No announcements
Found 144668 threads
-
3 Votesconvert e-mail to a new entity
2) Regarding 2nd, you can add the candidate name on the candidate entity?Answered | 13 Replies | 7659 Views | Created by Cosminc - Thursday, January 14, 2010 4:21 PM | Last reply by Cosminc - Friday, January 15, 2010 11:57 AM
-
0 Votes
Direct E-Mail for Custom Entities
Wouldn't think it would be to difficult to map a field on an entity as an e-mail address and integrate it into the current mail system.Answered | 5 Replies | 5463 Views | Created by Stephen Hewison - Wednesday, November 4, 2009 9:19 AM | Last reply by Stephen Hewison - Monday, November 9, 2009 11:47 AM -
0 Votes
Custom Entity is not exposed to E-mail Template
So with this 1:N relationship, why can't I see my service request entity's fields from the User's entity in the E-mail Template?Answered | 18 Replies | 16096 Views | Created by homerwire - Monday, October 5, 2009 2:12 PM | Last reply by Caverill - Monday, October 1, 2012 7:56 PM -
3 Votes
Add a second notes field to Accounts?
I created a custom entity calle Daily Notes.Answered | 7 Replies | 10110 Views | Created by Lee Moreau - Tuesday, March 29, 2011 3:23 PM | Last reply by mardukes - Tuesday, June 10, 2014 8:58 PM -
1 Votes
Add a second "Notes" tab for an entity
The only way I can think of approximating it is to keep the current notes tab and then add a new entity called, for example, 'other notes' as a child 1:N off of ...Answered | 3 Replies | 5789 Views | Created by TEDLABETE - Thursday, July 15, 2010 9:56 AM | Last reply by Leon Tribe - Friday, July 16, 2010 4:31 PM -
0 Votes
Connect an Activity to an E-Mail
You add it to the specific activity entity i.e. phone call, appointment etc.Answered | 6 Replies | 5452 Views | Created by boert03 - Wednesday, September 15, 2010 11:16 AM | Last reply by Leon Tribe - Thursday, September 16, 2010 12:57 PM -
0 Votes
Additional Note Entity
Hi Trevor, As you have already found out, there is no way to modify the notes entity or add another notes type field on an ...Answered | 3 Replies | 2202 Views | Created by KawasakiRider03 - Monday, December 3, 2012 11:44 PM | Last reply by KawasakiRider03 - Tuesday, December 4, 2012 4:45 PM -
1 Votes
how to get data in note entity into email body
I have created workflow for service activity and my point is created"Task" instead of "E-mail". for notify user.Answered | 8 Replies | 5903 Views | Created by OrdinaryGal - Tuesday, January 18, 2011 3:00 AM | Last reply by Faisal Fiaz - Tuesday, January 25, 2011 10:30 AM -
0 Votes
sending e-mail to customers
(Note that all activities with the regarding field set to the case will be assocaited with the case).Answered | 2 Replies | 6111 Views | Created by trubacikova - Tuesday, September 8, 2009 11:39 AM | Last reply by Tiaan van Niekerk - Wednesday, September 9, 2009 3:35 AM -
1 Votes
Importing Notes/Activities to Custom Entity
I'm not sure what tool you are using to import notes or why you are trying to map the Object Type Field but you'll want to have a Regarding field in your ...Answered | 3 Replies | 5727 Views | Created by DanK79430 - Tuesday, June 7, 2011 12:59 PM | Last reply by Donna Edwards - Tuesday, June 14, 2011 12:25 PM -
0 Votes
Adding a note to 'Regarding' entity in Workflow
I was right then, a custom action taking a newly created Note and assigning it to specified entity is the only way.Answered | 2 Replies | 6847 Views | Created by Alex Skalozub - Saturday, August 15, 2009 4:47 AM | Last reply by Alex Skalozub - Saturday, August 15, 2009 8:03 PM -
0 Votes
Notes Fields in reports not displaying
I hope the fiels mappings are wrong, please add description field to see the actual text in notes and title to see titles.Answered | 1 Replies | 845 Views | Created by JasonSamm - Friday, August 8, 2014 6:23 PM | Last reply by Hari Narayanan Kumar - Sunday, August 10, 2014 11:49 AM -
0 Votes
Note Tab in Account Entity form
Hi You can add new tab, add one I-Frame in that new Tab.Answered | 1 Replies | 2677 Views | Created by JoseFleitas - Saturday, December 3, 2011 7:46 AM | Last reply by Bhautik Desai-XRM Tech - Saturday, December 3, 2011 2:15 PM -
0 Votes
Add Notes Field to Entity E-Mail
Katharina, Moreover an entity's relationship with Notes and Activities are created while creating the entity and checking the Notes and Articles check ...Answered | 3 Replies | 5799 Views | Created by Katharina Ambrosio - Tuesday, April 13, 2010 8:26 AM | Last reply by Gagandeep.Singh - Thursday, April 15, 2010 11:04 AM -
0 Votes
Notes not a usable entity for workflows??
The trouble you're having is you think the note is an attribute to the lead record.Answered | 10 Replies | 6373 Views | Created by DevRock - Thursday, May 28, 2009 6:40 PM | Last reply by DevRock - Monday, June 1, 2009 4:42 PM -
0 Votes
CRM2011 change default email field for custom entity
Add step, Update Record click on Set properties and set system default email address field with your email address field 4. save and ...Answered | 1 Replies | 4679 Views | Created by M1975 - Friday, August 26, 2011 10:04 AM | Last reply by Jehanzeb.Javeed - Friday, August 26, 2011 10:25 AM -
0 Votes
account owner in e-mail
You should develop plugin which will handle Send message of email entity, check the recipients and in the case account among recipients - just ...Answered | 2 Replies | 5444 Views | Created by Cosminc - Wednesday, September 15, 2010 8:44 AM | Last reply by Andrii Butenko - Wednesday, September 15, 2010 11:33 AM -
2 Votes
Adding or Moving Notes field from the Notes Tab
I see no reason for this since there is plenty of room at the bottom of the form, but can't find anywhere to change these properties to expand the field since the ...Answered | 7 Replies | 6436 Views | Created by CRMAG - Friday, December 3, 2010 5:17 PM | Last reply by jmk75220 - Tuesday, March 1, 2011 11:28 PM -
0 Votes
[solved] Title in e-mails / Automatic formatting?
Hi Ultrasonyk, There is a Salutation Field on the Contacts Entity that you could populate with Mr/Ms/Miss/Mrs etc and then you can include this in the email.Answered | 4 Replies | 4809 Views | Created by ultrasonyk - Monday, October 25, 2010 9:41 AM | Last reply by ultrasonyk - Monday, October 25, 2010 12:21 PM -
0 Votes
How to send one e-mail to multiple recipients
Thanks Donna or create an e-mail in CRM, choose contacts based on the views (which is not applicable in Outlook Client) and put them in the required fields (to, cc, bcc)Answered | 7 Replies | 7162 Views | Created by urbandim - Tuesday, February 2, 2010 8:00 AM | Last reply by CRMBE - Monday, February 10, 2014 2:29 PM - Items 1 to 20 of 144668 Next ›
No announcements
