How can I use custom fields in business contact manager?

[Guest]

I need to be able to track specific pieces of information that are common to
all of my business contacts. Unfortunately, I can't seem to find a way to
create user defined fields and be able to populate them when I create a new
business contact. I use a status field to track a particular type of status
with a business contact - there are 5 possible choices. In total, I have 6
other fields I need to track with each contact - including being able to sort
by them, and populate them when I create a contact.

How can I do that?

Secondly, is there any way to import and export user defined fields?

 

[Guest]

I don't think there is any way to set up user defined fields or even change
existing items in the existing fields to what our individual needs are. Since
they existing field don't do me any good and do not apply to my business, I
am not using them.
This is certainly a needed change in business manager.

 

[darnock]

there is a way to change values in bcm - you need to install
enterprise manager tool to edit database tabels. and you can change it
there.

 

[Guest]

Damock,
Where do i get the enterprise manager tool? (I'm using pro edition). Is it
on the CD's or via MS?

Anne,
Unfortunately, I've learned what you have discovered. I've yet to find
anyway that BCM can help me. I like the fact I can add things like phone
logs, but the inability to track certain items for my business and that the
opportunity form is fairly inadequate, it looks like I waisted money.

I'm actually in shock that these BASIC features are not part of BCM. In
another posting, I discovered there are many, many participants in this forum
that can't use BCM in their small business due to the these basic
shortcomings.

Upon closer examination, I can't see how ANY small business could use BCM.

I bought it because of the integration with Outlook, the hype that it was
geared for small businesses, etc. However, it really is only a TEASER
package...you see what could be possible, then are disappointed when you
learn reality.

Unfortunately/fortunately, I have been a die hard MS user since Window 2.11
(many moons ago, i was a software developer). So, i'm stuck until they fix
these items. I almost call them BUGS, because the product manager and
developers must have been sick with some sort of bug to allow this to happen.