Question regarding fields and the History screen
by TmFuY3kgUg » Fri, 09 May 2008 02:04:30 GMT
Hi folks,
I have a question that I haven't been able to find a clear answer for,
hopefully someone here can help.
In BCM 2007 I want to show columns from both the standard BCM fields (i.e.
Assigned To) and some of the custom fields I've setup.
For example, I want to be able to open an Account or Contact and click the
Assigned To column to sort and see which rep is working on what item or to
click on Customer Key (custom field) to see what items exist for a particular
key.
When I try to customize the view, the only fields I seem to have access to
are the standard Outlook fields (i.e. sent/received etc.).
How do I add the BCM fields to this list?
I have googled and looked through the MS site but I am finding conflicting
answers, you can or you can't do this.
Can anyone shed some light on this for me?
TIA,
Nancy