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Hi pdx971,
You could definitely create a dropdown that references the Solutions table, and pair it with a button that inserts the solution into a field on screen (say, the Email Body field on the New Activity screen, for example).
You could also set up a Knowledge Base, which is an external, public resource that you can direct your ...
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Hi,
I have a table with single integer field (RandomSeqNo), and tried to import a csv file to it. This file container two column, RecordID and RandomSeqNo.
It is around 1000000 records.
While import via method import UI, it keeps giving me this error message (followed), how can I reolve this? Seems that if I reduce data to be smaller, I ...
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Hi Matt,
How did you add the Credit Card field to the Contacts Portal?
- Justin
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Hi Matt,
I've opened a ticket with our development team regarding this issue. I'll keep you posted via this forum thread.
- Justin
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Hi Mahlon,
I've opened a ticket for this, I'll keep you posted.
- Justin
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Hi Mahlon,
Sorry for the late reply. As most don't use these fields, they're not on the stock screens. They can be customized into the requisite screens if need be.
- Justin
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Hi Matt,
This would be considered a feature request at the moment. Once the Import/Export Tool has been created for Method:New, it may be a bit easier to get this taken care of.
- Justin
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Hi m.guy,
I've created a case for one of us to reach out and take a look at this issue with you.
- Justin
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Is there a way to insert a solution directly into an email within one of the CRM screens, for example the New Activity screen?
In Microsoft Dynamic CRM, the ability to insert an Article (i.e. Solution) directly into an email is a very useful too. Requiring a lead (with a case) or a customer to login to the portal and then try and search for the ...
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Is there a way to increase the vertical size of the HTML editor?
I have adjusted the NewActivity screen to allow for more room, and adjusted the number of input lines, however the HTML editor box does not increase in size. The small window makes it harder to use.
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