Business Contact Manager 2010 - Add "other" address field to the Account form

I need to Design the BCM account form to show two addresses. I don't want to have to recreate the wheel by creating extra text fields. I have tried to add the "other address" field to the form but it will not let me save the form. Can someone help me with instructions on how to add that second "other" address to the form.

Thank you for your help

Terry Seidensticker

May 5th, 2015 8:02am

Hi Terry:

Did you get any error when saving the form? How did you add the "second other address"?

I had a test from my side by adding Other address 1 to my form from Form Layout got succeeded. If I missunderstood anything, please let me know. And plese share me the error message and reproduce steps. Thank you.


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May 6th, 2015 7:47am

Hi Terry:

Did you get any error when saving the form? How did you add the "second other address"?

I had a test from my side by adding Other address 1 to my form from Form Layout got succeeded. If I missunderstood anything, please let me know. And plese share me the error message and reproduce steps. Thank you.


May 6th, 2015 11:45am

Chloe,

                I do not have and of the Other address fields via the Form Layout. I have tried to add the other address via the developer tab (Developer Design this Form), but it will not save the form through BCM. The error I get is Business Contact Manager cannot save this item because it does not recognize some of the properties. I am using a shared database on a SQL 2008 server. I can successfully add the other address to the Outlook contact form (via the Developer tab), but the customized form is not available for use to BCM. I would be interested to find out how you can see the field Other Address 1 via the form layout, as I do not see any of the other address fields(Home nor Other). Hope this helps.

Thank You

Terry

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May 6th, 2015 1:41pm

                I do not have and of the Other address fields via the Form Layout.

Hi Terry:

Regarding this, you couldnt see other fields via the Form Layout is because Other Address is a built-in field and has been added to the Form already.

Base on my understanding, in BCM the mapping of Form Controls are fixed for the Outlook Built-in Contact Form. When you use Developer to change the layout of the form, you will need to re-map the Form Controls which is supported by BCM. Thats why you got the error.

However, if you want to use Developer to modify the layout of the form, you can just use the Developer in Outlook without BCM. I tested from my side, it works.

The other way you want to achieve this goal is using the Form Layout. By using this, you need to create a new field first then add it to the form.

Thank you. Let me know the results.

May 11th, 2015 2:01am

Chloe,

Thanks for the info. I would need instructions on how to re-map the Form controls as I don't know how to do that. I do add the second Other Address to the Outlook contact form, but BCM does not see that as a usable form. I have decide to change the way the user's think and have them look at the drop-down to check for any second addresses. Thanks for your help.

Thank you

Terry

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May 12th, 2015 2:29pm

Chloe,

Is there a web site you can send me to that explains how to re-map the Form controls. This would be very helpful in trying to make all the customizations that my boss wants.

Thank You

Terry

May 18th, 2015 2:19pm

Hi Terry:

Sorry that I didnt reply you sooner and sorry if I mislead you in the previous reply.

I should have state this sentence: BCM the mapping of Form Controls are fixed for the Outlook Built-in Contact Form", so you have to create user-defined group or field to make it work.

For customize Contact form, we only have two options:

  1. Use Developer provide by Outlook not through BCM: Open Outlook -> Navigate to People -> Developer -> Design a Form -> Choose Contact
  2. Use BCM:
    • On the Business Contact Manager menu, point to Customize Business Contact Manager Forms, and then click one of the following: Customize Account form, Customize Business Contact form, Customize Opportunity form, or Customize Business Project form.
    • In the appropriate Manage User-Defined Fields dialog box, in the Page list, click the page you want to add a user-defined field to.
    • Click the Add Group button to create an identifying group for your new user-defined fields, and, in the Add a Group dialog box, type a name for this group.
    • Select the group, and then click the Edit button to change the name of the group.
    • Click the Add Field button.
    • In the Add a Field dialog box, type the field name that you want, select a Data Type (such as Text, Number, or Date/Time), and a Format for the data type you choose.

This Video show how above steps works. Or we can use other way around Form Layout ADD/Remove field and Customer file.

Let me know if above methods work for you or not. If you have further request please dont hesitate reply back. Thank you.

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May 19th, 2015 1:43am

Hi Terry:

Sorry that I didnt reply you sooner and sorry if I mislead you in the previous reply.

I should have state this sentence: BCM the mapping of Form Controls are fixed for the Outlook Built-in Contact Form", so you have to create user-defined group or field to make it work.

For customize Contact form, we only have two options:

  1. Use Developer provide by Outlook not through BCM: Open Outlook -> Navigate to People -> Developer -> Design a Form -> Choose Contact
  2. Use BCM:
    • On the Business Contact Manager menu, point to Customize Business Contact Manager Forms, and then click one of the following: Customize Account form, Customize Business Contact form, Customize Opportunity form, or Customize Business Project form.
    • In the appropriate Manage User-Defined Fields dialog box, in the Page list, click the page you want to add a user-defined field to.
    • Click the Add Group button to create an identifying group for your new user-defined fields, and, in the Add a Group dialog box, type a name for this group.
    • Select the group, and then click the Edit button to change the name of the group.
    • Click the Add Field button.
    • In the Add a Field dialog box, type the field name that you want, select a Data Type (such as Text, Number, or Date/Time), and a Format for the data type you choose.

This Video show how above steps works. Or we can use other way around Form Layout ADD/Remove field and Customer file.

Let me know if above methods work for you or not. If you have further request please dont hesitate reply back. Thank you.

May 19th, 2015 5:42am

Chloe,

Thank  you for all your help.

Terry

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May 19th, 2015 7:31am

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