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Hi rlemoi,
As an update to my original post, you can make a copy of the "CRM_ActivtyCalendar" screen by doing the following:
Go to Customize>Screen
Click on the "CRM_ActivtyCalendar" screen and click on the Copy link.
In the Copy Screen Wizard that appears, in Step 1 of 3: Choose Screen, you need to select This ...
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Thanks Ronen,
I’m simply trying to get the phone contact info for my customer
to appear after the Bill To address info. Seems simple enough but can’t quite
figure it out. Is the BillAddressInfo4 supposed to be that info?
thanks
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Sorry I was not more specific in my first post. The activity calendar shows times from 12:01am until 12:00pm, I want to only see 8:00 am to 8:00 pm.
Your answer did provide a partial answer, as I only want to see Monday thru Friday but can live with work week.
Thank you
BOB
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Will the plug in work on Outlook 2010? Have not seen any reference to that, only 2007.
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Hi rlemoi,
Here are the steps that you need to take in order to change the calendar view:
Go to Activities>Activity Calendar
In the dropdown on the right hand side, select Day View
I hope that this helps.
Ronen
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Hi Shane,
The first thing you need to do is add fields to the Invoice table. You can add fields by doing the following:
Go to Customize>Tables/Fields
Click on the Invoice table
Type in the name of the field in the "Field Name" field and select the "Field Type" from the dropdown. You can choose from: Text, Decimal, ...
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Hi viret56,
When you send an e-mail, the Send Email action within Method doesn't keep track of the e-mails that are sent. You can thought keep track of the e-mails that are sent through an activity.
Within an activty, if you place a check in the checkbox for "Send an Email?", you will open up a section called "Send an ...
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How do I reformat the calendar view so it only shows working hours, 8am to 8pm?
BOB
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Hi Ronen,
Both answers very helpful!
Thanks,
Colleen
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I need to add an area for a shipping tracking number on the Method Invoice as well as a couple of other items.... can someone advise me?
Thanks,
Shane
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