Creating a custom Opportunity Record Form

[Guest]

Is there anyway to design a form for an opportunity record that can be saved
as the default? I am trying to do one now but it won't let me save it unless
I link it to an Account or Business Contact only it doesn't tell me how to do
that in design view. We are currently using Outlook 2003. Any help would be
appreciated. Thank you!

 

[Guest]

Hi Nikki,

BCM does not support customization of the forms.
Hence even if the BCM forms (Business Contacts or Accounts or Opportunities)
were customized (new fields added or changed), they would not available for
use on the BCM data.
The customization is anyways on the wish-list for future versions of BCM.

Thanks.

 

[Guest]

Thank you that helps a ton!

Hi Nikki,

BCM does not support customization of the forms.
Hence even if the BCM forms (Business Contacts or Accounts or Opportunities)
were customized (new fields added or changed), they would not available for
use on the BCM data.
The customization is anyways on the wish-list for future versions of BCM.

Thanks.