Originating Lead field of any existing Opportunity is grayed out
When we open an existing lead, we can associate it with a "Source Campaign".
When we open an existing opportunity, we cannot associate it with an "Originating Lead".
In the form settings and the "Originating Lead" field is NOT read-only. Moreover, the field is open on th...
CRM- "Import to marking list" is missing in CRM 4.0
I would like to members to Marketing Lists through Data Import.
Add Campaign Responses to Marketing Lists
After we have a marketing event (Campaign), we do a data import to upload our list of attendees as "Campaign Responses" to the Campaign.
Then, we'd like to email all of the people who stopped by the booth to thank them for attending.
How can we add these Campaign Response...
Campaign Champion provides additional privileges
The set of privileges may be defined by the relationship that the User has to a record. For example, if he is the OWNER of a record.
In the context of a campaign, OWNER and CHAMPION both indicate that the User is strongly related to the campaign record. However, OWNER can provide additi...
Unit Template for Data Import is incomplete
Unit Template for Data Import does not work.
It is missing the lookup column "Unit Schedule"
Can't see Manager's reports from user record
There is a User to User relationship called "Manager".
We would like to display it in the navigation pane for the primary entity. Normally we can just change the configuration of the relationship. However in this case the "Display Option" is set to "Do Not Display" and it is grayed out so w...