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Recent content by mamor90

  1. mamor90

    Workflow rule Event

    Hi; I want to set a workflow rule so that the system sends a Task to the owner of every contact that has not been modified since 3 months. I don't know what event is appropriate: it is not Create. I thought it would be Manual, but it doesn't work either... Can someone help me? Thanx!
  2. mamor90

    Problem with the Sales Stage

    Yes that is exactly what I did... I have specified the values in the Customization section... Should I have specified them in the workflow tool instead? What is the right way to do it? Thanks!
  3. mamor90

    Problem with the Sales Stage

    I have administrator rights...
  4. mamor90

    Problem with the Sales Stage

    Hi; I specified a few values in the Picklist for the Sales Stage attribute, but when I run a Sales Pipeline report, the system marks "Not Specified" for the Sales Stage. Also, when I open an Opportunity, and click on Actions> Change Stage, I have no option available!! (it's greyed) The...
  5. mamor90

    Duplicates in the records

    That makes sense... Thanks!!
  6. mamor90

    Duplicates in the records

    Hi; Apparently it is possible to have duplicates in the CRM records. Can anyone tell me how to prevent the creation of a duplicate? Thanx
  7. mamor90

    Unable to close an Opportunity

    Hi; When I want to close an Opportunity, (Action > Close Opportunity), the system tells me I don't have the proper rights to do that. As, I'm seeting the user security roles for my users, I don't know which specific role allows that. Any ideas? Thanx! Mehdi
  8. mamor90

    Go offline

    Hi; When my users try to go offline (when in Outlook), here's the message they get: "Could not go offline due to missing rights on Queue" But in the Security Roles, they have the right to "Go Offline"... so I don't understand!! Can anyone tell me? Thanx! Mehdi
  9. mamor90

    Deleting system views

    Hi; Anyone kows how I can delete or at least deactivate system views, so they don't appear in the upper-right View list? There are a bunch of them that I don't need. Thanx! Mehdi
  10. mamor90

    Reader access only... do I need a license for that?

    Hi there; I have only 10 licenses for my CRM deployment. Suppose I Create a role with only reader-access rights and give this only role to a person in my organization. This person won't be able to create, edit or delete anything in the CRM... just read. Is it considered an extra license? Thanx
  11. mamor90

    Probblem with e-mail (in the subject)

    :-)) Funny!! I didn't know that!! But that's totally appropriate! :-)
  12. mamor90

    Accessing other colleagues data offline

    Thanx a lot!!! That was very helpful!! Mehdi
  13. mamor90

    Probblem with e-mail (in the subject)

    Ok that's perfect!! Thanks a lot!! Mehdi
  14. mamor90

    Accessing other colleagues data offline

    Ok and what's the name of that checkbox? Thanx! Mehdi
  15. mamor90

    Probblem with e-mail (in the subject)

    Hi Jymm; Ok now I understand. We also use the TRACK IN CRM button, once all the replies are complete, but I thought of that only as a temporary workaround... looks like I'm gonna have to use it as a definite solution for my users. Thanx for your help!! Very appreciated! Mehdi
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