BCM 2007 Opportunities

J

Jeff O''''Dell

In the BCM Home display (home tab) Open Opportunities are displayed at the
bottom. There is a Linked To column.

How can I display this Linked To column in the main Opportunities display?

The main opportunities display does not display enough info to be able to
mange my opportunities - I need to see the account/contact that the
opportunity is linked to...
 
L

Lon Orenstein

Jeff:

This one is pretty intuitive -- I'm shocked you didn't find it! Just
kidding...

When you open the Customize Current View dialog and click on Fields, from
the Select Available Fields From dropdown, choose User Defined Fields in
Folder, and select ParentDisplayName.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
 
J

Jeff

For some reason, I cannot get the changes to "stick". I had added Contact and
Company fields from Field Chooser some time ago - they stay where I put them.

Now, when I remove them (in field chooser) and add the ParentDisplayName
field, everything reverts to the previous configuration when I change to
Accounts of Business Contacts...

Jeff
 
W

whkratz

Jeff said:
when I change to Accounts of Business Contacts...
Click to expand...

Jeff -- What exactly do you mean by the phrase above? Do you mean that if
you navigate to your Business Contacts or Accounts folders and then back to
Opportunities, that the View changes are lost?

Regards.....Bill Kratz
 
J

Jeff

Yes, that is exactly what was happening.

Somehow, it has stopped this and now retains the settings...
 

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