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Nevermind, I tried something different and got it to work. I think I'm figuring this out.
What are the key fields for opportunities and activites? I want to associate them with contacts--whether they be leads or customers.
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Thank you. I exported a contact list and used the exact export to re-import having changed only the first and last name. This way and I can see if this test contact will associated with the right customer/lead. Entity, of course, matches the Entity I'm trying to add a contact to. Other irrelevant fields were marked as "do not ...
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Thanks Michael - I'll take a look.
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TaDa!! Works on both computers now. Seems to me someone should find a better work-around instead of all this messing around. What do you think, Michael??
Thanks for your Time!
-Alpheus
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I think I'm getting on top of it now. It takes a combination of disabling the firewall and changing a setting in "Internet Options." I got my information from this link: http://msdn.microsoft.com/en-us/library/ms228998.aspx I went into "Internet Options" clicked on "Security" tab, then chose "Custom ...
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Still doesn't work. Below are the error details. Have fun sorting through them!
PLATFORM VERSION INFO
Windows : 6.1.7600.0 (Win32NT)
Common Language Runtime : 4.0.30319.239
System.Deployment.dll ...
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I'm in the midst of creating a mobile "application" for our field service techs. We've created a number of screen and I would like to create a "Launch Pad" for them when they first log in. My vision is something like:
1. First screen to open is a series of Icons for each of the tasks that the tech may ...
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s.white-
When I first loaded the screen I noticed it took a second to load the screen before the error came up, this lead me to believe it was an issue with OnScreenLoad.
So I made a copy of the screen and just deleted all the actions found in OnScreenLoad and that error no longer came up.
I suggest going over the actions found in the ...
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Andy-
Have you upgraded to the new CRM? If not that would be the reason why your version would not work. Otherwise enable MethodSupport and email me your account name and I will take a look.
-Michael
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Alpheus-
I have seen this issue come up because of firewall/anti-virus software. Do you happen to have the same software installed on both computers? Try temporarily disabling the firewall/anti-virus software and try again.
-Michael