To Do Bar - Customize with BCM

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emilberger - 11 Jan 2008 15:30 GMT

I am modifying the TO-DO-BAR in BCM
I want it to show

Frank Lloyd House
Create the First Floor Plan
Status: In Progress
Due Date: Sat 1/14/08

I cannot get it to show the project name.
I do have one contact linked to that BCM project but that does not who either
This is a must because I have habe ten projects but the same task going on
and then the list is garbage.

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Lon Orenstein - 11 Jan 2008 15:54 GMT

I'm not sure you can get that to work on the ToDo Bar. How about a custom
view in the Business Projects list? That should do it.

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

>I am modifying the TO-DO-BAR in BCM
> I want it to show
[quoted text clipped - 9 lines]
> This is a must because I have habe ten projects but the same task going on
> and then the list is garbage.

Reply to this Message

emilberger - 11 Jan 2008 16:28 GMT

I assume you mean a view in BCM to show only items to do. Well maybe - I'll
just have to spend a few days to figure somehting out that should have
already worked.

I really like the todolist as I spend most itme in the email side and very
little in the BCM side but trying to it is just soooooo much more comberosme
that ACT or Goldmine.

> I'm not sure you can get that to work on the ToDo Bar. How about a custom
> view in the Business Projects list? That should do it.
[quoted text clipped - 23 lines]
> > This is a must because I have habe ten projects but the same task going on
> > and then the list is garbage.

Reply to this Message