Custom Forms for BCM?

L

Lori

I want to create a custom form for BCM - I've created forms before for
Outlook, but it seems that I cannot edit the BCM forms or am I missing
something? Looks like I can just add user fields but then cannot add those
fields to the default form page or delete the fields I don't need on the
default forms?

If I cannot customize them, I really don't think BCM will work for me. I
wanted to use it to track orders, but there are fields I need and don't need
on the standard forms and without them, it's kinda useless. :(
 
B

bgretz

Lori:

I have discovered that BCM is something of a disaster. I have spoken to
Microsoft elevated support about this issue and my understanding is that what
you want to do is not supported. It is a mystery to me how they can design
BCM, ostensibly to compete with ACT!, and not include such a feature.

Don't even get me started about creating tasks and trying to link them to
contacts and accounts...

Bruce
 

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