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I need to create a Task Folder in the BCM folder, but I can't. I confirmed
this with Microsoft Tech Support that it's not possible.
I'm sure I'm not the only one who needs to do this.
Please BCM team update BCM 2007 to do this.
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Rich:
Just curious -- what do you want to do with it?
Thanks,
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
"Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
news:FF5B1298-5AD4-4DD8-9411-3B9A98089146[ at ]microsoft.com...
[Quoted Text] >I need to create a Task Folder in the BCM folder, but I can't. I confirmed
> this with Microsoft Tech Support that it's not possible.
>
> I'm sure I'm not the only one who needs to do this.
>
> Please BCM team update BCM 2007 to do this.
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Lon,
First let me say the book Outlook 2007 Business Contact Manager For Dummies
was excellent. I'm a Microsoft Small Business Specialist and I always
recommend the book to my clients who need to use BCM 2007.
I would like to keep track of my Support Requests that are not project
related. Yes, I could create a new Tasks folder under my personal mailbox
but since it's business related I would like it to be in the BCM folder.
I would also like the Notes I make in the Task to appear in my Office
Accounting 2007 invoice but that doesn't seem possible. Am I correct or is
there a way to get the Task notes to appear on an Office Accounting 2007
invoice?
"Lon Orenstein" wrote:
[Quoted Text] > Rich:
>
> Just curious -- what do you want to do with it?
>
> Thanks,
> 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
>
>
> "Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
> news:FF5B1298-5AD4-4DD8-9411-3B9A98089146[ at ]microsoft.com...
> >I need to create a Task Folder in the BCM folder, but I can't. I confirmed
> > this with Microsoft Tech Support that it's not possible.
> >
> > I'm sure I'm not the only one who needs to do this.
> >
> > Please BCM team update BCM 2007 to do this.
>
>
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Thanks Rich -- I appreciate the compliment!
I don't have a PC setup right now with a shared BCM/Office Accounting
database to test this but I'm pretty sure that the Billing Information field
from the Details page in a Task will transfer to Accounting and will appear
on an Invoice. The Total Work field is what you estimated and the Actual
Work field is how many hours you actually are billing for, which transfers
into Accounting.
Try that and let us know what happens, please.
Thanks,
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
"Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
news:3CEE4C38-CB85-4587-90CD-255C6B1B02F5[ at ]microsoft.com...
[Quoted Text] > Lon,
> First let me say the book Outlook 2007 Business Contact Manager For
> Dummies
> was excellent. I'm a Microsoft Small Business Specialist and I always
> recommend the book to my clients who need to use BCM 2007.
>
> I would like to keep track of my Support Requests that are not project
> related. Yes, I could create a new Tasks folder under my personal mailbox
> but since it's business related I would like it to be in the BCM folder.
> I would also like the Notes I make in the Task to appear in my Office
> Accounting 2007 invoice but that doesn't seem possible. Am I correct or
> is
> there a way to get the Task notes to appear on an Office Accounting 2007
> invoice?
>
> "Lon Orenstein" wrote:
>
>> Rich:
>>
>> Just curious -- what do you want to do with it?
>>
>> Thanks,
>> 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
>>
>>
>> "Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
>> news:FF5B1298-5AD4-4DD8-9411-3B9A98089146[ at ]microsoft.com...
>> >I need to create a Task Folder in the BCM folder, but I can't. I
>> >confirmed
>> > this with Microsoft Tech Support that it's not possible.
>> >
>> > I'm sure I'm not the only one who needs to do this.
>> >
>> > Please BCM team update BCM 2007 to do this.
>>
>>
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Lon,
Thank you for the reply.
I did as you suggested but the info I put in the Billing Information Field
did not appear on the invoice. Also I noticed I'm limited to the number of
characters I can type in the billing information field.
I'm hoping to find a way to have the information I type in the Task page in
the Notes area to appear on an invoice. This area allows many more
characters and allows me to be more detailed about labor performed. Also
this information automatically appears in the Comments Field on the Time
Entry window.
Basically I want a way to be able to track my billable time using Tasks and
have the details of the work performed to also be on the invoice so my
clients know what was done according to what they are being billed for.
What are your thoughts on this Lon?
Thank you.
"Lon Orenstein" wrote:
[Quoted Text] > Thanks Rich -- I appreciate the compliment!
>
> I don't have a PC setup right now with a shared BCM/Office Accounting
> database to test this but I'm pretty sure that the Billing Information field
> from the Details page in a Task will transfer to Accounting and will appear
> on an Invoice. The Total Work field is what you estimated and the Actual
> Work field is how many hours you actually are billing for, which transfers
> into Accounting.
>
> Try that and let us know what happens, please.
>
> Thanks,
> 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
>
>
> "Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
> news:3CEE4C38-CB85-4587-90CD-255C6B1B02F5[ at ]microsoft.com...
> > Lon,
> > First let me say the book Outlook 2007 Business Contact Manager For
> > Dummies
> > was excellent. I'm a Microsoft Small Business Specialist and I always
> > recommend the book to my clients who need to use BCM 2007.
> >
> > I would like to keep track of my Support Requests that are not project
> > related. Yes, I could create a new Tasks folder under my personal mailbox
> > but since it's business related I would like it to be in the BCM folder.
> > I would also like the Notes I make in the Task to appear in my Office
> > Accounting 2007 invoice but that doesn't seem possible. Am I correct or
> > is
> > there a way to get the Task notes to appear on an Office Accounting 2007
> > invoice?
> >
> > "Lon Orenstein" wrote:
> >
> >> Rich:
> >>
> >> Just curious -- what do you want to do with it?
> >>
> >> Thanks,
> >> 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
> >>
> >>
> >> "Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
> >> news:FF5B1298-5AD4-4DD8-9411-3B9A98089146[ at ]microsoft.com...
> >> >I need to create a Task Folder in the BCM folder, but I can't. I
> >> >confirmed
> >> > this with Microsoft Tech Support that it's not possible.
> >> >
> >> > I'm sure I'm not the only one who needs to do this.
> >> >
> >> > Please BCM team update BCM 2007 to do this.
> >>
> >>
>
>
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Hmmmm... Rich, I'm sorry I don't have the integration setup right now to
test. On pages 185-186 of my Dummies book, I explain that the Billing
Description on the Task flows into the Description on the Time Entry. I'm
wondering if there is a difference in taking it directly to an Invoice.
That might be a bug or a design oversight... Could you try sending the Task
into MOA as a Time Entry first, then create the Invoice?
Thanks,
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
"Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
news:B93F651B-1ABD-4C5E-A604-157DE5CA181B[ at ]microsoft.com...
[Quoted Text] > Lon,
>
> Thank you for the reply.
> I did as you suggested but the info I put in the Billing Information Field
> did not appear on the invoice. Also I noticed I'm limited to the number
> of
> characters I can type in the billing information field.
> I'm hoping to find a way to have the information I type in the Task page
> in
> the Notes area to appear on an invoice. This area allows many more
> characters and allows me to be more detailed about labor performed. Also
> this information automatically appears in the Comments Field on the Time
> Entry window.
>
> Basically I want a way to be able to track my billable time using Tasks
> and
> have the details of the work performed to also be on the invoice so my
> clients know what was done according to what they are being billed for.
>
> What are your thoughts on this Lon?
>
> Thank you.
>
> "Lon Orenstein" wrote:
>
>> Thanks Rich -- I appreciate the compliment!
>>
>> I don't have a PC setup right now with a shared BCM/Office Accounting
>> database to test this but I'm pretty sure that the Billing Information
>> field
>> from the Details page in a Task will transfer to Accounting and will
>> appear
>> on an Invoice. The Total Work field is what you estimated and the Actual
>> Work field is how many hours you actually are billing for, which
>> transfers
>> into Accounting.
>>
>> Try that and let us know what happens, please.
>>
>> Thanks,
>> 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
>>
>>
>> "Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
>> news:3CEE4C38-CB85-4587-90CD-255C6B1B02F5[ at ]microsoft.com...
>> > Lon,
>> > First let me say the book Outlook 2007 Business Contact Manager For
>> > Dummies
>> > was excellent. I'm a Microsoft Small Business Specialist and I always
>> > recommend the book to my clients who need to use BCM 2007.
>> >
>> > I would like to keep track of my Support Requests that are not project
>> > related. Yes, I could create a new Tasks folder under my personal
>> > mailbox
>> > but since it's business related I would like it to be in the BCM
>> > folder.
>> > I would also like the Notes I make in the Task to appear in my Office
>> > Accounting 2007 invoice but that doesn't seem possible. Am I correct
>> > or
>> > is
>> > there a way to get the Task notes to appear on an Office Accounting
>> > 2007
>> > invoice?
>> >
>> > "Lon Orenstein" wrote:
>> >
>> >> Rich:
>> >>
>> >> Just curious -- what do you want to do with it?
>> >>
>> >> Thanks,
>> >> 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
>> >>
>> >>
>> >> "Rich" <Rich[ at ]discussions.microsoft.com> wrote in message
>> >> news:FF5B1298-5AD4-4DD8-9411-3B9A98089146[ at ]microsoft.com...
>> >> >I need to create a Task Folder in the BCM folder, but I can't. I
>> >> >confirmed
>> >> > this with Microsoft Tech Support that it's not possible.
>> >> >
>> >> > I'm sure I'm not the only one who needs to do this.
>> >> >
>> >> > Please BCM team update BCM 2007 to do this.
>> >>
>> >>
>>
>>
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