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  • Forum Post: How to removing the system views from account

    Manish
    Hi All, I am trying to remove some system views frm the account and update the filter option with opportunity entity. How we can do that. Thanks in Advance Manish bhushan
    on 23 Oct 2008

  • Forum Post: Koverting Lead - take over Leaddescription into Contact

    Fabian Henzler
    Hi everyone, We i'm converting a lead into a company and a contact, I'd like to adopt the description-field in my lead into the description-field in my contact and company. How can I manage that? Thanks and best regards, Fabian
    on 28 Jan 2009

  • 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: 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: Re: Relationship b/n Account, Contact and Opportunity Entities

    Kinga
    I have had 2 suggestions so far as to how to overcome my problem but I still have some questions... Does anyone know of a reason why I couldn't just igore the OOTB setup for the Opportunity Contact in the Opportunity Entity (which is either an Account or a Contact), hide this field on the Opportunity...
    on 2 Jun 2009

  • Forum Post: Name Format Setting in System Settings

    Kinga
    Hello I need to change the Full Name format from First Name Last Name to Last Name, First Name. When I change it in the System Settings (Administration area) it only affects new records while all existing records still show the Contact Full Name according to the previous setting. Does anyone know...
    on 2 Jun 2009

  • Forum Post: problem with converting Lead to Account

    CRM user 2
    when I convert a lead to account the account name stays blank (it doesn't get the compeny name from the lead) what can be the reason for that? what can I do to fix it? thanks.
    on 23 Jul 2009

  • Forum Post: How can i set the duration field to Required based on a picklist change event

    xtzee
    Hi, Im trying to make the duration field on a task form required based on the onchange event of a picklist field... I have been trying to do that and my code doesn't work... gives me an error!! If anyone Can help me, that would be greatly appreciated! Thank you in advance!! :-) I have...
    on 29 Sep 2009

  • Forum Post: enforce Data Entry Rules with OnSave or OnChange events

    ladynred
    For consistency within the application, my client wants to set some data entry rules. They would like lal fields where data entry is possible to be forced to lover case then to word upper case. Meaning that the first character of every word is capitalized. They feel that this will give the data a more...
    on 20 Oct 2009

  • Forum Post: Javascript error

    rodneym30
    I am working to create a way to make a service activity recurring on a weekly basis. I have done the following: (ideally I would prefer to make this function with a drop down to whether the recurrence is daily, weekly, monthly, quarterly, bi-yearly, or yearly - any input would be tremendously appreciated...
    on 1 Oct 2009

  • Forum Post: I am system customizer but the Customisations menu is missing

    xZara
    Hi, I all Full rights on CRM including the system customiser role but I cannot see the Customisations button. I have tried taking out all the role and putting just the customiser role in but still nothing. Any ideas? CRM Dynamics v4 Thanks
    on 1 Nov 2010