Business Manager Limitations

[Guest]

Hello,
I have set up Outlook Business Contact Manager. It's doing much of what I
need, except storing specific customer data. I need the ability to customize
forms to store user defined customer data. I understand that customized
forms are not supported in the current version of BCM. I've looked at
Microsoft CRM, and it seems overwhelming. All I need is customized forms.
I'm running a volunteer organization and just need to keep tract of my
volunteers from various organizations. Please point me in the right
direction. I don't need a fortune 500 CRM solution.
Doug

 

[Milly Staples [MVP - Outlook]]

You may want to repost to microsoft.public.outlook.bcm for more specific
help.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, dougs527 asked:

| Hello,
| I have set up Outlook Business Contact Manager. It's doing much of
| what I need, except storing specific customer data. I need the
| ability to customize forms to store user defined customer data. I
| understand that customized forms are not supported in the current
| version of BCM. I've looked at Microsoft CRM, and it seems
| overwhelming. All I need is customized forms. I'm running a
| volunteer organization and just need to keep tract of my volunteers
| from various organizations. Please point me in the right direction.
| I don't need a fortune 500 CRM solution.
| Doug