How do I handle professional suffixes like CPA, CFA, Esq Assuming you have a tool like excel and export your Data from act into some form of spreadsheet, here's one way to tackle the problem given that your data is similar to the form you provided
Adding Address Lookup button to Case Entity - social. microsoft. com The best way I can see for doing this, is to add the Lookup Address Ribbon Button to the Case Form They don't need to be able to see the address, just a lookup field with the Address Name field visible 1 Is this the best way to do this? 2 How would I go about adding this into the Case Form? Thanks in advance
Only display month in date field - social. microsoft. com Is there a way to get CRM to only display the Month or Month and Day without the Year? For example 10 31 2009 I just want 10 31 to be displayed, but not only in the field when I am in "Active Accounts" View as well Thanks! Wednesday, December 1, 2010 3:54 PM
Best Practice, naming conventions and Ownership of accounts NEWBIE This depends entirely on the way your company works but what I would do (assuming that the accounts information is shareable in your company) is to make the sales accounts the owners of the records and provide read write access at a business unit level to the office managers
Simple Summary Report using the Report Wizard - social. microsoft. com To get an accurate count in the sumamry all that's required is that every contact record has a numerical value of '1' in the integrer field Hope this helps, but if you need additional guidance on the steps to follow to create a summary table using Report Wizard, please reply to this post
eBay seller selling Computers with illegally installed software and use . . . An eBay seller, Micro_tech1, has been for the past 2 years been selling computer systems activated with a MSDN key This was verified by purchasing a system from them, which no DVD or COA was delivered By the way, the price was well below the cost of the software which was our first clue that something illegal was going on, however, eBay is not that smart or simply does not care since
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