Questions about linking data between contacts and opportunities.

  • Thread starter Thread starter anithri
  • Start date Start date
A

anithri

We've just started using BCM here, so I'm still learning things about
it. One of my users want to add data from the Contact record linked
to an Opportunity as a grouping or sort field for the opportunities.
His theory is that he'd like to easily sort things by either Area Code
or Time Zone to help keep track of "when" he should be making calls.

I found out to add ParentDisplayName, so it's possible to get
*something* out of the parent record, but I could not find any way to
add other data from the parent.

If we can't add it directly, I've seen other articles talking about
copying things from 1 record type to another, while I'm not ready to
tackle the actual programming yet I'm curious about what sort of hooks
I have to attach code to. The obvious hook is a macro or a toolbar
button that runs a macro. Is it possible to run code when a new
record is created? or when a given form is opened? where is the best
source of information about programming/customizing for BCM

thanks for your help
 
We've just started using BCM here, so I'm still learning things about
it.  One of my users want to add data from the Contact record linked
to an Opportunity as a grouping or sort field for the opportunities.
His theory is that he'd like to easily sort things by either Area Code
or Time Zone to help keep track of "when" he should be making calls.

I found out to add ParentDisplayName, so it's possible to get
*something* out of the parent record, but I could not find any way to
add other data from the parent.

If we can't add it directly, I've seen other articles talking about
copying things from 1 record type to another, while I'm not ready to
tackle the actual programming yet I'm curious about what sort of hooks
I have to attach code to.  The obvious hook is a macro or a toolbar
button that runs a macro.  Is it possible to run code when a new
record is created? or when a given form is opened?  where is the best
source of information about programming/customizing for BCM

thanks for your help
Click to expand...

You should be able to sort a folder by telephone number, which should
sort them by area code.

For examples of adding toolbar buttons to BCM, have a look at these:
http://blogs.msdn.com/bcm/search.aspx?q=toolbar&p=1
 
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