M
Matthew T
I am a new user of Outlook BCM 2010 and have some questions...any help
would be much appreciated.
I have created custom fields for Projects, is there any way to run
reports on the custom fields I have created?
I have created three types of accounts thus far; Business Contacts,
Accounts, and Projects. I have designated the Business Contact as the
primary contact at an Account and have linked Business Contacts to a
Project. I can see some Business Contact information is pulled into the
the linked Project, but I would like to see different data pulled to the
Project page. Is it possible to modify the information pulled from the
business contact into the Project view?
Similar to my previous question, when I open the Project Management view
there is information which is pulled from a Project record, is there a
way to pull additional information from a linked Business Contact into
this screen?
would be much appreciated.
I have created custom fields for Projects, is there any way to run
reports on the custom fields I have created?
I have created three types of accounts thus far; Business Contacts,
Accounts, and Projects. I have designated the Business Contact as the
primary contact at an Account and have linked Business Contacts to a
Project. I can see some Business Contact information is pulled into the
the linked Project, but I would like to see different data pulled to the
Project page. Is it possible to modify the information pulled from the
business contact into the Project view?
Similar to my previous question, when I open the Project Management view
there is information which is pulled from a Project record, is there a
way to pull additional information from a linked Business Contact into
this screen?