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How to customize Business Contact Manager 2007 forms in Outlook 2007

 I found this on the Office Website when someone asked me about form customisation for BCM.  I thought I would share it.

Demo: Customize Business Contact Manager forms

Customization dialog box thumbnail

You can customize Microsoft Office Outlook 2007 with Business Contact Manager forms by adding fields and list items (drop-down lists) that are unique to your business.

You can customize the following types of forms:

  • Account
  • Business Contact
  • Opportunity
  • Business Project

You can customize drop-down lists by clicking Edit this list and then adding your item to the list.

Watch this short demo to see how to customize a Business Contact Manager for Outlook form.

How to do it (text version)

Demo: Customize Business Contact Manager forms - Outlook - Microsoft Office Online

 

ttfn

David


Posted Mon, Jul 2 2007 5:15 PM by David Overton

Comments

Kamer wrote re: How to customize Business Contact Manager 2007 forms in Outlook 2007
on Thu, Apr 10 2008 2:25 PM

Hello

I was wondering if you knew how to add a new field to an existing group already on the form. Id like to add a field in the category "business contact" which is at the top of the page rather than add a seperate group which will automatically go at the bottom o the page.

David Overton wrote re: How to customize Business Contact Manager 2007 forms in Outlook 2007
on Thu, Apr 10 2008 9:58 PM

Kamer,

unfortunaley you can only add custom fields, not add extra ones to the existing groups.

Sorry

David

Curtis wrote re: How to customize Business Contact Manager 2007 forms in Outlook 2007
on Sat, Aug 16 2008 3:42 PM

Can I add the "Related Accounts and Business Contacts" group from the "Business Projects" form, to an "Opportunity" form?

Wes Troyer wrote re: How to customize Business Contact Manager 2007 forms in Outlook 2007
on Thu, Oct 2 2008 4:35 AM

Is there a way to add a integer field that is auto-generated? I'd like to add a case number to the project form that is generated every time a new project is created.

Thanks,

Wes

Ivan wrote re: How to customize Business Contact Manager 2007 forms in Outlook 2007
on Fri, Jan 9 2009 8:15 PM

Im wondering how to fix the vew of my business contact manager. For instance I want to take away the home number but everytime that refresh the list still the home number. It doesn matter how many times take it away.

Is always there!

sonny wrote re: How to customize Business Contact Manager 2007 forms in Outlook 2007
on Fri, Feb 13 2009 6:54 PM

Is there a way to delete default fields in BCM 2007? or edit them?

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