In the demo data there are a few company records that have entries in the comp_librarydir field that do not match the usual format of such data.
You can see some of these in the image below.
New company records that are added into the system will…
I imported a bunch of company records, but none of them have a Comp_LibraryDir value. Any ideas on how I can get that to populate or fill in myself through SQL?
Thanks,
Anthony
For anyone else working with the eMailManager, the CompanyQuery, PersonQuery and UserQuery objects contain the following fields (CRM 7.3): CompanyQuery PersonQuery UserQuery Emai_EmailAddress Emai_EmailAddress User_FullName Pers_FirstName Pers_FirstName…
Hi,
The library folder is created at the same level as the default Library folder once a Person or Company is created. Take TEST CRM for example, a folder TEST CRM is created under LibraryT folder but not default Library folder. In Comp_LibraryDir,…
Hello,
When running a mail merge within opportunity, the output file contains raw fields in brackets without any data.
Additionally, i also checked log files and couldn't find anything.
Please note that this issue occurs only for Opportunity entity…
A customer had the requirement to allow users to export opportunity information to a file that could be opened in Excel.
I have provided below some example code that is designed to be called from a Button Group associated with the System Action OpportunityList…
I hope that the material that I put here is of use and is relevant to developers and partners implementing CRM. I can't claim all the articles published here under my name as 'all my own work'. I am a magpie of code snippets and will quite happily steal…
Email templates can be designed for use in different contexts.
The creation of Email Templates is covered in the online documentation .
In the image above you can see that templates can be designed for usage with certain entities. For example, if…
