Menu
Custom Entity Relationship CRM 3.0
I have created a new custom entity (A) for which I need to create two referential relationships to other custom entities (B) & (C). (A) is the primary entity in both cases.The relationship between (A) and (B) acts normally. The relationship between (A) and (C) doesn't. When I try to add a (C) record from (A), (A) displays two records in the (C) lookup. One 'record' displays data from system fields (created on and status). The second 'record' displys data from the primary field. I am not able to access (C) record from the associated view in (A), but I can a...
Custom toolbar and macros
I am moving a user from Windows 2000 to XP and he has a worksheet with many custom Macros as well as the custon toolbar with it. We can move the worksheet and the macros will move with it. The problem is moving the custom toolbar with it. How do I get the toolbar to move along with the worksheet. One way:With the custom workbook active, choose Tools/Customize/Toolbars. Click Attach. Attach your custom toolbar to the workbook.In article <[email protected]>, 'MD' <[email protected]> wrote:> I am moving a user fro...
toolbar customization
533 MHz Power PC G4 384 MB SDRAMMAC OS X 10.3.3=20Office X: Excel 10.1.5 (Service Release 1)When I drag command buttons to Excel's Standard Toolbar I get grayed-out =icons as follows:Hide DetailShow DetailInsert RowsIronically the following buttons, dragged in precisely the same =fashionto the=20Standard Toolbar, work satisfactorily:Insert ColumnsDelete ColumnDelete RowAny suggestions? Has MS discoveed and repaired these bugs for the May=202004 updates? While they're not bugs, they are confusing.You probably dragged the Insert Rows button from the Edit categ...
CRM Customization: Display Contact Info on Service Activity Form
We'd like to be able to open a service activity, and display all ofthe associated contacts' information (name, phone, address) on thesame form. We have attempted to use IFRAMEs to load this information,but have so far been unsuccessful in achieving the desired effect.What is the best approach to take here? I am trying to do the same...What I really want is:1) Service activity calendar view to show the customer name, number and address in the mouseover2) When a service calendar item is clicked on, I would like the contact name, address and telephone listed in the main fo...
Tracking customer orders when receiving stock
With our current POS system we can place items on order for aparticular customer (whether we are holding the stock or not) and whenwe generate purchase orders the system automatically pops up letting usknow we have pending orders for customers. We can then generate apurchase order based on this information. When we receive the stock, wecan print out a report for that order that lists what stock needs to beallocated to which customers.Is there a way with RMS that we can do this? Unfortunately it is aregular occurance that our stock levels can be incorrect, for instancewe may have a 0 ...
Customize Does not WOrk
When I clip the customize outlook today button, it does not respond. Anyone have an idea of what the problem might be? Posted several times a day here:OL2000: You Cannot Customize Outlook Today After You Install Critical Update813489 for Internet Explorer:http://support.microsoft.com/default.aspx?scid=kb;EN-US;820575-- Russ Valentine[MVP-Outlook]'Glenn' <[email protected]> wrote in messagenews:[email protected]...> When I clip the customize outlook today button, it does> not respond. Anyone have an idea of what the pr...
How to display HTML in Custom Task Pane
Does anyone know if it is possible to program a custom task pane in Office 2007 (using VSTO) to display hosted web content (i.e. HTML). How about locally stored HTML? My team is looking at ways of providing modest on-screen assistance to support our custom Add-in that docks nicely within the application and can be coupled with a few controls. If it's not possible, we're stuck using CHM. Thanks in advance. ...
Word text copied into email loses formatting alignment
When copying a Word document (containing indented and numbered paragraphs and bullet points into an email, the left alignment of the document loses its justification. How can this be fixed? -- HK If the formatting is important, send the document as an attachment. You have no control over how the recipient sees the email. If you are concerned that the recipient might not have Word, use one of the free pdf converters to convert the document into a .pdf file. -- Hope this helps, Doug Robbins - Word MVP Please reply only to the newsgroups unless you wish to obtain my s...
XY Scatter with Custom Labels
I have a list of products, each with an X (a dollar amount) and a value (a percentage). Is it possible to have each point labeled with custom value i.e.: Printer, or Digital Camera, rather than it beinlabeled with just the values being plotted ($1,000, 2% or $500, 7%)?Any ideas are appreciated.Thanks,Keit--hatzipe-----------------------------------------------------------------------hatzipet's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=2789View this thread: http://www.excelforum.com/showthread.php?threadid=47392 You can edit the text of a labe...
Using either 'Conditional Formatting or VB' to color specific Cells
All,I'm new to using macro's within Excel, please forgive my ignorance inadvance! hehDoes anyone know the best way to color cells within a worksheet basedon data in other rows within the same worksheet? I've used ConditionalFormatting but it only lets me use (3) colors. I need to use about 10or so.Basically I have data in columns A - P, in columns AI:AJ I have datathat I want to show as a specific color in rows A - P if it exists.Can someone give me an example that I can use and modify to do thistask?Thanks-J I assume that you want an easy way to visually identify ce...
Change dates to a custom format via formula ... how to?
Hello,A2 has formula =NOW()which makes date today in this format:Tue.Apr.26.2011How can I get my custom date formats so that the above date shows upas Tu.Apr.26.2011.In another sheet, I was kindly given this to make these types ofchanges:=IF($A$2<>',TEXT($A$2,'yymmdd.')&CHOOSE(WEEKDAY($A$2),'Sn','Mn','Tu','Wd','Th','Fr','Sa'),')I tried this,=NOW()&CHOOSE(WEEKDAY($A$2),'Sn','Mn','Tu','Wd','Th','Fr','Sa&...
Conditional Format: Dates
Date is displayed in cell like this: Thursday, January 01, 2004Currently, cells have no cell color format.How can I set formatting so cells containing 'Sunday' are a different color?Is there a formula I can use or some function that will do this for me? If the dates are text use=ISNUMBER(SEARCH('Sunday',A1))in the formula is box, if they are real dates use=WEEKDAY(A1,2)=7format>conditional formatting and formula is-- Regards,Peo Sjoblom'JEM' <[email protected]> wrote in messagenews:[email protected]...&g...
Preserve Pivot Format
I'm currently testing out Office 2007 for my company (we currently use2003) and I've run into a couple of questions regarding pivot tableformatting.1. In 2003, when I told a pivot table to 'preserve format,' itactually worked. For example, I have a page field in which the textgets very long. I'd like to have it 'taller' and with wrapped text. In2003, I changed that field to 'all', set my formatting, and refreshedthe pivot - worked great, the cell stayed as formatted. In 2007, Ihave 'Preserve cell formatting on update' checked. I rep...
Customer Report
Hello, I am hoping someone might assist me with a problem. I am trying to customize a customer report to show the Notes from the customer file. It has been suggested to me to run a query on this to pull the info I want. This is great, but not ideally what I am looking for. I want anyone in the office to be able to run the report and filter it to their specifications. For example: we have an anual catalogue and we do not send it to everyone on our mailing list. We want to send it to local customers who have spent money with us or who specifically request a catalogue. We have used up all ...
How to Customize Business Portal to show custom objects?
Hi,I need to Customize Business Portal to show my custom objects in 'Primary Publishing List ResultViewer Web Part','Rich List ResultViewer Web Part','Form ResultViewer Web Part'?I need to create pages similar to Customer Summary page in sales center with my custom objects. How can i do that?Thanks,Mohan...
Custom X-axis
Hi everyone.I need to create a custom x-axis in which the values double at each interval.i.e. At the first interval the value must be 20, the next 25, 31.5, 40, 50, 62 ...20,000. Even though the numbers do not have an similar differences (e.g. 25-20 is not equal to 62-5) I will still need these values to be equally spaced.Thanks for any help you give, it's greatly appreciated!Fred.PS. If you want to know what I'm doing, I'm plotting an amplitude:frequency graph, where each spacing between each frequency is 1/3 of an octave. Fred -Two options. Make a Line chart,...
GPS Customization Query
Hi All,Is there a way to avoid/remove 'Quick Links' and 'Help'links from the Business Portal Site for the end users?Any help on this would be very handy.Regards,Kuldeep ...
change local customer to global customer
I am trying to change the local customers that i have in my store database to global customers in hqI ran this querie in store administratorUPDATE Customer SET GlobalCustomer = 1Then ran worksheet 401 in hq, but the customers did not update, then worksheet 350. Can someone help? Had the same issue ... this worked for me - need to set globalcustomer = 1; need to set lastupdated = getdate(*); need to set storeid = 'xxxx' (whatever is appropriate for you). Go into SO Manager and configure ENABLE GLOBAL CUSTOMERS and NEW CUSTOMERS DEFAULT AS GLOBAL. Need to run 401 TWICE (once...
How to customize column width in Ressource Usage report ?
Hi, When printing the Workload, Ressource Usage report, some of the durations are stated as #####.##. I tried to make the font smaller but it did'ent help. How do I make the report readable? I am using MS Project 2007 SP2. Br Bertrand If you goto Reports, Custom you can see all of the built-in reports and you can see what they are made of and you will see that they use a filter and a table (and other settings and stuff). The column width of each field is a property of the table. Find the report that you are interested in, then find the table that it uses, then e...
Formatted numbers problem
When I open reports in excel, I often see numbers that read 1.00043E+11, apparently indicating that there is a number format problem.When I change the cell format (to text or number), I am usually ableto see the full value in the cell. However, I must first physicallyenter each cell (i.e., selecting the cell, and then double clicking,and then pressing enter) in order to accomplish this effect of seeingthe full value.Is there a way to get around this?Thanks for any suggestions. How about using Number in the format|cells|Number tab|number categoryShow the 1000's separator and ...
customize public folder
Hi, I have exchange server 2003, on a windows 2003 server environment.1) I want to remove or hide the 'favorites' folder under the public folder tree?2) May I not to use the existing public folder tree structure? Public folder --> All Public folders --> (Company contacts) Public folder --> (Company contacts)Thanks, On Tue, 30 May 2006 15:32:25 +0800, 'Classmate'<[email protected]> wrote:>Hi,>>>> I have exchange server 2003, on a windows 2003 server environment.>>>>1)...
Custom ActiveX control fails on release build
Some time ago I created simple custom control (.ocx) using Visual Basic 6. Recently I decided to also use my control in VC++ apps.VB:Using the ActiveX Control Interface Wizard and the Property Page Wizard I added the appropriate handlers and a simple property page to change the appearance, border, colors, and fonts. Nothing special there.VC:The control was installed and registered on the test machine through the installer and is located in the system folder. On the development machine the application runs fine and the new control works great. On the test machine the dialog box fail...
Custom colors
I hope someone can help me out on this one please!I mixed a few new colors using RGB that I want applied to certain cells on a spreadsheet that will be shared among many users.The problem is, I noticed that setting RGB only changes the color pallette and if the user resets or changes their color pallette, then my colors are all reset on the spreadsheet (and they look bad!). Apparently its all linked by the color index? i.e. If the user changes their color index, that change updates the spreadsheet color.Is there is foolproof (or at least better) way of applying custom shading t...
auto fill in customer when contact selected
Hello,I hope Bertil reads this :) or someone with the same knowledge :)In a case when a user selects a contact is it possible to auto fill in the customer related to the contact??Any help mucho appreciated. You can do this using javascript. onchange function of the field.-- Regards,MS CRM Certified Professionalhttp://microsoftcrm3.blogspot.comChat with me on MSN / Gmail / Skype : ID Is :.. [email protected]'Ian' wrote:> Hello,> > I hope Bertil reads this :) or someone with the same knowledge :)> > In a case when a user selects a contact...
How do I create the correct size/type custom icon for custom entit
Can any one tell me what exactly do I need to do to create a custom entity icon. I know how to upload the file but how do I create the file in the first place. I have done this using Paint but it always appears as truncated or clipped around the side or far too small.Thanks for your help You can use paint to create icons - but MS recommends that the files cannot be bigger the 10 Kb and should have transparency for best resuls. To draw a transparent image in MS Paint, on the Image menu, click Draw Opaque and make sure the check mark does not appear next to it. Hope this helps. I...
I have created a new custom entity (A) for which I need to create two referential relationships to other custom entities (B) & (C). (A) is the primary entity in both cases.The relationship between (A) and (B) acts normally. The relationship between (A) and (C) doesn't. When I try to add a (C) record from (A), (A) displays two records in the (C) lookup. One 'record' displays data from system fields (created on and status). The second 'record' displys data from the primary field. I am not able to access (C) record from the associated view in (A), but I can a...
Custom toolbar and macros
I am moving a user from Windows 2000 to XP and he has a worksheet with many custom Macros as well as the custon toolbar with it. We can move the worksheet and the macros will move with it. The problem is moving the custom toolbar with it. How do I get the toolbar to move along with the worksheet. One way:With the custom workbook active, choose Tools/Customize/Toolbars. Click Attach. Attach your custom toolbar to the workbook.In article <[email protected]>, 'MD' <[email protected]> wrote:> I am moving a user fro...
toolbar customization
533 MHz Power PC G4 384 MB SDRAMMAC OS X 10.3.3=20Office X: Excel 10.1.5 (Service Release 1)When I drag command buttons to Excel's Standard Toolbar I get grayed-out =icons as follows:Hide DetailShow DetailInsert RowsIronically the following buttons, dragged in precisely the same =fashionto the=20Standard Toolbar, work satisfactorily:Insert ColumnsDelete ColumnDelete RowAny suggestions? Has MS discoveed and repaired these bugs for the May=202004 updates? While they're not bugs, they are confusing.You probably dragged the Insert Rows button from the Edit categ...
CRM Customization: Display Contact Info on Service Activity Form
We'd like to be able to open a service activity, and display all ofthe associated contacts' information (name, phone, address) on thesame form. We have attempted to use IFRAMEs to load this information,but have so far been unsuccessful in achieving the desired effect.What is the best approach to take here? I am trying to do the same...What I really want is:1) Service activity calendar view to show the customer name, number and address in the mouseover2) When a service calendar item is clicked on, I would like the contact name, address and telephone listed in the main fo...
Tracking customer orders when receiving stock
With our current POS system we can place items on order for aparticular customer (whether we are holding the stock or not) and whenwe generate purchase orders the system automatically pops up letting usknow we have pending orders for customers. We can then generate apurchase order based on this information. When we receive the stock, wecan print out a report for that order that lists what stock needs to beallocated to which customers.Is there a way with RMS that we can do this? Unfortunately it is aregular occurance that our stock levels can be incorrect, for instancewe may have a 0 ...
Customize Does not WOrk
When I clip the customize outlook today button, it does not respond. Anyone have an idea of what the problem might be? Posted several times a day here:OL2000: You Cannot Customize Outlook Today After You Install Critical Update813489 for Internet Explorer:http://support.microsoft.com/default.aspx?scid=kb;EN-US;820575-- Russ Valentine[MVP-Outlook]'Glenn' <[email protected]> wrote in messagenews:[email protected]...> When I clip the customize outlook today button, it does> not respond. Anyone have an idea of what the pr...
How to display HTML in Custom Task Pane
Does anyone know if it is possible to program a custom task pane in Office 2007 (using VSTO) to display hosted web content (i.e. HTML). How about locally stored HTML? My team is looking at ways of providing modest on-screen assistance to support our custom Add-in that docks nicely within the application and can be coupled with a few controls. If it's not possible, we're stuck using CHM. Thanks in advance. ...
Word text copied into email loses formatting alignment
When copying a Word document (containing indented and numbered paragraphs and bullet points into an email, the left alignment of the document loses its justification. How can this be fixed? -- HK If the formatting is important, send the document as an attachment. You have no control over how the recipient sees the email. If you are concerned that the recipient might not have Word, use one of the free pdf converters to convert the document into a .pdf file. -- Hope this helps, Doug Robbins - Word MVP Please reply only to the newsgroups unless you wish to obtain my s...
XY Scatter with Custom Labels
I have a list of products, each with an X (a dollar amount) and a value (a percentage). Is it possible to have each point labeled with custom value i.e.: Printer, or Digital Camera, rather than it beinlabeled with just the values being plotted ($1,000, 2% or $500, 7%)?Any ideas are appreciated.Thanks,Keit--hatzipe-----------------------------------------------------------------------hatzipet's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=2789View this thread: http://www.excelforum.com/showthread.php?threadid=47392 You can edit the text of a labe...
Using either 'Conditional Formatting or VB' to color specific Cells
All,I'm new to using macro's within Excel, please forgive my ignorance inadvance! hehDoes anyone know the best way to color cells within a worksheet basedon data in other rows within the same worksheet? I've used ConditionalFormatting but it only lets me use (3) colors. I need to use about 10or so.Basically I have data in columns A - P, in columns AI:AJ I have datathat I want to show as a specific color in rows A - P if it exists.Can someone give me an example that I can use and modify to do thistask?Thanks-J I assume that you want an easy way to visually identify ce...
Change dates to a custom format via formula ... how to?
Hello,A2 has formula =NOW()which makes date today in this format:Tue.Apr.26.2011How can I get my custom date formats so that the above date shows upas Tu.Apr.26.2011.In another sheet, I was kindly given this to make these types ofchanges:=IF($A$2<>',TEXT($A$2,'yymmdd.')&CHOOSE(WEEKDAY($A$2),'Sn','Mn','Tu','Wd','Th','Fr','Sa'),')I tried this,=NOW()&CHOOSE(WEEKDAY($A$2),'Sn','Mn','Tu','Wd','Th','Fr','Sa&...
Conditional Format: Dates
Date is displayed in cell like this: Thursday, January 01, 2004Currently, cells have no cell color format.How can I set formatting so cells containing 'Sunday' are a different color?Is there a formula I can use or some function that will do this for me? If the dates are text use=ISNUMBER(SEARCH('Sunday',A1))in the formula is box, if they are real dates use=WEEKDAY(A1,2)=7format>conditional formatting and formula is-- Regards,Peo Sjoblom'JEM' <[email protected]> wrote in messagenews:[email protected]...&g...
Preserve Pivot Format
I'm currently testing out Office 2007 for my company (we currently use2003) and I've run into a couple of questions regarding pivot tableformatting.1. In 2003, when I told a pivot table to 'preserve format,' itactually worked. For example, I have a page field in which the textgets very long. I'd like to have it 'taller' and with wrapped text. In2003, I changed that field to 'all', set my formatting, and refreshedthe pivot - worked great, the cell stayed as formatted. In 2007, Ihave 'Preserve cell formatting on update' checked. I rep...
Customer Report
Hello, I am hoping someone might assist me with a problem. I am trying to customize a customer report to show the Notes from the customer file. It has been suggested to me to run a query on this to pull the info I want. This is great, but not ideally what I am looking for. I want anyone in the office to be able to run the report and filter it to their specifications. For example: we have an anual catalogue and we do not send it to everyone on our mailing list. We want to send it to local customers who have spent money with us or who specifically request a catalogue. We have used up all ...
How to Customize Business Portal to show custom objects?
Hi,I need to Customize Business Portal to show my custom objects in 'Primary Publishing List ResultViewer Web Part','Rich List ResultViewer Web Part','Form ResultViewer Web Part'?I need to create pages similar to Customer Summary page in sales center with my custom objects. How can i do that?Thanks,Mohan...
Custom X-axis
Hi everyone.I need to create a custom x-axis in which the values double at each interval.i.e. At the first interval the value must be 20, the next 25, 31.5, 40, 50, 62 ...20,000. Even though the numbers do not have an similar differences (e.g. 25-20 is not equal to 62-5) I will still need these values to be equally spaced.Thanks for any help you give, it's greatly appreciated!Fred.PS. If you want to know what I'm doing, I'm plotting an amplitude:frequency graph, where each spacing between each frequency is 1/3 of an octave. Fred -Two options. Make a Line chart,...
GPS Customization Query
Hi All,Is there a way to avoid/remove 'Quick Links' and 'Help'links from the Business Portal Site for the end users?Any help on this would be very handy.Regards,Kuldeep ...
change local customer to global customer
I am trying to change the local customers that i have in my store database to global customers in hqI ran this querie in store administratorUPDATE Customer SET GlobalCustomer = 1Then ran worksheet 401 in hq, but the customers did not update, then worksheet 350. Can someone help? Had the same issue ... this worked for me - need to set globalcustomer = 1; need to set lastupdated = getdate(*); need to set storeid = 'xxxx' (whatever is appropriate for you). Go into SO Manager and configure ENABLE GLOBAL CUSTOMERS and NEW CUSTOMERS DEFAULT AS GLOBAL. Need to run 401 TWICE (once...
How to customize column width in Ressource Usage report ?
Hi, When printing the Workload, Ressource Usage report, some of the durations are stated as #####.##. I tried to make the font smaller but it did'ent help. How do I make the report readable? I am using MS Project 2007 SP2. Br Bertrand If you goto Reports, Custom you can see all of the built-in reports and you can see what they are made of and you will see that they use a filter and a table (and other settings and stuff). The column width of each field is a property of the table. Find the report that you are interested in, then find the table that it uses, then e...
Formatted numbers problem
When I open reports in excel, I often see numbers that read 1.00043E+11, apparently indicating that there is a number format problem.When I change the cell format (to text or number), I am usually ableto see the full value in the cell. However, I must first physicallyenter each cell (i.e., selecting the cell, and then double clicking,and then pressing enter) in order to accomplish this effect of seeingthe full value.Is there a way to get around this?Thanks for any suggestions. How about using Number in the format|cells|Number tab|number categoryShow the 1000's separator and ...
customize public folder
Hi, I have exchange server 2003, on a windows 2003 server environment.1) I want to remove or hide the 'favorites' folder under the public folder tree?2) May I not to use the existing public folder tree structure? Public folder --> All Public folders --> (Company contacts) Public folder --> (Company contacts)Thanks, On Tue, 30 May 2006 15:32:25 +0800, 'Classmate'<[email protected]> wrote:>Hi,>>>> I have exchange server 2003, on a windows 2003 server environment.>>>>1)...
Custom ActiveX control fails on release build
Some time ago I created simple custom control (.ocx) using Visual Basic 6. Recently I decided to also use my control in VC++ apps.VB:Using the ActiveX Control Interface Wizard and the Property Page Wizard I added the appropriate handlers and a simple property page to change the appearance, border, colors, and fonts. Nothing special there.VC:The control was installed and registered on the test machine through the installer and is located in the system folder. On the development machine the application runs fine and the new control works great. On the test machine the dialog box fail...
Custom colors
I hope someone can help me out on this one please!I mixed a few new colors using RGB that I want applied to certain cells on a spreadsheet that will be shared among many users.The problem is, I noticed that setting RGB only changes the color pallette and if the user resets or changes their color pallette, then my colors are all reset on the spreadsheet (and they look bad!). Apparently its all linked by the color index? i.e. If the user changes their color index, that change updates the spreadsheet color.Is there is foolproof (or at least better) way of applying custom shading t...
auto fill in customer when contact selected
Hello,I hope Bertil reads this :) or someone with the same knowledge :)In a case when a user selects a contact is it possible to auto fill in the customer related to the contact??Any help mucho appreciated. You can do this using javascript. onchange function of the field.-- Regards,MS CRM Certified Professionalhttp://microsoftcrm3.blogspot.comChat with me on MSN / Gmail / Skype : ID Is :.. [email protected]'Ian' wrote:> Hello,> > I hope Bertil reads this :) or someone with the same knowledge :)> > In a case when a user selects a contact...
How do I create the correct size/type custom icon for custom entit
Can any one tell me what exactly do I need to do to create a custom entity icon. I know how to upload the file but how do I create the file in the first place. I have done this using Paint but it always appears as truncated or clipped around the side or far too small.Thanks for your help You can use paint to create icons - but MS recommends that the files cannot be bigger the 10 Kb and should have transparency for best resuls. To draw a transparent image in MS Paint, on the Image menu, click Draw Opaque and make sure the check mark does not appear next to it. Hope this helps. I...
Jan 26, 2008 formatting palette. If really all you want is bold, etc, you can use View| Toolbars| Formatting to show formatting options in the top toolbar. If you want to set up your own toolbar with custom options, right-click the toolbar in the document window and select Customize Toolbar. After that, it works pretty much the same as with office 2004. Version: 2008 Operating System: Mac OS X 10.6 (Snow Leopard) Hello, I make a lot of charts for my work. I work with about 300 different data sets per month and have to make three or four charts per data set.