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My question is can I have more than one database in BCM? Can i make a
database for clients and a separate for business reps? IF so do you have a
brief discription on how.
Thanks, for your help,
Red
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On Apr 9, 1:50 pm, Redsback55 <Redsbac...[ at ]discussions.microsoft.com>
wrote:
[Quoted Text] > My question is can I have more than one database in BCM? Can i make a
> database for clients and a separate for business reps? IF so do you have a
> brief discription on how.
>
> Thanks, for your help,
>
> Red
You'll need to have a separate Mail profile for each database. Go to
Control Panel|Mail and set Outlook to prompt you for a profile when it
starts up. Next time you start Outlook, create a new, second, profile
and BCM will prompt you to create a new database for that profile.
You'll need to restart Outlook to switch between databases.
An alternative is to switch databases in BCM, while it is running;
using menu BCM|Database Tools|Create or Select a Database...
To get the benefits of automatic linking of emails to Contacts you'll
need to have seperate email addresses for mail from clients and reps,
use two Mail profiles, setting the one with the client database to get
email addressed to your clients email address.
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Luther, Thank you for that info. Way too much for me. Here's another
question. Can i add a new folder in BCM? I've tried it and it said no, forgot
the exact words and i can't find any other info on possibility of adding a
folder. I know how to do it in Outlook but not BCM.
Red
"Luther" wrote:
[Quoted Text] > On Apr 9, 1:50 pm, Redsback55 <Redsbac...[ at ]discussions.microsoft.com>
> wrote:
> > My question is can I have more than one database in BCM? Can i make a
> > database for clients and a separate for business reps? IF so do you have a
> > brief discription on how.
> >
> > Thanks, for your help,
> >
> > Red
>
> You'll need to have a separate Mail profile for each database. Go to
> Control Panel|Mail and set Outlook to prompt you for a profile when it
> starts up. Next time you start Outlook, create a new, second, profile
> and BCM will prompt you to create a new database for that profile.
> You'll need to restart Outlook to switch between databases.
>
> An alternative is to switch databases in BCM, while it is running;
> using menu BCM|Database Tools|Create or Select a Database...
>
> To get the benefits of automatic linking of emails to Contacts you'll
> need to have seperate email addresses for mail from clients and reps,
> use two Mail profiles, setting the one with the client database to get
> email addressed to your clients email address.
>
>
>
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Red:
You can have as many different databases for BCM as you'd like. From the
main menu, click on Business Contact Manager, Database Tools, Create or
Select a Database. From there, you can create a new one or select an
existing one.
Two cents of advice -- to make it easier to maneuver, consider having one
database and use categories for clients and reps, or personal and business.
Or, customize the dropdowns in Area of Interest to show these, or create a
new field that does that. That way, you're not switching databases all the
time and all your emails will be linked to these guys automatically.
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
"Redsback55" <Redsback55[ at ]discussions.microsoft.com> wrote in message
news:D8AE5000-56F6-4134-BBB0-5D9731F974ED[ at ]microsoft.com...
[Quoted Text] > Luther, Thank you for that info. Way too much for me. Here's another
> question. Can i add a new folder in BCM? I've tried it and it said no,
> forgot
> the exact words and i can't find any other info on possibility of adding a
> folder. I know how to do it in Outlook but not BCM.
>
> Red
>
> "Luther" wrote:
>
>> On Apr 9, 1:50 pm, Redsback55 <Redsbac...[ at ]discussions.microsoft.com>
>> wrote:
>> > My question is can I have more than one database in BCM? Can i make a
>> > database for clients and a separate for business reps? IF so do you
>> > have a
>> > brief discription on how.
>> >
>> > Thanks, for your help,
>> >
>> > Red
>>
>> You'll need to have a separate Mail profile for each database. Go to
>> Control Panel|Mail and set Outlook to prompt you for a profile when it
>> starts up. Next time you start Outlook, create a new, second, profile
>> and BCM will prompt you to create a new database for that profile.
>> You'll need to restart Outlook to switch between databases.
>>
>> An alternative is to switch databases in BCM, while it is running;
>> using menu BCM|Database Tools|Create or Select a Database...
>>
>> To get the benefits of automatic linking of emails to Contacts you'll
>> need to have seperate email addresses for mail from clients and reps,
>> use two Mail profiles, setting the one with the client database to get
>> email addressed to your clients email address.
>>
>>
>>
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