Thursday, January 25, 2007

[From Google Reader] Save as Complete

This item was sent to you by lpgforms@gmail.com from Google Reader. Save as Complete One of the strengths or perhaps the weaknesses of MS Dynamics CRM is that the commands to get things done are very "picture/icon" oriented. This is great once you learn the system, but a little tougher when you are just trying to find things. Keep in mind that on ACTIVITIES creation you have the ability to SAVE AS COMPLETE and as such save yourself a step when taking an incoming phone call for instance or when you are posting historical information. On the top menu toolbar of creating a new activity you have an extra icon which is save as complete. Roll your mouse over the icon and you will see what it is for. ... Source: http://www.crmlady.com/2007/01/save_as_complet.html If you no longer wish to receive message like this, please contact the sender. Try Google Reader today: http://www.google.com/reader/