Manage user-defined fields in Business Contact Manager: Edit a group

When you enter data in a form in Business Contact Manager for Outlook, you enter it into a field, such as Account name or Office, located on the Account form. Each field is part of a group on that form. For example, Account name and Office are both part of the Account group. The group name appears on the form as a subheading.

Important: To be included on a form, a field must be part of a group. If you do not specify a group, a default group is created for you.

You can change the name of a group to better organize your user-defined fields.

  • In the Group Name box, type the new name you want, and then click OK.

Note: This is part of the process of creating customized Business Contact Manager forms. On the Business Contact Manager menu, point to Customize Business Contact Manager Forms, and then click one of the following: Customize Account form, Customize Business Contact form, Customize Opportunity form, or Customize Business Project form. In the appropriate Manage User-Defined Fields dialog box, select a group name, and then click Edit.

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