Questions about linking data between contacts and opportunities.
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Questions about linking data between contacts and opportunities.         


Author: anithri
Date: Sep 15, 2008 14:52

We've just started using BCM here, so I'm still learning things about
it. One of my users want to add data from the Contact record linked
to an Opportunity as a grouping or sort field for the opportunities.
His theory is that he'd like to easily sort things by either Area Code
or Time Zone to help keep track of "when" he should be making calls.

I found out to add ParentDisplayName, so it's possible to get
*something* out of the parent record, but I could not find any way to
add other data from the parent.

If we can't add it directly, I've seen other articles talking about
copying things from 1 record type to another, while I'm not ready to
tackle the actual programming yet I'm curious about what sort of hooks
I have to attach code to. The obvious hook is a macro or a toolbar
button that runs a macro. Is it possible to run code when a new
record is created? or when a given form is opened? where is the best
source of information about programming/customizing for BCM

thanks for your help
1 Comment
Re: Questions about linking data between contacts and opportunities.         


Author: Luther
Date: Sep 17, 2008 08:13

On Sep 15, 2:52 pm, anithri gmail.com> wrote:
> We've just started using BCM here, so I'm still learning things about
> it.  One of my users want to add data from the Contact record linked
> to an Opportunity as a grouping or sort field for the opportunities.
> His theory is that he'd like to easily sort things by either Area Code
> or Time Zone to help keep track of "when" he should be making calls.
>
> I found out to add ParentDisplayName, so it's possible to get
> *something* out of the parent record, but I could not find any way to
> add other data from the parent.
>
> If we can't add it directly, I've seen other articles talking about
> copying things from 1 record type to another, while I'm not ready to
> tackle the actual programming yet I'm curious about what sort of hooks
> I have to attach code to.  The obvious hook is a macro or a toolbar
> button that runs a macro.  Is it possible to run code when a new
> record is created? or when a given form is opened?  where is the best
> source of information about programming/customizing for BCM
>
> thanks for your help ...
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