using bcm for practice management? "UriSchneider[ at ]gmail.com" <UriSchneider[ at ]gmail.com> 6/14/2007 4:59:17 AM any thoughts on using bcm 2007 for psychotherapy (or speech pathology) practice... tips, functionaility, tweeking settings? i currently use it for my practice, but know i could do better. i have colleagues, leads and contacts, as well as clients categorized... what else could i do to get more out of it? any ways to better interweave contacts and appointments so the clients name is visible in the calendar view, as well as the "attendee" so that contact history includes all appointments with that client...? (this is a glaringly lacking feature i am looking for) appreciate your input... uri

Re: using bcm for practice management? Luther <enowning[ at ]gmail.com> 6/14/2007 4:53:27 PM On Jun 13, 9:59 pm, "UriSchnei...[ at ]gmail.com" <UriSchnei...[ at ]gmail.com> wrote: [Quoted Text] > any thoughts on using bcm 2007 for psychotherapy (or speech pathology) > practice... tips, functionaility, tweeking settings? > > i currently use it for my practice, but know i could do better. i > have colleagues, leads and contacts, as well as clients > categorized... what else could i do to get more out of it? > > any ways to better interweave contacts and appointments so the clients > name is visible in the calendar view, as well as the "attendee" so > that contact history includes all appointments with that client...? > (this is a glaringly lacking feature i am looking for) > > appreciate your input... > > uri When you right click on an appt, there's a menu option to "Link to Recod". You can use that to connect the appt to a contact, and it will then show up in the contact's history. You can do the same when the appt is open using a button on the ribbon. I don't know how to make the linked contact appear in the appointment in the calendar folder view though.

Re: using bcm for practice management? "Lon Orenstein" <Lon[ at ]pinpointtools.com> 6/19/2007 11:13:27 PM Do a search in this group for "BCM Nexus" -- Bill has written some code that will put the contact name and their phone number on the task list. 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 "Luther" <enowning[ at ]gmail.com> wrote in message news:1181840007.137153.10160[ at ]a26g2000pre.googlegroups.com... [Quoted Text] > On Jun 13, 9:59 pm, "UriSchnei...[ at ]gmail.com" <UriSchnei...[ at ]gmail.com> > wrote: >> any thoughts on using bcm 2007 for psychotherapy (or speech pathology) >> practice... tips, functionaility, tweeking settings? >> >> i currently use it for my practice, but know i could do better. i >> have colleagues, leads and contacts, as well as clients >> categorized... what else could i do to get more out of it? >> >> any ways to better interweave contacts and appointments so the clients >> name is visible in the calendar view, as well as the "attendee" so >> that contact history includes all appointments with that client...? >> (this is a glaringly lacking feature i am looking for) >> >> appreciate your input... >> >> uri > > When you right click on an appt, there's a menu option to "Link to > Recod". You can use that to connect the appt to a contact, and it will > then show up in the contact's history. You can do the same when the > appt is open using a button on the ribbon. > > I don't know how to make the linked contact appear in the appointment > in the calendar folder view though. >