I need to create custom fields for accounts, contacts, opportunities and
projects in BCM 3, and then use them in tables and/or mail merges. I have
learned how to create custom fields, and am now exploring techiques for
accessing their data from outside BCM (ideally with a live connection).
An example: BCM lets me create three mailing addresses for accounts, but I
need a fourth mailing address, and will need to use this address in merges to
Word and Outlook.
If possible, I want to do merges directly from BCM.
If that's not possible, I want to link via ODBC to the data in the
underlying SQL tables;
If I can't do that, I want to export the data to CSV or Excel.
I have similar needs with respect to contacts, projects, and opportunities.
I've been using Access to poke around the BCM tables, but the data model is
pretty daunting. I've been able to find my user-defined data for contacts,
but not for other forms.
Any advice on how to do what I want to do?
Any documentation to help me with the data model for BCM?
TIA,
Nick Dobbing
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