Outlook 2010 32 bit
Can we make custom form as default form in BCM 2010?
I have a few questions on custom form.
- I just finished customizing a new record type from account-based record type in BCM 2010. I gave the form name as Visiting Information. So, now I would like to make this form as the default form instead of the standard Account form. Say for instance when user double click at the Account pane to create a new record, my Visiting Information form will be opened instead of the normal Account form. How can I make that happen?
- If item #1 is not achievable, can I maybe add the shor tcut menu at the ribbon to create new Visiting Information record? What I have now is, I have to go to the ribbon for New Item > New Account > Visiting Information. Is it possible to do have a New Visiting Information menu on the ribbon?
- One of my custom fields (using the account-based record type) in Visiting Information requires a really long text field (like multiple text line). I created a new field for it but there isn't any datatype for long text. Only text available. How can I increase the text size because I really need to have that field. I can't use Comment anymore since it has been used before in the first page of the form. Please assist.
Thanks in advance.