record of sales for each contact GolfGal 3/6/2007 7:24:41 PM I have just downloaded OL 2007 w BCM. I have a database from ACT 6.0 that I will be importing into it. In ACT I have an add on . It provides an extra tab which is linked to an Access database. I can see what each client has purchased, at what price, their order date, etc. Basically anything I choose to put in the Access table. I have a choice as to which field to link. It is very convenient to see this when I am looking at the contact information. I would like to simply see a list of what the contact has purchased. The entire list of all contacts and purchases could be either an Access Table or an excel spreadsheet. However I don't want to open something (i.e. table or spreadsheet) each time I go into a contact. Individual fields would not be my answer, as there would be several purchases, with different dates, etc. Does anyone have a suggestion as to how I could implement something like this in BCM 2007?? On another note is there a maximum number of user defined fields that can be added to BCM07? Thanks in advance

Re: record of sales for each contact "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 3/6/2007 10:31:31 PM The only thing that I can think of is to just create either an Access or Excel data file and then save it within your Windows file folders structure. You can then just create a document link from either the Business Contact or the Account record to the stored file for handy reference. There is no way to store this supplemental sales data for each contact directly within the BCM db. Of course you could custom tailor some allowable fields (BCM v. 3 only) to accomodate some of your data with limited formatting. -THP GolfGal wrote: [Quoted Text] >I have just downloaded OL 2007 w BCM. I have a database from ACT 6.0 that I >will be importing into it. In ACT I have an add on . It provides an extra >tab which is linked to an Access database. > >I can see what each client has purchased, at what price, their order date, >etc. Basically anything I choose to put in the Access table. I have a >choice as to which field to link. > >It is very convenient to see this when I am looking at the contact >information. I would like to simply see a list of what the contact has >purchased. The entire list of all contacts and purchases could be either an >Access Table or an excel spreadsheet. However I don't want to open something >(i.e. table or spreadsheet) each time I go into a contact. > >Individual fields would not be my answer, as there would be several >purchases, with different dates, etc. > >Does anyone have a suggestion as to how I could implement something like >this in BCM 2007?? > >On another note is there a maximum number of user defined fields that can be >added to BCM07? > >Thanks in advance -- Message posted via http://www.officekb.com

Re: record of sales for each contact "Lon Orenstein" <Lon[ at ]pinpointtools.com> 3/7/2007 1:00:10 AM You could also move to Office Accounting 2007 and you'd see every transaction in BCM in Financial History for each contact. Getting the data into Accounting might be painful but once you did it works great. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message news:6ecb962f9661e[ at ]uwe... [Quoted Text] > The only thing that I can think of is to just create either an Access or > Excel data file and then save it within your Windows file folders > structure. > You can then just create a document link from either the Business Contact > or > the Account record to the stored file for handy reference. There is no > way > to store this supplemental sales data for each contact directly within the > BCM db. Of course you could custom tailor some allowable fields (BCM v. 3 > only) to accomodate some of your data with limited formatting. > > -THP > > GolfGal wrote: >>I have just downloaded OL 2007 w BCM. I have a database from ACT 6.0 that >>I >>will be importing into it. In ACT I have an add on . It provides an >>extra >>tab which is linked to an Access database. >> >>I can see what each client has purchased, at what price, their order date, >>etc. Basically anything I choose to put in the Access table. I have a >>choice as to which field to link. >> >>It is very convenient to see this when I am looking at the contact >>information. I would like to simply see a list of what the contact has >>purchased. The entire list of all contacts and purchases could be either >>an >>Access Table or an excel spreadsheet. However I don't want to open >>something >>(i.e. table or spreadsheet) each time I go into a contact. >> >>Individual fields would not be my answer, as there would be several >>purchases, with different dates, etc. >> >>Does anyone have a suggestion as to how I could implement something like >>this in BCM 2007?? >> >>On another note is there a maximum number of user defined fields that can >>be >>added to BCM07? >> >>Thanks in advance > > -- > Message posted via http://www.officekb.com >

Re: record of sales for each contact GolfGal 3/7/2007 2:32:10 AM That might be an option, if it were a simple sale item. I chose those terms to simplify the example. I am a loan officer and need a list of the loans I have done for each client, with the pertinent information for each one, such as rate, term, etc. Some clients have only one loan, some several. Seeing them in one place when the client calls is a neccesity for me. OL also allows a field to be a formula, however I don't see that option in BCM. "Lon Orenstein" wrote: [Quoted Text] > You could also move to Office Accounting 2007 and you'd see every > transaction in BCM in Financial History for each contact. Getting the data > into Accounting might be painful but once you did it works great. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message > news:6ecb962f9661e[ at ]uwe... > > The only thing that I can think of is to just create either an Access or > > Excel data file and then save it within your Windows file folders > > structure. > > You can then just create a document link from either the Business Contact > > or > > the Account record to the stored file for handy reference. There is no > > way > > to store this supplemental sales data for each contact directly within the > > BCM db. Of course you could custom tailor some allowable fields (BCM v. 3 > > only) to accomodate some of your data with limited formatting. > > > > -THP > > > > GolfGal wrote: > >>I have just downloaded OL 2007 w BCM. I have a database from ACT 6.0 that > >>I > >>will be importing into it. In ACT I have an add on . It provides an > >>extra > >>tab which is linked to an Access database. > >> > >>I can see what each client has purchased, at what price, their order date, > >>etc. Basically anything I choose to put in the Access table. I have a > >>choice as to which field to link. > >> > >>It is very convenient to see this when I am looking at the contact > >>information. I would like to simply see a list of what the contact has > >>purchased. The entire list of all contacts and purchases could be either > >>an > >>Access Table or an excel spreadsheet. However I don't want to open > >>something > >>(i.e. table or spreadsheet) each time I go into a contact. > >> > >>Individual fields would not be my answer, as there would be several > >>purchases, with different dates, etc. > >> > >>Does anyone have a suggestion as to how I could implement something like > >>this in BCM 2007?? > >> > >>On another note is there a maximum number of user defined fields that can > >>be > >>added to BCM07? > >> > >>Thanks in advance > > > > -- > > Message posted via http://www.officekb.com > > > >

Re: record of sales for each contact "Lon Orenstein" <Lon[ at ]pinpointtools.com> 3/7/2007 2:50:58 PM A loan officer -- no wonder you're a GolfGal... Use the Opportunities to track each loan -- that will give you a one-to-many relationship between one contact and many loans. You can add 40 fields of data to that record and customize it easily. You can use the Sales Stage field (no, you can't rename it but you'll remember what it's for...) to show where in the process you are. The Sales Stage called Closed Won automatically puts the Probability at 100%. You can customize the views to show the fields you want to see (rate, term, etc) and the same with reports. Hope that helps, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "GolfGal" <golfgal[ at ]noemail.com> wrote in message news:85EC83F5-2305-4418-BF4C-A2EE5293FF8E[ at ]microsoft.com... [Quoted Text] > That might be an option, if it were a simple sale item. I chose those > terms > to simplify the example. I am a loan officer and need a list of the loans > I > have done for each client, with the pertinent information for each one, > such > as rate, term, etc. Some clients have only one loan, some several. > Seeing > them in one place when the client calls is a neccesity for me. > > OL also allows a field to be a formula, however I don't see that option in > BCM. > > "Lon Orenstein" wrote: > >> You could also move to Office Accounting 2007 and you'd see every >> transaction in BCM in Financial History for each contact. Getting the >> data >> into Accounting might be painful but once you did it works great. >> >> HTH, >> Lon >> >> ___________________________________________________________ >> Lon Orenstein >> pinpointtools, llc >> Lon[ at ]pinpointtools.com >> Author of Outlook 2007 Business Contact Manager For Dummies >> Author of the eBook: Moving from ACT! to Business Contact Manager >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 >> www.pinpointtools.com >> >> >> "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message >> news:6ecb962f9661e[ at ]uwe... >> > The only thing that I can think of is to just create either an Access >> > or >> > Excel data file and then save it within your Windows file folders >> > structure. >> > You can then just create a document link from either the Business >> > Contact >> > or >> > the Account record to the stored file for handy reference. There is no >> > way >> > to store this supplemental sales data for each contact directly within >> > the >> > BCM db. Of course you could custom tailor some allowable fields (BCM >> > v. 3 >> > only) to accomodate some of your data with limited formatting. >> > >> > -THP >> > >> > GolfGal wrote: >> >>I have just downloaded OL 2007 w BCM. I have a database from ACT 6.0 >> >>that >> >>I >> >>will be importing into it. In ACT I have an add on . It provides an >> >>extra >> >>tab which is linked to an Access database. >> >> >> >>I can see what each client has purchased, at what price, their order >> >>date, >> >>etc. Basically anything I choose to put in the Access table. I have a >> >>choice as to which field to link. >> >> >> >>It is very convenient to see this when I am looking at the contact >> >>information. I would like to simply see a list of what the contact has >> >>purchased. The entire list of all contacts and purchases could be >> >>either >> >>an >> >>Access Table or an excel spreadsheet. However I don't want to open >> >>something >> >>(i.e. table or spreadsheet) each time I go into a contact. >> >> >> >>Individual fields would not be my answer, as there would be several >> >>purchases, with different dates, etc. >> >> >> >>Does anyone have a suggestion as to how I could implement something >> >>like >> >>this in BCM 2007?? >> >> >> >>On another note is there a maximum number of user defined fields that >> >>can >> >>be >> >>added to BCM07? >> >> >> >>Thanks in advance >> > >> > -- >> > Message posted via http://www.officekb.com >> > >> >>

Re: record of sales for each contact GolfGal 3/8/2007 3:05:12 AM Lon, you are a genius! Thanks so much for this reply and the one above concerning the import from ACT and not putting into categories. When I've done an import before into regular OL, it did use the groups as categories. That will be a task, as they are not grouped by any field, just by where I put them! I'll have to do some extra fields for grouping in Act before I import. And for anyone who is reading this, I have Lon's Pinpoint Tool and it is a great help for a series of tasks that are repeatedly performed for a contact. I also didn't think I could add fields to the Opportunity area. Can I import into that area from ACT? Actually, if there is a way to just import the contacts from ACT then update those contacts with the opportunity fields from either an access table or and excel spreadsheet, that would be ideal. I could create an ID for a master link to import correctly. I have the 07 installed on my non-work computer (as I don't quite trust 2007 yet!) I will hopefully have time to play around with it this weekend and see what I can get it to do. Once I get all my Act contacts into it, I need to copy my pst's from my other computer so all the emails will be linked. Do you know if it will link emails from more than one pst file? I usually have 3 opened, and a couple of archives not opened, which do have pertinent email. Once again........thank you for your help. I will definitely be ordering your book! "Lon Orenstein" wrote: [Quoted Text] > A loan officer -- no wonder you're a GolfGal... > > Use the Opportunities to track each loan -- that will give you a one-to-many > relationship between one contact and many loans. You can add 40 fields of > data to that record and customize it easily. You can use the Sales Stage > field (no, you can't rename it but you'll remember what it's for...) to show > where in the process you are. The Sales Stage called Closed Won > automatically puts the Probability at 100%. > > You can customize the views to show the fields you want to see (rate, term, > etc) and the same with reports. > > Hope that helps, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "GolfGal" <golfgal[ at ]noemail.com> wrote in message > news:85EC83F5-2305-4418-BF4C-A2EE5293FF8E[ at ]microsoft.com... > > That might be an option, if it were a simple sale item. I chose those > > terms > > to simplify the example. I am a loan officer and need a list of the loans > > I > > have done for each client, with the pertinent information for each one, > > such > > as rate, term, etc. Some clients have only one loan, some several. > > Seeing > > them in one place when the client calls is a neccesity for me. > > > > OL also allows a field to be a formula, however I don't see that option in > > BCM. > > > > "Lon Orenstein" wrote: > > > >> You could also move to Office Accounting 2007 and you'd see every > >> transaction in BCM in Financial History for each contact. Getting the > >> data > >> into Accounting might be painful but once you did it works great. > >> > >> HTH, > >> Lon > >> > >> ___________________________________________________________ > >> Lon Orenstein > >> pinpointtools, llc > >> Lon[ at ]pinpointtools.com > >> Author of Outlook 2007 Business Contact Manager For Dummies > >> Author of the eBook: Moving from ACT! to Business Contact Manager > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > >> www.pinpointtools.com > >> > >> > >> "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message > >> news:6ecb962f9661e[ at ]uwe... > >> > The only thing that I can think of is to just create either an Access > >> > or > >> > Excel data file and then save it within your Windows file folders > >> > structure. > >> > You can then just create a document link from either the Business > >> > Contact > >> > or > >> > the Account record to the stored file for handy reference. There is no > >> > way > >> > to store this supplemental sales data for each contact directly within > >> > the > >> > BCM db. Of course you could custom tailor some allowable fields (BCM > >> > v. 3 > >> > only) to accomodate some of your data with limited formatting. > >> > > >> > -THP > >> > > >> > GolfGal wrote: > >> >>I have just downloaded OL 2007 w BCM. I have a database from ACT 6.0 > >> >>that > >> >>I > >> >>will be importing into it. In ACT I have an add on . It provides an > >> >>extra > >> >>tab which is linked to an Access database. > >> >> > >> >>I can see what each client has purchased, at what price, their order > >> >>date, > >> >>etc. Basically anything I choose to put in the Access table. I have a > >> >>choice as to which field to link. > >> >> > >> >>It is very convenient to see this when I am looking at the contact > >> >>information. I would like to simply see a list of what the contact has > >> >>purchased. The entire list of all contacts and purchases could be > >> >>either > >> >>an > >> >>Access Table or an excel spreadsheet. However I don't want to open > >> >>something > >> >>(i.e. table or spreadsheet) each time I go into a contact. > >> >> > >> >>Individual fields would not be my answer, as there would be several > >> >>purchases, with different dates, etc. > >> >> > >> >>Does anyone have a suggestion as to how I could implement something > >> >>like > >> >>this in BCM 2007?? > >> >> > >> >>On another note is there a maximum number of user defined fields that > >> >>can > >> >>be > >> >>added to BCM07? > >> >> > >> >>Thanks in advance > >> > > >> > -- > >> > Message posted via http://www.officekb.com > >> > > >> > >> > >