Group:  Microsoft Outlook ยป microsoft.public.outlook.bcm
Thread: connect to Business Contact Manager in Word and Excel

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connect to Business Contact Manager in Word and Excel
Michael BYRD 4/11/2007 7:50:03 AM
I would like to link letters sent by snail mail and made with MSWord or
invoices made with Excel to a BCM account.

Is there a way to customize the Ribbon or to add a "Link to..." BCM button ?

Thanks fo your help.


Michael
Re: connect to Business Contact Manager in Word and Excel
"Lon Orenstein" <Lon[ at ]pinpointtools.com> 4/11/2007 4:00:10 PM
The easiest way to link is from the Business Contacts or Accounts view.
Right click on the contact, choose Create, New Linked File for Business
Contact, then browse to the file on your hard drive and select it. You'll
then see it in Communication History.

If you go to the BCM Team Blog, there is some VBA macro code there that puts
a button on your toolbar to add a Note or create a Marketing Campaign. You
could modify that to link a file and then have a button on the toolbar to do
it. That's Plan B.

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


"Michael BYRD" <MichaelBYRD[ at ]discussions.microsoft.com> wrote in message
news:6EF8F029-49C7-4ED4-B761-062EE1CB9EA8[ at ]microsoft.com...
[Quoted Text]
>I would like to link letters sent by snail mail and made with MSWord or
> invoices made with Excel to a BCM account.
>
> Is there a way to customize the Ribbon or to add a "Link to..." BCM button
> ?
>
> Thanks fo your help.
>
>
> Michael

Re: connect to Business Contact Manager in Word and Excel
Michael BYRD 4/11/2007 9:46:00 PM
Thank you very much, your advice worked fine. I think I'll end up getting
your book ...

For those who are interested, here is the link for the Plan B. you mentioned.
http://blogs.msdn.com/bcm/archive/2007/02/28/add-outlook-toolbar-buttons-to-send-letters-and-e-mail-to-business-contacts.aspx

By the way, this blog is a goldmine ...

"Lon Orenstein" wrote:

[Quoted Text]
> The easiest way to link is from the Business Contacts or Accounts view.
> Right click on the contact, choose Create, New Linked File for Business
> Contact, then browse to the file on your hard drive and select it. You'll
> then see it in Communication History.
>
> If you go to the BCM Team Blog, there is some VBA macro code there that puts
> a button on your toolbar to add a Note or create a Marketing Campaign. You
> could modify that to link a file and then have a button on the toolbar to do
> it. That's Plan B.
>
> 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
>
>
> "Michael BYRD" <MichaelBYRD[ at ]discussions.microsoft.com> wrote in message
> news:6EF8F029-49C7-4ED4-B761-062EE1CB9EA8[ at ]microsoft.com...
> >I would like to link letters sent by snail mail and made with MSWord or
> > invoices made with Excel to a BCM account.
> >
> > Is there a way to customize the Ribbon or to add a "Link to..." BCM button
> > ?
> >
> > Thanks fo your help.
> >
> >
> > Michael
>
>

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