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  1. almallas

    How to show related Opportunities on Accounts form

    "... simply trying to modify the Account form to have a section that displays any related opportunities to that account. " The 'History' tab shows all the related opportunities to any specific account. I guess what you want is this information, related opportunities, to be displayed in the...
  2. almallas

    How to show related Opportunities on Accounts form

    Hi, Every opportunity matches to one account or one contact. When you create the opportunity you link it <LINK To..>to the right account or contact. If you link the opportunity to an account it attaches it to the primary contact. To see the opportunity you go to the History tab of the...
  3. almallas

    Need decent intro to BCM for Outlook users

    Hi, It took me also sometime to figure how BCM works, all depends on how well you know CRM. I am using it for my on line ecommerce B2C (products). There are no many BCM 2010 book references, so I started printing the detailed Help pages. There are couple BCM 2007 books and a How-To...
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