BCM 2007 Opportunities Jeff O''''Dell 5/1/2007 4:10:00 AM In the BCM Home display (home tab) Open Opportunities are displayed at the bottom. There is a Linked To column. How can I display this Linked To column in the main Opportunities display? The main opportunities display does not display enough info to be able to mange my opportunities - I need to see the account/contact that the opportunity is linked to...

Re: BCM 2007 Opportunities "Lon Orenstein" <Lon[ at ]pinpointtools.com> 5/1/2007 11:27:59 AM Jeff: This one is pretty intuitive -- I'm shocked you didn't find it! Just kidding... When you open the Customize Current View dialog and click on Fields, from the Select Available Fields From dropdown, choose User Defined Fields in Folder, and select ParentDisplayName. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "Jeff O''''Dell" <JeffODell[ at ]discussions.microsoft.com> wrote in message news:BA748F76-275E-471E-9D44-DB55F856AC91[ at ]microsoft.com... [Quoted Text] > In the BCM Home display (home tab) Open Opportunities are displayed at the > bottom. There is a Linked To column. > > How can I display this Linked To column in the main Opportunities display? > > The main opportunities display does not display enough info to be able to > mange my opportunities - I need to see the account/contact that the > opportunity is linked to...

Re: BCM 2007 Opportunities Jeff 5/1/2007 12:55:00 PM Thanks Lon, I can't believe I didn't see this... Jeff "Lon Orenstein" wrote: [Quoted Text] > Jeff: > > This one is pretty intuitive -- I'm shocked you didn't find it! Just > kidding... > > When you open the Customize Current View dialog and click on Fields, from > the Select Available Fields From dropdown, choose User Defined Fields in > Folder, and select ParentDisplayName. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "Jeff O''''Dell" <JeffODell[ at ]discussions.microsoft.com> wrote in message > news:BA748F76-275E-471E-9D44-DB55F856AC91[ at ]microsoft.com... > > In the BCM Home display (home tab) Open Opportunities are displayed at the > > bottom. There is a Linked To column. > > > > How can I display this Linked To column in the main Opportunities display? > > > > The main opportunities display does not display enough info to be able to > > mange my opportunities - I need to see the account/contact that the > > opportunity is linked to... > >

Re: BCM 2007 Opportunities Jeff 5/1/2007 2:21:01 PM For some reason, I cannot get the changes to "stick". I had added Contact and Company fields from Field Chooser some time ago - they stay where I put them. Now, when I remove them (in field chooser) and add the ParentDisplayName field, everything reverts to the previous configuration when I change to Accounts of Business Contacts... Jeff "Lon Orenstein" wrote: [Quoted Text] > Jeff: > > This one is pretty intuitive -- I'm shocked you didn't find it! Just > kidding... > > When you open the Customize Current View dialog and click on Fields, from > the Select Available Fields From dropdown, choose User Defined Fields in > Folder, and select ParentDisplayName. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "Jeff O''''Dell" <JeffODell[ at ]discussions.microsoft.com> wrote in message > news:BA748F76-275E-471E-9D44-DB55F856AC91[ at ]microsoft.com... > > In the BCM Home display (home tab) Open Opportunities are displayed at the > > bottom. There is a Linked To column. > > > > How can I display this Linked To column in the main Opportunities display? > > > > The main opportunities display does not display enough info to be able to > > mange my opportunities - I need to see the account/contact that the > > opportunity is linked to... > >

Re: BCM 2007 Opportunities whkratz 5/1/2007 7:32:01 PM "Jeff" wrote: [Quoted Text] >when I change to Accounts of Business Contacts... Jeff -- What exactly do you mean by the phrase above? Do you mean that if you navigate to your Business Contacts or Accounts folders and then back to Opportunities, that the View changes are lost? Regards.....Bill Kratz

Re: BCM 2007 Opportunities Jeff 5/1/2007 7:41:01 PM Yes, that is exactly what was happening. Somehow, it has stopped this and now retains the settings... "whkratz" wrote: [Quoted Text] > "Jeff" wrote: > > >when I change to Accounts of Business Contacts... > > Jeff -- What exactly do you mean by the phrase above? Do you mean that if > you navigate to your Business Contacts or Accounts folders and then back to > Opportunities, that the View changes are lost? > > Regards.....Bill Kratz

Re: BCM 2007 Opportunities whkratz 5/1/2007 7:47:15 PM Well, if ain't broke, let's not fix it! Regards.....Bill Kratz "Jeff" wrote: [Quoted Text] > Yes, that is exactly what was happening. > > Somehow, it has stopped this and now retains the settings... > > "whkratz" wrote: > > > "Jeff" wrote: > > > > >when I change to Accounts of Business Contacts... > > > > Jeff -- What exactly do you mean by the phrase above? Do you mean that if > > you navigate to your Business Contacts or Accounts folders and then back to > > Opportunities, that the View changes are lost? > > > > Regards.....Bill Kratz

Re: BCM 2007 Opportunities Jeff 5/1/2007 8:10:01 PM Or it was broke and fixed itself... "whkratz" wrote: [Quoted Text] > Well, if ain't broke, let's not fix it! > > Regards.....Bill Kratz > > "Jeff" wrote: > > > Yes, that is exactly what was happening. > > > > Somehow, it has stopped this and now retains the settings... > > > > "whkratz" wrote: > > > > > "Jeff" wrote: > > > > > > >when I change to Accounts of Business Contacts... > > > > > > Jeff -- What exactly do you mean by the phrase above? Do you mean that if > > > you navigate to your Business Contacts or Accounts folders and then back to > > > Opportunities, that the View changes are lost? > > > > > > Regards.....Bill Kratz