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  • 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: CRM User no longer in user list

    Kyle Jenkins
    Hi All First time here and I've done some searching but couldn't seem to find anything on my issue. I have a user who has been using the web CRM interface for a while now. As far as I know there have been no changes to CRM. We installed the CRM Outlook client and it gave us an error when trying...
    on 1 Jun 2009

  • Forum Post: account / contact adresses problem

    Mihai Moldovan
    using crm 4.0; hy guys, I have another problem. I have a contract form in wich i have a customer lookup (this can be filled with contacts or accounts). there is another lookup adress wich is fillup onchange with the addres of contact or selected account. The problem is that it works for contact (using...
    on 16 Jul 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: Re: Re: Related "Regarding" Records

    Žarko Radevic
    Alex, thank you for your effort, I know that the view is taking under consideration activities of other account related entities. What I was hoping to get is a documented query about how CRM queries for this data internally, so that there are no discrepancies between the original Related Regarding Records...
    on 7 Jul 2010