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Thread: business contact manager 2007

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business contact manager 2007
Vic Noone 6/20/2007 12:45:00 PM
After adding a new business contact and creating an opportunity, Business
Contact Manager will not allow me to convert to a quote, it gives the message
- Business Contact manager for Outlook could not complete your last action or
actions. Please try again. Even if I try again, it will still not convert.
Can anyone help with this?
Re: business contact manager 2007
Luther <enowning[ at ]gmail.com> 6/21/2007 4:15:48 PM
On Jun 20, 5:45 am, Vic Noone <Vic N...[ at ]discussions.microsoft.com>
wrote:
[Quoted Text]
> After adding a new business contact and creating an opportunity, Business
> Contact Manager will not allow me to convert to a quote, it gives the message
> - Business Contact manager for Outlook could not complete your last action or
> actions. Please try again. Even if I try again, it will still not convert.
> Can anyone help with this?

Might be a corrupt form cache. Search this newsgroup or the Help for
instructions on how to clear the Outlook forms cache, and try it.

Re: business contact manager 2007
Vic Noone 6/22/2007 10:40:00 AM
Thanks for the reply. I have cleared the cashe but the problem remains. I
have also seen the reply regarding enabling disabled items, but I can't seem
to find this in Outlok 2007. Is there something else that I can try?

Thank you


"Luther" wrote:

[Quoted Text]
> On Jun 20, 5:45 am, Vic Noone <Vic N...[ at ]discussions.microsoft.com>
> wrote:
> > After adding a new business contact and creating an opportunity, Business
> > Contact Manager will not allow me to convert to a quote, it gives the message
> > - Business Contact manager for Outlook could not complete your last action or
> > actions. Please try again. Even if I try again, it will still not convert.
> > Can anyone help with this?
>
> Might be a corrupt form cache. Search this newsgroup or the Help for
> instructions on how to clear the Outlook forms cache, and try it.
>
>
Re: business contact manager 2007
Luther <enowning[ at ]gmail.com> 6/25/2007 4:06:37 PM
On Jun 22, 3:40 am, Vic Noone <VicNo...[ at ]discussions.microsoft.com>
wrote:
[Quoted Text]
> Thanks for the reply. I have cleared the cashe but the problem remains. I
> have also seen the reply regarding enabling disabled items, but I can't seem
> to find this in Outlok 2007. Is there something else that I can try?
>
> Thank you
>
>
>
> "Luther" wrote:
> > On Jun 20, 5:45 am, Vic Noone <Vic N...[ at ]discussions.microsoft.com>
> > wrote:
> > > After adding a new business contact and creating an opportunity, Business
> > > Contact Manager will not allow me to convert to a quote, it gives the message
> > > - Business Contact manager for Outlook could not complete your last action or
> > > actions. Please try again. Even if I try again, it will still not convert.
> > > Can anyone help with this?
>
> > Might be a corrupt form cache. Search this newsgroup or the Help for
> > instructions on how to clear the Outlook forms cache, and try it.- Hide quoted text -
>
> - Show quoted text -

Converting to quote requires integration with an accounting system. Do
other features of accounting integration work in BCM? Can you see
financial history and summary information in the form of an account
linked to the accounting system? What accounting application if BCM
integrated with?

Re: business contact manager 2007
Vic Noone 6/25/2007 4:50:00 PM
BCM is integrated with Microsoft Office Accounting 2007, I can see all the
item information etc that I posted in the accounts package in BCM, so it
appears to be fully integrated.


"Luther" wrote:

[Quoted Text]
> On Jun 22, 3:40 am, Vic Noone <VicNo...[ at ]discussions.microsoft.com>
> wrote:
> > Thanks for the reply. I have cleared the cashe but the problem remains. I
> > have also seen the reply regarding enabling disabled items, but I can't seem
> > to find this in Outlok 2007. Is there something else that I can try?
> >
> > Thank you
> >
> >
> >
> > "Luther" wrote:
> > > On Jun 20, 5:45 am, Vic Noone <Vic N...[ at ]discussions.microsoft.com>
> > > wrote:
> > > > After adding a new business contact and creating an opportunity, Business
> > > > Contact Manager will not allow me to convert to a quote, it gives the message
> > > > - Business Contact manager for Outlook could not complete your last action or
> > > > actions. Please try again. Even if I try again, it will still not convert.
> > > > Can anyone help with this?
> >
> > > Might be a corrupt form cache. Search this newsgroup or the Help for
> > > instructions on how to clear the Outlook forms cache, and try it.- Hide quoted text -
> >
> > - Show quoted text -
>
> Converting to quote requires integration with an accounting system. Do
> other features of accounting integration work in BCM? Can you see
> financial history and summary information in the form of an account
> linked to the accounting system? What accounting application if BCM
> integrated with?
>
>

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