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If I understand correctly, strictly BCM items like phone logs, business
notes, accounts and contacts are maintained locally on my laptop in the sql
database.
I use the notes fields within the regular tasks and appointments to take
meeting notes and track the various steps of some task, and then link them to
a BCM account. Recently, I have been getting emails indicating that my
company's exchange server has been "cleaning things up", and deleting things
that are a certain number of days old. Does this mean that I will eventually
lose those appointment and task notes? I ask because I thought the BCM
somehow makes copies of emails that are stored separately with the BCM
database from the email itself, and am wondering if the same is true for the
more traditional outlook items.
By the way, this is just a one user BCM setup on my laptop. I work for a
big regional bank but I hate the CRM software they've decided is fabulous, so
I made my own with BCM.
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On Oct 13, 1:33 pm, btrcp2000 <btrcp2...[ at ]discussions.microsoft.com>
wrote:
[Quoted Text] > If I understand correctly, strictly BCM items like phone logs, business
> notes, accounts and contacts are maintained locally on my laptop in the sql
> database.
>
> I use the notes fields within the regular tasks and appointments to take
> meeting notes and track the various steps of some task, and then link them to
> a BCM account. Recently, I have been getting emails indicating that my
> company's exchange server has been "cleaning things up", and deleting things
> that are a certain number of days old. Does this mean that I will eventually
> lose those appointment and task notes? I ask because I thought the BCM
> somehow makes copies of emails that are stored separately with the BCM
> database from the email itself, and am wondering if the same is true for the
> more traditional outlook items.
>
> By the way, this is just a one user BCM setup on my laptop. I work for a
> big regional bank but I hate the CRM software they've decided is fabulous, so
> I made my own with BCM.
BCM stores its own items in its database. However, with Outlook/
Exchange items (emails, appointments, etc) it just stores a link to
the original data and a few fiedls describing it. If the original item
gets deleted, BCM/Outlook won't be able to open it.
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Thanks for the reply! What if I auto archive them occasionally to prevent
them from being deleted? Does the link follow them into the autoarchive
folder?
"Luther" wrote:
[Quoted Text] > On Oct 13, 1:33 pm, btrcp2000 <btrcp2...[ at ]discussions.microsoft.com>
> wrote:
> > If I understand correctly, strictly BCM items like phone logs, business
> > notes, accounts and contacts are maintained locally on my laptop in the sql
> > database.
> >
> > I use the notes fields within the regular tasks and appointments to take
> > meeting notes and track the various steps of some task, and then link them to
> > a BCM account. Recently, I have been getting emails indicating that my
> > company's exchange server has been "cleaning things up", and deleting things
> > that are a certain number of days old. Does this mean that I will eventually
> > lose those appointment and task notes? I ask because I thought the BCM
> > somehow makes copies of emails that are stored separately with the BCM
> > database from the email itself, and am wondering if the same is true for the
> > more traditional outlook items.
> >
> > By the way, this is just a one user BCM setup on my laptop. I work for a
> > big regional bank but I hate the CRM software they've decided is fabulous, so
> > I made my own with BCM.
>
> BCM stores its own items in its database. However, with Outlook/
> Exchange items (emails, appointments, etc) it just stores a link to
> the original data and a few fiedls describing it. If the original item
> gets deleted, BCM/Outlook won't be able to open it.
>
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On Oct 14, 11:42 am, btrcp2000 <btrcp2...[ at ]discussions.microsoft.com>
wrote:
[Quoted Text] > Thanks for the reply! What if I auto archive them occasionally to prevent
> them from being deleted? Does the link follow them into the autoarchive
> folder?
>
>
>
> "Luther" wrote:
> > On Oct 13, 1:33 pm, btrcp2000 <btrcp2...[ at ]discussions.microsoft.com>
> > wrote:
> > > If I understand correctly, strictly BCM items like phone logs, business
> > > notes, accounts and contacts are maintained locally on my laptop in the sql
> > > database.
>
> > > I use the notes fields within the regular tasks and appointments to take
> > > meeting notes and track the various steps of some task, and then link them to
> > > a BCM account. Recently, I have been getting emails indicating that my
> > > company's exchange server has been "cleaning things up", and deleting things
> > > that are a certain number of days old. Does this mean that I will eventually
> > > lose those appointment and task notes? I ask because I thought the BCM
> > > somehow makes copies of emails that are stored separately with the BCM
> > > database from the email itself, and am wondering if the same is true for the
> > > more traditional outlook items.
>
> > > By the way, this is just a one user BCM setup on my laptop. I work for a
> > > big regional bank but I hate the CRM software they've decided is fabulous, so
> > > I made my own with BCM.
>
> > BCM stores its own items in its database. However, with Outlook/
> > Exchange items (emails, appointments, etc) it just stores a link to
> > the original data and a few fiedls describing it. If the original item
> > gets deleted, BCM/Outlook won't be able to open it.- Hide quoted text -
>
> - Show quoted text -
I haven't tried it but you experiment.
I would expect that Outlook items would have the same ID number
wheteher they are archived or not.
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