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

When you customize a form in Business Contact Manager for Outlook by creating new user-defined fields, these fields are then listed under groups that you can customize. The group name appears on the form as a subheading. For example, if you are a real estate agent, you can create a group called Housing Requirements, and include the following fields: Type of property, Number of bedrooms, and Preferred neighborhood.

  • In the Group Name box, type the 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 Manage User-Defined Fields, and then click one of the following: Account, Business Contact, Opportunity, or Business Project. In the appropriate Manage User-Defined Fields dialog box, click Add Group.

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