Hi,
I am having several issues, outlined below, any help much appreciated:
- A colleague recently left and we have shut down his account on 365 and he has disappeared from the user list in CRM. However, I keep getting messages to approve his email address. What do I need to do to stop this showing?
- Since this colleague has left, the activities he has completed (historically) within another users account the completion date has changed and who they were completed by to the owner of this account but we did not assign anything within CRM. Is this standard practice as it means that our records are not accurate now.
- We have tried changing the email address of another colleague as we have had updated email addresses. Whilst the new email was showing on her profile in CRM it would not let me approve it and therefore it could not be used. We have had to revert back to her old email address. Is this common? What should be the process for being able to change an email address?
- The same colleague is having an issue now sending an email (only through one contact) and keeps getting a message that the email is Activity Status - pending send. Why does this happen when she can send emails to others in CRM?
Our organisation is new to CRM and I have no "technical" knowledge so any help would be great.
Thanks
Helen.