MS Office Forum / Outlook / Business Contact Manager / November 2007
Customize Columns
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Eric - 08 Aug 2007 20:38 GMT One the business projects form, under the project tasks area, I am trying to customize columns that display. I right click on the column area and select customize view, then select fields. I make changes, click ok and then exit the customize view form. the columns appear correctly according to the customization.
When exit the form and then re-open it however it returns to the default headings,
Can someone please advise.
Eric
Lon Orenstein - 08 Aug 2007 22:30 GMT Eric:
Those customizations you make will definitely go away when you close Outlook. To make them permanent, go to the view you want to customize, then click on the main menu View, Current View, Define Views. Choose your view, click Modify, and those changes will be permanent. You might want to start with a view you like, make a copy, and then work with the copy.
HTH, Lon
___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com
> One the business projects form, under the project tasks area, I am trying > to [quoted text clipped - 10 lines] > > Eric Eric - 09 Aug 2007 14:52 GMT Thanks much. This works partially. I discovered that you need to rename the view and enclose it as <viewname> in order for the new view name to become the default. But this is worst interface I've ever seen from Microsoft. Totally non-intuitive. Logically. modifying the view should change it permanently. Instead, I find I have to create a new view each time I want to change the view, tweak column layouts, etc. What's more, while the view holds when accessed directly (from the display menu) it returns to the default when accessed, for example, from another view.
Impossible!
Eric
> Eric: > [quoted text clipped - 30 lines] > > > > Eric Rich38 - 09 Aug 2007 20:48 GMT Eric; I have tried both your and Lon's methods for permanently modifying the field display in the Account List. I cannot come up with a combination that will permanently remember the mods after I exit and re-open Outlook 07 with BCM. This is not the tough stuff. It appears that someone never tested this area prior to this release or if they did they accepted some sort of convoluted, obtuse logic. I demo'd BCM to a client and guess what the first question was...."I don't want to see the "Payment Status" I want to see the "Primary Contact" name. I was embarassed when I made the change, went on with the demo and then went back to the account list and the change was gone. I handled it by telling the client I them I probably did something I shouldn't have and went on with the demo. I also told them I would check it out as I was sure it was operator error. Knowing the level of their clerical helps computer skills and short fuze when they can't get their job done BCM will never even get off the ground with them.
I apologize for dumping my frustration but I should be handling much more important customer requirements than this in order to sell MS products.
> Thanks much. This works partially. I discovered that you need to rename > the view and enclose it as <viewname> in order for the new view name to [quoted text clipped - 43 lines] > > > > > > Eric Lon Orenstein - 09 Aug 2007 23:33 GMT I certainly can't defend MS on this one... However, there is "some" logic in there. The idea is that you're able to modify the views permanently, then change them all around as you work during the day. After you close down for the day, and come in the next day, they're back to the default custom views.
That's what's supposed to happen, anyway....
Take care, Lon
___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com
> Eric; > I have tried both your and Lon's methods for permanently modifying the [quoted text clipped - 80 lines] >> > > >> > > Eric Eric - 10 Aug 2007 14:42 GMT I got the changes to more or less stick but what a pain. You have to create a new view as Lon indicates and then if you enclose the view name in <> characters it will open as the default IF you select the display from the 'Display' menue. Other forms that call up the view will not change. It's such a simple thing to want to do and so important if you're to use BCM to enhance prouctivity.
Thanks for substantiating my difficulty. It's deal killer for me. If I have to hunt around for the view I need it's just too much of a pain to be worth it. Lon, I was about to buy your book, BCM is a great 'in-between' tool for CRM. I tried Act! and Maximizer but didn't love either. Both are overly sales oriented. I wanted the ability to track contact history AND the mini project task manager built into BCM which neither of the other two products has. But I think I'm going to wait until MS sorts this view thing out.
Eric
> I certainly can't defend MS on this one... However, there is "some" logic in > there. The idea is that you're able to modify the views permanently, then [quoted text clipped - 99 lines] > >> > > > >> > > Eric Lon Orenstein - 10 Aug 2007 16:44 GMT Eric:
I understand completely but I have a feeling you're not seeing the different views available with one click. When you're looking at your BCM Contacts view, do you not see a list of views in the lower part of the navigation bar on the left? You're supposed to be able to change views from there. Click on View, Navigation Pane, and make sure there's a check in Current View Pane. That should give you some slight relief from your deal killer status -- maybe not enough to continue with BCM, but you could sleep better...
Take care, Lon
___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com
> I got the changes to more or less stick but what a pain. You have to > create [quoted text clipped - 142 lines] >> >> > > >> >> > > Eric AccountManagers - 11 Aug 2007 22:30 GMT Hmm. I have no problem getting custom views to be sticky during my test of Outlook Business Contact Manager.
I've made sticky custom views in Accounts, Opportunities, and Projects, following the same steps as described by Eric:
"I right click on the column area and select customize view, then select fields. I make changes, click ok and then exit the customize view form. the columns appear correctly according to the customization."
I then shut down Outlook and restart and the custom views are still there.
(See my post dated 8/10/07: "How do I share customized fields with Opportunities and Accounts?")
I had done data entry with custom views in the Account section over a two week period and the views /data are sticky. I just wish I could share the views/data among the Contact Manager sections.
Mark Mastman www.AccountManagers.com
> Eric: > [quoted text clipped - 165 lines] > >> >> > > > >> >> > > Eric BlueJay - 12 Sep 2007 23:32 GMT I'm not sure I'm following this completely. I think Eric's initial question is the same as mine. Here's what I try, and it doesn't work, and I'm not sure what steps are happening that Eric is saying fixes it?
1. Go to my Business Projects folder in Outlook 2. Double-click a project to open its own form 3. In the "Project Tasks" section on the form, I rearrange columns to the order I want them, and remove columns I don't need to see. 4. Right-click on one of the column headers in the "Project tasks" list, and select Field chooser. 5. Select "User-defined fields in folder" from the dropdown at the top of the Field Chooser box 6. Drag a field ("Activity Priority") into the "Project tasks" list 7. Verify all the columns and displaying as they should -- in the right order, and with the right data. 8. Click "Save & Close" at the top of the form 9. Double-click the project to re-open the form 10. Presto -- the list is reset back to the default.
I really wouldn't care so much about this, but I really think "Priority" should be displayed in the list. And I wish it would also automatically sort by "Priority" as well.
I can create views in the normal Outlook "Business Projects" folder and save them and view them, etc. But is there anything that can be done for this list within the Projects form?
Thanks!
BlueJay
> Eric: > [quoted text clipped - 165 lines] > >> >> > > > >> >> > > Eric Paul7663 - 09 Oct 2007 18:55 GMT I am having the same issue as "BlueJay". I want to change the columns for the Project task list inside of the Project form and make them stick. I have not been able to make them stick.
> I'm not sure I'm following this completely. I think Eric's initial question > is the same as mine. Here's what I try, and it doesn't work, and I'm not [quoted text clipped - 26 lines] > > BlueJay Reed Simpson - 09 Nov 2007 00:40 GMT I have the same issue with the project task subform on the project form! Does Microsoft even know that this monstr bug even exists?
> I am having the same issue as "BlueJay". I want to change the columns for the > Project task list inside of the Project form and make them stick. I have not [quoted text clipped - 30 lines] > > > > BlueJay brianb - 12 Nov 2007 23:24 GMT Lon, In reading your post, I am looking at my contact page (2007) and I can't find the "view" Navigation pane. I see one in "history". I would like to customize the main contact page also, to see what I want to see. For instance, a business card is redundant to the info on the left an occupies 1/8 of the page. I don't photograph my contacts so that's a waste as well. I don't need to deal with "collection status" either but would like to bring other info forward on this page. Would it work to "recreate" the main contact page entirely as user defined fields?
 Signature Brian Bennett
> Eric: > [quoted text clipped - 165 lines] > >> >> > > > >> >> > > Eric Lon Orenstein - 14 Nov 2007 10:59 GMT Brianb:
I think you're looking inside a contact record and I'm looking at the list of contacts.
No, you can't move the fields around on the contact form itself -- I agree the business card view on the right is redundant. You are able to minimize its effect by right clicking on it and removing some/all of the fields.
HTH, Lon
___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com
> Lon, > In reading your post, I am looking at my contact page (2007) and I can't [quoted text clipped - 209 lines] >> >> >> > > >> >> >> > > Eric Mani - 13 Aug 2007 09:44 GMT Hello,
This is Mani from India.
I am sorry to inform you that its a design issue. We cannot change it. After changing the column size, if you are back to that column, it reset to default size.
If you got any fix...plz mail to me: mani_k25@hotmail.com
By, Mani
> One the business projects form, under the project tasks area, I am trying to > customize columns that display. I right click on the column area and select [quoted text clipped - 8 lines] > > Eric
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