18 มีนาคม 2551 12:42
I have been upgrading a few CRM 3 to CRM 4, but with the latest upgrade I have a serious problem.
My problem is that Mail Merge function return only a small selection of the total amount of contacts when I try to select them all.
This worked before i upgraded the CRM 3 solution.
When I create a new contact this is added to my mail merge list and works.
I have checked, and allusers have Yes to marketing and Yes to E-mails.
All i have noted when upgrading was that the Marketing Information section was moved to a "Conflict" tab on Contacts, but the section is empty.
I hope that someone can help me figure this problem out.
26 มีนาคม 2551 6:54ผู้ดูแล
27 มีนาคม 2551 9:21
I found the solution to be quite simple.
A hidden field "allow mail" was not correctly upgraded from CRM 3 to CRM 4.
In CRM 3 this field was autumatically set to Allow, but this information was not converted into the new CRM 4 field where this field in most cases was set to "NULL"
We had to make a small workflow to update all contacts to "allow email"