business view manager
Edit list values
You can also edit the list of drop down values available on BCM items. For example, an Opportunity item has the following pre-defined Sales stages – “Prospecting”, “Qualification“, “Needs Analysis“, “Proposal/Price Quote“, “Negotiation/Review“, “Closed Won“ and “Closed Lost“. You may want to track some other sales stages or you may not use all the ones listed above and so may want to remove some of these values. You can accomplish either of these goals easily by opening an Opportunity and then clicking on the drop down for Sales Stage and then selecting the last value in the drop down – “<Edit this list…>”. This will bring up a dialog that will let you add/delete/modify existing values. You can also select one of the values as the default. This will set the field value to this default when you create a new item. The image below shows what the edit list dialog looks like –
Customizing the BCM home page
You can also customize the home page to view only the data you are interested in. You can do this by going to the home page and selecting “Add or Remove Content” from the top right corner. This brings up a dialog that lets you choose what items you want to view in the home page. You can use this dialog to set your options for each of the four tabs on the home page – “Home”, “Sales”, “Marketing” and “Projects”. Below is an image of the dialog for customizing the home page –
Modifying reports
You can customize any of the reports that ship with BCM. Once you open the reports from the Reports sub-menu under the BCM toolbar, click on “Modify Report” in the report toolbar. This brings up a nice task bar by the side of the report that lets you choose which columns to view (including any user defined columns you created), the header and footer information and fonts for the text and a custom filter to specify additional constraints for the data shown on the report. A very useful feature here is the ability to specify custom header and footer information. You can use this so that your company name shows up in the report header!
In addition, you can save your changes by clicking on the “Save Report” button. This will prompt you to save the changes as a .bcmr file. You can open this customized report file in future by going to “Business Contact Manager” -> “Reports” -> “Open Saved Report” and then browsing to the location where you saved the file.
The image below shows the UI for modifying reports –
Search folders