B
Brian
Okay, I've exhausted many self help avenues so hopefully someone here can
help me out. In Outlook 2010 BCM, I've kept it simple. My tabs are
Accounts, business contacts, and leads. In the leads area I've created
custom field entries to suit my needs and also created one user page that
I named "Health Info". This page was created from the ground up and is
very useful for what I do. When a lead becomes a client I convert that
record into a "business contact". When I open that contact under the
"business contact" tab the page that I created disappears and is nowhere
to be found. If I enter the form layout the only options I have are to use
new user defined pages, "health info" is not there. Now if I convert that
record back to a "lead" the "health info" page is available again and is
populated with the correct data. I can't figure out a way to get "Health
info" to display in business contacts. I would love to be able to bring
the data that's in my "health info" user page over to the business contact
secion but I just can't figure it out.
Any help would be greatly appreciated. Thank you in advance.
help me out. In Outlook 2010 BCM, I've kept it simple. My tabs are
Accounts, business contacts, and leads. In the leads area I've created
custom field entries to suit my needs and also created one user page that
I named "Health Info". This page was created from the ground up and is
very useful for what I do. When a lead becomes a client I convert that
record into a "business contact". When I open that contact under the
"business contact" tab the page that I created disappears and is nowhere
to be found. If I enter the form layout the only options I have are to use
new user defined pages, "health info" is not there. Now if I convert that
record back to a "lead" the "health info" page is available again and is
populated with the correct data. I can't figure out a way to get "Health
info" to display in business contacts. I would love to be able to bring
the data that's in my "health info" user page over to the business contact
secion but I just can't figure it out.
Any help would be greatly appreciated. Thank you in advance.