I am changing from an older version of ACT and have been trying to import my contacts. The fields that are available are of little use to me. Is there a way to customize the fields that I have to map my current data to? -- Evergreen
I am changing from an older version of ACT and have been trying to import my contacts. The fields that are available are of little use to me. Is there a way to customize the fields that I have to map my current data to? -- Evergreen
Thankyou for choosing Business Contact Manager for Outlook 2003 BCM does not support customization of the forms. Hence even if the BCM forms (Business Contacts or Accounts or Opportunities) were customized (new fields added or changed), they would not available for use on the BCM data. The customization is anyways on the wish-list for future versions of BCM. Sincerely, Business Contact Manager Team
1.Import to customized task form from Excel - Outlook doesn't seem to be aware of custom form
Hello, hoping someone can answer the following. 1. I created a personal Folder, TASKS2003 2. I designed the task form and published it to TASKS2003 as MYTASKFORM 3. I set folder properties to use MYTASKFORM as the task form 4. Now, I have about a thousand tasks I want to define (for my staff). I go into excel and create about 100 sample tasks. For column headers, I use User-Defined field names that I created when I designed the custom task form. So the excel column names should match the user-defined field names at import time. 5. I start the import process in Outlook. But it seems outlook is not aware of my custom form. For example, in the mapping dialog, I see only frequently used fields. I see no sign of my user-defined fields. Plus, if I go ahead and import, I see tasks created but, if I click on a task, it is the standard task form, not my custom task form. Hope I've described this clearly. Thank you for any help...
2.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?
3.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!
4.Customize Standard Forms in BCM
Hi This is (possibly) a very easy question to answer but I can't seem to find a solution. I have customized the BCM Business Contact form and added new fields but I want to remove the standard 'Business Card' shown on the form to give me more space but I can't find out how to do this. I also want to reduce the number of lines in the Products and Services 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 appreciated. Any advice or guidance would be greatfully received. Thanks Steve
5.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 to add a field the error pops up with "BCM could not complete your last action. Please try again." Any ideas on how to avoid this and get to adding a numeric field to an existing Account template???
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