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August 3, 2006 at 03:46 PM
nater1999

Adding Custom fields for Data import in MS BCM

by nater1999 . Updated 19 years, 3 months ago

My company is attempting to migrate from Salesforce to Microsoft’s BCM. I am attempting to import account information but the fields I have available to map are incorrect. I then went to View/ArrangeBy/CurrentView/CustomizeCurrentView to add the fields I needed. I did this but when I attempt the import again the fields aren’t there. Should I be adding these fields somewhere else?

We are a small company (no exchange server) with several home offices (no central office).
All running Windows XP with MS Outlook 2003 Business Contact Manager.

Thank you,
Peter Chave

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