Tree Menu Customization

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- Previous
  - 1
    - CRM System Administrator Role Problem Hello All When running "MS CrRM SBE Configuration Wizard" on install and trying to install the XML file onto my CRM server (http://server:5555) it mentions the user must be "Microosft CRM System Administrator". I have since setup ETCIH/administrator on the "user page" on the crm server page and assigned the role "System Administrator", rebooted and went be back to install the XML file with no luck?? What am I doing wrong? I have logged in as administrator, I have setup etcih\administrator in CRM with "system administrator role" i dont know what else i can do; THe XML import doesnt work, I cannot add users through the User Manager console because CRM beleives I dont have the right privs? Can someone please please help me. Tag: Tree Menu Customization Tag: 51138
  - 2
    - User Manager Problem Hello all, I have a problem attempting to create a user. I get the following error "User 1 ( Timothy Cocaro ) failed: Application Error (8004022c) - SOAP Server Application Faulted" I have read the other threads relating to this which suggest that I should add users through the crm_web which I have and works fine. However I want to know why "User Manager" doesnt work because I feel the same issue is affecting the import of the XML through the "configuration wizard" I have found a website describing this problem (http://ts2blogs.com/blogs/larrylentz/archive/2005/11/30/462.aspx) but is light on detail regarding how he fixed it. In short he once again mentiones priveleges/administrator. Can someone please help me because this application lacks any real guides and is simply a collection of hodge podge documentations. Thanks, Fustrated Customer :( Tag: Tree Menu Customization Tag: 51137
  - 3
    - Shared Calendar Hi, 1)A Lot of my clients are asking me if they can view other users CRM 3.0 calendars, 2)and if they can create and assign other users tasks and calendars appointments. 3) Is Microsoft CRM 3.0 a single user product or is it for multiple users. IE...does everyone see the same database. Does everyone see all the same accounts and contacts as everyone else or does everyone have their own contacts and accounts. Thanks Elvis Tag: Tree Menu Customization Tag: 51136
  - 4
    - Basic e-mail template requirements For a product that on the face of it looks like it can do such powerful things without custom programming I cannot believe that it has missed what surely must be required in every installation! For this purpose only want to communicate billable time per contract line via: 1. e-mail template when case is closed. Need field to indicate how much time was spent on that case. Here i'm not sure what case-billed service units (in this case minute allotments) but it never appears in my e-mail! 2. generate a report (i have crystal reports) each month that totals allotments (and preferably case descriptions) for contract line Surely there must be an easy way??? Thanks to the God who can explain my options to get more-or-less to where I want to be! I am flexible to change my a requirements a little here just to get a result! Regards Tag: Tree Menu Customization Tag: 51116
  - 5
    - 3.0 - Exception accessing reports I get a "microsoft CRM unhandled error details: " Server Error in '/' Application. Compilation Error Description: An error occurred during the compilation of a resource required to service this request. Please review the following specific error details and modify your source code appropriately. Compiler Error Message: CS0011: Referenced class 'Microsoft.Crm.Util' has base class or interface 'Microsoft.Crm.SharedUtil' defined in an assembly that is not referenced. You must add a reference to assembly 'Microsoft.Crm'. When I access the reports. This is right after an upgrade from CRM 1.2. Any ideas? Tag: Tree Menu Customization Tag: 51115
  - 6
    - CRM SBS install error I installed CRM on SBS 2003 and had 1 problem with the Reporting Server being incorrect. But the CRM Setup Wizard tool would not run (kept getting an exception). So, I tried a repair of the CRM setup - no good. Then did an uninstall, and re-install. The install will not work - I keep getting the following error: Action Microsoft.CRM.Setup.Server.RegisterFaxService failed. The configuration registry key is invalid. I have not seen any posts that mention an error like this. Any idea what to try now? Thanks, Tom Tag: Tree Menu Customization Tag: 51112
  - 7
    - Creating a workflow rule to e-mail if service activity is not closed We are new to CRM workflow. We want to create a workflow process that will e-mail the person assigned to a service appointment if they have NOT closed the appointment within 24 hours after the scheduled end. How do we trigger the rule to run at creation, but wait for the 24 hour period after the scheduled end to send the e-mail? Thanks, Gavin Tag: Tree Menu Customization Tag: 51111
  - 8
    - No Reports in CRM 3.0 Install Hi everyone, I have been working on installing CRM 3.0 (fresh install) on a Small Business Server and I have been having trouble getting the reporting services to work correctly. I have been able to get the reports section to pull up now but no reports are listed in the grid. All the other functions appear to be working and I can even start to add reports but it puzzles me. Doesn't Microsoft provide sample reports to begin with? Has anyone else had this issue and if so, how do I get the reports to show up? Surely they gave us standard reports with the program?!?!?! Thanks! Tag: Tree Menu Customization Tag: 51110
  - 9
    - Outlook Calendar Problem when Going offline in 3.0 I am encountering a strange occurance where appointments created in the outlook calendar disappear when I go offline. They are still listed in my CRM activities view and as related to the CRM record. However they are removed from my calendar. These are appointments that occur in the future (i have seen a post about past appointments and this is not the case). Also, the other common thread is that these appointments all have invited attendees. Tag: Tree Menu Customization Tag: 51108
  - 10
    - Microsoft CRM 1.2 database export failed I am receiving this message when I try to upgrade my CRM 1.2 to CRM 3.0, does any one have any idea what this means? Tag: Tree Menu Customization Tag: 51107
  - 11
    - Add CRM 'Subject' look-up field to the Phone, Email, and Task form Is it possible to add CRM 'Subject' look-up field to the Phone, Email, and Task forms? Existing Category and Sub-Category fields sound like they should be linked to it. A good example would be Membership as a Category and Application as sub-category (Membership being a subject and Application being a sub-subject). Tag: Tree Menu Customization Tag: 51097
  - 12
    - CRM v3 and removing emails from "My Work" queue ? We have upgraded to v3 and using Outlook for emails (ahhh -soooo much better than 1.2) Queues are working. However there is now what appears to be a queue called "My Work" that is also receiving all personal emails to a user, in addition to the emails arriving in Outlook. This means all spam etc is also there. There does not appear to be a way to remove emails from the queue - legitimate emails or not, there is no "remove from queue" option on the menu bar or in "activities". I have tried closing Outlook, just using CRM, and rebooting and just using CRM and not even starting outlook. Still nothing there. the only option is to delete the email or assign it to someone (or) and even then I can not do anything but delete the record from the system. We must be doing something wrong in our CRM or exchange setup? Zane Tag: Tree Menu Customization Tag: 51091
  - 13
    - Easy Upgrade From 1.2 To 3.0? I am working on an upgrade of 1.2 to 3.0 on an SBS2003 box, and it has not been fun. Major headaches, restores, reboots, and reinstalls. My question to the group: Has anyone had a clean and easy upgrade? I've seen lots of posts here about problems with the upgrade process, and I'm just wondering how prevalent these headaches are, and whether or not the upgrade has gone smoothly for anyone? I'd be interested to know what your environment looks like, especially if you have not had any problems with the upgrade process. -- Matt Wittemann http://icu-mscrm.blogspot.com Tag: Tree Menu Customization Tag: 51080
  - 14
    - KDC errors After installing CRM I am getting KDC errors in the system event viewer on SBS 2003 SP1 Errors are: There are multiple accounts with name cifs/servername of type DS_SERVICE_PRINCIPAL_NAME here are multiple accounts with name HOST/FQDN of type DS_SERVICE_PRINCIPAL_NAME There are multiple accounts with name cifs/FQDN of type DS_SERVICE_PRINCIPAL_NAME. There are multiple accounts with name host/FQDN of type DS_SERVICE_PRINCIPAL_NAME. (Note the case change.) There are multiple accounts with name cifs/FQDN of type DS_SERVICE_PRINCIPAL_NAME. (this time the FQDN is in CAPS) I followed the instructions for the install from the doc "Installing and Securing Microsoft CRM 1.2 on a Windows Small Business Server 2003 Network" CRM 1.2 is installed on the SBS server and it is working just fine as long as I leave the the SPN's in place. If I remove then then CRM is not found. Rebooting puts them back in and CRM starts working again as expected. I then begin to get the KDC errors again. What can I do to get rid of these. Is there a KB that you can send me? These errors do not seem to affect the operation of the system or the application but I would like to get rid of them. Thank you for any help you can give. I have followed the article about getting rid of these errors but this solution does not resolve the issue. http://support.microsoft.com/default.aspx?scid=kb;en-us;305971 Thanks for any insighe. Tag: Tree Menu Customization Tag: 51073
  - 15
    - fiscal year setting question hi. i know that the fiscal year settings get more or less set in stone, so i had a quick question before i set it for my org. in the template field, what is that used for? if i select 'quarterly', does that mean i can only run reports on a quarter basis? what if i wanted to do monthly reports? ultimately, my question is what is the 'template' field used for? thanks! Tag: Tree Menu Customization Tag: 51070
  - 16
    - Script to export KB articles If anyone has developed a script that will export KB articles to HTML, plain text, or any other format, I would appreciate it greatly if you would share it with me. Our co. is rolling out 1.2, and I do not have access to the raw data, but I'm assuming it is stored as XML as it is in the 3.0 sandbox server I have installed. Accordingly, a script to access the raw data would have to be fairly complex because it has to parse the XML, in addition to looking up the section definitions, which are stored in another table, etc. If it can be done with VBScript accessing the API, I'm sure that would be easier, but I've found no examples of how to even get started. Since you can't even copy a published KB article to the clipboard in 1.2, it requires a lot of mickey mousing to simply send an article to a customer. I know 3.0 improves on that, but I'm not in charge of the system, so I can't upgrade it to 3.0. :) Thanks! Tony Tag: Tree Menu Customization Tag: 51068
  - 17
    - install company logo into outgoing emails ---------------- 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=b75a5d51-5833-49ee-82f7-1d272f193ea3&dg=microsoft.public.crm Tag: Tree Menu Customization Tag: 51063
  - 18
    - View Customization - Column Select I can't seem to select columns when trying to customize CRM views in CRM 3. I can add new columns, but can't select columns to remove or change properties. Any ideas? James Tag: Tree Menu Customization Tag: 51057
  - 19
    - Upgrading to CRM3 and the Activitybase I have just upgraded to CRM V3. I use crystal reports with CRM and have had no problems until I upgraded. The Table Activitymase no longer exsists and I cannot see the replacment table. Please Help. Thank you Mark Tag: Tree Menu Customization Tag: 51052
  - 20
    - Error when opening Microsoft CRM When i open MIcrosoft CRM i get the following error message: Microsoft CRM Authentication Error The trial installation of Microsoft CRM has expired. can someone please help??? Tag: Tree Menu Customization Tag: 51051
  - 21
    - Importing Picklists 3.0 Hi all, I went to add new values to the picklists in the customisation section of one of the forms and found adding new values to be quite tedious, if you only have 3 or 4 ok, but I wanted to input 100. This would be quite time consuming. Is there a way to add vaules programatically (Like I assume the form does), as aposed to doing it manually or using the data migration (CDF database) technique. Thanks in advance. Tag: Tree Menu Customization Tag: 51049
  - 22
    - SALES FOR OUTLOOK FOR MACINTOSH Is possible to install Sales for Outlook for crm to run in the Outlook of Microsoft for Macintosh called Encourage, if it does that i need to work this tool?? Tag: Tree Menu Customization Tag: 51045
  - 23
    - Error when creating a new case from a contact in CRM 1.2 Our team is now recieve an error when ever we try to create a case from an contact record.. when the form loads up.. the icon for the contact shows up as an red X.. and when we try to save we get the foolowing error.. any ideas?? MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: <description>An unexpected error occurred.</description><details>Object Type was not provided on attribute 'customerid'</details><file>D:\CRM\Core\src\platform\include\OMCommon\CrmPropertyBagUtil.inl</file><line>457</line> Error Message: An unexpected error occurred. Error Details: Object Type was not provided on attribute 'customerid' Source File: D:\CRM\Core\src\platform\include\OMCommon\CrmPropertyBagUtil.inl Line Number: 457 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: Tree Menu Customization Tag: 51044
  - 24
    - Export CRM-contacts to Outlook Global Contact (CRM 1.2) Hi, I want to export all the contacts in CRM to the Outlook Global Contact, so all the non-CRM-users can find contacts with there phonenumber etc. There is no support for this at all in CRM 1.2 I can do this manually. First export all the contact to Excel and from there back in Global Contact. Now the problem is the 'Save as'-field. You can only set this field by opening the contact, set the field and save it. For one contact is this no problem, for 5000 contacts it is. When I import the contacts I can't set the value of this field. It has a default value, but I need another one. Does anyone have the same problem and have a solution?? With regards, Mattijs Tag: Tree Menu Customization Tag: 51042
  - 25
    - Limiting "Send direct e-mail to:" Is there anyway to remove the "All records on all pages" and "All records on current page" from the options? We are hoping to avoid having someone send direct email to their entire Active Accounts view. Thanks! Tag: Tree Menu Customization Tag: 51035
- Next
  - 1
    - Error while connecting the Database Hello, during the installation of MS-CRM 1.2 I have to create a connection to the (existing) database. This database is stored on another server. While trying to connect the database I get the following error: On the computer with SQL server full text indexing must be implemented. The indexing service is installed. The SQL service "Microsoft search" also. Any ideas? Thanks! Stefan Tag: Tree Menu Customization Tag: 51031
  - 2
    - Warning message when sending e-mail via mail Merge I've been sending emails to a group of contacts through MS CRM 3.0 e-mail via mail merge and after finishing the email in Word, I got the following warning message "A program is trying to automatically send e-mail on your behalf. Do you want to allow this." It seems to be a Microsoft Office Outlooks warning (I'm using the version 2003 sp2) and i have to confirm every single email one by one which is a bit annoying when there is few hundred emails to send. I got the warning when the type of the email is plain text. If I change the type to HTML everything goes fine. Is there any particular setting I should change in Word or Outlook that I would be able to these emails at ones? Tag: Tree Menu Customization Tag: 51028
  - 3
    - Get Error Message (80070005) when adding Users when im adding user to MSCRM, I get the following error message: User 1 ( USER NAME ) failed : (80070005) - SOAP Server Application Faulted Can anyone help? P.S. DNS, AD, Exchange. Tag: Tree Menu Customization Tag: 51027
  - 4
    - sales territory on lead Is there a simple way of adding sales territories to leads. Tag: Tree Menu Customization Tag: 51026
  - 5
    - Re-enabled user account cannot log in In trying to troubleshoot and issue in CRM where I had multiple user accounts for a single ADUC user, I tried disabling and re-enabling a user's account. But even after re-enabling the account the user cannot log in now. The error message says that it is disallowed when he tries to browse to the CRM server. Please help, I need to get this user account working again asap. Joel Tag: Tree Menu Customization Tag: 51025
  - 6
    - Multiple appearances of a user I am trying to get up to speed on CRM to administer it for my company. We have several users including users I added to CRM myself that have multiple appearances in CRM for the same user name, but with different role assignments and all for a single ADUC account. This also eats up extra licenses in CRM. I can't figure out why or how these multiple accounts are being created when I know that I only created a single user account with the Deployment Manager. Tag: Tree Menu Customization Tag: 51024
  - 7
    - Problem w/ installing CRM Sales for Outlook 1.2 and HTTPS Hello, when trying to install CRM Sales for Outlook 1.2, the setup asks for a URL where my CRM server is located. Our CRM server is accessible only via HTTPS. Unfortunately, the CRM Sales for Outlook 1.2 setup cannot connect to its address. Is there a workaround? Best regards Christian. Tag: Tree Menu Customization Tag: 51023
  - 8
    - Error in Replying All to email in History in CRM 3.0 - Help! My client was trying to create a 'Reply All' to an email in history, the email having many recipients in it. So my client just clicked Reply to All and typed her message and sent it, but had this error: Duplicate Record: A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again. FYI, when forwarding there is no error. Environment: SBS 2003 Email is working perfectly fine for other CRM tasks. They can attach files and everything. Only in this instance they are having error. Tag: Tree Menu Customization Tag: 51020
  - 9
    - Outlook 2003 & CRM 3.0 connection error after install. I am having trouble getting Outlook to connect to my crm server using the laptop installation version. When opening Outlook, I get the error "There is a problem communicating with the Microsoft CRM Server." I have tried uninstall and then reinstall but no luck. Does anyone have any suggestions on getting this issue resolved? Thanks! Tag: Tree Menu Customization Tag: 51019
  - 10
    - Small Business Edition and Server 2003 Enterprise I see a few vague references that small business server is suggested for the Small Business Edition of CRM 3.0, but can't see anything that says it won't work. Does anyone have the inside scoop on this. I don't really want to downgrade my server software to have SBE CRM 3.0 go on it. Right now I am running Server 2003 Entreprise. Any insight would be greatly appreciated. Thanks, Calum Tag: Tree Menu Customization Tag: 51015
  - 11
    - e-mail merge privleges I am the adminstrator for our CRM and when I test the e-mail merge function it works great. However, our sales personnel get an error message that says they do not have the privleges to perform the task. Can someone tell me what permissions to make sure they have to peform this task? Tag: Tree Menu Customization Tag: 51010
  - 12
    - Relationship replaces related contacts in opportunites in V3.0.... I need some help...in V1.2, you could relate Contacts to opportunites....in V3.0, this has been replaced by "relationships" which is fine except...I have a customer who used the Contacts view in Opportunity to display info on related contacts such as job title, address, phone, etc....I just edited the Contacts associated view to disply this info and it saved their call center reps a few clicks by not having to actually open the contact record just to verify or see this info. Now, if they want to see that info, they have to open the contaqct record from the Relationship view. Here is my question, is there a way that i can add the full contact link back into opportunities? I'm thinking maybe I can by defining a relationship and mappings via Customizations. Anybody have an opion or ideas on this? it is kind of hard to explain so I hope I got my point accross as to what I need. Thanks in advance for any and all help. Tag: Tree Menu Customization Tag: 51004
  - 13
    - action Microsoft.Crm.Setup.Client.InstallAbpAction failed:exception from HRESULT: 0xFFFFFFFFF Hi, I installed Windows 2003 SP1, SQL 2005, Exchange 2003 and CRM 3.0 on a Virtual PC, the client (offline-enabled) should be a Laptop with Office 2003 sp3 but alltime I try to install, the setup abord because he don't find the MAPISVC.INF file unter C:\WINDOWS\SYSTEM32 ( !!! ), This File is unter COMMON FILE and not unter SYSTEM32 (!!), any idea ? Thanks Tag: Tree Menu Customization Tag: 51002
  - 14
    - Moving CRM but not the data We have a CRM 3.0 deployment where CRM is on one server, and the SQL database is on another. Is it fairly simple to reinstall CRM on a NEW server, and just point to the current SQL database if we want to turn off the current CRM server? -- Gavin -- Small Business Server Specialist Microsoft CRM Specialist Microsoft Certified Partner www.interprom.com Tag: Tree Menu Customization Tag: 51001
  - 15
    - adding specific "Lead Source" contact or account to Lead form? The Lead form has a "Lead Source." When the lead source is "External Referral" we'd like to track the actual Contact (or Account) so we can send them a thank you or special offer. How can we create a "Lookup" attribute (relationship?) from the Lead to a Contact and put it on the Lead form for the user to select a lead source contact from the search Contacts form? Tag: Tree Menu Customization Tag: 50990
  - 16
    - could not go offline due to missing rights on queue crm When I try to go offline using the CRM Outlook client I receive the following error: "could not go offline due to missing rights on queue crm" has anyone experienced this and do you have a solution? Specs: Microsoft CRM 3.0 server and laptop client. Tag: Tree Menu Customization Tag: 50989
  - 17
    - CRM 3 Custom Entity Edit and Delete I've created two custom entites which one relates to the other (many to one). When I create a new record on one of them (the one) I can select from the side menu bar a view of the other one (the many). I am able to create a new record from this view but I cannot edit or delete the record once it is created. If I do the same relationship and configuration between a custom entity and a system entity (the system being the many) I am able to create, edit and delete the system entity records from the same type of view. What do I need to do to make my custom enity records editable and deletable from a view on another custom entity record? Tag: Tree Menu Customization Tag: 50985
  - 18
    - Why cannot I create a case while filling 'Regarding' field I am trying to associate an email with some issue I am working in. I good place for it seems to asssociate this emai not only with a contact but a case. When the issue is new, I would like to be able to open a new case using regarding field but new case in greyed out. What is the business logic behind it (I am sure there is a good explanation by MS)? Are there ways around? When we are saying CRM 3.0 is so much better than MS 1.2 (I am the first on line to confirm that statement), we need to prove it to people, and this is not a perfect example. In fact, it looks like 1.2 case of many clicks. Thank you in advance for you thoughts. Great supporter of CRM 3.0 Tag: Tree Menu Customization Tag: 50978
  - 19
    - Populate phone call activity info into a case Since it does not appear that you can open a case from a phone activity, is there a way to create a rule that: 1. Open a case with the sender(caller), subject, and details of the call populated. 2. Open a case and will allow a user to choose another user to assgin this case to. 3. Send an email to the new case owner with the details of the case (better yet, with a case hyperlink) Unless there are better ways to achive this. I know about several add-ons but not ready to buy any of them now. Tag: Tree Menu Customization Tag: 50977
  - 20
    - Email Tracking In Outlook, under the CRM menu->options Select the e-mail messages to tracking in Microsoft CRM (A) All e-mail messages (B) E-mail messages that contain a Microsoft CRM tracking token The help file says the available options are: (1) Convert all incoming e-mail into Microsoft CRM e-mail activities. (2) Convert only e-mail that originated in Microsoft CRM (that is, e-mail sent in response to a Microsoft CRM e-mail activity) into Microsoft CRM e-mail activities. (3) -If you choose not to convert all incoming e-mail, you can manually track individual e-mail messages in Outlook as an e-mail activity in Microsoft CRM. This is rather confusing. This seems to imply I can automatically convert email that has the tracking ID (2) and (B), without pressing the 'Track' button. However the only options that seem to work are (1) and (3). Are (2) and (3) really the same thing? Chris Tag: Tree Menu Customization Tag: 50976
  - 21
    - Linking directly to CRM Is there any way to create hyperlinks that will pop up windows pointing to specific instances of CRM entities. Either in Read only or editable form? Tag: Tree Menu Customization Tag: 50975
  - 22
    - DTC Service Failing Regularly We use the Integration for Great Plains with CRM 1.2. Recently the Distributed Transaction Coordinator (DTC) Service on our integration server has started failing regularly several times a day. DOes anyone have any ideas as to what might be causing this? Once it fails it causes all the integration's scheduled jobs to fail and extremely high LSASS activity (about 60% CPU constantly). Any advice would be much appreciated. ~ Michelle Tag: Tree Menu Customization Tag: 50971
  - 23
    - Need CRM training materials Are there any CRM 3.0 training materials for end users? ---------------- 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=813b8628-478c-495b-875b-a24288b36a19&dg=microsoft.public.crm Tag: Tree Menu Customization Tag: 50968
  - 24
    - Can't access CRM from IE - page not displayed This is a problem I'm having with CRM version 1.2. On one of my client machines, I can't access CRM using IE. I get the "page not displayed" error. I only have this problem on one out of 82 clients. The other 81 client machines can access CRM without issue. On the problem machine I tried pinging the CRM URL...no problem...it returned the correct IP address of my CRM server. I even tried turning off the firewall, all popup blockers, removed the CRM url from trusted sites, and checked the hosts file for problems. Has anybody else had this problem? I'm stuck and can't think of what else to try...except reformatting the laptop. This is a brand new Dell laptop by the way running XP SP2...just like the other 81 laptops in our organization. Thanks! -- Mike Parks Georgia Institute of Technology Atlanta, Georgia Tag: Tree Menu Customization Tag: 50958
  - 25
    - Filter Lookup We have a custom lookup field for contacts on the opportunity form, is there a way to filter the lookup to show only contacts associated with the selected account that has been selected from the Account lookup? Thanks, Tag: Tree Menu Customization Tag: 50952

I want to be able to rename certain items on the tree menus that display to
the left of each form. Haven't been able to find information on this so far.
For instance... when an "Order form" is opened, the menu on the left
displays - "Information, Existing Products, Write-In Products..." and so on.
I want to be able to change "Existing products" to a name that our company
more readily identifies with. Any direction would be appreciated.

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