BCM and views and reports

[DLB84]

I am trying to make use of the DueBy field data entered in the FollowUp
dialogue in BCM/Contacts. I cannot find it in the field chooser to insert it
into a view or report. Does anyone know the name of the DueBy field and where
it is? Appreciate your help/input.

DLB84

 

[SusanG]

There is a Created/Due field in the Phone Log form, is that what you need?
You have to add that form to the Field Chooser, see my other post of today.

 

[DLB84]

Susan - thank you for responding. The field I refer to is in the "Business
Contact" form, when in the form you select "Flag for follow up", you can then
enter data in the "Due by:" field. This is the data/field I need to find.
Thank you.

 

[SusanG]

Try adding from Field Chooser 'Follow Up' from Contact fields, but 'Reminder
Time' from Task fields. The Follow up fields seem to be tied to Tasks. I just
tested and it worked.

 

[DLB84]

Susan - thank you for your continued help.

I have the "Follow up" field from contact fields ok.

"Reminder time" has data vlue of NONE for every record. So I am still
lacking the "date" data from the "Due By" field that I enter in to the "Flag
for follow up" data entry window.

 

[SusanG]

Hmm, when I set a Follow up and then pull in both Followup and Reminder Time
into the view from Field Chooser, the date/time of the follow up reminder is
visible in my view. Let me work on this some more, we just had an unplanned
power outage and lost our T1, so I have bigger fish to fry this weekend.

 

[SusanG]

yeah, well, this works in Outlook, but not in the BCM. Sorry!