The timer in the phone log is great but I dont' see a timer in tasks, email
or any other window. This is one of the many horrible limitations to BCM.
"Lon Orenstein" wrote:
[Quoted Text] > Chipster:
>
> You can come pretty close to what you want with BCM and Office Accounting.
> Check out my eBook, Moving from ACT! to Business Contact Manager, that will
> give you an idea of what BCM is like.
>
> Yes, you can write all the emails you ever need, using multiple templates,
> and best of all, they automatically link to the BCM contacts.
>
> Yes, you can create Business Projects and associate contacts with multiple
> projects.
>
> Yes, you can record activities with time spent -- check out Phone Logs. You
> can also track time in tasks. These can then flow through to Office
> Accounting with a few clicks. You can then create an Invoice for your
> clients with a few more clicks.
>
> There are reports available in both BCM and Accounting and they can export
> their results into Excel or Access for further slicing and dicing. This
> might be the most challenged area for you but it should work OK...
>
> 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
>
>
> "Chipster457" <Chipster457[ at ]discussions.microsoft.com> wrote in message
> news:B28458F6-4FE1-4BF9-AD02-AF0D7975D11E[ at ]microsoft.com...
> >I need to know if BCM will provide the following functionality:
> >
> > Write emails, letters, etc. from templates that I can edit.
> > Organize contacts into a project group, where one contact can be
> > associated
> > with multiple projects.
> > Record activities (phone calls, meetings, to do's) with time spent and
> > associate each activity to a specific project.
> > Generate monthly reports for the time spent on each project, showing
> > details
> > of the activities.
> >
> > I have been using ACT! for over 10 years, and it used to provide this
> > functionality. However, a recent "upgrade" elimated the ability to
> > generate
> > a report showing only the history deliberately associated with a "group"
> > (project).
> >
> > I run a one-man financial consulting business and bill by the hour. This
> > issue is very important to me.
> >
> > Please let me know if MS OCM or some other software would handle my needs.
> >
> > Thank you.
>
>
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