Sign Up ›
  • Lady_Pirate
  • NEWBIE
  • 0 Points
  • Member since 2007
  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 5
    Questions
  • 5
    Replies
2 replies

Need to have opportunity created date in text format in email template

I need to figure out how to have the opportunity created date inserted in an email template (for auto generate) in a text format rather than number format (March 26, 2008 rather than 3/26/08). I can't seem to figure it out.
 
If you have a solution, please advise. Thanks in advance.
2 replies

Please look at code for problems - not working as of today?!?

This was written by a CSR with SF.
 
/006/e?
CF00N70000001m4vz={!Contact.Name}&
CF00N70000001m4vz_lkid={!Contact.Id}&
opp4={!Account.Name}&
opp4_lkid={!Account.Id}&
retURL=%2F{!Contact.Id}&
conid={!Contact.Id}
 
We have a 2nd Opportunity box on our contact page that uses this code (above) with the "New" button. We were not able to have the info we needed in order to do a mail merge by using the standard Opportunity button. This allows the contact, under the chosen account, to be attached to the opportunity and therefore merging into a selected document.
 
Please help me! I tried calling SF and they say they don't support custom work and the CSR that did this should not have done so.
0 replies

Can I create mail merge document by double clicking rather than have to click generate button?

I want to "override" the generate button in mail merge or rather generate the doc a different way. We all try to double click on the needed template every time we do a mail merge.
 
Is there a way to make this happen? Any ideas are welcome.
3 replies

Creating Email Template and want to include contact - need help

I am creating an email to send as a follow up to an opportunity.  I have the opportunity name, date and user info already. I am trying to add the opportunity's contact in the email merge.
 
I go to the opportunity and select create email and then pick my template. I want the contact to merge into the email. Right now the contact is viewed in the opportunity through contact roles.
 
Any thoughts??? Please help!
 
1 replies

How can I make an Opportunity name unique?

We are just getting started with SF and I'm trying to polish everything up. We've got the basics covered (I think) and each time we train someone on those basics it introduces a new question?
 
I am trying to make my opportunity name unique. I do not want 2 opportunities to have the same name.
 
How do I write this?
1 replies

Auto Number

Hello:

I use a Docket # to identify photo assignments and want to include this in the Opportunity Object.  I would like the Docket # to toggle each time I generate a new Opportunity.  Can I use auto numbers to accomplish this?  I've tried to do so but I'm not getting the result I need.  Very simply the numbers would be as follows:  D08101, D08102 and so on.  No doubt the answer is in front of my face but I'm missing it.  Thanks.
4 replies

Convert Owner ID to Owner Name?

Hello!
 
I am using a field update to record the previous account owner when an ownership change is made, but I can only get it to return the Owner ID, rather than the name.  Is there a way to get the Owner name instead?  Thanks in advance for your help!
 
-- Julie
2 replies

Please look at code for problems - not working as of today?!?

This was written by a CSR with SF.
 
/006/e?
CF00N70000001m4vz={!Contact.Name}&
CF00N70000001m4vz_lkid={!Contact.Id}&
opp4={!Account.Name}&
opp4_lkid={!Account.Id}&
retURL=%2F{!Contact.Id}&
conid={!Contact.Id}
 
We have a 2nd Opportunity box on our contact page that uses this code (above) with the "New" button. We were not able to have the info we needed in order to do a mail merge by using the standard Opportunity button. This allows the contact, under the chosen account, to be attached to the opportunity and therefore merging into a selected document.
 
Please help me! I tried calling SF and they say they don't support custom work and the CSR that did this should not have done so.
3 replies

Display picture if checkbox is checked

I am trying to finish the formula to display picture (.jpg) if check box is checked.  I am not having much luck with this I tried using IF but I am missing something.
 
Any ideas, I am able to get the display image piece.
 
Thanks!
  • December 18, 2007
  • Like
  • 0
3 replies

Creating Email Template and want to include contact - need help

I am creating an email to send as a follow up to an opportunity.  I have the opportunity name, date and user info already. I am trying to add the opportunity's contact in the email merge.
 
I go to the opportunity and select create email and then pick my template. I want the contact to merge into the email. Right now the contact is viewed in the opportunity through contact roles.
 
Any thoughts??? Please help!