In This Chapter
Adding and editing custom fields
Making changes to a custom form
Editing field values
Customizing your dashboard
Customizing views of calendars, tasks, and contacts
You might find yourself humming a few bars from an old hamburger commercial throughout this chapter because here's where you can determine exactly what you want to see and how you want to see it. Not happy with the fields that come right out of the BCM box? Want to reorganize which tab holds a field? You've come to the right chapter. You also find out how to attach drop-down lists to your fields. And if that's not enough to keep you busy, you find out how to change your view on life — or at least the various views you use to see your data.
In BCM, you can create new fields for business contacts, accounts, opportunities, or business projects and add them to a tab. You can also choose the column location where the groups and fields are displayed on the User-Defined Fields tab. After you create them, you can edit, move, or remove your custom fields.
A little knowledge is a dangerous thing. Although adding a field to your BCM database is not a hard thing to do, it is something that you should think about and plan. This is particularly true if you intend to share your database with other users. Planning is important because it will help you achieve your goals. If your goal is to create a customized report with three columns — one for the contact ...