Changing the primary attribute for leads

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- Previous
  - 1
    - Format Phone Numbers Hi We have noticed that when we enter the business phone number for a contact, the second part of the dialing code is enclosed with brackets after being saved. We would like to prevent this from happening. There is no code inserted in the On Change event on the Business Phone Number field and from my understanding we need to write a script to format the phone number. Our skills in this area are limited and I would like to ask if someone could please send me a basic example of a code to format a phone number as follows: +61 25 456 7139 Thanks alot Mark Tag: Changing the primary attribute for leads Tag: 72877
  - 2
    - Pictures in CRM mails When you get mails into CRM, pictures in the mails are added as attachments. I can't see the pictures in the mail itself, it tells me that i need to remove blocking and when I do it comes with a new window, but still not showing the pictures ? Is this standard behavior or an error ? Tag: Changing the primary attribute for leads Tag: 72876
  - 3
    - Problem with installation of Outlook client Hello, after installing Outlook client, I ve tried to configure the firewall by adding an exception a, the problem that I don't find the program "Microsoft.Crm.Application.Hoster.exe" in my computer. As consequence , a CRM Server connection error is raised when I am opening the outlook. Some help Thanks in advance Tag: Changing the primary attribute for leads Tag: 72875
  - 4
    - Massive Email 2 Queue Problems? - General Problem? Well, after doing alot of research on this problem I have seen so many people with this same problem not being able to fix it. Is there anyone knowledgeble enough who could write a proper 'howto' on this? Maybe one you MVPs. I know it might sound too simple, but trust me, alot of people are strugling trying to get an email into a queue - me included. Has anyone whatsoever found a solutions for it? If anyone knows please let me know, none of the place i've looked have this information. Thanks Carlos Taborda. Tag: Changing the primary attribute for leads Tag: 72868
  - 5
    - Selecting Clients for a Marketing List based on Account Revenue Hi Trying to create a marketing list of clients based on their companies/account revenue ? Is this possible ? Regards Tag: Changing the primary attribute for leads Tag: 72865
  - 6
    - Individual default views Is it possible for each user to set different default views? For example, we have a couple of users who work with records owned by another person, and it would be much more efficient for them if they could default to a view that showed all of this other person's records. On a similar line, is it possible to set saved views as a default view? Tag: Changing the primary attribute for leads Tag: 72863
  - 7
    - Organizational Settings in CRM 3.0 Is it possible to hide viewing of Organizational Settings from non System Administrator users? Tag: Changing the primary attribute for leads Tag: 72862
  - 8
    - Fail to send email: Initialize Error When try to send email to a prospect, some of our users received this error: "Failed to Initialize Token. Initialize Token Failure". Others work fine. This particular user has IE 7 installed (but it works before until 2 days ago). It works when sending email to internal users. Tag: Changing the primary attribute for leads Tag: 72861
  - 9
    - Bulk Emails Hi There I am having problems sending bulk emails. I have ensured the Bulk Email service has started which it has, the test that I done sending one email from a campaign is sitting in my Exchange Server Queue (not in CRM queue) Small Business SMTP Connector. It seems to have created two emails aswell? Has anyone experienced this before? Kind Regards Peter Tag: Changing the primary attribute for leads Tag: 72857
  - 10
    - Promote EMail option is not available anywhere Hi Guys, I want to promote email in outlook to the crm activity. But I dont see any toolbutton that says something like Promote EMail to CRM... Is there something wrong with the installation? How can I get this button the toolbar? Thanks. Tag: Changing the primary attribute for leads Tag: 72849
  - 11
    - Mail Merge with Template Letter - Nickname field available? Hi. I'm trying to set up Mail Merge in MS CRM 3.0 for some Contact records and want to use the contact's Nickname when one exists. When I create a blank letter or try to edit an existing letter template, the Nickname field doesn't seem to be available. I know that custom fields aren't available, but where are the other out-of-the-box fields besides the first, middle, and last name and address fields? Am I missing something? Is it really this limited? Tag: Changing the primary attribute for leads Tag: 72845
  - 12
    - CRM-Exchange E-mail Router -- Undeliverable I am trying to setup a new installation of CRM 3.0 with the CRM-Exchange E-mail Router. The installation had no errors. I setup a standard user account and mailbox to work with the CRM Router. I then used the "Rules Wizard" to apply the forwarding rules to my two CRM user accounts. The forwarding is working, but the emails that are forwarded to the CRM Router mailbox are ending up in the "Undeliverable" folder and obviously not getting into the CRM database. Any guidence would be appreciated. Thank you. Bill Tag: Changing the primary attribute for leads Tag: 72842
  - 13
    - BulkEmailService We are experiencing "disapearing" Direct e-mail buttons. The current "fix" is to restart the CRMBulkEmailService. The features are re-enabled after that. Is anyone seeing this too? Any clues as to what the underlying issue is? The system log has this event logged which may be relevant: A worker process with process id of '4396' serving application pool 'ReportServer' has requested a recycle because the worker process reached its allowed processing time limit. thanks in advance, Rick Tag: Changing the primary attribute for leads Tag: 72841
  - 14
    - Bulk Import Question I'm trying to import Leads with Bulk Import Wizard. Everything seems fine except that I can't pick the Target Field, it's greyed out. Is this because the header record contains exact field names? It looks like it is going to map to the wrong fields. Tag: Changing the primary attribute for leads Tag: 72840
  - 15
    - CRM Mail Undeliverable folder This folder contains every email that was sent through my exchange server that was not marked as track in CRM, is it ok to delete these emails and can this feature be turned off? The mailbox store will get pretty big with all these emails. Tag: Changing the primary attribute for leads Tag: 72838
  - 16
    - Looking up contacts for email When composing email, our sales team has to make multiple clicks to get multiple recipients to the To, cc, and bcc list. Is there a way to allow user to enter the name in the space if they know the contact information for future release? Tag: Changing the primary attribute for leads Tag: 72836
  - 17
    - Stop tracking in CRM from the Outlook Client I can't go online because I have 2 contacts that were inadvertantly marked to "Track in CRM." The message is that they are invalid and can't be uploaded to CRM. Outside of deleting the records and re-entering them, is ther any way to stop tracking an outlook in contact in CRM? Gerry Tag: Changing the primary attribute for leads Tag: 72835
  - 18
    - CRM 3.0 Dutch version We have install 3.0 SBS and working now with this for 10 weeks. We have a lot problems with CRM 3.0: Using Build 3.053.00 We have fix a lot off all problems with help from this Discussion board. But the problems are ther many times Webclient crashes many times, we have update and patch the IE. Webklient has strange faults in the user interface, twice F F in search tabs Accounts. Slow start CRM server (SQL server) when use CRM not for more then 300 Min. User access trow Webclient an Internet. Most functions like sync E_mail, Contacts and sort off information with Outlook will work not as aspected/ So i mean a lot problems, to mutch!!. We think CRM is a bad Beta version pushed by Microsoft in the market!!!. I hope ther is a good working version somewere in the Microsoft store!!!. Is there a real working version for this bad release. Tag: Changing the primary attribute for leads Tag: 72834
  - 19
    - Record Unavailable When Creating New Activity Offline When working with my offline data, I will go into a Contact Record that I have access to offline. I will create a new activity, save it and then keep going. Sporadically when I create an activity for that contact and hit save I will get the Record Unvailalbe error. When I close the window I can create the same exact activity again and it will save just fine. I am working offline with the Outlook client, I am the onwer of the Contact object. The activity can be any type, Phone, Email, Appt. Tag: Changing the primary attribute for leads Tag: 72831
  - 20
    - CRM Consultant Needed I'm looking for a CRM Consultant to train a client of mine on CRM 3.0 Install and Config and Admin in three days. If you are available or know of somone please, contact me at 630.667.4314 or email me at mpatel@absolutesolutions.com. Mayank Patel Tag: Changing the primary attribute for leads Tag: 72830
  - 21
    - c360 Summary View Hi, Trying to implement CRM and the 360 summary module for a customer, but experiencing painfully slow loading of activity data into the summary view. Anyone have any experience of this module? is this behaviour typical? Any info much appreciated. Thanks, Chris Tag: Changing the primary attribute for leads Tag: 72829
  - 22
    - =?Utf-8?Q?Outlook_client_connecti=C3=B4n_proble?= Hello, I ve installed the outlook client, I ve matvh it with an Exchange account but a message was fired : ca not match the user with the accounts in the list . I should mention that I am sure of the name of the exchange server. Some help Thnaks in advance Tag: Changing the primary attribute for leads Tag: 72824
  - 23
    - Report Needed At this point in time our company is not in the position to be able to write reports for CRM. We need a report that is similar to the Account Overview report that comes with CRM. Can anyone write the following report and if so what is the estimated cost for writing the report for us? For each account by owner, we need to see all notes that have been entered under the account, account contact and account activity (open & closed) for a specified time frame. It would be similar to what shows up at the bottom of the Account Overview report. Tag: Changing the primary attribute for leads Tag: 72821
  - 24
    - Deleting system-defined views Hello, Does anyone know of a way to delete system defined views. For example, the pre-delivered view for the contact entity "Contacts: No Orders in Last 6 Months" is not relevant to our CRM implementation and is not wanted when users select "Views" when reviewing contacts. If we try to delete this view via customization it results in the message "System defined views cannot be deleted". I understand that we can share a view with a team to prevent others (not in the team) from selecting the view, however they still see the view in their drop down. Any advice or assistance would be appreciated Regards, RJ Tag: Changing the primary attribute for leads Tag: 72820
  - 25
    - Outlook 2007 Date? Having downloaded and installed the MSDN version of Outlook 2007 I'm curious if anyone knows a date or anticipated date for Office 2007 support in CRM 3.0. Tag: Changing the primary attribute for leads Tag: 72819
- Next
  - 1
    - Advanced find for notes Do anyone know how to create an advanced find that would give all notes under the Account, Account Activities, Account Contacts, and Account Contact Activities? Tag: Changing the primary attribute for leads Tag: 72817
  - 2
    - crm & ie7 when trying to click on demo, it says pop-blocker is blocking.. but checked settings that it is disabled. any ideas? Tag: Changing the primary attribute for leads Tag: 72814
  - 3
    - Anti-spam for Exchange that works with CRM 3.0 Hi, Can anyone recommend an Anti-spam software that works with queues in CRM 3.0? I would prefer an anti-spam software installed on our Exchange 2003 server. However, I need the anti-spam software to process the e-mails before the CRM-Exchange E-mail Router routes the messages to CRM. I am looking at GFi MailEssentials, but I am unsure if this software will work when installed on the Exchange Server. Any comments on how to avoid spam in queues would be helpful! Thank you. -- Regards, Michael Bergman SIMUTEK AB Tag: Changing the primary attribute for leads Tag: 72807
  - 4
    - Resolving Email Address to existing contact problem Has anyone else come across this issue in MSCRM3.0? - when you attempt to resolve an email address to an existing contact in CRM (that does not currently have an email address stored in their details) the contact resolves OK but does not update the email address in the contacts details. Is this by design, or have I found a bug? Tag: Changing the primary attribute for leads Tag: 72806
  - 5
    - Mobile express Does anyone know how to view emails properly with crm mobile express. I have added the email entity and the description field. when you double click the email from mobile express either from a desktop machine or the mobile device the body of the mail is displayed as HTML code. Also does anyone know if its possible to show account/contact history as it appears in crm. Tag: Changing the primary attribute for leads Tag: 72805
  - 6
    - Multicurrency in MS CRM 3.0 Hi to all! I need to make CRM support multicurrency. Have you any ideas, how this should be realized? As far as I know, there are some add-ins that provide this functionality. Have you deal with some? Tag: Changing the primary attribute for leads Tag: 72802
  - 7
    - CRM Backup Question I am running CRM 3.0 on a Windows 2003 member server. CRM is using a SQL 2000 database running locally on the CRM server. In the event of a server crash/failure, i am trying to determine what files i would need to capture during a nightly backup to get crm back up and running. I know i need to capture the SQL databases, but what files/directory/etc would i need to capture that are crm related? The files would be restored to a server that was reloaded with Windows 2003 std from scratch and already configured in the domain.. Tag: Changing the primary attribute for leads Tag: 72801
  - 8
    - restore CRM we had to unistall our crm 3.0 and re-install it. we took backup of the databases before the re-installation. Can someone tell me how to repopulate the crm with all our previous records? Tag: Changing the primary attribute for leads Tag: 72798
  - 9
    - Closing Multiple Activities in crmv3 We use CRM v3 and need to record closed activities against multiple accounts at once e.g. to show that a number of accounts have been mailed to. It is essential that we are able to either: a) close multiple activities at once or b)have the abilty to mark activities as complete as soon as they are created by campaign creation or quick campaign creation. Is there a way of doing this Tag: Changing the primary attribute for leads Tag: 72795
  - 10
    - can not insert a mail model in a compaign mail activity ? Hello, When I am trying to send a simple mail, I can insert an email template. but when I plan a compaign based on mailing I can't make an email based on template ... So what what should I do to enable this functionality knowing that it's very intersting ability in a CRM Thanks in advance Tag: Changing the primary attribute for leads Tag: 72789
  - 11
    - Rights for Deactivation are there specific rights one can employ toblock de-activation? our sales amanaers are VERY hands on and would like to check if all possible opportunities have been explored before closing/deactivating and account. We are also linking several other systems to CRM and the deactivation of an account will also impact these systems we use for service delivery. any ideas will be welcome -- ICT Manager New Horizons: Amsterdam Tag: Changing the primary attribute for leads Tag: 72783
  - 12
    - View displays wrong value for customized field When adding some fields to an entity and displaying them in default view, some columns in the view shows wrong value. Probably to do with the naming of the new fields. Steps to reproduce 1. add some new integer fields to an entity. Name them â??aâ??, â??axâ??, â??b1â??, b2â?? ("a" = "new_a" and so on..) 2. add them to the form 3. add them to default view 4. open an entity-item and fill in a=1, ax=2, b1=3, b2=4 and save the item 5. check the edited item in the defulatview. The value for a=2, ax=2, b1=3, b2=4. The problem is that â??aâ?? gets â??axâ??:s value! known problem? -- mcyb Tag: Changing the primary attribute for leads Tag: 72779
  - 13
    - Marketing List grid view control The ability to adjust the marketing list grid view control should be available in Settings. E.g. You cannot see a contact's email address in a Markeing List. ---------------- 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=b4e1af5b-51fa-4962-bd9c-4ad1275af80a&dg=microsoft.public.crm Tag: Changing the primary attribute for leads Tag: 72775
  - 14
    - Not able to open associated records Dear all, I am not able to open associated records in a custom entity. One custom entity is associated with system entity (accounts),when i go to accounts and than opena arecors and than try to open a record of custom entity from there than it wont open(it simply wont double click!!!!!). The problem seems to be with one custom attribute of custom entity.If i remove that attribute from associative view than the records are opening but since i need that attribute to be displayed in associative view, i need to sort it out.Please help. Tag: Changing the primary attribute for leads Tag: 72773
  - 15
    - Calendar Customization Hi We would like to customize the way that service activties are shown in the calendar. This includes the Outlook and Workplace Calender and we would like the time slot to show not only the topic but the customer, service and case number. Is this possible? Thanks Tag: Changing the primary attribute for leads Tag: 72763
  - 16
    - Hosting CRM on one server provider and having an hosted Exchange o Hi, We have an Exchange / BES managed hosting provider we don't want to switch from. And, we want to have a managed host server for Microsoft Dynamics CRM 3.0 from a different host provider. Will it be possible to have full integration of Exchange and CRM even though they are on different provider/hosts? Please, any help would be appreciated. Tag: Changing the primary attribute for leads Tag: 72758
  - 17
    - BCM Import Hi, I realize the BCM import is not supported, but I think I've found the main point where our import is failing, and it's holding up the final cutover for my client. I'd love any help you could give us. The current setup is SBS 2003 with CRM Installed with SQL 2000. When we use the data migration wizzard it fails. An in depth SQL trace shows it failing with an error Server Msg 1540 Can't sort a row of size 8557, which is greater than the allowable maximum of 8094. Before that are a number of sort errors but no specifics. At the bottom of the this post, I have posted the actual query that fails. When I remove the very last Order By statement at the end it succeeds. I'm wondering if there is anything we can do to correct this? Thanks for any help. ******************Start Of Query select cmt.entryguid as [contactid], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 33791 and emt.uiname is not null)+ ']..' as [categories], cmt.type as [objecttype], cmt.prefcontactmethod as [prefcontactmethod], (select plmlprefcontact.stringvalue from picklistsmasterlist as [plmlprefcontact] where cmt.prefcontactmethod=plmlprefcontact.id) as [prefcontactmethodname], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36866 and emt.uiname is not null)+ ']..'+ isnull((select plmlrating.stringvalue from picklistsmasterlist as [plmlrating] where cmt.rating=plmlrating.id),'') as [ratings], right( cmt.createdby, len(cmt.createdby) - patindex('%\%',cmt.createdby)) as [createdby], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 4096 and emt.uiname is not null ) + ']..'+ isnull((select cnt.contactnotes from contactnotestable as [cnt] where cmt.contactserviceid=cnt.contactserviceid),'') as [contactnotes], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36870 and emt.uiname is not null ) + ']..'+ isnull((select plmlleadsource.stringvalue from picklistsmasterlist as [plmlleadsource] where cmt.leadsource=plmlleadsource.id),'') as [leadsourcecodename], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36985 and emt.uiname is not null ) + ']..'+ isnull(cmt.referredby,'') as [referredby], cn.fileas as [fileas], cn.prefix as [prefix], cmt.jobtitle as [jobtitle], cn.firstname as [firstname], cmt.department as [department], cn.middlename as [middlename], cn.lastname as [lastname], cn.suffix as [suffix], cn.fullname as [fullname], cmt.weddinganniversary as [weddinganniversary], cmt.birthday as [birthday], cmt.assistantname as [assistantname], cmt.managername as [managername], cmt.territory as [territoryid], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14918 and emt.uiname is not null ) + ']..'+ isnull(cmt.profession,'') as [profession], (select plmlterritory.stringvalue from picklistsmasterlist as [plmlterritory] where cmt.territory=plmlterritory.id) as [territory], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36865 and emt.bcmentitytype=2) + ']..'+ isnull((select plmlstatus.stringvalue from picklistsmasterlist as [plmlstatus] where cmt.status=plmlstatus.id),'') as [statuscode], cmt.state as [state], (select plmlstate.stringvalue from picklistsmasterlist as [plmlstate] where cmt.state=plmlstate.id) as [statecodename], cmt.webaddress as [webaddress], ce1.emailaddress as [email1address], ce2.emailaddress as [email2address], ce3.emailaddress as [email3address], cast(cmt.donotcall as char(1)) as [donotcall], cast(cmt.donotfax as char(1)) as [donotfax], cast(cmt.donotemail as char(1)) as [donotemail], cast(cmt.donotsendletter as char(1)) as [donotsendletter], 0 as [creditonhold], 0 as [donotsendmarketingmaterial], cmt.parententryid as [parententryid], cft.phonenum1 as [assistantphone], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14879 and emt.uiname is not null ) + ']..'+ isnull(cft.otherphonenum, '') as [otherphonenum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160), ' ')) from entitymappingtable emt where emt.mapiid = 14850 and emt.uiname is not null ) + ']..'+ isnull(cft.callbacknum, '') as [callbacknum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14883 and emt.uiname is not null ) + ']..'+ isnull(cft.otherfaxnum, '') as [otherfaxnum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14893 and emt.uiname is not null ) + ']..'+ isnull(cft.isdnnum, '') as [isdnnum], cft.phonenum5 as [pagernum], cft.primaryphonenum as [primaryphonenum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14877 and emt.uiname is not null ) + ']..'+ isnull (cft.radiophonenum, '') as [radiophonenum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14892 and emt.uiname is not null ) + ']..'+ isnull(cft.telexnum,'') as [telexnum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14923 and emt.uiname is not null ) + ']..'+ isnull(cft.phonenum6,'') as [phonenum6], cft.workphonenum as [workphonenum], cft.businessphone2 as [businessphone2], cft.businessfaxnum as [businessfaxnum], cft.companymainphonenum as [companymainphonenum], cft.mobilephonenum as [mobilephonenum], cft.homephonenum as [homephonenum], cft.phonenum4 as [homephone2], cft.phonenum3 as [homefax], cft.phonenum2 as [carphone], cwt.addressstreet as workaddressstreet, cwt.addresscity as workaddresscity, cwt.addressstate as workaddressstate, cwt.addresscountry as workaddresscountry, cwt.addresszip as workaddresszip, cwt.addresspob as workaddresspob, cht.addressstreet as homeaddressstreet, cht.addresscity as homeaddresscity, cht.addressstate as homeaddressstate, cht.addresscountry as homeaddresscountry, cht.addresszip as homeaddresszip, cht.addresspob as homeaddresspob, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14947 and emt.uiname is not null )+ ']..'+ isnull(coat.addressstreet,'') as otheraddressstreet, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14943 and emt.uiname is not null )+ ']..'+ isnull(coat.addresscity,'') as otheraddresscity, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14946 and emt.uiname is not null )+ ']..'+ isnull(coat.addressstate,'') as otheraddressstate, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14944 and emt.uiname is not null)+ ']..'+ isnull(coat.addresscountry,'') as otheraddresscountry, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14945 and emt.uiname is not null)+ ']..'+ isnull(coat.addresszip,'') as otheraddresszip, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14948 and emt.uiname is not null)+ ']..'+ isnull(coat.addresspob,'') as otheraddresspob from contactmaintable cmt left outer join contactmaintable cmtp on cmt.parententryid = cmtp.entryguid left outer join contactnamestable cn on cmt.contactserviceid = cn.contactserviceid left outer join contacthomeaddresstable cht on cmt.contactserviceid = cht.contactserviceid left outer join contactworkaddresstable cwt on cmt.contactserviceid = cwt.contactserviceid left outer join contactotheraddresstable coat on cmt.contactserviceid = coat.contactserviceid left outer join contactemail1table ce1 on cmt.contactserviceid = ce1.contactserviceid left outer join contactemail2table ce2 on cmt.contactserviceid = ce2.contactserviceid left outer join contactemail3table ce3 on cmt.contactserviceid = ce3.contactserviceid left outer join contactphonetable cft on cmt.contactserviceid = cft.contactserviceid left outer join contactnotestable cnt on cmt.contactserviceid = cnt.contactserviceid left outer join contactselectorstable cst on cmt.contactserviceid = cst.contactserviceid left outer join contactpostaladdresstable cpt on cmt.contactserviceid = cpt.contactserviceid where (cmt.type = 1 and cmt.isdeletedlocally = 0 and (cmtp.isdeletedlocally is null or cmtp.isdeletedlocally = 0)) order by cmt.entryguid *************************End Of Query Tag: Changing the primary attribute for leads Tag: 72757
  - 18
    - Error when synching with Outlook offline When I try to synch CRM3.0 to Outlook offline I get an error at the 'Checking for Changes' part as... Exception from HRESULT: 0X80040216 It completed all tasks successfully except this last part. Can someone please suggest something? I have uninstalled laptop version, deleted databases and all traces of CRM and reinstalled and same error. Tag: Changing the primary attribute for leads Tag: 72754
  - 19
    - Problem with 'New' Reports !? There are no reports in my Reports Section, and when I try to 'add' them via the 'New' command (and following the help file directions), I get the following error: "An error occured while trying to add the report to microsoft CRM. Try adding the report again. If this problem continues, contact your system administrator." I'm just trying to upload the 'stock' CRM reports to take a look, but nooo. Any ideas? Jon Tag: Changing the primary attribute for leads Tag: 72751
  - 20
    - Display and extract of Email descriptions containing HTML CRM will not interpret HTML headers in order to effectively display email description data in standard CRM system views (such as Preview), or for export to Excel. FYI, c360 has successfully overcome this problem in the "c360 Summary" cell of their Console product, that lists activity information related to a specific CRM record. ---------------- 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=918ed2b0-02ec-46fb-a0f1-9b120eeb0a48&dg=microsoft.public.crm Tag: Changing the primary attribute for leads Tag: 72749
  - 21
    - import data from goldmine Hi, Does anyone know how to import data (customer contact) from goldmine to CRM? Thank you very much. Tag: Changing the primary attribute for leads Tag: 72747
  - 22
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  - 23
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  - 24
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  - 25
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Hi,

I'm wondering if anyone found a solution for changing the primary
attribute for leads from fullname to companyname without loosing
Microsoft support (ie. modifying databases).

I cannot understand which B2B company would want to use fullname as the
primary attribute. In most cases I only know the company and it's phone
number + some additional data.

Thanks for your help!

Niklas

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Re: Changing the primary attribute for leads by Dejan

Dejan
Fri Nov 17 04:20:53 CST 2006

You cannot change the primary attribute of an entity. At least doing it
"supported way".

--
Dejan Dular
http://a-crm.blogspot.com

<airspray1@gmail.com> wrote in message
news:1163755536.179292.171880@e3g2000cwe.googlegroups.com...
> Hi,
>
> I'm wondering if anyone found a solution for changing the primary
> attribute for leads from fullname to companyname without loosing
> Microsoft support (ie. modifying databases).
>
> I cannot understand which B2B company would want to use fullname as the
> primary attribute. In most cases I only know the company and it's phone
> number + some additional data.
>
> Thanks for your help!
>
>
> Niklas
>

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