BCM 2007

[julesline]

Hello,
I've been working with the software for 2 weeks. I'm trying to customize it
to our business which is a professional advisory service. I added
user-defined fields to the accounts, wasn't sure I wanted them there, so I
then added the same fields to the Opportunity section. Although the same
fields are now showing in the General Forms of both the Accounts and
Opportunity sections, the data didn't transfer. Is there a way to bring the
data over with the fields? Then when creating reports I don't see these
user-fields I created as options. Did I do something wrong?

 

[John Huang [MSFT]]

Hi julesline,

Unfortunately, in your case, you will have to manually copy the values over
from the Account form to the Opportunity form for the customized fields.

BCM was not designed to share the actual values between different forms, so
the only workaround for you would be to copy them manually.

As for the Reports, if you click on "Modify Report" button, you would see
that under Columns, there is a "Custom Columns" item. This item would only
appear if there is customization field on the form that the report is based
on. When you click on the "+" mark, you should be able to see checkboxes for
your customize fields.

Hope that helps,
John Huang [MSFT]

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Adrian@boxmart]

Hi MS,
Can you tell me why on a report of Business Contacts I can't use the COMPANY
name field? (or at least I can see it listed on the MODIFY report screen).

Are there plans to address this?
Cheers

Hi julesline,

Unfortunately, in your case, you will have to manually copy the values over
from the Account form to the Opportunity form for the customized fields.

BCM was not designed to share the actual values between different forms, so
the only workaround for you would be to copy them manually.

As for the Reports, if you click on "Modify Report" button, you would see
that under Columns, there is a "Custom Columns" item. This item would only
appear if there is customization field on the form that the report is based
on. When you click on the "+" mark, you should be able to see checkboxes for
your customize fields.

Hope that helps,
John Huang [MSFT]

This posting is provided "AS IS" with no warranties, and confers no rights.

Hello,
I've been working with the software for 2 weeks. I'm trying to customize it
to our business which is a professional advisory service. I added
user-defined fields to the accounts, wasn't sure I wanted them there, so I
then added the same fields to the Opportunity section. Although the same
fields are now showing in the General Forms of both the Accounts and
Opportunity sections, the data didn't transfer. Is there a way to bring the
data over with the fields? Then when creating reports I don't see these
user-fields I created as options. Did I do something wrong?