| Re: Questions about linking data between contacts and opportunities. |
|
 |
|
 |
|
 |
|
 |
Group: microsoft.public.outlook.bcm · Group Profile
Author: LutherLuther Date: Sep 17, 2008 08:13
On Sep 15, 2:52Â pm, anithri gmail.com> wrote:
> We've just started using BCM here, so I'm still learning things about
> it. Â 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. Â The obvious hook is a macro or a toolbar
> button that runs a macro. Â Is it possible to run code when a new
> record is created? or when a given form is opened? Â where is the best
> source of information about programming/customizing for BCM
>
> thanks for your help
|