copying user defined pages

Discussion in 'Outlook BCM' started by Brian, Jan 24, 2012.

  1. Brian

    Brian Guest

    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.
     
    Brian, Jan 24, 2012
    #1
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