Customizing Views for BCM 2007

[joey022461]

When I am viewing a contacts history, I cannot find any customize view
options to see "project name".
Some Biz Contacts have multiple projects and I would like to customize the
history view so that I can see phone logs, emails, notes, by which project it
related too. What I do now is put the project name in the subject line so I
at least see it there, but then Ihave to search for the subject itself in all
the listings. I see other "project" related fields to insert in the customize
view areas except project name field. I tried creating a new field, but that
didnt work either.
JP

 

[Lon Orenstein]

Joey022461:

At the top of the history in the contact record is a dropdown that shows
different views. Those views can be customized by going to Business Contact
Manager, Communication History. On the left navigation bar, you'll see
those view choices. Click on View, Current View, Define Views, and make
changes there. When you go back to a contact's history view, choose your
customized view from the dropdown and it "should" stick the next time you go
back to history.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[joey022461]

Thx Lon:

You can get to the same point by right clicking on the history page and
modifying there too.. But, when I get to the show fields screen, choosing the
fields I want to see in the view, there is NO "project name" field to use.
When I create a project, I have to give it a name. I cannot use that field in
the view columns because it isnt there.. % complete is there, date started,
etc etc but no "project name" field. if it was avail, I could include it in
the custom view area. Some contacts have multiple projects related to them. I
could link the logs, notes and tasks to projects but when you look at the
history screen of a contact you see the "subject" field (which I use as the
project name" instead of using an actual subject which lets me see at least
was project it relates to.
Why is "project name" not an available field? They have other project
related fields there...

 

[Lon Orenstein]

It's called Subject and the column header has been changed to Project Name
in the Format Columns button in the Customize Current View dialog.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[joey022461]

Hi Lon:

I want both a "subject" column and a "Project Name" column to show.
The SUBJECT field is good for phone logs and business notes, but I would
like to see what "project" those logs and notes relate to on the history
page. Right now, I have to use the subject field to input the project name,
so I see the project in the history page of a contact. If I was able to
include a project name field (which comes from setting up a business project)
I would be able to use the subject field for the actual subject description
rather than the job name description. There is a "TASK SUBJECT" field, but
that just repeats the same info I already have in the subject field.
Either I am just not finding what you are talking about, or you don't
understand what I am asking. I wish there were a way I could upload a jpg so
you could see what I mean. I'll try to create one soon. Thanks...
Try this:
Set up a business project. Required to give the project a name, and link it
to a contact.... Now create a phone log and link it to the project and the
contact it relates to also...
Now go to the contact record, click on history and you will see the project
and the phone log you just created that is linked to the contact....
If you put a subject called "Motgage Contingency" in the phone log subject
line, you will see mortgage contingency in the subject column with a phone
log icon... BUT what PROJECT does that mortgage contingency subject relate
to? A contact can have multiple projects. I cannot find a field to place "the
project name that I created earlier" in the CREATE NEW PROJECT to place next
to the subject column so I can see which project the phone log is related
to......

Column headings now:
Icon Subject Notes
Phone Log Mortgage Contingency Shows date/Time and copy

I would like to see:
Icon Subject Project Name
Notes
Ph Log Mortgage Contingency 66 Guideboard Rd Date/Time
etc


Joe

 

[Lon Orenstein]

Thanks Joey022461! Today is your lucky day -- my mind is working well!

When you select which fields you want to display on that view, select User
Defined Fields in Folder from the Select Available Fields From dropdown.
Choose LinkToOriginal and you should see the name of the Project that Phone
Log (or other item) belongs to. Did that solve the problem?

Take care,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[joey022461]

Hey Lon:

Good try, but no. All it did was put a number (maybe a creation log number)
next to the actual project entry and nothing else next to any other entry. I
guess the only way to see it is to use the VIEW drop down box and sort by
"linked to" option.. If you sort by just "chronological order" you will not
see the project" it realtes to unless we can add a field. I tried to add a
user defined field called project name but that too does not show up in the
'customize view...fields...user-defined' and even so like I said, contacts
can have multiple projects... So I guess I cannot use "chronological Order
sort" only "Link to" sort to get what I am looking for.. I really appreciate
your feedback and help ... Thx man...
Joe

 

[Vamshi [MSFT]]

From the view drop down in the contacts history tab, select [By Linked To]
view. This will re-group the hisotry items by the parent to which it is
linked. This way all the project history items will be grouped by the project
name.

I hope this answered your question.

Thanks,
Vamshi [MSFT]

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