BCM: How do I Customize the Account History Pane?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Using Business Contact Manager. In the Account window, I mouse over the
account history pane. I right -click, select either "customize current
view," or "show fields." I add the fields that I want to appear in that
pane. When done, I select OK. The list of opportunities now includes
opportunities from other accounts. The data in those fields is empty as
well. I then select save/save and close. When I open an account, the acct
history pane reverts to the default fields. My changes are not saved or
applied.

What am I doing wrong? The info in the Acct history pane is useless to me.
There has to be a way to customize those fields.
 
Hi,
The customized view for the History grid in the Account window cannot be
saved. Optionally, the view for the Business History folder can be modified
and saved to suit your requirements.
 
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