Changing Due date

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- Previous
  - 1
    - Auto populate date in field Hi. I have a custom entity set up to keep track of contractors and on the form i have a field entitled Last Contact. At the moment this field has to be manually updated after a user attaches a new note to the contractor's form. My question is - is there a way to have the last contact field automatically populated with the latest date that a note was created? Thanks in advance. Tag: Changing Due date Tag: 84708
  - 2
    - Parent Account field in a workflow? Is there a way to force the Parent Account field to be available when building a workflow? It is set to searchable in CRM and is available in my advanced find but not available in a workflow. TIA, Melissa Tag: Changing Due date Tag: 84707
  - 3
    - Calculating Fields and Manual Input Hello, Is it possible to have a field that is both calculated or manually inputted?. For example, if field 1 and field 2 has data then calculate field 3. Can we also have the user simply enter the total amount into 3. What I have noticed is if I enter an amount directly into field 3 and field 1 and 2 do not have data the value goes back to 0 (which makes sense) but wondering if there is a way around this. Thanks! Tag: Changing Due date Tag: 84699
  - 4
    - Pivot table Can you include custom entities for the pivot table reports in CRM 3.0 ? What are the disadvantage of using pivot vs. srs. ? Thanks Tag: Changing Due date Tag: 84694
  - 5
    - One contact multiple accounts - Best practices We work with several contacts who are responsible for multiple accounts and I can't figure out the best way to handle this in CRM. Does anyone have a suggestion for how to handle this? Tag: Changing Due date Tag: 84693
  - 6
    - "Failed to save the rule to the user's mailbox" There's nothing like being blessed with a problem during a Client's deployment. But there's always a wrinkle. In this case MSFT MBS Support has a nice KB for the issue. https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?WTNTZSMNWUKNTMMYLSVQUSPTNTNSMQPYXTWZSXKKVXMPOUPXKZZRYZMOSLUMMTOL But it does not cover the situation I have now. It seems that the Exchange administrator configures his user names as "Joe.Carlsbad". Running the query: Select DomainName from systemuserbase shows that there is not a user with the FQDN of the domain. But I did see one successful rule deployment on one account. An account without the "Firstname.Lastname" format. When and If I get a fix for this I will post it. Since I'm in Sandiego, it's a problem getting someone on a Friday afternoon in MBS support. After all, they work hard and deserve time off. But not us consultants. /:> Tag: Changing Due date Tag: 84692
  - 7
    - Error from Javascript We have some javascript on the onLoad event for Opportunities. It does a SQL callout to the filteredAccount table to grab the latest Credit Hold information. One of our users suddenly got a javascript error on the page yesterday that has me baffled. It was: There was an error this field's customized event. Field: crmForm Event: onload Error: Cannot open database "xxx_MSCRM" requested by the login. The login failed. Any ideas on how a user could suddenly develop issues with accessing a database via javascript? The user has access to the filteredAccount table that is called by the javascript and is able to otherwise function normally in the rest of CRM. Tag: Changing Due date Tag: 84688
  - 8
    - Workflow Not Doing Anything I've created a very simple workflow that should create a new Phone Call after a Lead is created. In the workflow manager GUI it says: When lead is created Phone Call: Intro Call The status of the workflow is active. There is nothing in the logs. Logs are blank since this is my only workflow. I can make the workflow fire manually by selecting "Apply Rule.." but the Phone Call that is created that way has nothing autofilled like the Phone Number, Sender, and Receipiant. Any ideas?? Tag: Changing Due date Tag: 84687
  - 9
    - where to find calculated fields Hello, I am a CRM newbie. I did a little SQL development a long long time ago in a galaxy far far away. I am very rusty. I am trying to figure out how calculated fields are handled so that I can copy the process. I am looking at Customize Entities, Oppurtunity, Form and Views and the Attributes. I am trying to figure out how the attribute Revenue (isrevenuesystemcalculated) is calculated. I don't see anything on the forms or the attributes. Is the value calculated in the SQL databas somewhere? I would appreciate it if someone could point me in the right direction. Tag: Changing Due date Tag: 84685
  - 10
    - Formating text in a text field Does anyone have any ideas on how to add a blank space between fields being mapped to a text field? I have 4 fields I want to pull into one field with a space between each one. No HTML code works, is there a way to create the blank space So my workflow will map 3-4 fields to a text field but I would like a space between the values. insert value 1 (no problem) need to insert a space insert value 2 need to insert space insert value 3 Denzel Tag: Changing Due date Tag: 84682
  - 11
    - Outlook Clilent Problem Post Rollup2 Installed Rollup2 on server and clients. Desktop clients ok, but on notebook client I can list accounts etc as usual but it wont allow me to click on them to open any record (clicking on a link such as parent account from the contacts list) does work but cant open the records being listed on the screen? Anyone seen anything like this or any suggestions? Thanks Roger Tag: Changing Due date Tag: 84681
  - 12
    - FW: Publish CRM with SSL and reports-services URL ============================================================== Henry E. McCallum Jr. | Sr. Consultant, CRM Practice | ePartners 202.436.6992 (Mobile) 703.488.3102 (Office) 270.342.4707 (eFax) mailto:hmccallum@epartnersolutions.com (email & MSMessenger) -----Original Message----- From: RichardW [mailto:helpdesk@ortec.nl] Posted At: Friday, June 29, 2007 8:56 AM Posted To: microsoft.public.crm Conversation: Publish CRM with SSL and reports-services URL Subject: Publish CRM with SSL and reports-services URL We have published our CRM webserver externally using SSL (without ISA I might add). I just cloned the default CRM website in IIS, and adapted that for SSL. So we now have 2 CRM websites, one for internal use and 1 for external use. Obviously they are 1 and the same CRM system, just 2 websites. Works fine so far. But, the trouble starts with reports. The report-services are located on our SQL database server. This is accessed in CRM in the background using a different URL then CRM itself. This doesn't matter for Internal use. The trouble starts externally, since this URL is not SSL enabled and, more importantly, not available for access from the outside. So reports don't work in the CRM SSL version. Let's say I am able to make the report-services also use SSL and be available Externally. How do I 'tell' CRM to use this new URL ? (I now diddly squad about programming). Grtz Richard Tag: Changing Due date Tag: 84677
  - 13
    - Duplicate detection upon import Unfortunately, we use several different databases at my organization but in order to manage our customers, we import records from these databases into CRM. We have c360 for detecting duplicates once they're already in CRM. Is anyone aware of a product that checks for duplicate upon import into CRM? Tag: Changing Due date Tag: 84676
  - 14
    - Can not uppdate forms - Problem from upgrade to CRM 1.2 to 3.0 Since I upgraded to CRM 3.0, it has after some time become inpossible to update the forms. I have been able to understand when the problem was introduced: - It all worked fine and I was able to add field's to the form. - One day I took a way a couple of fields in the form that was not used. Since then it it is not possible to add any new fields. This is how the problem occurs now: These are the steps: - From the online mode, I choose adapt settings - Adapt entities - I choose account - I choose "forms and views" - I choose the "main form" for the account - I choose "Add a field" under one of the sections in the form - I know get this failiure message: An error has occured in the script on this page. Line: 192 Char: 1 Error: Object required Code: 0 URL: http://crm.synergus.local:5555/Tools/FormEditor/Dialogs/addfields.aspx Do you want to continue running scripts on this page? Yes / No After this there are no fields available to choose (which there should be). We have tried the workarounds and proposals but still have the problem. Does anyone have a clue on how to solve this. It is very frustrating not beeing able to make changes to the CRM. Tag: Changing Due date Tag: 84674
  - 15
    - Incident CreatedOn in Workflowmanager / TimeZone I have a workflow sending out a message to an e-mailaddress. In Workflowmanager I inserted the slug: Incident (or case).Created On. The workflow fires, all fine, in CRM it all looks good, but the e-mail the workflowmanager send to comes out like this: 29-06-2007 07:16 (GMT-08:00) Pacific Time (US & Canada); Tijuana While it should say something more like: 29-06-2007 16:40 (GMT+01:00) Amsterdam, Berlin, or something similar. How can I solve this? Thanks Tag: Changing Due date Tag: 84673
  - 16
    - CRM Update Rollup 2 When running Rollup 2 we errored out at the timezone fix and the process stopped. Any ideas as to how to get around it? Tag: Changing Due date Tag: 84671
  - 17
    - Changing and Amending the default view of Service Calendar Hi does anybody know if you can amend or change the default view within the service calendar, currently they are set to Month Week or Day. What i would like is to change it so that we can view a working week 5 days, with a click of a button rather than choosing the five day period with the from and to buttons. Really hope you can help!! Tag: Changing Due date Tag: 84661
  - 18
    - Order status field "Active" "I'm new to MS CRM" The Status field on the Order form seems to always be set to "Active" and read-only. Is there a way to make this field enabled and populate it with my own data? tx Tag: Changing Due date Tag: 84660
  - 19
    - Publish CRM with SSL and reports-services URL We have published our CRM webserver externally using SSL (without ISA I might add). I just cloned the default CRM website in IIS, and adapted that for SSL. So we now have 2 CRM websites, one for internal use and 1 for external use. Obviously they are 1 and the same CRM system, just 2 websites. Works fine so far. But, the trouble starts with reports. The report-services are located on our SQL database server. This is accessed in CRM in the background using a different URL then CRM itself. This doesn't matter for Internal use. The trouble starts externally, since this URL is not SSL enabled and, more importantly, not available for access from the outside. So reports don't work in the CRM SSL version. Let's say I am able to make the report-services also use SSL and be available Externally. How do I 'tell' CRM to use this new URL ? (I now diddly squad about programming). Grtz Richard Tag: Changing Due date Tag: 84659
  - 20
    - Add re-occurring phone calls, tasks to CRM Are there any plans to make certain activities (like â??Phone Callsâ??, â??Tasksâ??) similar to Appointmentsâ?¦ Our clients look for the way to be able to create re-occurring Tasks, etcâ?¦Would be nice if Microsoft would calculate the â??End Timeâ?? based on â??Start Timeâ?? and Duration. -- Shaun Systems Engineer ---------------- 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=6c205910-e83b-4e60-8d54-715f6931f446&dg=microsoft.public.crm Tag: Changing Due date Tag: 84658
  - 21
    - Workflow syntax Hello, I am experimenting with workflow manager and I have some problems with the syntax of a rule. I have a custom entity call "flight reservation" (we are an online travel agency) and I have created the following rule: When flight reservation is created wait Flight Reservation.Reservation Status=Completed end wait Update: Flight Reservation.Date/Time issued=Execution Time This rule updates the field Date/Time with the current date/time when the status is changed to completed. I want this action to take place also when the status=Cancelled. It doesn't let me to insert both completed & cancelled and if I insert 2 rows in between wait and end wait it doesn't do anything. Any help will be greatly appeciated. Tag: Changing Due date Tag: 84657
  - 22
    - Permission denied when access javascript Hi, I'm a newbie on MS CRM. I tried to customize crm with external aspx file and IFRAME. I found a problem that when I call javascript (in external aspx file) in onsave event then error pop up. "There was an error with this field's customized event." "Field: crmForm" "Event: onSave" "Error: Permission denied" I guess permission denied may came from IIS configure but I don't know how to do. Can anyone help me on this problem ? Tag: Changing Due date Tag: 84651
  - 23
    - Using CRM Bulk Import Wizard with Excel 2007 Hello, a number of our hosted Microsoft CRM customers have reported difficulties when using the CRM Bulk Import Wizard with a CSV file generated from Microsoft Excel 2007. It seems that Excel 2007 no longer uses double quotes (") as a field data delimiter, and there are no options or other Excel 2007 formats that will achieve this. (No idea why Microsoft disabled this option in Excel 2007!) Users are having to import their Excel spreadsheet into Access 2007 then export as a TXT file, which Access formats with double quotes as a the field data delimeter by default. Or resort to an earlier version of Excel. Has anyone found a workaround using Excel 2007 to produce a format the the CRM Bulk Import Wizard is happy with? -- Neil Benson Increase - Hosted Microsoft CRM with Beyond Demand service www.increasecrm.co.uk Tag: Changing Due date Tag: 84650
  - 24
    - Calculated totaltax and totalamount is reset I've used the following script in OnSave on the order form to calculate a totaltax (of 25%). When I click "Save" the fields totaltax and totalamount are filled correctly. However, when I close the form and re-open it, the values have been reset to 0. Could someone please tell me, if there is an easy solution to this problem? Thanks. crmForm.all.totaltax.DataValue = crmForm.all.totalamountlessfreight.DataValue/4; crmForm.all.totalamount.DataValue = crmForm.all.totaltax.DataValue + crmForm.all.totalamountlessfreight.DataValue; Tag: Changing Due date Tag: 84648
  - 25
    - Changing default administrator account in CRM3.0 Hi, I want to know how to change the default administrator of the crm server Thanks in advance. -- Regards, Bishwarup Tag: Changing Due date Tag: 84647
- Next
  - 1
    - Contacts To CRM! Is it posible to export only selected contacts from Outlook into CRM contact Entity? if yes How? what is the best approach? Thanks in advance Tag: Changing Due date Tag: 84646
  - 2
    - Duration of service activity and appointments I wonder how to get around the limitations of service activities and appointments? I mean there are a lot of businessess and organiizations that needs to schedule longer (daily/ monthly/ annualy) commitments for customers. For example the consulting industry. Does anyone have a solution how to schedule longer assignments/ services? Tag: Changing Due date Tag: 84645
  - 3
    - Delete from Queue disabled I am running CRM 3.0 Desktop client and have a user set up with the roles of everyone including system admin and customiser. When i go through the CRM browser interface (i.e. not outlook interface) into workplace and then into Queues I do not get an option to delete from the queue. If I go to a machine that is running CRM Laptop client (and log on as the same user) then the delete function is available. Question: Where is this configured? I cant believe that this is intended so how to fix? thanks Adrian Tag: Changing Due date Tag: 84644
  - 4
    - Workflow manager! I have created an effort with number of activities I want to relate this activities to a que. Is it posible to do it through the CRM web or I need to do it from CRM workflow manager? Thanks in advance Tag: Changing Due date Tag: 84643
  - 5
    - Bulk import Is it possible to bulk import other records than leads, contacts, accounts and campaign responses? I would like to import resources and facilities for example. /Lotten Holm Tag: Changing Due date Tag: 84642
  - 6
    - MS CRM security hi, Can Employees access to the system can temporarily deactivated? 2. How the security is setup when crossing multiple organisation? and mulitple hierarchy level? Tag: Changing Due date Tag: 84641
  - 7
    - RECOMMENDATIONS FOR BEST CRM 3.0 BOOK OR INFORMATIONAL SITE hELLO, I WILL BE ADMINISTRATING A NEW CRM PROFESIONAL INSTALLATION AND WAS HOPING THAT USERS COULD POINT ME TO THE BEST SOURCES OF TRAINING AND REFERRENCE MATERIALS. IF YOU HAVE A GREAT REFERRAL PLEASE REPLY. THANKS Tag: Changing Due date Tag: 84640
  - 8
    - Question regarding Trial Version I am not able to customize Forms (like Leads etc) using the trial version. Does anyone know whether i can login to MS CRM as Administrator to customize the forms? It currently says no privilege while clicking on Customize. Tag: Changing Due date Tag: 84639
  - 9
    - Tracking Tokens - Remove from subject line We would like the tracking token to be removed from the subject line, or hidden so the receiver of the email does not see it. We have had many queries about our "odd refererence numbers" because we often require reference numbers in our business. If it cannot be removed altogether is there any way of either hiding it or moving it to the text area at the bottom of the email as a reference? Thank you for your 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=ce6800ba-a8d1-45eb-a590-c54727dd43f9&dg=microsoft.public.crm Tag: Changing Due date Tag: 84636
  - 10
    - Howto make a autoresponder workflow Hi, I need to make a workflow that would automatically respond to any email send to an queue. How can that be done ? I tried to make a workflow rule that is triggered by an email assign event, but that really requires that someone accepts the email The purpose is to send all inquiries a "we are on holiday" message for a certain period of time. Thanks, Petri Tag: Changing Due date Tag: 84625
  - 11
    - how do you credit a sale to a salesperson or partner? Hello, How can I set up the CRM so that I can track product sales and credit the sales to a specific sales agent (user) or partner (a contact)? I don't see any fields in the order or invoice that would allow for this type of sales reporting. Thanks, Shan McArthur - VP, Technology ADXSTUDIO Inc. | 200 - 1445 Park Street | Regina, SK Canada | S4N 4C5 Tel: 306.569.6502 | Toll-Free: 800.508.7811 ext. 502 | Fax: 306.569.8518 Tag: Changing Due date Tag: 84624
  - 12
    - Extracting Microsoft Dynamics CRM Demonstration VPC vhd Dear all, Help please...I've struggled all day with this. I need a copy of the Microsoft Dynamics CRM 3.0 Virtual PC Demonstration, released May 2006. I have downloaded the 5 files, from the Microsoft downloads site, but I cannot extract. I get the following two error messages, when I run the self-extracting .exe: Packed data CRC failed in Microsoft Dynamics CRM Demonstration VPC (May 2006 Edition - Extended).vhd CRC failed in Microsoft Dynamics CRM Demonstration VPC (May 2006 Edition - Extended).vhd Any ideas? As far as I can see the downloads of the part01.exe and part02 to part05.rar files are okay. I have downloaded them 3 times now on different machines. But I cannot be sure. I just wish Microsoft would put md5 checksums as well, so I could be certain my 5 files downloaded correctly. If anyone could supply the checksums, I would be grateful (then if any of mine are wrong, I can just keep downloading until I get the right values). I've searched the web, and no-one else seems to have problem generating the .vhd from the 5 self-extracting rar files. And as these files have been available for a while (and hence I assume have not been changed) I wonder if the problem is elsewhere. I would be gratefully for any ideas as to what to do next. BTW: I have plently of disk space. So it is not that. Regards, Stephen Tag: Changing Due date Tag: 84623
  - 13
    - MS CRM 1. Can we archive all the Case managment data in MS CRM? 2. Can we track and report on all user activity including date and time it was accessed? 3. What are the security measures available for remote Access of MS CRM? 4. What are the security measures available for Server and the application in MS CRM? please address the issues. Regards Vinod Tag: Changing Due date Tag: 84620
  - 14
    - Account Notes disappearing Hi all, I have a user (always the same) who keeps complaining that she cannot find Account Notes she had entered previously. Usually she only find the few most recent ones. I don't know whether she's doing something wrong or if there is a problem with the system and she's the only one using MS CRM frequently enough to run into that problem. I used Advanced Find but that doesn't help if the Notes are not there anymore! Has anyone encountered this before? Any help, tips to avoid this or back up Notes, suggestions would be most welcome. Thank you, Mohamed Tag: Changing Due date Tag: 84618
  - 15
    - Authentication Error Hi, After I have installed and configure "Frontpage Server Extension" on CRM web site, I can not login which any account to MS CRM via web. The error msg display "Authentication Error : MS CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator. What's wrong with IIS ? Can anybody help me to resolved this serious problem ? Ps. I do environment diagnostic wizard, everything seem to be OK. Tag: Changing Due date Tag: 84615
  - 16
    - Workflow pauses with "Access Denied" error I have made a custom assembly for a workflow to call and in my test environment it works fine but when I try to deploy it to the server I keep getting an "Access Denied. You do not have sufficient privliges to run...." error. My user is a domain admin with CRM System Administrator role assigned to him. When I run the code from a windows app, it runs just fine, but when I put it into an assembly and let the workflow handle it, I get the error. I tried signing the assembly, I recompiled it from the production environment, still nothing works. Any ideas??? I am at a loss. Thanks for any help! Tag: Changing Due date Tag: 84614
  - 17
    - Best Practices on where to store User Contact Information Does anyone know if there is are Best Practices for where/how to store User contact information in a mixed, Desktop/Laptop client environment? Hereâ??s the issue as I see itâ?¦ â?¢ If you have a copy of your CRM User(s) information in your Outlook contacts, you run the risk of the mix-ups in tracking inbound emails in CRM, appointment creation and scheduling, etc.. â?¢ If you donâ??t have User contact info in Outlook contacts, then I see some issues if you are an offline/off-the-web laptop CRM client. o If you logged onto the laptop, then you can find user contact information in the Outlook Global Address Book but this raises a couple of issues/questions ï?§ CRM User and Exchange/Outlook Global Address Book are not synchronized â?? if someone changes their CRM User contact information, it will not be reflected in the Global Address Book ï?§ Global Address Book information does not synchronize to peopleâ??s cell phones (Pocket PCâ??s running Windows Mobile, syncing with our Exchange). This means that our Users cannot look up contact info for their coworkers to phone them or send them emails. This would be a major stumbling block for my users. I am sure I am not the first to run into this issue. Not so bad if you only have a handful of users, but it could be miserable with thousands. Pat Tag: Changing Due date Tag: 84613
  - 18
    - Delete all server data We need to delete all the server data in crm. All accounts, contacts, activities, sales data etc but we have to keep all customizations and custom entities. Remind that we have also several outlook laptop clients that go offline with their crm. How to do this? Delete all data in crm manually?? Does the synchronisation delete all this records also in the local database on the laptop? Give the server a new database after we did export all customizations? How do we get the new database on the outlook client afterwards? Uninstall outlook client and install again? Tag: Changing Due date Tag: 84607
  - 19
    - Email Templates - Advanced Requirements Does anyone know how to get cross entity information into a standard email template? Our client wants to be able to be on the Account and send an automatic email that goes direct to the primary contact and pulls in the owner information lists all the open Opportunity information for that account. Much like a Invoice mail merge pulls all the related Product information onto it as line items. They also want it pretty and customer facing? Has anyone done soemthing like this or have a tool or code or customization to leverage the features of the email template and merge field capabilities in this advanced way? Tag: Changing Due date Tag: 84606
  - 20
    - Quick Create Products Hi Is there a way to set up CRM so that Products do not have to be created in the Product Catalog area in Settings but can be created from the Products area in the Sales Module or may be through a Quick Create Form when using the Lookup Button to add products to an Opportunity, Quote and Order. I am not sure if this possible and how this will affect pricing. I am sure that someone must have requested this funtionality before. Any ideas? Thanks alot Tag: Changing Due date Tag: 84602
  - 21
    - Quick Create Products Hi Is there a way to set up CRM so that Products do not have to be created in the Product Catalog area in Settings but can be created from the Products area in the Sales Module or may be through a Quick Create Form when using the Lookup Button to add products to an Opportunity, Quote and Order. I am not sure if this possible and how this will affect pricing. I am sure that someone must have requested this funtionality before. Any ideas? Thanks alot Tag: Changing Due date Tag: 84601
  - 22
    - SQL to CRM Hello, I would like to know how to make the product in the SQL database table be visible from the CRM Thanks in advance Tag: Changing Due date Tag: 84598
  - 23
    - Created by for an account! Is it posible to show the person who created the account when anyone opens it though its changed the owner? if yes, how? thanks in advance Tag: Changing Due date Tag: 84597
  - 24
    - Navision 3.7, CRM 3.0 SQL server 2000 on same server Hello, Can we installed Navision 3.7 and CRM 3.0 and SQL database server 2000 on the one (1) same server for 20 users? if yes then what will be system requirments? regards, Danish Tag: Changing Due date Tag: 84596
  - 25
    - Auto Emails through Workflow Dear All, I need to make a workflow on CASE Assnign: If the severity level is high then email should go to specific position role like "Vice president sales" or "Customer Relations Manager" or both, not name If the severity level is medium then email should go to the manager of the creator and in any condition email notification should to the person to whom the case is assigned, to Account manager I tried several ways but couldn't make it yet Kindly help Tag: Changing Due date Tag: 84594

Hello,

I'm looking for a way to set de Due date op an activitity (task) from a
Opportunity.
This Due now responce on the time te taks is actually closed.
But I want it to look add te last Due date (this is not the actually enddate)

Does somebody have any ideas

Tom

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