(Msg. 1) Posted: Wed Aug 06, 2008 7:32 pm
Post subject: Business Contacts "By Account" view not working - how to reset? Archived from groups: microsoft>public>outlook>bcm (more info?)
Hi there,
My user seems to have messed up the view of business contacts in BCM 2007.
Previously they would select business contacts and perform a paricular
search e.g. "Company Name". They woudl then be shown all the different
contacts for that particular Company.
If they selected the default view
"By Account"
They would then get the business contacts grouped by account. This would be
useful when "Company name" has many different variants.
E.g. Company name might have 10 different branches so by using "by account"
view you can see which business contact belongs to which particular account
all within the same screen.
Hopefully all is clear so far.
The problem is now that when they use the "By Account" view, it no longer
displays the information by account.
It seems at somepoint they tried some customisation but I want to know if
there is a way of just resetting the data so that the "By Account" view goes
back to how it was.
(Msg. 2) Posted: Wed Aug 27, 2008 1:05 pm
Post subject: RE: Business Contacts "By Account" view not working - how to reset? [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
We have had the same thing happen, and I have no idea how it happened or how
to bring it back the way it was. I've tried just about everything in
customize view or defining view. Before, it would insert a row between each
acct when your current view is By Account, and the inserted row would have
the name of the acct and a minus sign beside it so you could collapse it if
you didn't want to see the names in a particular acct. Those contacts that
did not have an acct assigned to them would always be the group on top when
you sorted by acct. It came out of the box with this ability, it was not a
customization on our part. Then one day it was gone, and no apparent way to
bring it back.
"D Smithze" wrote:
> Hi there,
>
> My user seems to have messed up the view of business contacts in BCM 2007.
>
> Previously they would select business contacts and perform a paricular
> search e.g. "Company Name". They woudl then be shown all the different
> contacts for that particular Company.
>
> If they selected the default view
> "By Account"
>
> They would then get the business contacts grouped by account. This would be
> useful when "Company name" has many different variants.
> E.g. Company name might have 10 different branches so by using "by account"
> view you can see which business contact belongs to which particular account
> all within the same screen.
>
> Hopefully all is clear so far.
>
> The problem is now that when they use the "By Account" view, it no longer
> displays the information by account.
>
> It seems at somepoint they tried some customisation but I want to know if
> there is a way of just resetting the data so that the "By Account" view goes
> back to how it was.
>
> Can anyone help?
>
> Thanks in advance.
>
>
(Msg. 3) Posted: Wed Aug 27, 2008 3:49 pm
Post subject: RE: Business Contacts "By Account" view not working - how to reset [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
A follow up: In the customize view dialog, I am grouping by Account, then by
Full Name, and in Other Settings, clicking Show Items in Group. It then puts
each contact into its own group of one, the account listed by each name is
(none)...which is impossible, most of the contacts in this database have been
assigned to an acct. Opening random contacts confirms they are still assigned
to an acct, its just that the grouping/sorting function of By Account is
ignoring the linked account. Unchecking Show Items in Group in the
customization area changes nothing.
It is also interesting that if you choose to show Account in the column
headers, no acct will be listed that way either. I am beginning to wonder if
there is a corruption.
"sdurman" wrote:
> We have had the same thing happen, and I have no idea how it happened or how
> to bring it back the way it was. I've tried just about everything in
> customize view or defining view. Before, it would insert a row between each
> acct when your current view is By Account, and the inserted row would have
> the name of the acct and a minus sign beside it so you could collapse it if
> you didn't want to see the names in a particular acct. Those contacts that
> did not have an acct assigned to them would always be the group on top when
> you sorted by acct. It came out of the box with this ability, it was not a
> customization on our part. Then one day it was gone, and no apparent way to
> bring it back.
>
> "D Smithze" wrote:
>
> > Hi there,
> >
> > My user seems to have messed up the view of business contacts in BCM 2007.
> >
> > Previously they would select business contacts and perform a paricular
> > search e.g. "Company Name". They woudl then be shown all the different
> > contacts for that particular Company.
> >
> > If they selected the default view
> > "By Account"
> >
> > They would then get the business contacts grouped by account. This would be
> > useful when "Company name" has many different variants.
> > E.g. Company name might have 10 different branches so by using "by account"
> > view you can see which business contact belongs to which particular account
> > all within the same screen.
> >
> > Hopefully all is clear so far.
> >
> > The problem is now that when they use the "By Account" view, it no longer
> > displays the information by account.
> >
> > It seems at somepoint they tried some customisation but I want to know if
> > there is a way of just resetting the data so that the "By Account" view goes
> > back to how it was.
> >
> > Can anyone help?
> >
> > Thanks in advance.
> >
> >
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