BCM Reports/Custom Fields

Discussion in 'Outlook BCM' started by Matthew T, Dec 7, 2010.

  1. Matthew T

    Matthew T Guest

    I am a new user of Outlook BCM 2010 and have some questions...any help
    would be much appreciated.

    I have created custom fields for Projects, is there any way to run
    reports on the custom fields I have created?

    I have created three types of accounts thus far; Business Contacts,
    Accounts, and Projects. I have designated the Business Contact as the
    primary contact at an Account and have linked Business Contacts to a
    Project. I can see some Business Contact information is pulled into the
    the linked Project, but I would like to see different data pulled to the
    Project page. Is it possible to modify the information pulled from the
    business contact into the Project view?

    Similar to my previous question, when I open the Project Management view
    there is information which is pulled from a Project record, is there a
    way to pull additional information from a linked Business Contact into
    this screen?

    --

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    Matthew T, Dec 7, 2010
    #1
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