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  • Forum Post: Reporting Query for Neglected Accounts

    Larry NeJame
    I know there is an out of the box report for neglected accounts, that queries based on account activity (activity meaning scheduled tasks, phone calls, emails, etc.) that has been attached to that account. My problem is I need to find a query for neglected accounts that is based on the account having...
    on 5 Nov 2008

  • Forum Post: Associated view from account to case - how to add more filters

    dušan
    Hi ladies and gents. At our company we have more types of cases. For example update of hw, update of sw and so on. It would be nice to have more filters to choose from the drop down box when looking from associated view of some account to his cases. Is it possible to replace currently available filter...
    on 19 Nov 2008

  • Forum Post: Re: Creating a Case for a Lead

    Aly
    Hi As your using the Lead in this way and have queries against the lead record, you could create a relationship between lead and case and on thecase record have a non-required field that is the lead lookup, then when you open a lead record you will see associated cases. Issue here is if you convert...
    on 5 Jan 2009

  • Forum Post: Accounts with no invoices last x months (Advanced Find)

    KING901
    Hello all, I have been using the forums for answers for a while however this is one that has stumped me and I don't seem to be able to find an answer. I would like a list of Accounts which have NOT had an invoice in the last 3 months. I don't seem to be able to work out the criteria required...
    on 12 Feb 2009

  • Forum Post: Workflow stopping by itself

    Caroline - Turbo
    Hello, I have a workflow running on our accounts every 8 hours to verify if an account is ready to get a call from a sales rep. Anyway, this workflow does his stuff, than wait for 8 hours and re execute the workflow. But now, I see in the Workflow monitor that lots of accounts who had this workflow...
    on 24 Feb 2009

  • Forum Post: User Logon Statistics needed

    Jim Chan
    We would like to find out active users of CRM. How can we find out when a user last logged on to CRM? We are using MS CRM 3.0. Thank you
    on 3 Mar 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: Custom View using Advance Find

    Utsav Acharya
    Hi Everyone, I need to develop a customized view, using Advanced Find. Requirement: 1) Theres a Marketing List, named "MarketList 1", which contains N number of members. These members are of "Account" type (i.e. Member Type is ACCOUNT for that Marketing List ). 2) The...
    on 25 Mar 2009

  • Forum Post: editing multiple records

    Larry Dodson
    When I try to edit multiple records (example: Account/Address/ State and Zip ) the fields are greyed out. I found that both of these fields have OnChange Events. Is it not possible to do multiple edits on fields with OnChange Events? Thanks.
    on 9 Apr 2009

  • Forum Post: Merge Accounts errors

    Beanie
    When we try to merge accounts we get the following error: An error has occured. Does anyone / has anyone had this problem and know of any fixes? thanks
    on 23 Apr 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: 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: Multiple Parent Accounts for an Account

    VJ Shah
    We have a unique situation where in we have multiple parents accounts associated with a given account. Out of the box CRM allows only one parent account per customer. What would be the best way to go about addressing the issue? Please share your thoughts/ideas. Thanks, VJ
    on 2 Jul 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: 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: Status vs Status Reason

    Jason Divosevic
    What is the difference between the 'status' and 'status reason' fields primarily on the Account entity?
    on 24 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: Reporting Query for Neglected Accounts

    Larry NeJame
    I know there is an out of the box report for neglected accounts, that queries based on account activity (activity meaning scheduled tasks, phone calls, emails, etc.) that has been attached to that account. My problem is I need to find a query for neglected accounts that is based on the account having...
    on 5 Nov 2008

  • Forum Post: Deactivate Functionality for Account change

    blank
    I have a certain problem: We have Accounts and the related Contacts in our CRM System Both, Accounts and Contacts have different Owners. Now i recognised that when i change the owner of an Account this owner will also be written in all related owners of the Account. Which is not really that what we wanted...
    on 30 Sep 2009
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