BCM customize Forms



  • 1. Editing Mailing List
    One of my clients uses the campaign manager for direct mailing. It appears that on a few reciepents that the Business City appears where the Business Street should be. On the server hosting the database it is possible to edit the mailing list in word but on a client PC that shares the database the mailing list option does not show any recipenents so the errors cannot be corrected. Should a client be able to edit this list. I have been assured that the entries where entered correctly what would you suggest to resolve this.
  • 2. Marketing question Business Contact Manager
    Are you able to send multiple emails at once with BCM? If so, how many can you send without triggering SPAM considerations? I have a small business and want to send 250 or so emails per week to current clients, but don't know the guidelines. -- Anjela
  • 3. importing email history to a Business Contact Manager record
    If I add a contact to my Business Contact Manager is there a way to have BCM go through my Outlook mail box and link all my correspondence previous to adding the BCM record to the contact so when I look at the history file all these emails will show up?
  • 4. Project > Tasks -- Complettion %
    I have created a Business Project, which contains 36 or so individual Project Tasks, each with its own completion level, ranging from 4% to 100% (complete). However, the completion level for the Business Project still displays 0% completion. Is there a way to get it to calculate an overall completion level, based upon the completion levels of the associated tasks?

BCM customize Forms

Postby SmltYm8 » Sun, 31 Jan 2010 07:51:03 GMT

Trying to customize "Accounts and Business Contact".  Like to add "Group name 
- Other contacts" and format the "Field" and "Data type" section so I can 
enter Phone Numbers/ext. in the correct format.

I have tried but each time I choose "Data Type" as 'number' and not sure 
what FORMAT to use under "Data Type".  Or if i am going about this the 
correct way.

Any advise would be helpful.


Similar Threads:

1.Customize form / customize form

Is it possible to customise the Business Contact form to display the 
Communication History Items so that you can see both the contact details and 
History at the same time?

2.Outlook 2003 with BCM: Unable to publish a customized BC-form

I created a customized BusinessContact form.
After the Customization I pushed the Publish-Button. In the window "Publish
Form As" I selected the "Personal Forms Library", choose a name and pushed
the Publish Button.
An error occurs: "The Business Contact cannot be saved unless it contains a
Full Name. Please type a name in the Full Name Box, and then save".

Has anyone experience in customizing and publishing forms in Business
Contact Manager and Outlook2003.

Thanks for your help!

3.Customize Standard Forms in BCM

This is (possibly) a very easy question to answer but I can't seem to find a 

I have customized the BCM Business Contact form and added new fields but I 
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region of the standard Opportunities form. It shows about 15 lines as 
standard but I only need 2 or 3. So a way to do this would also be 

Any advice or guidance would be greatfully received.


4.BCM will not add a field to customize my form

In OL BCM windows 7 I want to modify my Account form or even Business contact 
form.  Selecting customize form and adding a group is fine.  But when I try 
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5.customizing forms in bcm

i would like to customize the opportunity form (adding some fields) and was 
wondering how to go about doing that.  i might be missing a step.  there is 
no "customize form" on this option.  i've looked in the "forms" option in 
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6. Importing/Customizing BCM forms

7. BCM 2007 - Can't customize forms?

8. Customizing "predefined" fields in the BCM "Contact" form.



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