How to add fields to customize reports in BCM?

Status
Not open for further replies.
N

nre503

I am a Realtor, and my contacts' mailing address is their home address.

However, when i run a report, only the business address is on the report.

The home address/mailing address is not an option when I try to modify the

report.

I need the addresses because i am importing this lint to Excel to send to my

printer for mailers. If there is another way, please share.

Thanks.
 
P

Poohbear

I am not to sure if this will help. You have additional user-defined field at

the bottom of the page either on accounts or business contacts.

You may want to chose either accounts or business contacts; once you have

decided which contact you want to implement the new added fields. Go to

Business contact manager tab, chose custom forms-manage user-defined

fields-chose either, accounts or business contacts (for your additional form)

dialog box opens, under general tab- you can add your group (business or home

address) and create a field to make an additional address field. Try to run

your modify report to see which address populates for your report.

This may help... It seems like a lot of work but the results are beautiful...

"nre503" wrote:


> I am a Realtor, and my contacts' mailing address is their home address.
> However, when i run a report, only the business address is on the report.
> The home address/mailing address is not an option when I try to modify the
> report.

> I need the addresses because i am importing this lint to Excel to send to my
> printer for mailers. If there is another way, please share.
> Thanks.
 
T

TonyaG

Can you use the user defined fields if you wanted to further categorize your

clients? For example, if I wanted to print up a report of all of the

architects that I have in my database, could I use the user defined fields in

the accounts somehow to do that?

We have a database and in it are all of our accounts including all different

types of vendors, contractors, designers etc. I want to figure out a way to

categorize each client so that if i wanted to, I could print up a report

containing all contractors or engineers. Does that make sense? It sounds

like you'd be able to do the same thing but i"m new to the program.

any thoughts you have woudl be appreciated - thanks!

TNG

"Poohbear" wrote:


> I am not to sure if this will help. You have additional user-defined field at
> the bottom of the page either on accounts or business contacts.

> You may want to chose either accounts or business contacts; once you have
> decided which contact you want to implement the new added fields. Go to
> Business contact manager tab, chose custom forms-manage user-defined
> fields-chose either, accounts or business contacts (for your additional form)
> dialog box opens, under general tab- you can add your group (business or home
> address) and create a field to make an additional address field. Try to run
> your modify report to see which address populates for your report.

> This may help... It seems like a lot of work but the results are beautiful...

> "nre503" wrote:
>
> > I am a Realtor, and my contacts' mailing address is their home address.
> > However, when i run a report, only the business address is on the report.
> > The home address/mailing address is not an option when I try to modify the
> > report.
> > I need the addresses because i am importing this lint to Excel to send to my
> > printer for mailers. If there is another way, please share.
> > Thanks.
 

Abbey Lehman

New Member
Outlook version
Outlook 2010 32 bit
Email Account
Office 365 Exchange
I am using BCM 2010 & I am having this issue. I export contact data to Excel for various things and this particular project requires the contact's mailing address. The address info will only show in the report if it is the business address--how can I see the *mailing* address, regardless of which type it is?

I am using BCM on a networked PC, but only 3 computers actually access the database. There is a server in the office. but it only provides access to the computer the database lives on, which is just another PC in the office, not the server. I am the owner of the database, but I typically log in as various users for sending emails (for other people), etc., since the owner account does not have an email address, and the emails have to show as coming from specific people. I do NOT know how to customize forms, except through the BCM dragging & dropping--SQL stuff makes my head spin. Also I am not physically near the network--I am in Ohio and it is in Arizona.

Is there an easy way to do this, or do I need to involve the difficult-to-reach outside IT guy who maintains the server?

Thanks!!
Abbey
 
Status
Not open for further replies.
Thread starter Similar threads Forum Replies Date
J Add Fillable Fields to Existing Template Outlook VBA and Custom Forms 1
Diane Poremsky Add Attachments and Set Email Fields During a Mail Merge New Slipstick.com Articles 0
Diane Poremsky Add attachments and set email fields during a mail merge to email New Slipstick.com Articles 0
M Predefined Outlook Fields not available to add into a BCM record BCM (Business Contact Manager) 0
B Would like to add more fields in the Genral contacts tab Using Outlook 1
A ability to add comments to frequently used fields of a contact Outlook Wishlist 0
L How do I add fields to Contact Manager Outlook VBA and Custom Forms 7
P Shortcut Pane - add shortcut to Office365 group mailbox Using Outlook 1
B Add ComboBox Value to Body of Email Outlook VBA and Custom Forms 1
G How to add a folder shortcut to outlook quick access toolbar? Using Outlook 6
G Add to Outlook Contacts - Point to non-default contacts folder Using Outlook 0
M Automatically add senders first name to a greeting Outlook VBA and Custom Forms 1
C Add Form to Appointments Received, Automatically Outlook VBA and Custom Forms 6
O Outlook tasks - Add text column with multiple lines Using Outlook 3
W April 2020 Office 365 Update - Add-Ons fail after Office 365 Update Using Outlook 6
B Task Filter Not Working When I add too many criteria Using Outlook 0
D Add date next to day name in Outlook Today calendar view Using Outlook 1
D iCloud Add-in not working in Outlook 2013 and Outlook 2016 After Windows Upgrade & iCloud Upgrade Using Outlook 2
P Add Paste Unformatted to QAT Using Outlook 1
M Ignore slow add-ins Using Outlook 0
B Add Prefix text to Subject Line Using Outlook 1
Jennifer Murphy Add birthdays to calendar Using Outlook 7
Z Add text to auto-forwarded e-mail Outlook VBA and Custom Forms 4
P Add, remove, & reorder folder pane Using Outlook 6
L Tired of Outlook disabling Adobe PDF Creator add-in Using Outlook 1
R Add 'Company' to Select Names Form Using Outlook 1
A Outlook 2016 Web add-in missing on some machines Using Outlook 9
P Syncing problems with add-ins Using Outlook 3
Mark Foley Cannot enable add-in in outlook 2010 Using Outlook 0
BretAB Is it possible to add a lookup field to a Message form? Outlook VBA and Custom Forms 4
J Add an Attachment Using an Array and Match first 17 Letters to Matching Template .oft to Send eMail Outlook VBA and Custom Forms 2
iwshim outlook 2013 - I cannot see the "Manage Add-ins" Using Outlook 2
A Add multiple servers "on behalf of" email to "safe senders" list. Using Outlook 1
S Add Exchange Account as Secondary to Existing PST? Exchange Server Administration 1
C Macro to add multiple recipients to message Outlook VBA and Custom Forms 3
A Add to Outlook Contacts from email - default view Outlook VBA and Custom Forms 1
P Add a contact to the New Task in Outlook 2016 Using Outlook 2
e_a_g_l_e_p_i Is there a way to add something that is in the "Format Text" tab to the "basic Text" on the message tab Using Outlook 1
B When working on emails in a certain folder, when I hit reply or reply all, I would like it re always reply all and add an email address to send to Outlook VBA and Custom Forms 3
M Macro to add date/time stamp to subject Outlook VBA and Custom Forms 4
O Outlook on Android - add BCC Using Outlook 2
J Execute Add-In Button from VBA Outlook 2016 Outlook VBA and Custom Forms 1
S Example VBA Macro - To Conditionally Change the From Account and Add a BCC Address on Emails Outlook VBA and Custom Forms 11
B When I add more search strings to RULES, it is not processing them Using Outlook 3
D Add Tetxbox at form open Outlook VBA and Custom Forms 1
Andrew Quirl Open attachment, manipulate without add-on program? Outlook VBA and Custom Forms 5
B Searching for a Add-In Using Outlook 3
J vb to c# for Outlook add-in. Using Outlook 0
S Send email via SMTP - use transport rules to add to senders inbox (then rule to move to sent items Exchange Server Administration 1
R Outlook add-in to create new contact from an email. Using Outlook 0
Similar threads


















































Top