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0
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1answer
40 views

MS Dynamics CRM 2013 Email to Case drop to same case

I am using MS Dynamics CRM 2013 SP1, I used the "Automatic Case Creation Rules" to manage automatic case creation for emails The steps are more or less like this After the setup, I tried to send ...
0
votes
1answer
17 views

How to resolve “could not create/delete. make sure all files from that directory are closed”

installing Pivotal CRM for my Windows 7 machine and it gave me this error message. It was working the other day but yesterday it went askew so I uninstalled everything and tried reinstalling to find ...
0
votes
0answers
34 views

A smart EML file viewer

We have a bunch of .EML mail files exported from a proprietary CRM of our customer. They don't use that app anymore but they want to add some users to their mail list at some well-known email ...
1
vote
1answer
131 views

how do I alter the structure of a table in SugarCRM CE?

How do I add fields to the opportunities table so that they propagate? From within Studio > Opportunities > Fields I added fields. Pardon, I don't understand the next step to effect a change ...
1
vote
1answer
318 views

Reset vTiger 5.4 password

A while ago I installed vTiger on a server for a co-worker. He forgot his password and asked me to reset it. There are some threads out there telling you how to reset the password on older versions of ...
1
vote
0answers
62 views

Microsoft CRM 2011 change url for different organizations

I have Microsoft Dynamics CRM 2011 with minimal servers (two servers: CRM and SQL). And I create two organizations (org1 and org2). Now I can access to organizations: http://servername/org1 ...
0
votes
0answers
110 views

MS CRM 2011 (online) Outlook client, Unable to persist “maximum number of lines in compact mode”

Accessing CRM via Outlook, we have the following scenario: We are looking at opportunity entities We are looking at a personal view of opportunities We have the reading pane set to show on the right ...
0
votes
1answer
93 views

How to resize a text field in order to remove scrolling on an onload event?

I deal with dynamics CRM 2011 online and I faced some troubles with printing documents there. Could I resize/expand a text field in order to make a text visible for user without any scrolling? Has ...
0
votes
0answers
165 views

jS how to resize a text field? dynamics CRM 2011

I'm wondering about how to resize a text feild automatically in crm 2011. Is it possible there? For example, I've got a simple text field that has 3 lines by default. And I'm looking for a method, ...
1
vote
1answer
125 views

How to deal with drop-down tabs dynamics crm 2011

In CRM 2011 I've a tab (drop-down), which has an Iframe or whatever. Could i make it open by default if there is something inside and close by default if there isn't any data inside of this tab?. ...
1
vote
1answer
445 views

configure outgoing settings in email router (dynamics CRM 2011)

I'm trying to configure email router in dynamics CRM 2011 so, Could anyone explain me how to turn an outgoing profile there as well, please? ;) I wonder with the follow setting: Accsess credentials ...
0
votes
1answer
260 views

Is there a way to unsync contacts from Outlook that came from a particular source, specificly Dynamics CRM?

So I installed the Dynamics CRM Client for Outlook and wired up a client's CRM to do some work for them. Unbeknownst to me, Microsoft decided to auto-opt-in the Contact sync to the Outlook Address ...
1
vote
1answer
183 views

How do I setup CRM 2011 to move a Lead into an Opportunity?

Not much more info I can give. I'm new to CRM. I want to setup things so a Lead automatically gets turned into an Opportunity and then gets removed from the Lead when a specific field is set to a ...
1
vote
1answer
81 views

Why is there no simple CRM (for Windows)? [closed]

Ok, maybe I'm looking for under the wrong keyword, if so, please enlighten me :) I'm looking for a software that can do the following: Contact Management Calendar Management Mail Integration ...
3
votes
0answers
448 views

Daylite CRM Equivalent on Windows 7 [closed]

Daylite seems to be the perfect solution for my needs, but I have a PC. I can't run VMWare and don't want to use cloud based services and buying a Mac is not an option. What is a good, local, CRM ...
1
vote
2answers
478 views

Assigning MS CRM task to someone else from Outlook?

What is the correct way to assign a MS 2011 CRM task to someone else in the company? Trying to do it from Outlook add-on just pop-ups the regular Outlook tasks window, which, if assigned to someone, ...
2
votes
1answer
495 views

Command line syntax for launching a softphone

I was advised to use the following command, from the Windows command line, in order to get my softphone to dial a number: @="\"C:\\Program Files\\qutecom\\qutecom.exe\" \"-c\" \"call\\%1\"" ...
2
votes
3answers
3k views

How to associate a softphone with a phone url

I'm trying to get click to call to work using Qutecom for a softphone and a Greesemonkey script to turn phone numbers into clickable urls. Whenever I click on the phone number link I get an error ...
2
votes
1answer
831 views

Open source web-based collaborative project management and CRM software with tagging and API? [closed]

Does such a thing even exist, aside from Tine 2.0? (which is built with ExtJS, so it feels like a desktop application - not that trilled). I've looked at 50+ systems for the past weeks, and I'm ...
0
votes
1answer
163 views

Why isn't CRM logging in under my logged in credentials?

Good morning. For some reason, I am not being logged into our on-premise CRM application with my credentials, rather, I am being logged in as a separate, admin user. I have checked the site's ...
0
votes
1answer
181 views

Export CRM 4.0 workflows to csv or txt

Is anyone aware of a method to export the steps of a CRM 4.0 workflow to a csv file or text document? I need to document a lot of workflows, and I'd rather not do it all by hand!
-1
votes
1answer
259 views

What are good open source / free CRM packages for a freelance software developer? [duplicate]

Possible Duplicate: Open source CRMs I have been a freelance software developer for three years now, and I have always managed to maintain all my client contact info through Google mail and ...
1
vote
1answer
721 views

Why am I receiving an error when trying to export a Workflow list to Excel in CRM?

We recently installed Rollup 15 and post update, I receive an error message when I try and export any listing of Workflows to Excel. In IE, I receive the generic 'An error has occured...' message but ...
0
votes
1answer
304 views

How can I get SalesForce to turn an email message into a new Lead with a new Case attached to it?

I'd like to have emails coming into an "info@company.com" email address automatically turn into a new Lead with a new Case attached to it, in SalesForce. What's the easiest way to get that done? I've ...
0
votes
1answer
101 views

When I write/read email, how can I see all past conversations with that person?

I'm looking for a 3rd party plugin for Gmail that will show me all the past emails that someone sent me. When I respond to someone's email, I want to understand what I've said to her before.
7
votes
6answers
1k views

CRM software for a small non-profit

I'm looking for CRM software for an international non-profit search and rescue team. The main reason for it is to run the media for the team when they are on a mission. I have looked at the following ...
1
vote
1answer
1k views

Why can't I sent emails from vtiger?

I have configured an outgoing and incoming mail box settings in vtiger 5.04. I created a new marketing campain, added a contanct (lead) to it and try to send e-mail to that contact. When I click ...
2
votes
2answers
103 views

What address book / CRM for Windows do you use?

I wish to have an address book where I can also record information about people and my interaction with them. What services/software do you find useful for this task? How and Why?
1
vote
1answer
1k views

Trying to install SugarCRM on ubuntu server 9.10

I have setup the LAMP servers that came with the ubuntu server 9.10 setup and created a database for sugarcrm. When I enter the database name and user name I get this error The provided database ...
1
vote
1answer
762 views

Sugar CRM search module doesn't search correctly?

We have a locally installed copy of Sugar CRM but the search works horribly! There is an "Account" with the name: "Dr. John Smith", and if you search for "Smith" that account won't show up in the ...
1
vote
1answer
127 views

Microsoft CRM 3.0 User Doesn't Have Option to Print Contact Info

I've been tasked with giving people access to a MS CRM 3.0 install. I start out with the minimal "Read Only" role by default. However, a user just called to notify me that when opening a contact, ...
3
votes
3answers
2k views

Point of Sale/CRM for computer repair businesses [closed]

Starting up a mobile computer repair company and I am looking at POS/CRM solutions. I am trying out Commit CRM, but am looking to find other solutions that are out there to compare with. Features I ...
7
votes
4answers
412 views

Open source CRMs

I'm looking for an easy and extensible open source CRM solution, on top of which additional functionality can be developed. It should support: a web GUI & multiple user lead & customer ...