10. June 2010 15:19

How to send a “Send as PDF” e-Mail

Filed Under(CRM 4.0 | AutoMerge 4) By alist

When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.

Please note that this only works when you have at least AutoMerge v4.65 installed

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27. May 2010 16:05

GroupCalendar: Color-coding for Service Activities

Filed Under(CRM 4.0 | GroupCalendar 4) By alist

With version 4.64 you have the possibility to set up for each service activity a specific color. GroupCalendar setup will create automatically a picklist attribute on the service activity entity which is used for this feature. To activate color-coding for service activities, you have to add this attribute to the main form of the entity. The attribute is named ptm_colorcode with the display name Color and is predefined with 12 colors.

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31. March 2010 08:46

How to configure different colors for activities in the Gantt View

Filed Under(CRM 4.0 | GroupCalendar 4) By alist

Please note: Requires GC v4.61 or higher

There are four settings in the GC settings named

  • GanttColorAppointment1: Color 1 for specified appointment status codes
  • GanttColorAppointment2: Color 2 for specified appointment status codes
  • GanttColorServiceApp1: Color 1 for specified serviceappoinmtent status codes
  • GanttColorServiceApp2: Color 2 for specified serviceappointment status codes

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