Hi, I have a question regarding contacts. I have created a client contact in CRM and when going into my personal contacts in Outlook (My Contacts), the new client contact has been saved in My Contacts area along with my existing personal contacts. Is there a way of preventing the new contact from being saved amongst my personal contacts, or is this how CRM behaves? Thanks, Natalie.
Creating new contacts also creates contacts in Outlook
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- 1. 3.0 email question
How does one troubleshoot sending emails from CRM 3.0. I don't seem to be able to send email from the system. It records it in the History of my contact as sent but it never gets therea and there are no error messages when I click send. During the installation, I seem to remimber it asking me about some SMTP settings but I cant figure out how to modify or even confirm that I have the right information. - 2. Importing Leads & automatically creating an activity for a user
Wee just getting started with MS CRM 1.2 and I trying to figure out how to automate the lead import and activity assignment process. I importing 100 leads a day (advertisement mailers) into CRM and I want to create phone call activities for a user/salesman at the point of import automatically. I also need to keep track of when the lead mailer was mailed. How can I do this? Thanks, Mark - 3. Menu problem after installing Outlook Client
We are using CRM 3.0 and after installing CRM Desktop Client for Outlook the users with System Administrator rights cannot access settings and customization pages. The link (settings) at the left menu has been disappeared and the link from Goto (--Settings) does not respond. If we uninstall the Outlook Client everything works fine! Can you help? Note: We have installed SP2 for Office and the IE settings have their default values...
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Creating new contacts also creates contacts in Outlook
by Natalie » Thu, 23 Feb 2006 12:31:26 GMT
Re: Creating new contacts also creates contacts in Outlook
by Dave Ireland » Thu, 23 Feb 2006 12:57:30 GMT
This is how CRM behaves (when you choose to install the Outlook add-in at least). best thing to do is create a "Personal Contacts" folder and move your personal contacts into it - the CRM always uses the defualt outlook folder and you can't change it. Dave
Re: Creating new contacts also creates contacts in Outlook
by Matt Parks » Thu, 23 Feb 2006 15:04:50 GMT
You can disable the background synch by editing your options under the CRM menu in the CRM for Outlook client. -- Matt Parks MVP - Microsoft CRM This is how CRM behaves (when you choose to install the Outlook add-in at least). best thing to do is create a "Personal Contacts" folder and move your personal contacts into it - the CRM always uses the defualt outlook folder and you can't change it. Dave
Re: Creating new contacts also creates contacts in Outlook
by Natalie » Fri, 24 Feb 2006 06:54:46 GMT
Thanks heaps for your responses. Your responses have been very helpful :-) Cheers, Natalie.
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