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 workflow.

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

1. In CRM go to Settings –> Administration

Figure 1: CRM settings

2. Open the ystem settings and open the customization-tab page 

Figure 2: Open the customization-tab

3. Set the prefix to ptm. Please make sure that to remember your old prefix, because you have to change it back after the next few steps. 

4. In CRM go to Settings > Customization and open the Customize Entities

Figure 3: Customize Entities in CRM Settings

5. Open the E-mail entity, click on Attributes and then on the [New]-button to create a new attribute

Figure 4: Create a new email attribute

6. In the so created attribute dialog please fill out the form (please see Figure 5)

Figure 5: Fill out the created attribute dialog

7. Save the attribute and publish the E-mail entity.

8. Set the prefix back to the original. This was changed in step 2 and 3.

9. In CRM, go to Settings > Workflows and create a new workflow.

Enter a name of your choice, but make sure that the entity is E-mail. 

Figure 6: Name the workflow

10. Set the scope to Organization and Start when to Record attributes change. 

Figure 7: Set the scope

11. Below the checkbox Record attributes, click on Select and select the previous created attribute ptm_et. Hereafter, click on the [OK]-button.

Figure 8: Select attributes websitedialog

12. Click on Add Step and select a Check Condition

Figure 9: Add Step

13. You have to create a check condition on the template name which is used by the AutoMerge workflow. Please specify the exact same full path as on the AutoMerge workflow. 

E.g. When you have created a AutoMerge workflow on the template \\srv-alist\DocumentsCorePackTemplates\1084\QuoteWithGrouping-SendAsPDF.dot you also have to enter this path here

Figure 10: Create check condition

14. Under this new created step create a new Update Record-step and click on Set Properties. 

Figure 11: Click on Set properties 

15. Here, you can modify the email which should be sent. You can set the subject, the content and also additional CC’s if you want to.

Figure 12: Modify the email to be sent

16. Save the dialog and add another step: mscrmaddonsWorkflows > SendEmail

Figure 13: Add another step

After publishing the workflow the emails will be sent automatically.

Figure 14: Publish the workflow

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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.

1. Open CRM and go to Settings > Customization > Customize Entities

2. Open the Service Activity entity, go to Forms and Views and open the main form

3. Click on the [Add Fields]-button and select the attribute ptm_colorcode and put it on the form where you like it.

4. Now simply save and publish your customization

You can now select on each service activity with which color it should be visible in GroupCalendar. All views are supported.

But there is even more. You can also specify your own personal colors. 

If you want to specify your own colors, please follow the below instruction on how to add an additional color.

1. Open the ptm_colorcode attribute of the service activity entity. You’ll see that there are already 12 predefined colors.
The name of the color is only the display name and says nothing about the color itself. So it is very important to know the value of the color you will edit or add, because you have to specify your colors here.

In this example the color Peach with the value 1.

2. Open the GroupCalendar settings (please have a look at the installation guide on page 16 to get familiar with the GroupCalendar settings)

3. There, you’ll find a setting named ServiceAppointmentColorCode with the value 1|#FFDAB9;2|#FFFF00;3|#FF8C00;4|#00FF00;5|#ADFF2F;6|#00FFFF;7|#87CEFA; 8|#6495ED;9|#778899;10|#A020F0;11|#FFB6C1;12|#FFE4E1.

Please note: Each color setting is separated by ;. And each picklist value and color is separated by |.

In the example above the color Peach has the picklist value 1. So you have to find this value in the setting and after the | sign the HTML color code is defined. In the default settings the color Peach has the picklist value 1 and the value 1 is in the settings assigned to the color #FFDAB9.

So if you want to change one of the predefined colors, you first have to change the name of the picklist attribut and remember the value. Then you have to find the value in the settings and replace the color after the | sign with the HTML code of your new color.

If you want to add an additional color, you have to create a new picklist option and remember the value of the newly created option. Then you have to add this new option to the settings. Separate the new color with ;, write the picklist value followed by the | separator. Then you have to write the new HTML color code in the format #FFFFFF.

Example: you want to add the color Fuchsia. First, create a new picklist option with the name Fuchsia and remember the auto-generated value (which should be 13 in this case). Then you have to append to the setting following ;13|FF00FF. After an IISRESET the colors will be applied to GroupCalendar

If you haven't worked with GroupCalender yet, you have the possibility to download GroupCalendar here.

That's it! We appreciate your feedback! Please share your thoughts by sending and email to support@mscrm-addons.com. 

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

The value of each setting has following format: COLORCODE|STATUSCODE,STATUSCODE,…

For example when all your appointments are blue, but you want to highlight all open appointments with a lighter blue, you could configure the following setting:

• Setting Name: GanttColorAppointment1 or GanttColorAppointment2
• Setting Value: #96ACF3|1,2

This will give all appointments with status code 1 and 2 (free and tentative) the color #96ACF3

Per default, all default colors will be shown. With the settings above you could just overwrite the existing color for the specified status codes.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.