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Recent content by kim1984

  1. kim1984

    I need help configuring CRM...how is this done??

    Hi I am still having difficulty figuring out how to add a state to the list. Can you help me or give me some indication where this information can be updated inthe CRM client?
  2. kim1984

    I need help configuring CRM...how is this done??

    Hi there!! Yay i found how to get to the customisation section!! I was logging in incorrectly so it wouldn't show it to me. I may need your expertise in the future with how to customise certain things, however i think i am right for now. Can I ask you is there information on customising on...
  3. kim1984

    I need help configuring CRM...how is this done??

    Ok....is that in the CRM web client? When I enter this and go to settings there is no customisation or customise section. Am I in the correct section?? By the way thanks for your help so far, I really appriciate it....because i can not figure this out.
  4. kim1984

    I need help configuring CRM...how is this done??

    I am having trouble finding where I can change certain fields..for example in an account there is a field 'state' and I would like to add South Australia to this field but cannot figure out where to do this.
  5. kim1984

    I need help configuring CRM...how is this done??

    Hi I use Microsoft CRM and i cannot figure out how to configure it so that it works the way I want. Is someone able to lead me in the right direction, or has instructions for the area i am meant to go to, so that I can do this.
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