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  • Forum Post: Send e-mail to custom attribute from a workflow

    Karagounakis Aggelos
    I need to send fax from CRM 4. For this purpose I did the following: 1. Set up a eFax.com account. With this service when you email to 1111111@efaxsend.com, the attached file or the text body of the email is sent as a fax to number 1111111. 2. Created a custom attribute in Accounts named new_efaxaddress...
    on 23 Feb 2009

  • Forum Post: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Hi Yaniv, Thank you for your reply. That is exactly what I am trying to achieve. I am able to get the selected account GUID, but I am not sure of an efficient way to find/select only the related accounts. Some, but not all, "branches" may have 5 or 6 levels. So what I need is to find all...
    on 4 Mar 2009

  • Forum Post: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Thanks anyway Hassan, but I need to build a solution not buy one. Post the source code if you really want to help.
    on 4 Mar 2009

  • Forum Post: Re: Re: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Yaniv, Thank you again for responding. I completely agree with you that a direct query to the FilteredAccount view is the way to go. The problem still exists though that the query will not receive the top account GUID, but the selected account GUID. The user may or may not have selected the top account...
    on 4 Mar 2009

  • Forum Post: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Here is what I have. Maybe it will help to get an answer to what I need. Create a new C# web application project in your favorite VS version. Rename the ASPX page to AccountHierarchy. Drag an XML control onto it. Paste this code into the AccountHierarchy.aspx.cs window under Page_Load (Replacing...
    on 4 Mar 2009

  • Forum Post: Re: Re: Re: Re: Re: Re: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    You rock! Thank you very much Andrew this is excellent work. It is almost there. I'm just missing the parent nodes (really the root account of the branch to use as the anchor in the query). I thought it was a done deal when one of our DBA's said that he wrote a function to get the "root"...
    on 5 Mar 2009

  • Forum Post: Autogenerated Account Number

    Michal Plutynski
    Hello! I want to autogenerate Account Number when creating new Account. New account number ought to be the next number (+1 to last created account). It is 6 digits number. Where can I find database table with account numbers to check what number is the greatest and how can I fill account number automaticaly...
    on 16 Mar 2009

  • Forum Post: View accounts like hierarchy / treeview

    Ryan McCormick
    I need to create a solution to display accounts like a hierarchy or in a tree view. I was able to create a solution to display all of the accounts in the system this way by modifying something I found here ( http://www.c-sharpcorner.com/UploadFile/desaijm/database_hierarchy_with_datarelation02192006170040PM...
    on 2 Mar 2009

  • Forum Post: Search Issue

    EReed
    I am experiencing a problem where CRM is only searching the first word for an Account Name. If I add a ‘*’, it searches the whole field, but I am looking for a fix that doesn’t require the ‘*’. Does anyone have any insight?
    on 2 Jun 2009

  • Forum Post: Design Problem Account VS Contact

    CRM user 2
    Hi, How should I handle a situation where most of the customers are Private Customers (Individuals) and not Companies? I know that usually customers are managed as Accounts, but in this case would it be right to manage them as Contacts that are not related to an Account? And should I continue...
    on 28 Jul 2009

  • Forum Post: One Contact under Two Accounts?

    Paul Martin
    I have a major client contact who works for two organizations. We want only one contact record, but we need to have the contact accessible from both of the accounts. When I try to add the contact to the second account (Select Account, click on left navbar Contacts, then 'Add Existing Contact'...
    on 2 Sep 2009