how to customize business contact manager for real estate use?

G

Guest

I'm struggling a bit trying to figure out how to use BCM in a more full
method than I used Outlook's Contact feature. I do have a highly customized
form that, apparently, I can't import or duplicate in BCM ??? I sense that if
I could get most of this information into BCM, I can take advantage of some
of the linking features offered there.

So, my questions are:

*'can' I import my existing form?
* if not, is there a way to really customize the existing form, or must I
just add fields? (many of the fields on my existing form contain drop down
lists or check lists for multiple choices)
* is there a demo somewhere than can help me understand a bit more about how
BCM might work in a real estate situation?
* also, is there something that might help me figure out how to coordinate
this with Groove (that looks interesting too, but I can't figure it out yet)

Thanks!!
 
G

Guest

Have you added the form from a templets or from third party
-- you have not stated the way the form was created excell or word ?
From irishlegal
 

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