Business Contact Manager how do you customize it? PDuffy 4/20/2007 7:36:01 PM I'm a salesguy who wants to use BCM but can't figure out what the difference is between contact / personal contact / business contact / account...additionally, I need to customize the fields so I can track some economics..The fields included require you pre-define the value of a line item..That doesn't work for me...I'm looking for a resource to help me figure this all out and would be willing to pay for it.

Re: Business Contact Manager how do you customize it? "Thomas Valentin" <tom_valentin[ at ]hotmail.com> 4/20/2007 8:55:39 PM Hi, You didn't mention which version of BCM you are trying to customise. It is the 2003 version or the 2007 version. If you post which version then I'll try and post some information for you. Tom "PDuffy" <PDuffy[ at ]discussions.microsoft.com> wrote in message news:AEF9CF6E-09A5-4621-ACA0-16F28AE37392[ at ]microsoft.com... [Quoted Text] > I'm a salesguy who wants to use BCM but can't figure out what the > difference > is between contact / personal contact / business contact / > account...additionally, I need to customize the fields so I can track some > economics..The fields included require you pre-define the value of a line > item..That doesn't work for me...I'm looking for a resource to help me > figure > this all out and would be willing to pay for it.

Re: Business Contact Manager how do you customize it? PDuffy 4/23/2007 12:54:02 PM Hey Tom, I recently purchased Office 2007 Ultimate with Outlook 2007 / BCM....I need to accomplish a few pedestrian things... -create a masterlist of all contacts so my Treo synchs correctly and when I search for a contact in Outlook it gets found -take a contact that I've created and make it an opportunity that I can track...email, calls, meetings, economics -convert that opportunity into an account or lost deal The nice to haves right now would be creating fields in an opportunity that allowed me to track economics that I put in (not predefined by service) and create a report. Additionally, it would be great if I could associate that opportunity with a partner (simply another contact). Sorry for the long email and thanks for any direction you might lend. I'm serious about finding a resource I can focus on this for a few hours. If you know someone in the NYC area that knows this stuff cold, I would use them in a consulting capacity. As a sales guy, if I can get this to work like ACT, it would be helpful to my business. Thanks, Pat "Thomas Valentin" wrote: [Quoted Text] > Hi, > > You didn't mention which version of BCM you are trying to customise. It is > the 2003 version or the 2007 version. If you post which version then I'll > try and post some information for you. > > Tom > > "PDuffy" <PDuffy[ at ]discussions.microsoft.com> wrote in message > news:AEF9CF6E-09A5-4621-ACA0-16F28AE37392[ at ]microsoft.com... > > I'm a salesguy who wants to use BCM but can't figure out what the > > difference > > is between contact / personal contact / business contact / > > account...additionally, I need to customize the fields so I can track some > > economics..The fields included require you pre-define the value of a line > > item..That doesn't work for me...I'm looking for a resource to help me > > figure > > this all out and would be willing to pay for it. >

Re: Business Contact Manager how do you customize it? "Lon Orenstein" <Lon[ at ]pinpointtools.com> 4/23/2007 9:09:01 PM PDuffy: It sounds like BCM will work for you just fine... 1. Use CompanionLink or Pocket Mirror to synch your contacts to your Treo 2. You enter a business contact first, then add an Opportunity that is linked to it. You can link tasks, appointments, notes, and emails to that contact, plus the opportunity and see it all in Communication History (similar to ACT's history). 3. When you win/lose a deal, you can change the opportunity to Won/Lost and either keep the contact or move them to an archive database. 4. You can customize the opportunity record with up to 40 additional fields of data. 5. You can report on it but the reporting part of BCM is challenged. You can get the data onto a report and export to Excel or Access, then slice and dice from there. Hope that helps... check out my eBook on How to Move from ACT! to BCM for more info. 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 "PDuffy" <PDuffy[ at ]discussions.microsoft.com> wrote in message news:8055F449-CABD-4D79-BAC6-43AEC71F96B1[ at ]microsoft.com... [Quoted Text] > Hey Tom, I recently purchased Office 2007 Ultimate with Outlook 2007 / > BCM....I need to accomplish a few pedestrian things... > -create a masterlist of all contacts so my Treo synchs correctly and when > I > search for a contact in Outlook it gets found > -take a contact that I've created and make it an opportunity that I can > track...email, calls, meetings, economics > -convert that opportunity into an account or lost deal > > The nice to haves right now would be creating fields in an opportunity > that > allowed me to track economics that I put in (not predefined by service) > and > create a report. Additionally, it would be great if I could associate > that > opportunity with a partner (simply another contact). > > Sorry for the long email and thanks for any direction you might lend. I'm > serious about finding a resource I can focus on this for a few hours. If > you > know someone in the NYC area that knows this stuff cold, I would use them > in > a consulting capacity. As a sales guy, if I can get this to work like > ACT, > it would be helpful to my business. > > Thanks, > > Pat > > "Thomas Valentin" wrote: > >> Hi, >> >> You didn't mention which version of BCM you are trying to customise. It >> is >> the 2003 version or the 2007 version. If you post which version then I'll >> try and post some information for you. >> >> Tom >> >> "PDuffy" <PDuffy[ at ]discussions.microsoft.com> wrote in message >> news:AEF9CF6E-09A5-4621-ACA0-16F28AE37392[ at ]microsoft.com... >> > I'm a salesguy who wants to use BCM but can't figure out what the >> > difference >> > is between contact / personal contact / business contact / >> > account...additionally, I need to customize the fields so I can track >> > some >> > economics..The fields included require you pre-define the value of a >> > line >> > item..That doesn't work for me...I'm looking for a resource to help me >> > figure >> > this all out and would be willing to pay for it. >>