customer relationships

Sorry for the stupid question - and it is stupid because i've done this
before, but can anyone tell me how to add to the list of Roles in the
Customer relationship dialog?

Thanks v much

FrankLee
Sat Apr 08 12:51:02 CDT 2006

Here you go:

CRM Web Client >> Settings >> Relationship Roles


Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm

"Saira" wrote:

> Sorry for the stupid question - and it is stupid because i've done this
> before, but can anyone tell me how to add to the list of Roles in the
> Customer relationship dialog?
>
> Thanks v much
>
>
>

FrankLee
Sat Apr 08 13:07:01 CDT 2006

Try:

1. Filled in all circle with green to test
2. Exit and re-open Microsoft CRM client

Good luck.

Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm


"Saira" wrote:

> Thanks Frank, but I canno seem to add anything that will show up in the Role
> drop downs in the dialog form.
> I created a role (called Board Member - Company), it is active, that's as
> far as i've got..... and I'm getting cross with myself.
>
> "Frank Lee" <FrankLee@discussions.microsoft.com> wrote in message
> news:7FBCAEF5-A479-4C82-A3D7-9A555B2D612A@microsoft.com...
> > Here you go:
> >
> > CRM Web Client >> Settings >> Relationship Roles
> >
> >
> > Frank Lee
> > Workopia, Inc.
> > http://www.workopia.com/Links.htm
> >
> > "Saira" wrote:
> >
> >> Sorry for the stupid question - and it is stupid because i've done this
> >> before, but can anyone tell me how to add to the list of Roles in the
> >> Customer relationship dialog?
> >>
> >> Thanks v much
> >>
> >>
> >>
>
>
>

Saira
Sat Apr 08 12:57:26 CDT 2006

Thanks Frank, but I canno seem to add anything that will show up in the Role
drop downs in the dialog form.
I created a role (called Board Member - Company), it is active, that's as
far as i've got..... and I'm getting cross with myself.

"Frank Lee" <FrankLee@discussions.microsoft.com> wrote in message
news:7FBCAEF5-A479-4C82-A3D7-9A555B2D612A@microsoft.com...
> Here you go:
>
> CRM Web Client >> Settings >> Relationship Roles
>
>
> Frank Lee
> Workopia, Inc.
> http://www.workopia.com/Links.htm
>
> "Saira" wrote:
>
>> Sorry for the stupid question - and it is stupid because i've done this
>> before, but can anyone tell me how to add to the list of Roles in the
>> Customer relationship dialog?
>>
>> Thanks v much
>>
>>
>>

Saira
Sat Apr 08 13:49:03 CDT 2006

Ignore that and put it down to brain dead Saturday - it's really tine to go
out and get a life....

"Saira" <Saira@BayonetVentures.com> wrote in message
news:uSfOnXzWGHA.196@TK2MSFTNGP04.phx.gbl...
> Thanks Frank, but I canno seem to add anything that will show up in the
> Role drop downs in the dialog form.
> I created a role (called Board Member - Company), it is active, that's as
> far as i've got..... and I'm getting cross with myself.
>
> "Frank Lee" <FrankLee@discussions.microsoft.com> wrote in message
> news:7FBCAEF5-A479-4C82-A3D7-9A555B2D612A@microsoft.com...
>> Here you go:
>>
>> CRM Web Client >> Settings >> Relationship Roles
>>
>>
>> Frank Lee
>> Workopia, Inc.
>> http://www.workopia.com/Links.htm
>>
>> "Saira" wrote:
>>
>>> Sorry for the stupid question - and it is stupid because i've done this
>>> before, but can anyone tell me how to add to the list of Roles in the
>>> Customer relationship dialog?
>>>
>>> Thanks v much
>>>
>>>
>>>
>
>

AB
Mon Apr 10 10:43:02 CDT 2006

I think you need to publish your changes in Deployment Manger

"Saira" wrote:

> Ignore that and put it down to brain dead Saturday - it's really tine to go
> out and get a life....
>
> "Saira" <Saira@BayonetVentures.com> wrote in message
> news:uSfOnXzWGHA.196@TK2MSFTNGP04.phx.gbl...
> > Thanks Frank, but I canno seem to add anything that will show up in the
> > Role drop downs in the dialog form.
> > I created a role (called Board Member - Company), it is active, that's as
> > far as i've got..... and I'm getting cross with myself.
> >
> > "Frank Lee" <FrankLee@discussions.microsoft.com> wrote in message
> > news:7FBCAEF5-A479-4C82-A3D7-9A555B2D612A@microsoft.com...
> >> Here you go:
> >>
> >> CRM Web Client >> Settings >> Relationship Roles
> >>
> >>
> >> Frank Lee
> >> Workopia, Inc.
> >> http://www.workopia.com/Links.htm
> >>
> >> "Saira" wrote:
> >>
> >>> Sorry for the stupid question - and it is stupid because i've done this
> >>> before, but can anyone tell me how to add to the list of Roles in the
> >>> Customer relationship dialog?
> >>>
> >>> Thanks v much
> >>>
> >>>
> >>>
> >
> >
>
>
>