how do I customize Business Contact manager fields?

R

Relaxing Chris

I would like to change some of the fields in the Business Contact Form. It
appears that the pre-installed verison is setup with a focus on product
oriented sales. I sell services. For example in the form there is a
subheading in blue type "Contact Financial Information". The sections here
include "State" - with either Active or Inactive. "Status" - with either
Current or Overdue. None of these fields apply to my type of business or
many others.
I would like to know if there is any way of editing these fields or either
loading a preformatted Business Contact Form that is specific to different
industries.
 
S

SSinha

Hi,
The Business Contact form fields like "State" and "Status" are not editable.
The drop down values cannot be changed by the user.
 
J

James Hisey II

That being the case, How does one create and add a custom field to replace
the Business status field.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

How do I clear a form? 0
Can I Customize: Opportunities-General Page-Products & Services 0
how do i rename the default fields in MS Business Contact manager 1
How to export or print particluar fields of business project info 0
Alternate to Business Contact Manager 1
Business Contact Manager how do you customize it? 3
Search Issues w/Business Contacts 1
How do you add a field in the "phone number fields" list? 0

Top