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  • Forum Post: Some picklist fields don't allow multi-edit

    Kathybb
    I've customized the Account entity form with several dropdown picklist fields. When I try to edit multiple records, the picklists on the General tab allow me to set them with no problem, while the ones on a new tab I added to the form are deactivated and will not accept multi-edit changes. Has anyone...
    on 2 Oct 2008

  • Forum Post: Creating a lookup field to link a user account in a form (CRM 3.0)

    Ron M
    I am having difficulty determining how to create a "lookup" form field in a custom entity in CRM 3.0. Ultimately, I wish to be able to send emails and tasks via a workflow rule to a person that is not 'owner' or 'owner manager', but instead to the user that is identified in...
    on 29 Oct 2008

  • Forum Post: Printing Company Logo in CRM 3.0 Form

    SADIQ Al-TAMIMI
    I'm useing Microsoft CRM 3.0 and I made a lot of Customize in the Cases Main Form even I inserted the Company Logo in the Head of the Form but when I Printing the Logo not showing up on the Pages and I 'm trying from along time to do it but i couldn't . So could any one help me to this...
    on 7 Feb 2009

  • Forum Post: Emailing a list of contact using email lookup or actions in advanced find - crm 3.0

    LauraK
    This may be a pipe dream, but I am wondering if anyone has any ideas if this could work. We run training programmes and as such we have a field on the 'contact' entity called 'Programme number'. We can use this number in advanced find to find the list of contacts who are connected to...
    on 7 May 2009

  • Forum Post: Tool (Mouse) Tips

    Mr. B
    CRM 3.0: During customization, is it possible to define the content of the tip that is displayed when the mouse is hovered over a form field label? Thanks.
    on 28 Oct 2008