PhillipsContracting
Member
- Outlook version
- Outlook 2013 32 bit
- Email Account
- Exchange Server
I am using BCM with Outlook 2013. I'm setting up a database for my company to track our many projects, and I've been playing around with the user-defined fields. I have added a relationship field to the standard Project form, which ties back to an Employees contact record type. We want to be able to assign an employee as the "Project Manager" (the name of the field) for each project. (We're using the Linked Account field to link to a Client record type, and we're using Assigned To for something else as well.)
Unfortunately, it seems that the user-defined relationship fields are the only ones that are basically invisible everywhere except on the form itself. (User-defined text, date, dropdown, and currency fields? No problem.) We can't add Project Manager as a column on the Projects tab (well, we can, but it always shows as empty), we can't use it for filtering the lists, and we can't use it in reports by adding the column or by filtering.
My boss is adamant that we have the ability to run reports by Project Manager, and I'm at a loss at this point. Is there any way to get BCM to recognize these fields for reporting and/or filtering, or is there some other useful way to do this? Like I said, the Linked Account and Assigned to fields are already in use.
If I absolutely have to, I'll work around it by using a dropdown list containing the names of all the project managers, but I REALLY would like to be able to tie the actual Contact to the Project. Any suggestions?
Unfortunately, it seems that the user-defined relationship fields are the only ones that are basically invisible everywhere except on the form itself. (User-defined text, date, dropdown, and currency fields? No problem.) We can't add Project Manager as a column on the Projects tab (well, we can, but it always shows as empty), we can't use it for filtering the lists, and we can't use it in reports by adding the column or by filtering.
My boss is adamant that we have the ability to run reports by Project Manager, and I'm at a loss at this point. Is there any way to get BCM to recognize these fields for reporting and/or filtering, or is there some other useful way to do this? Like I said, the Linked Account and Assigned to fields are already in use.
If I absolutely have to, I'll work around it by using a dropdown list containing the names of all the project managers, but I REALLY would like to be able to tie the actual Contact to the Project. Any suggestions?
