H
Hiver
Using Business Contact Manager. In the Account window, I mouse over the
account history pane. I right -click, select either "customize current
view," or "show fields." I add the fields that I want to appear in that
pane. When done, I select OK. The list of opportunities now includes
opportunities from other accounts. The data in those fields is empty as
well. I then select save/save and close. When I open an account, the acct
history pane reverts to the default fields. My changes are not saved or
applied.
What am I doing wrong? The info in the Acct history pane is useless to me.
There has to be a way to customize those fields.
account history pane. I right -click, select either "customize current
view," or "show fields." I add the fields that I want to appear in that
pane. When done, I select OK. The list of opportunities now includes
opportunities from other accounts. The data in those fields is empty as
well. I then select save/save and close. When I open an account, the acct
history pane reverts to the default fields. My changes are not saved or
applied.
What am I doing wrong? The info in the Acct history pane is useless to me.
There has to be a way to customize those fields.