Support Email to Support Case - Workflow Rule?

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- Previous
  - 1
    - Speed issues with CRM We are in an environment with only 20 or so people using the CRM at once. We're on a Gigabit network, and our CRM server is a DELL duel Xeon 3.2GHz with 4GB RAM, as is our SQL server. The problem is latency. We have big issues of delay when bringing up contacts, activities - pretty much anything. Sometimes things come right now, sometimes they take 3-8 seconds. Sometimes they time out. We really need to solve this issue. I was hoping that somebody would have some feedback that could help us take care of this problem. Thanks! Tag: Support Email to Support Case - Workflow Rule? Tag: 23271
  - 2
    - Microsoft Business Solutions CRM Mobile Version 1.2 just posted! http://www.microsoft.com/downloads/details.aspx?FamilyID=94d65396-39c4-40be-8afd-34c939ca607b&DisplayLang=en http://www.microsoft.com/downloads/details.aspx?FamilyID=bd4af7be-2e9b-4419-922f-6e4eb3fd30d5&DisplayLang=en -- John O'Donnell Microsoft CRM MVP Tag: Support Email to Support Case - Workflow Rule? Tag: 23267
  - 3
    - how to pass param in URL (isv.config) Hi, I'm trying to pass some parameters from my accountbase table in a new URL (in isv.config). What is the syntax? Thanks Sylvie Tag: Support Email to Support Case - Workflow Rule? Tag: 23266
  - 4
    - How to import previous MSCRM data after change in AD domain name? Hi I have re-installed WinSvr 2003 onto my previous Win2k CRM box, and while re-installing MSCRM, I realized I have gotten myself into a jam. When I re-installed the WinSvr 2003, we changed our AD domain name. This means MSCRM won't be able to load my previous MSCRM data (since it was then setup using the old domain name). I still have access to the previous MSCRM data in SQL Server 2000. Is there any way I can still load in the old MSCRM data? Or should I just jump into the ocean.... :O Thnks, Jeffrey Tag: Support Email to Support Case - Workflow Rule? Tag: 23263
  - 5
    - CRM 1.2 Manual Hi I am planning to take the MS-CRM1.2 customisation and Professional Exam, Could anyone let me know as to where I could find the MS-CRM 1.2 Manual and other course work. Regards Neena Tag: Support Email to Support Case - Workflow Rule? Tag: 23260
  - 6
    - deleting teams? How are teams deleted or diasbled in CRM. In user's Tag: Support Email to Support Case - Workflow Rule? Tag: 23258
  - 7
    - delete fields it seems impossible to delete a field that has been created with CRM depoyment manager. Does anyone has a solution for this? Regards Tag: Support Email to Support Case - Workflow Rule? Tag: 23256
  - 8
    - delete fields it seems impossible to delete a field that has been created with CRM depoyment manager. Does anyone has a solution for this? Regards Tag: Support Email to Support Case - Workflow Rule? Tag: 23255
  - 9
    - MS CRM with Exchange 5.5 We have a MS CRM client, who is using MS Exchange Server 5.5. The client is not planning to upgrade the existing exchange server 5.5 to current version. They also do not have an active directory implementation and are not planning to upgrade to it. We plan to have a separate active Directory implementation for just the CRM Users to overcome this. The IG states that an Exhchange server 2000/2003 can co-exist with the Exchange 5.5 and be used for CRM mail integration using the Active Directory connector(ADC). In this scenario can we implement exchange server 2000 just to support mailing requirements of MS CRM. Will there be any issues in other users continuing to use Exchange 5.5 server for regular mailing purposes. Any inputs on this will be appreciated. Thanks & Regards SHankar Tag: Support Email to Support Case - Workflow Rule? Tag: 23253
  - 10
    - SQL Server Error whilst creating new attribute I've previously added a good number of custom attributes the Lead entity type, however whenever I try a add a new attribute since I receive the an error telling me that the attribute addition has failed and to check the Event Log for more information. In the Event Log is two related error events: (the first) dmLog: New size of the attribute ({FEC5CEBE-B6F3-4E3C-90E9- B1A1CB2333F5}) exceeds the SQL Server row limit of 8000 bytes. (second) dmLog: Failed to add new String attribute (CFSCL_ACCOUNTS_InvoiceType) to Lead entity. I've googled this error message and found a Microsoft resource page - http://support.microsoft.com/default.aspx?kbid=832753 However I don't think the information contained on the page relates specifically to this problem - there is a software update there, but it is for MSCRM v1 rather than v1.2 (which is the version I'm using). But I think that v1.2 should already includes this update. Can anyone shed any light on whats going on here. I presume that the creation of the new attribrute is trying to create one or more new records/fields in the Metabase which SQL Server is unable to do and hence generating the error; does anyone out there know how to work around this? Cheers, Paul. Xchange Group. Tag: Support Email to Support Case - Workflow Rule? Tag: 23247
  - 11
    - Applications Exam Hi there, i'm taking the applications exam next friday, but it's my first ever certification exam. Could someone please put a sample question and possible answers just to have an idea of the exam's structure? Thanks in advance! Tag: Support Email to Support Case - Workflow Rule? Tag: 23246
  - 12
    - Connecting entities in one View Hello, all! Is it possible to customize my own view to show documents with conditions, that uses other entities? I mean something like hard SQL-queries (with INNER JOIN may be...) I think Deployment Manager can help me to make mappings from one entity to another (using my own new fields) and then use that new fields in query. But can anybody say me clearly what is mapping in Deployment Manager?? ;) Tag: Support Email to Support Case - Workflow Rule? Tag: 23240
  - 13
    - CRM Login Is it possible to pass login credentials to CRM server within Intenet Explorers Address line, something in the form of http://crmserver/login=username Tag: Support Email to Support Case - Workflow Rule? Tag: 23238
  - 14
    - Beginners Question Hi All I had a beginners question about CRM and this seemed like a good place to start :-) I'm looking at what constitutes a CRM application - in your mind. I've seen some references to people importing data from apps like Symantec ACT! (which, if memory serves, is an SFA application). As you might note from my sig, my company produces a help desk application (which I'm led to believe is another part of a CRM app). So, I'm left with the impression that CRM is a help desk app, an SFA app and some customer data mining tool all melded together. Am I close? -- Derek Davidson http://www.enterpriseblue.com For the world's EASIEST Help Desk software Now Verified for Microsoft Windows Server 2003 Tag: Support Email to Support Case - Workflow Rule? Tag: 23237
  - 15
    - CRM1.2 web server I am doing an install of Exchange Router in the same domain as the CRM server but I am STILL only seeing the default web site. I tried this earlier with a trusted domain in a seperate forest, this problem reveals to now not be the trust but because I haven't got the Exchange Router on the CRM server. It works on SBS when installing on one box, anyone know of any issues with respect to it seeing the right web server when doing a medium deployment? It prompts during router installation for crm server name and URL. This is definitely working. However regardless of this it looks like its pointing at the IIS server on the installed machine, only offering me DEFAULT web. Please help with any suggestions. It is basically looking like the same problem BEFORE I attempted installing on an Exchange across a trust, but I see that isnt specifically causing this. The only point is that I am installing this test on an AD server (I know this isnt supported, but its only a test situ to see how it works with a trust). Tony Tag: Support Email to Support Case - Workflow Rule? Tag: 23233
  - 16
    - Table Conflicts Hello All, I have installed CRM and all is working fine except that I hacve noted recently that through Enterprise Manager in my CRM Database I see several tables with the prefix 'Conflicts_TableName'. I believe these are due to some Replication Issues that are not happening. I believe its because SQL is configured to use an Domain Account - a setting that I had kept during Installation and currently I log on the system as the Administrator and not the Domain Account. IF that is the case how can I resolve this issue? and would it be SAFE to delete those Conflicts Tables? Please Advise Thanks and Regards -- Fakhruddin Zavery Sr. Systems Analyst / Programmer CATS Tanzania Ltd. NIC Life House 4th Floor P. O. Box 2569, Dar es Salaam, Tanzania Tel. +255-22 2137915, 2112631 Fax +255-22 2113033, 2112916 Mob +255 744 277452 website: http://www.catsgroup.com -------------------------------------------------------- The Irony of Life is that, no one gets out of it Alive -------------------------------------------------------- Tag: Support Email to Support Case - Workflow Rule? Tag: 23231
  - 17
    - CRM Migration Hello, My question is about migrating CRM v1.2. If I have CRM v1.2 running on SBS2003 and build a new server running SB2003 with CRM v1.2, how can I migrate the data and accounts from the old DC over to the new DC? Pg 241 of the Microsoft Business Solutions CRM Implementation Guide say the following: "No trust relationships. Becuase only one domain is supported on a Small Business Server network, there can be no trust relationships with other domains. This restriction on trust relationships includes parent-child trust relationships. There can, however, be other domain controllers on the network" I looked at the AD migration tool, but when I saw the above item in the guide I had said hmmmmmmm. So if anybody knows this answer, or has has a suggestion, I am interested to know. There is no way I can move all the SID's over to the new DC? Thanks for reading my post. Tag: Support Email to Support Case - Workflow Rule? Tag: 23223
  - 18
    - Duplications of Data Many of our "Contacts" were migrated in to CRM and unfortunately duplicates were not eliminated. What would be the options for cleaning up the data from within Microsoft CRM? Would approaching it from the SQL database be risky? Thank you for all of your help. Tag: Support Email to Support Case - Workflow Rule? Tag: 23221
  - 19
    - I passed the exam but no i passed the exam of CRM customization from a month but i didnt recive any mail about it , is there anyway to check it up ? also where i can find my profile ? is it like MCP profiles? Tag: Support Email to Support Case - Workflow Rule? Tag: 23218
  - 20
    - Creating letters or documents I have been looking at Microsoft CRM. It seems to be a basically good product but has one very big weakness. Whilst it is possible to generate emails from within MSCRM, most businesses still need to generate traditional letters. It should be possible ( and is in most other CRM applications I have used) to generate letters from within accounts, contacts or opportunities. This then brings up the opportunity to select from one of a number of (word) templates. The selected template then generates a document which is populated with the relevant contact / account information. The user then edits and checks the document. The document is saved and a note/activity is added to the account, contact or opportunity where the letter was originated from. Are there any plans from Microsoft to add this facility to Microsoft CRM in future? -- Paul Lisseter LNL Services - UK Tag: Support Email to Support Case - Workflow Rule? Tag: 23213
  - 21
    - Generating documents or letters from CRM I have been looking at Microsoft CRM and reading newsgroup posts. MSCRM has a lot going for it but has a couple of major flaws. The first is the lack of a feature to generate letters from within the CRM application. It is possible to do this with Email but most SME users will still rely heavily upon traditional written letters to send to contacts and accounts. It should be possible (and is in most other CRM apps I have seen and used) to generate a letter from either the opportunity, contact or account level. Selection should be allowed from a number of standard word templates which have the info from the contact/account also filled in. The letter could be checked and modified then printed or faxed. A note should be attached to the contact/account/opportunity with a link to the document. Unless I am missing something the only way of doing this at the moment is to create a document in word manually, save it then attach it to a note with a written summary in the note. This is unbelievably costly in time for a process which should be (and could be) mostly automated within the system. Does anyone know if Microsoft are going to add this feature in future? Thanks -- Paul Lisseter LNL Services - UK Tag: Support Email to Support Case - Workflow Rule? Tag: 23211
  - 22
    - Changing the password for Admin Account I've changed the password to my CRM Admin account, and can no longer get any of the services to work. I've read that I have to create an account with Domain Administrator privilages, and have all the components of CRM (Exchange, IIS, CRM, SQL Server, AD) to run under this new account. My question is: How do I do this? Can any point me to some place where can I find out how to do this? Or write me just a quick quick to-do on how to do this, please? Thanks ahead of time! Tag: Support Email to Support Case - Workflow Rule? Tag: 23193
  - 23
    - Why can't my user view data I have two users - one is the manager of the other. They are both in the same Business Unit, of course. The manager has CEO role assigned to him. When the manager logs in, he does not see his employee's accounts, contacts, etc. even though his role gives him Organizational-level access to all data. However, when we run a list report, he is able to see all accounts, contacts, etc. Any ideas as to why he is not able to see all the records outside of reports? Tag: Support Email to Support Case - Workflow Rule? Tag: 23187
  - 24
    - Status Reason/Qualified Hello, We created a new view for our leads. We added a few more fields to the view so we could sort things a little differently. However, when we qualify a lead as a contact, they do not move off the Lead status screen and the status reason code says they are qualified. If we go to one of the canned status views like "active" or "all" leads, they are gone. Exactly what we need on our view. Can anyone give me some directions on how to resolve this. Thanks in advance. Tag: Support Email to Support Case - Workflow Rule? Tag: 23186
  - 25
    - initial install CRM message Trying to install CRM 1.2 for first time. Receive message "You must be a member of Domain Admin's group. Make sure computer is joined to domain and you are logged on to domain admin account". Installing on Server 2003 , using administrators account and on server. Other prerequisites such as SQL etc install with no problems. What am I not doing properly? Rich Glushkoff Tag: Support Email to Support Case - Workflow Rule? Tag: 23184
- Next
  - 1
    - onchange issue hi guys, interesting thing: I am using crmSubmitForm to save and reload the open form from the onchange event. yet, it appears that the save and reload works only in the end of all the onchange event. thus, when trying to get the guid of the new object from the onchenge event (after the crmFubmitForm), you get blank!!!! the code is something like that: crmSubmitForm(1,true,true,false); window.alert(crmFormSubmit.crmFormSubmitId.value); can I force the saveForm to be executed immediately??? Ron Tag: Support Email to Support Case - Workflow Rule? Tag: 23180
  - 2
    - Carry forward of Activities Hi, I have a lead and there are activities entered for the lead. When I convert this lead into an Opportunity, Account or Contact, can I also move these activities along with converting the lead. Kindly help with your thoughts. Thanks, -Jaison Tag: Support Email to Support Case - Workflow Rule? Tag: 23177
  - 3
    - My Home Page I would like to have my home page open & stay open running in the background while people surf de buttons!! How the H__l is this accomplished!! I've only had frontpage for three days!! http://www.visualyinsane.com/ -- I'M OUTTA HERE!! Tag: Support Email to Support Case - Workflow Rule? Tag: 23175
  - 4
    - MSCRM Look + Feel I am having an extreme amount of difficulty getting the "look and feel" of crm in my asp.net app. I've been using the style sheets, which make it look similar, but some of the nicer things suck as the list view and the tabs - I cannot find how to duplicate these items. Again, I have the css and am using it - but I want a pretty much exact replica of the screens. Anyone have info on this? Tag: Support Email to Support Case - Workflow Rule? Tag: 23174
  - 5
    - Migrating ACT! data to CRM We are switching to MS CRM, and while most of the office had used Outlook, we have one user with ACT! 3.0, and were wondering if there was a way to pull the ACT data from his machine into CRM without converting it all to CSV or other file formats. Thanks for the help Tag: Support Email to Support Case - Workflow Rule? Tag: 23171
  - 6
    - Error:Invalid user authentication parameter.80040204 Hi Everyone, I had implemented a web application that contains a function which return list of activities for a particular user. This procedure is working fine when single user accessing this function but when two user are accessing the application at the same time one can access this function and other user getting an error message " 80040204: Invalid user authentication parameter". Following code. If both are not working at the same time then they are able to access the list of activities. Public Function GetActivities(ByRef sOID as String ) As String Try Dim strQuery As String If readActivities = False Then response.end End If strQuery = "<fetch>" strQuery += "<entity name='Activity'>" strQuery += "<filter type='and'>" strQuery += "<condition attribute='statecode' operator='eq' value='0'/>" strQuery += "<condition attribute='objectname' operator='not-null'/>" strQuery += "<condition attribute='subject' operator='not-null'/>" strQuery += "<condition attribute='owninguser' operator='eq' value='" + sOID + "'/>" strQuery += "</filter>" strQuery += "<attribute name='subject'/>" strQuery += "<attribute name='activitytypecode'/>" strQuery += "<attribute name='statecode'/>" strQuery += "<attribute name='prioritycode'/>" strQuery += "<attribute name='scheduledstart'/>" strQuery += "<attribute name='activityid'/>" strQuery += "<attribute name='objectname'/>" strQuery += "</entity>" strQuery += "</fetch>" Return oQuery.ExecuteQuery(oUserAuth, strQuery) Catch ex As System.Web.Services.Protocols.SoapException Response.Write("<body bgcolor=#efefef><H2><font color=red>Server Error in Scheduling Assistant</font></H2><B><font color=blue>" & ex.Message & "</font></B><br> in ConnectServer()</body>") Response.End() End Try End Function Please any one write solution to handle this error. Thank you Bhaskar Tag: Support Email to Support Case - Workflow Rule? Tag: 23170
  - 7
    - Microsoft CRM Mobile Sneak Peek and Screenshots Have you seen this? Screen shots of the new Microsoft CRM Mobile 1.2 for Pocket PC. Very exciting... http://www.sonomapartners.com/articles/microsoft-crm-mobile-sneak-peek.aspx Tag: Support Email to Support Case - Workflow Rule? Tag: 23169
  - 8
    - Creating aCRM activity from SFO I want to send an email that will create an activity for a CRM user. I took an existing e-mail that I had previously sent and clicked on "Promote to CRM activity." I thought this would assign the email as an actrivity to this CRM user. But when I looked in CRM Workplace, the activity did not show up until I looked under "Completed Activities." Why was the e-mail marked as complete? Maybe I don't understand the concept. How do I generate an open activity (something that needs to be followed up on) for a specific user from within SFO? Maybe what I really should be assigning is a "task." I'm so confused. Here are the details. I received an email from a client inquiring about services. I respond back to the client telling them we will get back with them with details. All of this was done outside of CRM. Now I want to assign the responsibility to follow up with this client to a CRM user. How the user follows up is not important (fax, phone, email). What I want to be able to do is 1) track that the user actually does follow up in a timely manner with the client and 2) be able to tie his action (however he follows up) to my orginal e-mail to this client. Can anyone explain how this process would work using SFO in CRM v1.2? Tag: Support Email to Support Case - Workflow Rule? Tag: 23168
  - 9
    - RE: customize close opportunity dialog... is there any way to make the comptetitor a required field when closing an opportunity as lost? Sunish Tag: Support Email to Support Case - Workflow Rule? Tag: 23165
  - 10
    - isdecrementing Can anyone tell me how the isdecrementing field is used in a case? This is a boolen value that says that it is true if the case is decrementing. Thanks, Barry Tag: Support Email to Support Case - Workflow Rule? Tag: 23162
  - 11
    - Exchange router on Clustered Exchange 2k Hello All, Will this work? Has anybody done it? Is it supported? Thanks Nick Tag: Support Email to Support Case - Workflow Rule? Tag: 23160
  - 12
    - Workflow action on each save I am looking for a way to have a note added to the notes section of a case each time a save is made. Is there a field that is updated each time a save is done? I would like to have workflow manager action taken each time a save is done. Thank you, Barry Tag: Support Email to Support Case - Workflow Rule? Tag: 23157
  - 13
    - Problems with Lead/Contact sharing? Has anyone else had problems with Leads/Contact sharing themselves between users for no reason? We're having some issues where our leads/contacts are randomly being shared between SCs and TSCs. Doesn't make any sense at all... Tag: Support Email to Support Case - Workflow Rule? Tag: 23148
  - 14
    - SFO HRESULT: 0x80044101 Does anyone have an idea about this? MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Exception from HRESULT: 0x80044101. Error Message: Exception from HRESULT: 0x80044101. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: Support Email to Support Case - Workflow Rule? Tag: 23145
  - 15
    - SFO CRM Appointment My MS CRM tab disappeared from my CRM Appointment window in the Sales for Outlook client. I am using Outlook 2003 and Windows XP Pro. How do I get the tab back? I have cleared the forms cache --- but my forms do not appear in the forms cache. Tag: Support Email to Support Case - Workflow Rule? Tag: 23142
  - 16
    - Mayday Mayday - SFO Cannot go online I really need some help. Dead in the water here. Has anyone ever seen this error when attempting to go online? "The specified domain logon name already exists. You must specify a unique logon name or open the user that is using this name already." Everything worked fine... now all of a sudden we get this... Any help is seriously appreciated. :-( Tag: Support Email to Support Case - Workflow Rule? Tag: 23141
  - 17
    - CRM weakness ??? I would like to know if the following is a setup issue or CRM weakness : When I try to attach a CRM activity from outlook crm toolbar to "Account/Contact/Opportunity" using the regarding field from Sales for outlook,I click on the lookup I receive also Disabled Account/contact as well as closed opportunity.Whereas when I do the same thing from the sales for outlook but I chose activity from the crm and not the crm toolbar I don't have disabled Account/Contact or closed opportunity. thank you. Tag: Support Email to Support Case - Workflow Rule? Tag: 23140
  - 18
    - Dispaly Order of Announcements How can I set the order in which announcements display on the home page. It seems the oldest dispays first. I don't want to expire the old announcement. I just want the latest announcement to display first. Tag: Support Email to Support Case - Workflow Rule? Tag: 23138
  - 19
    - Email GUID fix for MSCRM v1.2? I have been looing for the MSCRM patch that removes the GUID from outgoing email's subject field; whilst I can find the patch for MSCRM on this Voice/Partnersource site, this patch is only for MSCRM v1 not v1.2 Is there a separate patch for v1.2, or is the patch already incorparated into v1.2; if so, how do you activate it. If there is a separate patch, anyone with a helpful download link? :-) Regards, Paul. Xchange Group Tag: Support Email to Support Case - Workflow Rule? Tag: 23133
  - 20
    - Customizing Activities Views? Been hunting for a solution to this for ages now.. Is there any way of customizing the Activities Views in the Workplace section. If you open the 'Activities' Pane in Workplace, you have a list of predefined views (Open Activities, Closed Activities, My Activities, All Activities) - is there any way to customize or all new views to this list? The question stems from the Workflow section of MSCRM; when you advance an opportunity through your workflow lifecycle, a number of automated activities are created which (given a number of opportunities) quickly clog up a users Workplace - and I'm looking for a way to show which opportunity these are activities are coming from; from the Workplace Activities view. So this question can also be answered by asking whether anyone out there knows how to configure the Workflow Manager to show the title of the opportunity in the subject of the created activities. If anyone can answer that question, equally good! Much much Thanks for any help any of you chaps can provide, this has stumped me for a while; and some of co- workers are hounding me and an answer in order to stop their workplaces been filled with hundreds of activities that cannot be disguished between each other. Cheers, Paul. Citrus-Lime. Tag: Support Email to Support Case - Workflow Rule? Tag: 23130
  - 21
    - APPOINTMENT AUTO COMPLETE Hi, Does anyone know of a way to stop MS CRM from automatically completing appointments? When I get back in the office having attended an appointment I want to be able to add necessary comments and close the appointment manually. At the moment I come back into the office and my appointments are already in my closed activities list! Thanks in advance Lee Tag: Support Email to Support Case - Workflow Rule? Tag: 23128
  - 22
    - crystal page server Hi I have installed CRM 1.2 on clients server but am not able to publish reports. In crystal configuration manager the page server is shown as stopped and won't restart. The event log shows the error message: 'The root server reported an initialisation failure. (reason: cannot initialise crystal reports print engine)' I don't know whether it is relevant but there is no print driver currently installed on the server. Any ideas? Thanks, Dylan Tag: Support Email to Support Case - Workflow Rule? Tag: 23127
  - 23
    - client outlook sync error Hi everybody I'm getting this error on the first time I'm tryng to synchronise to go offline: (it's in french but i try to translate it) "crm sfo can't go offline. the user don't have sufficient rihts or the Microsoft CRM server was not found" I changed the LAN setting "Automatically detect settings" within Internet but it doesn't work. Thanks for your help ps: excuse my english Tag: Support Email to Support Case - Workflow Rule? Tag: 23126
  - 24
    - Viewing relatories While viewing some relatories the data in certain fields overwrites the data on the next field. In other words the lines are not broken to fit in the appropriated space. Where it could be configured? thanks Tag: Support Email to Support Case - Workflow Rule? Tag: 23115
  - 25
    - Contacts with Outlook client Hello, My users did a goff online. The problem is that it imported their contacts but the contact from the colleague to. Maybe I didn't configure the CRM the righ way. Can someone tell me how to block this? Do I have to do this with the rights configuration? Thanks for your help, Gilles Tag: Support Email to Support Case - Workflow Rule? Tag: 23114

I've only earned about two days of experience with this program so far, so
here goes my first request...

I have the Pro Suite 1.2 version of CRM and I've successfully setup a Queue
User so that all emails that come to Support@***.com are automatically
entered into CRM.

I would like to have CRM automatically create a CASE with this email, or at
least have a CASE created when someone accepts or assigns the email.

Is this possible? Is this something I'll need the Workflow Manager for?

Thanks for your help in advance,

Vito

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RE: Support Email to Support Case - Workflow Rule? by Rhett

Rhett
Sat Sep 25 18:51:41 CDT 2004

You need www.c360.com's Email to Case module. It's excellent.

Rhett

"Vito DeCarlo" wrote:

> I've only earned about two days of experience with this program so far, so
> here goes my first request...
>
> I have the Pro Suite 1.2 version of CRM and I've successfully setup a Queue
> User so that all emails that come to Support@***.com are automatically
> entered into CRM.
>
> I would like to have CRM automatically create a CASE with this email, or at
> least have a CASE created when someone accepts or assigns the email.
>
> Is this possible? Is this something I'll need the Workflow Manager for?
>
> Thanks for your help in advance,
>
> Vito
>
>
>

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