task - this does not seem possible. Does anyone know how I would go about sharing a task so someone in another business unit can see it? I do not have a More Actions option on Tasks. Saira. Tag: Changing or Adding Tabs in Accounts Tag: 62207
  - 13
    - Scheduling Overnight Service Activities Hi I have a customer where their business takes place at night. Service Activity Scheduling is to be used to schedule resources for various business activities. I have found a kba to explain how to make a resource available for overnight shifts by changing their work hours. However, now that this is done, it doesn't appear to be possible to actually schedule a service activity that spans two days. Has anybody managed this and how did you do it? Thanks in advance Oolybel Tag: Changing or Adding Tabs in Accounts Tag: 62206
  - 14
    - Errors on Settings web page dialogs Hello, After installing CRM SBE 3.0 on a SBS2003 server, everything seems to be fine.. Clients (both laptop and desktop) can connect to the server, .. all fine While configuring the server-side I've noticed these items to produce an error: Settings \ Organization Settings \ System Settings Settings \ Organization Settings \ Fiscal Year Settings While Settings \ Organization Settings \ Auto-Numbering works fine.. In the web page dialog this message pops up: "Error: An error has occured. For more information, contact your system administrator." Any ideas or solutions? Regards, Sven Tag: Changing or Adding Tabs in Accounts Tag: 62203
  - 15
    - Are Mappings OnLookup suppoted? Hi, everybody, I hope yo can help me... I've got following situation and problem: New Lookup on Opportunity Table "Product" having custom entity "MyProduct" as source lookup table. Default mapping to ID and Name works correctly. I've defined an additional Mapping of NVCHAR field "MyField". This custom field is available in both entities. What I need is following: If user selects a "MyProduct" withing Opportunity, should the field "MyField" (or every simillar way mapped fields) also be updated. The value of MyProducts.MyField should be copied into field Opportunity.MyField. By default, even if the mapping correctly defined, nothing happens... Have U got any suggestions? Is this possible at all? Thanx a lot and best regards Vheers Vana Tag: Changing or Adding Tabs in Accounts Tag: 62202
  - 16
    - Crystal Reports Server XI: Logon to CMS Hi group, Not sure if this should be posted here but anyway here we go: I just installed the trial of Crystal Reports Server XI, but now after the installation I had to register and after that it ask me to logon to the CMS. I need to fill in username + password and Authentication (WindowsNT, LDAP, Enterprise). I'm not sure what to do here, I tried this with my administrator account local, Domain account, I remember I had to fill in an username and pwd at the start of the installation, tried that one aswell. I can't logon to the CMS. Anyone can help me in the right Direction? Thanks in advance. Tag: Changing or Adding Tabs in Accounts Tag: 62201
  - 17
    - Web based vs outlook CRM I am new to a company that has the CRM web based program. The main things i am needing to accomplish are: - merging contact info. for aprox. 2000 accounts into customer e-mails and fax templates This is our PRIMARY focus and goal for the inside sales group. QUESTION - CAN THIS EASILY BE ACCOMPLISHED USING THE WEB BASED VERSION OF CRM, OR DO I NEED THE OUTLOOK VERSION ?????? HELP !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Tag: Changing or Adding Tabs in Accounts Tag: 62200
  - 18
    - Customize Report When Uploaded into Web Hi, I just notice. In my system, i created the customize report for product. In this report i intend to see which of the product generate the most revenue. Using .Net 2003, in the preview report, the result was the same as when i queried into DB itself. Then i uploaded the .rdl into MSCRM. Some records were missing when running the report. What's wrong?? Need help ASAP. Carrie Tag: Changing or Adding Tabs in Accounts Tag: 62192
  - 19
    - SoapException: Server was unable to process request when using CRM over a VPN. One of my users accesses CRM over a VPN link. Intermittently he gets the above problem. The detail is: SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1495 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.TaskWebService.Update(Task task) +55 Microsoft.Crm.Application.SMWrappers.Task.OMUpdate() +42 Microsoft.Crm.Application.SMWrappers.ObjectBase.InternalUpdate(String id, String xml) +153 Microsoft.Crm.Application.SMWrappers.Task.InternalUpdate(String id, String xml) +8 Microsoft.Crm.Application.Platform.ActivityBase.InternalUpdate(String id, String xml) +20 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.BasicActivityPage.ConfigureForm() +196 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 I can't find anything wrong with the tasks he is trying to edit. Does anyone know if the problem could be caused by e.g. a slow link? I can't think of anything else that could be causing the problem. Thanks Saira Tag: Changing or Adding Tabs in Accounts Tag: 62191
  - 20
    - Outlook Clients - nearly 100% CPU load if crmaddin ist activated Hello everyone, after installing both clients on different machines, we always get the problem of a neary 100% CPU load if the Outlook is being started. After disabling the Outlook COM-AddIn by unchecking it in the options settings, the CPU load is normal but the CRM button won't work. So this could not be the fix.... Has somebody else this problem and any ideas to fix this? Thanks in advance... Romantischik Tag: Changing or Adding Tabs in Accounts Tag: 62188
  - 21
    - Search within View On using the search MS CRM always searches within the view 'active <entityname>'. Wouldn't it be much more usefull if the search would be within the chosen view? Is this possible to realize? ---------------- 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=0ccd37c8-cc85-41b7-80a0-ddd6e2c1bbb9&dg=microsoft.public.crm Tag: Changing or Adding Tabs in Accounts Tag: 62168
  - 22
    - Re-opening tasks (or other entities) Does anyone know if there is a way of doing this via the interface. I have looked and cannot find one. Sometimes we have people closing tasks incorrectly and it would be nice to be able to click a button to re-open them, but before I write this, I want to make sure I've not missed something. Thanks Tag: Changing or Adding Tabs in Accounts Tag: 62167
  - 23
    - Excel Export - Dynamic Pivot table missing data This is a bit hard to explain, but here goes... I did an export from CRM (Excel Dynamic pivot table). It seems that all of the data is there. I drag account name to the far left then the state filed right next to that and I get the account name next to the Address1 State. So far so good. The problem is when I drag the state to the horizontal axis. I get the list of states across the top. But there should be a "1" in the column for the correct state directly across from the account name. There is no data at all in these columns. Any thoughts. I have used Pivot tables in the past (not exported from CRM) with out an issue. Larry Should appear like this (I think) - ie: ACCOUNT CA WA ID WY Joes bar and grill 1 Slate quarry 1 Fred's Tavern 1 Wilma's Auto dealership 1 Tag: Changing or Adding Tabs in Accounts Tag: 62166
  - 24
    - Moving CRM server to new server I am running CRM 3.0 on a dedicate server. The database and Reporting server on running on another server (sql 2005) I am having a hard drive space problem, and want to move my CRM server to another server. Is there a best pratice guide that will show me the steps? Regards JP Tag: Changing or Adding Tabs in Accounts Tag: 62164
  - 25
    - follow up phone calls and My Phone Call view The My Phone Call view is very helpful as it lists the contact to be called in the Recipient column and the phone number in the Phone Number column. However, these two columns do not popluate if you use the Follow Up feature. Example use case: I click on an item in the My Phone Call view opening up the Phone Call screen to enter notes, create a new Phone Call Follow Up, and then close out the current call. Assume the original Phone Call was scheduled from a Contact. The Receipient column does not update with the Contact name and the phone Call column was not populate with the Contact's phone number. Does anyone know how to fix this? Thanks, Paul Tag: Changing or Adding Tabs in Accounts Tag: 62152
- Next
  - 1
    - SRS to Word Document Hi CRMers, Does anyone know of any application to export SRS Reports to Word? Many thanks in advance. Cheers, Dixon Tag: Changing or Adding Tabs in Accounts Tag: 62149
  - 2
    - CRM Web I am hoping that someone can help me. I have installed Microsoft CRM on a small business server. The url to the website is http://crmweb when I enter the URL, I get a DNS error, Cannot find server or DNS Error. I checked dns and also checked IIS. It all looks good, I am not sure what I did wrong. Any help would be much appreciated. Tag: Changing or Adding Tabs in Accounts Tag: 62134
  - 3
    - remote access to crm disclaimer: limited knowledge of IIS issues. We use SBS, with Exchange Server and CRM 3. I can access Exchange remotely with a web browser, by logging into a secure (https) connection to our site. But this shows only the standard Exchange, not the CRM-enabled version. What do i need to set up in order to have CRM accessible in the same manner? Tag: Changing or Adding Tabs in Accounts Tag: 62125
  - 4
    - I dont understand campaigns???? So Im new to CRM and trying to learn how my users are going to use this, I tried making a new marketing campaign. Now on the marketing tab I select campaign. Since theyre are no campaigns currently I select NEW. I name the campaign, set status to ready to launch and save and close the campaign. Now going back into the campaign I have more options I can choose, so I select campaign activities and make an email (not mail merged) activity. Enter the subject of the email activity and the body of the activity. Now I go into the marketing part of the activity and add my marketing list to it. I save and close this activity. Finally I add some sales literature to my activity and save it. In my workplace there is now a "campaign activity" there. I open it and distribute the campaign activities. This is where it gets confusing. It bring up another email section lookign for a subject and body. I thought I already did this???? So I enter the subjects again and hit distribute. The emails as new activities now with the status as DRAFT. I can send these but the subject is different and there is no sales material attached. I can attach them all individually but that makes no sense to me. What is going on here???? I can get the emails out but no attachments, 2 different subjects etc. How do you work this thing? Tag: Changing or Adding Tabs in Accounts Tag: 62121
  - 5
    - Database name and OU Name in CRM 3.0 In CRM 1.2, the active directory OU and the Database name must have the same name. For instance, if our OU is called "McKinzie Inc", then our Database name will be "McKinzie_Inc_MSCRM". Is this still true for CRM 3.0 ? It would save us quite a bit of work if we would be able to have an OU of say "McKinzie CRM" use a database by the name "McKinzie_Inc_MSCRM". Tag: Changing or Adding Tabs in Accounts Tag: 62120
  - 6
    - CRM Login Issues I am having a problem that when I open the crm website (http://crm:5555) I get automaticall logged in under the domain administrator account even though I am logged in to my client computer under my domain user account. If I go to the FQDN of our CRM server (http://crm.mydomain.com:5555) it prompts me for credentials and then I can log in under my user account. I believe CRM uses integrated authenication and I cannot figure out how the domain administrator credentials are being used. Tag: Changing or Adding Tabs in Accounts Tag: 62119
  - 7
    - CRM 3.0 installation failed on reporting services installation last step CRM 3.0 installation failed again at last step of installing reporting services. it only says unexpected error occured and error code is 25616. is there a recommended way of CRm 3.0 install? i meant to say that is it preffered to install reporting service seperatly ??? now what i should do with the installation? should i need to prepare the machine again for re-installation? this installation is not helpful as it did not tell any detail error and it says every thing ok on Pre req verification. Tag: Changing or Adding Tabs in Accounts Tag: 62116
  - 8
    - CRM email router requires Outlook Express components... Hi, Just thought I'd pass on our success story with CRM-Exchange integration. We've been experiencing nothing but headaches with the Exchange Router configuration in the past week. We were not able to send emails from CRM and/or Web interface. What we had determine was that Outlook Express needs to be installed on the CRM servers. We are running CRM 3.0 on 2003 servers. However, by default, our servers are setup without Outlook Express components. Tons and tons of logs were passed back and forth to Microsoft BS. We decided to test by installing OE components and this finally resolved our issue. So, if you are having issues with sending emails through CRM, make sure you check OE to see if it is installed. This was a crucial factor in the implementation. Microsoft should make a note of this as it would help us greatly. Who would've thought to enable OE on servers right? Good luck...and pass this onto others! Tag: Changing or Adding Tabs in Accounts Tag: 62113
  - 9
    - Follow-Up Activities We used to use Goldmine before Microsoft CRM, and one of the features that I really miss was the ease in creating a follow-up activity. For example, I could create a phone call activity for June 1. When I call, I gather info (and log it in the call), but discover that I need to call again in another month. With Goldmine, I could click a button that would save the current activity, and essentially copy it (along with all the notes) to a new activity. Then all I needed to do was change the date. This was an excellent method to ensure that all opportunities always had a future activity scheduled, and didn't get lost in the shuffle. Does anyone have any ideas on how we could simulate this similar functionality with Microsoft CRM? Tag: Changing or Adding Tabs in Accounts Tag: 62110
  - 10
    - Change Owner on New Account SetUp Hello, I have an employee that will be setting up new clients for our sales team. She will be creating these accounts and then selecting the appropriate owner for the account. Right now the spyglass next to the owner field in accounts is greyed out. How do I get that working to allow her to select any of the users? Thanks, CHristina Tag: Changing or Adding Tabs in Accounts Tag: 62108
  - 11
    - Easy way to export ALL data from leads I just recently began playing with CRM and one of the things I noticed is that the export to Excel feature is kind of dissapointing. I have created some leads in CRM and would like to export them out to an Excel file. On the leads menu I click the export to excel and have tried all the options to export to excel. I can only seem to get the files that are appearing on the screen to show up in the excel document. Is there a way to get all the data in the leads to be in the excel document? Thanks Tag: Changing or Adding Tabs in Accounts Tag: 62106
  - 12
    - Changing Email Tracking Token Hello Everyone We are trying to change the Email Tracking Token Prefix in CRM 3.0. Unfortunately everytime we change it and press save it reverts back immediately. Has anyone else seen this problem? Thanks Dan Tag: Changing or Adding Tabs in Accounts Tag: 62105
  - 13
    - Sage connector for CRM 3.0 Jason Nash (CRM Product Manager) said a while back that Microsoft were going to release a Sage Line 50 connector, does anyone know when this is likely to appear ? (http://download.microsoft.com/documents/uk/partner/events/presentations/downloads/2006-03-01/crm.ppt#439,27,Summary and Next Steps) Thanks Tag: Changing or Adding Tabs in Accounts Tag: 62104
  - 14
    - Changing the amount of leads that appear on lead page. This seems like it would be something rather simple to do with customizations but I have not yet found a way. Right now we have 50 leads showing per page and some people have 500+ leads is there a way to have it so that more leads say 100 or maybe even all leads appear in the my leads page. Is there a reason 50 is the default limit? I am pretty new to CRM so forgive me if this is an easy question Tag: Changing or Adding Tabs in Accounts Tag: 62103
  - 15
    - Multiple Products On Account I would like to display on the account form what products they have installed which in our case could be multiples. I want to use a lookup feild to do this so they can be directly related to the product itself. This does not appear to be a supported part of CRM 3.0 so is there an unsupported way to do this? Tag: Changing or Adding Tabs in Accounts Tag: 62101
  - 16
    - Outlook 2007 and CRM I am beta testing Outlook and I am unable to install CRM 3 to use with it. My two problems are 1) the .net framework (although I have 2.0 installed) the CRM installation looks for 1.1 an won't install before I add this to my machine. 2) the installation does not recognize that a valid version of Outlook is installed, (fair enough, some would argue that beta versions are not valid). Anyway, does anyone know when we will be able to beta test Outlook with the CRM client? Tag: Changing or Adding Tabs in Accounts Tag: 62100
  - 17
    - CMMI/ CONTRACT/ TX OMNI GROUP tgugger@sbcglobal.net 419-537-9447 CMMI CONSULTANT/ CONTRACT/ HOUSTON Our client is in the process of preparing for CMMI Level 2 certification. We are seeking a consultant with strong knowledge and experience assisting an organization moving to Level 2 certifications. If you are a consultant that has lead the implementation from a different level (ie 3,4, or 5) that should work, as long as it is above Level 1. Consultant should be familiar with the SCAMPI B assessment process. Obviously they need to have strong leadership and communication skills. We are searching for a person that has had a lead role in establishing a CMMI level, not just support work. Certification is a plus. This is a six month contract in the Houston area. Consultant will pay his own expenses. If interested and qualified, answer the six questions below. Email answers to tgugger@sbcglobal.net WITH a resume. This is a June start. 1.. CMMI experience -----------------yrs 2.. Highest level ------------------------ 3.. Lead role (yes or no) -------------- 4.. Citizenship Status ------------------ 5.. Availability -------------------------- 6.. Rate (1099 or c to c) ---------------pr hr (all inclusive) Tag: Changing or Adding Tabs in Accounts Tag: 62096
  - 18
    - CRM 3.0 MSAP and Open Licensing We installed 1.2 a while back which included 5 licenses. We ordered 12 more licenses bringing the total to 17. When we pruchased them, there was an offer running that any license bought would be transfereable to CRM 3.0. We just recently installed 3.0 but I had to use the Trial License since we had 17 active users and the CRM 3.0 MSAP key only allowed for 10 users. I wasn't able to enter that in. Two questions come of this: 1) How do I "upgrdae" the license key for the 12 that we bought through OpenLicense? Do I even need too or can I just enter it? 2) I am unable to convert the trial license to the MSAP license presumeably because the 17 active users are greater than the 10 in the MSAP key. If I disabled 7 users, would I be able to convert the license? And if 2 is true, could I then enter the key (depending on the answer to #1) and then reenable the 7 users? Thanks! Tag: Changing or Adding Tabs in Accounts Tag: 62089
  - 19
    - Automatically send e-mails to leads? I want to set up a workflow rule that automatically sends an e-mail to a lead that I have entered. However, when setting up the workflow I click on Insert Action and Send e-mail, I need a way to read the e-mail address from the lead. My only lookup option in the "to" field is either a logical user, user, account or contact. In the Subject and Description fields I have a field lookup option to pull the data from whatever field in the lead I want to. I can't do that in the "to". Any suggestions? Thanks! Anthony Tag: Changing or Adding Tabs in Accounts Tag: 62088
  - 20
    - Track in CRM - Stuck in Outbox We have a customer that we upgraded from 1.2. They are running Outlook 2003 and Microsoft CRM 3.0.5300. On occasion when they compose an email and click "Track in CRM", the emails appear to get stuck in the Outbox and under "Sent" there is no date, it just states "None". Has anyone ever seen this before, I know this has happened to me before, but not when I click "Track in CRM", so any feedback would be extremely appreciated. Jack Bender Tag: Changing or Adding Tabs in Accounts Tag: 62083
  - 21
    - Is it possible to customize knowledge base Currently we are using public folders in Outlook to track technical information on our clients, with each client having a folder with subfolders for different catagories and posts with the information. We would like to somehow mimic this hierachy in the knowledge base of CRM 3, but I can't find any info on customizing it. Is it even possible? The best I can do right now is create a subject for each client and search by subject, giving me all the info on that client, but my boss asked me to do more research, which has yielded nothing. Thanks. Mark Tag: Changing or Adding Tabs in Accounts Tag: 62082
  - 22
    - Merge Contacts/Accounts Error We have a customer that was upgraded from 1.2. We have a user that has the System Administrator role and periodically when they merge contacts/accounts, they receive the following error..."The user authentication passed to the platform is not valid". This appears to happen every third or fourth time they perform the merge. Has anyone else seen this before? Jack Bender Tag: Changing or Adding Tabs in Accounts Tag: 62081
  - 23
    - hwo to delete custome attribute in crm 3.0 Hi, I just added a new custome entity, and added a custome attribute to the entity, published the entiy. The attribute is not used in any form or view. but when i delete the attribute, i got an error message "An error has occured - contact your system administrator". Then i tried to delete the custome entity, but got the same error message. Deleting custome attributes is possible in CRM 3.0. Where can I find more detail informations about the error? Is there any log file? Thanks, Jani Tag: Changing or Adding Tabs in Accounts Tag: 62080
  - 24
    - exchange email router and crm 3.0 with different languages Hello, I have two questions concerning the following environment: english Exchange Server german CRM 3.0 Is it possible to install an english Exchange E-Mail Router for an german CRM 3.0? Is this working? Or is it better to install a german Exchange Router, but then it's a different language than the exchange server. and again, is this working fine? Does anyone of you have experience with this kind of environment? thank you very much in advance! Thomas Tag: Changing or Adding Tabs in Accounts Tag: 62078
  - 25
    - Collect Infos from an entity Hi, When I create a Appointment and when I choose the contact for this appointment, I wish indicate the address of the contact on the Appointment form. Someone knows how to do it ? Thanks Regards, WTCSO Tag: Changing or Adding Tabs in Accounts Tag: 62075

Hello,

This is my first installation of MS CRM 3.0.

In Accounts > Details > Information there are 4 tabs - General, Details,
Administration, Notes. How do I add another tab or change the existing ones?

Thank you, Ed Podowski

Top

Re: Changing or Adding Tabs in Accounts by Peter

Peter
Tue Jun 13 06:27:29 CDT 2006

In customization for the Account form just add a tab

Pete

"Ed Podowski" <EdPodowski@discussions.microsoft.com> wrote in message
news:58D08A66-145C-43BC-A307-5F133F836CDF@microsoft.com...
> Hello,
>
> This is my first installation of MS CRM 3.0.
>
> In Accounts > Details > Information there are 4 tabs - General, Details,
> Administration, Notes. How do I add another tab or change the existing
> ones?
>
> Thank you, Ed Podowski
>
>

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Re: Changing or Adding Tabs in Accounts by EdPodowski

EdPodowski
Tue Jun 13 08:26:01 CDT 2006

Hello Pete,

Thank you for responding. That was easy.

Ed Podowski

"Peter Hale" wrote:

> In customization for the Account form just add a tab
>
> Pete
>
>
> "Ed Podowski" <EdPodowski@discussions.microsoft.com> wrote in message
> news:58D08A66-145C-43BC-A307-5F133F836CDF@microsoft.com...
> > Hello,
> >
> > This is my first installation of MS CRM 3.0.
> >
> > In Accounts > Details > Information there are 4 tabs - General, Details,
> > Administration, Notes. How do I add another tab or change the existing
> > ones?
> >
> > Thank you, Ed Podowski
> >
> >
>
>
>

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