How to add fields to customize reports in BCM?

  • Thread starter Thread starter nre503
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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.
 
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.
 
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.
 
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
 
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