16
Dec
Phone number used for phone call activities
When a Phone Call activity is created in the context of a record the following field is used for the
Latest
02
Dec
Exporting more than 10,000 records to Excel from CRM
The Export to Excel feature does not export more than 10,000 rows.
To change this, review this article:
http:
21
Oct
Workflow - Activity Count
When designing workflows, it is possible to test the number of activities (open and closed) against a record (only activities
1 min read
21
Oct
Changes to the Outlook CRM Client in Update Rollup 7
Update Rollup 7 for the CRM 4.0 Outlook Client introduces a number of important changes and updates:
* Update Rollup
1 min read
18
Oct
Deleted Active Directory account and CRM user record
If a CRM user's Active Directory account is deleted then the user will not be able to use
1 min read
15
Oct
Affiliated Views
When viewing a list of records e..g opportunities, within a form there is a view option called "all
1 min read
30
Sep
Columns shown in duplicates detected view
The columns shown in the Duplicates Detected windows are based on the Lookup view for the relevant entities.
For the
30
Sep
Activities Report and Activities Detail Report - Circle Colours
The out of the box Activites Report only shows activites that are regarding Opportunities and Cases.
The report includes an
1 min read
14
Sep
Updating read-only records such as orders and opportunities
The CRM application does not allow records such as orders, opportunities and invoices that are completed to be editied.
Once
08
Sep
Customizing Marketing List Views
The CRM application does not allow marketing list views to be customized. However, the views are stored in the savedquerybase
1 min read