CRM Tips and Tricks from Recent Denver CRMUG

Posted by Kristie Reid on May 26, 2010  |  Comments (1)

Our project management and quality assurance teams meet on a weekly basis to showcase what we have built for customers and share any insights that we have learned. I was recently given the opportunity to share some of these "tips and tricks" with the Denver CRMUG. I've received a lot of good feedback from these items at the meeting so I thought I would share them with a broader audience. Hopefully you all will find them useful as well.

Issue #1:

You receive errors on security permissions which don’t seem logical

Tips/Tricks:

Issue #2:

Want to make changes to the site map

Tips/Tricks:

Issue #3:

You need to include date fields on mail merges but don’t want to include time stamps

Resolution:

1. Add date field added to the xml document (for example, «Created_On»)

2. Highlight the field, right click and select Toggle Field Codes:

 3. Add the formatting switch to the  field:

Formatting will display in the mail merge document:

4. For a list of all formatting options: http://support.softartisans.com/docs/OfficeWriter-Java/docs/WordWriter/WebHelp/topic_files/format.htm