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MS Office Forum / Outlook / New Users / March 2006

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Adding field in Opportunities (BCM) shows no value

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Anders Eriksson - 07 Mar 2006 09:15 GMT
Hello!

I'm using Outlook 2003 with Business Contact Manager and I would like the
Opertunities view to show the Company of the linked Business Contact[1]

I have added the field but it will not show any value!

What do I do wrong?

// Anders
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[1] I have the Swedish version so the wording may be different in the
English version than my translation to English

English is not my first, or second, language
so anything strange, or insulting, is due to
the translation.
Please correct me so I may learn better English!

Sue Mosher [MVP-Outlook] - 07 Mar 2006 13:10 GMT
Any folder view shows only the data in that folder, even though Outlook lets you think otherwise by allowing you to add fields from different types of items in the folder. The Company field belongs to the contact, not the opportunity.

FYI, there is a separate newsgroup for BCM issues -- microsoft.public.outlook.bcm
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Sue Mosher, Outlook MVP
  Author of Configuring Microsoft Outlook 2003
    http://www.turtleflock.com/olconfig/index.htm
  and Microsoft Outlook Programming - Jumpstart for
    Administrators, Power Users, and Developers
    http://www.outlookcode.com/jumpstart.aspx

> Hello!
>
[quoted text clipped - 6 lines]
>
> // Anders
Anders Eriksson - 08 Mar 2006 07:54 GMT
Hello Sue,

> Any folder view shows only the data in that folder, even though Outlook
> lets you think otherwise by allowing you to add fields from different
> types of items in the folder. The Company field belongs to the contact,
> not the opportunity.

Hmm.. So there is no way of connecting an Opportunity to an Company?

> FYI, there is a separate newsgroup for BCM issues --
> microsoft.public.outlook.bcm
OK, I will move to this newsgroup!

Thank you!

// Anders
Signature

English is not my first, or second, language
so anything strange, or insulting, is due to
the translation.
Please correct me so I may learn better English!

Sue Mosher [MVP-Outlook] - 08 Mar 2006 13:34 GMT
> Hmm.. So there is no way of connecting an Opportunity to an Company?

That's not what I said at all. No feature in Outlook or BCM will automatically get the data from a contact record and put it into the opportunity record. (Outlook isn't going to do it probably because it supports linking a task, which is what an opportunity really is, to multiple contacts, so which company would you want to see? Why BCM -- with its strictly one-to-one linkage -- doesn't do it is another matter.) If you want to have company data in an Opportunity, you have to put it there, either manually or with your own code.

Signature

Sue Mosher, Outlook MVP
  Author of Configuring Microsoft Outlook 2003
    http://www.turtleflock.com/olconfig/index.htm
  and Microsoft Outlook Programming - Jumpstart for
    Administrators, Power Users, and Developers
    http://www.outlookcode.com/jumpstart.aspx

>> Any folder view shows only the data in that folder, even though Outlook
>> lets you think otherwise by allowing you to add fields from different
>> types of items in the folder. The Company field belongs to the contact,
>> not the opportunity.
 
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