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I just imported my ACT database, but can't figure out how to write letters to
a BCM contact or create MS Word templates for use with BCM contacts. This is
very simple to do in ACT and am hoping it simple in BCM also. I've clicked
on help in BCM, but can't find the answers.
Can anyone help me?
Thanks
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rlastar,
Most users would likely agree that there is no "simple" way to do this in BCM
comparable to the ACT workflow feature that you are familiar with. After 4+
years with numerous mention of this topic by users, no one apparently among
the design team has noticed this difference enough to design a change. You
will need to direct your search to learn about how to do a Word Mail merge
with Outlook to understand the difference. BCM v. 3 now adds a multi-step
Marketing campaign feature but like many others, I fail to see the relevance
of using this still fairly complex process for a single, stand alone letter
template to a single contact.
There are numerous other posts within this newsgroup about this design
limitation topic for you do do a search on.
Best wishes,
-THP
rlastar wrote:
[Quoted Text] >I just imported my ACT database, but can't figure out how to write letters to
>a BCM contact or create MS Word templates for use with BCM contacts. This is
>very simple to do in ACT and am hoping it simple in BCM also. I've clicked
>on help in BCM, but can't find the answers.
>Can anyone help me?
>Thanks
--
Message posted via OfficeKB.com
http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1
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"rlastar" wrote:
[Quoted Text] > I just imported my ACT database, but can't figure out how to write letters to
> a BCM contact or create MS Word templates for use with BCM contacts. This is
> very simple to do in ACT and am hoping it simple in BCM also. I've clicked
> on help in BCM, but can't find the answers.
> Can anyone help me?
> Thanks
You can't do it directly from BCM - it has to be done from Word. In word on
the ribbon select Mailings and Start Mail Merge, pick the type you want -
letter etc. Now click Select Recipients and Select from Outlook Contacts,
your then given the choice of accounts, Business contacts, contacts,
accounts, business leads.
Selecting Busniess contacts then gives you a list of all the contacts you
have - pick the one(s) you want and then you can access the Write and Insert
Fields buttons - assuming you haven't created a template file first!!
Have a play and you should be able to sort it out.
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If your referring to a mail merge scenario, then you have to start the
process in Word 2007. Select Mailings on the Ribbon, pick Select Recipients
and then Select from Outlook Contacts. When you do this Word will display a
dialog with your accounts, business contacts etc. When you pick the item you
want, you will have a further list of accounts / contacts etc and can then
select the recipients of your letter.
Once this stage is complete you can create your letter and the Insert Merge
button is no longer greyed out - allowing you to insert the merge fields.
"rlastar" wrote:
[Quoted Text] > I just imported my ACT database, but can't figure out how to write letters to
> a BCM contact or create MS Word templates for use with BCM contacts. This is
> very simple to do in ACT and am hoping it simple in BCM also. I've clicked
> on help in BCM, but can't find the answers.
> Can anyone help me?
> Thanks
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If your referring to mail merge, you cannot start this from BCM - you have to
start in Word 2007. Open Word, select Mailings, select Start Mail Marge and
select the type you want, then Select Recipients - pick Select from Outlook
contacts...this will then give you the choice of Accounts, Business Contacts
etc etc. Selecting Business Contacts will then give you the entire list of
contacts - everyone selected, just unpick all and then pick the ones you
really want.
Once done, you can insert the merge fields of your choice to create the
document.
Hope that helps.
"rlastar" wrote:
[Quoted Text] > I just imported my ACT database, but can't figure out how to write letters to
> a BCM contact or create MS Word templates for use with BCM contacts. This is
> very simple to do in ACT and am hoping it simple in BCM also. I've clicked
> on help in BCM, but can't find the answers.
> Can anyone help me?
> Thanks
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I did the same thing thinking I'd switch from ACT! , but after wasting hours
trying to find how to send a letter, I ended up on this board. It is simply
unbelievable that Microsoft Outlook requires a "Marketing campaign mail
merge" wizard to set up a letter to a single contact. This fact alone is so
pitiful, not to mention the pitiful integration with the new MS Accounting
2007, that I am now disgusted and moving on to evaluate recent releases of
competitors. Did the dates of your ACT! notes import? No, the dates are all
made the same as the day of import! What good is that? Its totally
unacceptable to a person who must keep notes!
IMO about the ony thing Outlook has ever done well is email.
--
J5 XP Machines
"rlastar" wrote:
[Quoted Text] > I just imported my ACT database, but can't figure out how to write letters to
> a BCM contact or create MS Word templates for use with BCM contacts. This is
> very simple to do in ACT and am hoping it simple in BCM also. I've clicked
> on help in BCM, but can't find the answers.
> Can anyone help me?
> Thanks
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Jimmy,
If you are still desiring to move into an Outlook-centric environment for
your Contact Management needs and if you have concluded that BCM is not for
you, here is a link to something that may interest you: www.avidian.com.
This solution has Sales Assistant and Workflow manager features that are very
similar to how ACT easily creates a letter template.
Best regards,
-THP
Jimmy Stahl wrote:
[Quoted Text] >I did the same thing thinking I'd switch from ACT! , but after wasting hours
>trying to find how to send a letter, I ended up on this board. It is simply
>unbelievable that Microsoft Outlook requires a "Marketing campaign mail
>merge" wizard to set up a letter to a single contact. This fact alone is so
>pitiful, not to mention the pitiful integration with the new MS Accounting
>2007, that I am now disgusted and moving on to evaluate recent releases of
>competitors. Did the dates of your ACT! notes import? No, the dates are all
>made the same as the day of import! What good is that? Its totally
>unacceptable to a person who must keep notes!
>
>IMO about the ony thing Outlook has ever done well is email.
>> I just imported my ACT database, but can't figure out how to write letters to
>> a BCM contact or create MS Word templates for use with BCM contacts. This is
>> very simple to do in ACT and am hoping it simple in BCM also. I've clicked
>> on help in BCM, but can't find the answers.
>> Can anyone help me?
>> Thanks
--
Message posted via OfficeKB.com
http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1
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