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

Group: microsoft.public.outlook.bcm · Group Profile
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

You should be able to sort a folder by telephone number, which should
sort them by area code.

For examples of adding toolbar buttons to BCM, have a look at these:
http://blogs.msdn.com/bcm/search.aspx?q=toolbar&p=1
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