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Hi; I want to set a workflow rule so that the system sends a Task to the owner of every contact that has not been modified since 3 months. I don't know what event is appropriate: it is not Create. I thought it would be Manual, but it doesn't work either... Can someone help me? Thanx!

Yes that is exactly what I did... I have specified the values in the Customization section... Should I have specified them in the workflow tool instead? What is the right way to do it? Thanks!

I have administrator rights...

Hi; I specified a few values in the Picklist for the Sales Stage attribute, but when I run a Sales Pipeline report, the system marks "Not Specified" for the Sales Stage. Also, when I open an Opportunity, and click on Actions> Change Stage, I have no option available!! (it's greyed) The...

That makes sense... Thanks!!

Hi; Apparently it is possible to have duplicates in the CRM records. Can anyone tell me how to prevent the creation of a duplicate? Thanx

Hi; When I want to close an Opportunity, (Action > Close Opportunity), the system tells me I don't have the proper rights to do that. As, I'm seeting the user security roles for my users, I don't know which specific role allows that. Any ideas? Thanx! Mehdi

Hi; When my users try to go offline (when in Outlook), here's the message they get: "Could not go offline due to missing rights on Queue" But in the Security Roles, they have the right to "Go Offline"... so I don't understand!! Can anyone tell me? Thanx! Mehdi

Hi; Anyone kows how I can delete or at least deactivate system views, so they don't appear in the upper-right View list? There are a bunch of them that I don't need. Thanx! Mehdi

Hi there; I have only 10 licenses for my CRM deployment. Suppose I Create a role with only reader-access rights and give this only role to a person in my organization. This person won't be able to create, edit or delete anything in the CRM... just read. Is it considered an extra license? Thanx

:-)) Funny!! I didn't know that!! But that's totally appropriate! :-)

Thanx a lot!!! That was very helpful!! Mehdi

Ok that's perfect!! Thanks a lot!! Mehdi

Ok and what's the name of that checkbox? Thanx! Mehdi

Hi Jymm; Ok now I understand. We also use the TRACK IN CRM button, once all the replies are complete, but I thought of that only as a temporary workaround... looks like I'm gonna have to use it as a definite solution for my users. Thanx for your help!! Very appreciated! Mehdi

Sorry I misstyped it: I CAN'T get the data on other colleagues' opportunities, accounts, contatcs... I can just see my own data... I need to see the other' information while I'm offline. How can I do that? Thanx again! Mehdi

Hi Jymm; I'm not sure I understand your point. Do you mean that without this code, we couldn't find the related contact/account? But what if the e-mail isn't related to any contact/account, but just a general e-mail? Thanx for your answer. Mehdi

Hi; When I send an e-mail through the CRM tool, it generates a weird code in the subject. For example, if I send a message with the subject "Hello", the tool wil transform the subject to "Hello CRM:00020005"!!! Can someone help me get rid of that code? Thanx! Mehdi

Hi; When I'm offline, I can get the data on other colleagues' opportunities, accounts, contatcs... I can just see my own data... Is it normal? Can anyone help me with that? Thanx Mehdi