Customizing MS Business Contact Manager fields

P

Patrick

I am trying to set up my newly installed Outlook 2003 w/
BCM but I am finding that many of the predefined fields
do not suit my business. For example:

BUSINESS TOOLS/ACCOUNT/DETAILS/TERRITORY:
Standard options available in the pull down menu are
North, South, West, etc. Our territories are not
geographic so these are useless to me. I want to find out
where to go to add my own territories???


I have the same problem with many of the other pull down
menus too. How can I customize these fields as well:

BUSINESS TOOLS/ACCOUNT/DETAILS/TERRITORY
BUSINESS TOOLS/ACCOUNT/DETAILS/TYPE OF BUSINESS

BUSINESS TOOLS/BUSINESS CONTACTS/DETAILS/PROFESSION

BUSINESS TOOLS/OPPORTUNITY/GENERAL/TYPE
BUSINESS TOOLS/OPPORTUNITY/GENERAL/SALES STAGE
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

BCM Reports/Custom Fields 0
viewing business contacts by categories 0
Can I Customize: Opportunities-General Page-Products & Services 0
MS Outlook Business Contact Manager 2007 Importing BCM Contacts error 0
Outlook w/business contact manager will not open 4
Business Contact Manager Tasks - show 'linked to' field 0
add predefined field to general contact 0
Business Contact Manager Toolbar 1

Top