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Recent content by newCRMuser

  1. newCRMuser

    Searching for accounts or contacts in CRM?

    If your searching for accounts or contacts in outlook and none exist, but when searching for accounts or contacts in CRM it exist. Why is there a descrepency there?
  2. newCRMuser

    How to create History for contacts in CRM?

    How do you create history records for a contact through outlook and push that to CRM?
  3. newCRMuser

    Best Practice use for CRM Tickler?

    I am trying to create tickler for reoccuring events so emails will be sent out when it gets closer to that event, what's the best way to set it up so all or certain contacts in CRM will get the email reminder?
  4. newCRMuser

    Expand fields to fit notes in CRM

    For contact X, I input notes in outlook, and now I ran out of space. Any new notes I need to input will truncate the oldest notes from bottom up. How do I expand the notes field to fit more character?
  5. newCRMuser

    No contacts exist in CRM

    I enter a new contact X through outlook and save it then push it to CRM. When a different user logs on and searches for contact X they can't find that contact. What am I doing wrong?
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