How to show the "value" of a user-defined Account field in a Contact Record

Status
Not open for further replies.

JLC

New Member
Outlook version
Outlook 2010 64 bit
Email Account
POP3
Hi: In BCM 2010, I'm trying to figure out a way to have the value of a user-defined field in the Account type, be displayed in the Contact Type. For example, in the Account record, I have a custom field called Contract Renewal Month/Yr. When I add contacts that are linked to that account, I'd like to have the value of that field be displayed in the contact record, so I don't have to enter in the Contract renewal date on every contact that is linked to the account.

Does anyone know how to do this?
Thx
 
Status
Not open for further replies.
Top