Importing Accounts and Contacts from Outlook Colin Foster 6/21/2007 5:11:00 PM Like many others, I'm sure, I've just taken the plunge to upgrade "standard" Outlook 2007 to include BCM I want to be able to import my Outlook Contacts both into Accounts (for the "top level" companies) and into Business Contacts for the individual contacts. So far, I've been able to import my Outlook Contacts into Business Contacts, but I can't seem to be able to import anything into Accounts. I'm sure that I was able to do this in th e2003 version that I had a play with. Any suggestions? Regards Colin Foster

Re: Importing Accounts and Contacts from Outlook "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/21/2007 5:32:45 PM Instead of importing I would recommend that you just open the navigation pane and selectively drag and drop from your Outlook Contacts list over into either your BCM Business Contacts folder or the BCM Accounts folder. -THP Colin Foster wrote: [Quoted Text] >Like many others, I'm sure, I've just taken the plunge to upgrade "standard" >Outlook 2007 to include BCM >I want to be able to import my Outlook Contacts both into Accounts (for the >"top level" companies) and into Business Contacts for the individual contacts. >So far, I've been able to import my Outlook Contacts into Business Contacts, >but I can't seem to be able to import anything into Accounts. >I'm sure that I was able to do this in th e2003 version that I had a play >with. >Any suggestions? >Regards >Colin Foster -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: Importing Accounts and Contacts from Outlook Colin Foster 6/21/2007 8:45:02 PM Surely there must be a better way than that... I've relatively few contacts (around 600) & perhaps 60 - 70 Accounts... that's going to take a while. "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > Instead of importing I would recommend that you just open the navigation pane > and selectively drag and drop from your Outlook Contacts list over into > either your BCM Business Contacts folder or the BCM Accounts folder. > > -THP > > Colin Foster wrote: > >Like many others, I'm sure, I've just taken the plunge to upgrade "standard" > >Outlook 2007 to include BCM > >I want to be able to import my Outlook Contacts both into Accounts (for the > >"top level" companies) and into Business Contacts for the individual contacts. > >So far, I've been able to import my Outlook Contacts into Business Contacts, > >but I can't seem to be able to import anything into Accounts. > >I'm sure that I was able to do this in th e2003 version that I had a play > >with. > >Any suggestions? > >Regards > >Colin Foster > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 > >

Re: Importing Accounts and Contacts from Outlook "Remove ABCD from Email address to reply" <neil154ABCD[ at ]gmail.com> 6/22/2007 12:14:13 AM You can select all Outlook contacts at one time and drag them to BCM and hold down the CTRL key. -- Neil "Colin Foster" <ColinFoster[ at ]discussions.microsoft.com> wrote in message news:278EDEB9-A86E-433D-BF4B-BA64F9341206[ at ]microsoft.com... [Quoted Text] > Surely there must be a better way than that... I've relatively few > contacts > (around 600) & perhaps 60 - 70 Accounts... that's going to take a while. > > "mrtimpeterson via OfficeKB.com" wrote: > >> Instead of importing I would recommend that you just open the navigation >> pane >> and selectively drag and drop from your Outlook Contacts list over into >> either your BCM Business Contacts folder or the BCM Accounts folder. >> >> -THP >> >> Colin Foster wrote: >> >Like many others, I'm sure, I've just taken the plunge to upgrade >> >"standard" >> >Outlook 2007 to include BCM >> >I want to be able to import my Outlook Contacts both into Accounts (for >> >the >> >"top level" companies) and into Business Contacts for the individual >> >contacts. >> >So far, I've been able to import my Outlook Contacts into Business >> >Contacts, >> >but I can't seem to be able to import anything into Accounts. >> >I'm sure that I was able to do this in th e2003 version that I had a >> >play >> >with. >> >Any suggestions? >> >Regards >> >Colin Foster >> >> -- >> Message posted via OfficeKB.com >> http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 >> >>

Re: Importing Accounts and Contacts from Outlook "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/22/2007 12:47:03 AM I should have stated that you can highlight a bunch of contacts at once before you drag and drop. It took me less than 5 minutes to do 700 contacts. -THP Remove ABCD from Email address to reply wrote: [Quoted Text] >You can select all Outlook contacts at one time and drag them to BCM and >hold down the CTRL key. > >> Surely there must be a better way than that... I've relatively few >> contacts >[quoted text clipped - 23 lines] >>> >Regards >>> >Colin Foster -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: Importing Accounts and Contacts from Outlook Colin Foster 6/22/2007 8:04:00 AM Tried that, but it ignored the Company Name & brought in th eContact's name as 'though it was the company! Looks like I'm faced with exporting to Excel & then importing... can't believe that it's not straightforward "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > I should have stated that you can highlight a bunch of contacts at once > before you drag and drop. It took me less than 5 minutes to do 700 contacts. > > -THP > > Remove ABCD from Email address to reply wrote: > >You can select all Outlook contacts at one time and drag them to BCM and > >hold down the CTRL key. > > > >> Surely there must be a better way than that... I've relatively few > >> contacts > >[quoted text clipped - 23 lines] > >>> >Regards > >>> >Colin Foster > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 > >

Re: Importing Accounts and Contacts from Outlook "Remove ABCD from Email address to reply" <neil154ABCD[ at ]gmail.com> 6/22/2007 7:06:00 PM I just dragged a contact from Outlook 2007 to BCM and it went over with no problem. The full name and company transferred -- Neil "Colin Foster" <ColinFoster[ at ]discussions.microsoft.com> wrote in message news:CEA2D339-1FE3-4897-9D37-62456965B6E7[ at ]microsoft.com... [Quoted Text] > Tried that, but it ignored the Company Name & brought in th eContact's > name > as 'though it was the company! > > Looks like I'm faced with exporting to Excel & then importing... can't > believe that it's not straightforward > > "mrtimpeterson via OfficeKB.com" wrote: > >> I should have stated that you can highlight a bunch of contacts at once >> before you drag and drop. It took me less than 5 minutes to do 700 >> contacts. >> >> -THP >> >> Remove ABCD from Email address to reply wrote: >> >You can select all Outlook contacts at one time and drag them to BCM and >> >hold down the CTRL key. >> > >> >> Surely there must be a better way than that... I've relatively few >> >> contacts >> >[quoted text clipped - 23 lines] >> >>> >Regards >> >>> >Colin Foster >> >> -- >> Message posted via OfficeKB.com >> http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 >> >>

Re: Importing Accounts and Contacts from Outlook Colin Foster 6/22/2007 7:52:01 PM Hmm.... I'll try it again, then, on Monday. I'm sure that in the 2003 incarnation, you could choose on whether to import into Accounts or Business Contacts... wonder why they changed it? "Remove ABCD from Email address to reply" wrote: [Quoted Text] > I just dragged a contact from Outlook 2007 to BCM and it went over with no > problem. The full name and company transferred > > -- > > Neil > > > "Colin Foster" <ColinFoster[ at ]discussions.microsoft.com> wrote in message > news:CEA2D339-1FE3-4897-9D37-62456965B6E7[ at ]microsoft.com... > > Tried that, but it ignored the Company Name & brought in th eContact's > > name > > as 'though it was the company! > > > > Looks like I'm faced with exporting to Excel & then importing... can't > > believe that it's not straightforward > > > > "mrtimpeterson via OfficeKB.com" wrote: > > > >> I should have stated that you can highlight a bunch of contacts at once > >> before you drag and drop. It took me less than 5 minutes to do 700 > >> contacts. > >> > >> -THP > >> > >> Remove ABCD from Email address to reply wrote: > >> >You can select all Outlook contacts at one time and drag them to BCM and > >> >hold down the CTRL key. > >> > > >> >> Surely there must be a better way than that... I've relatively few > >> >> contacts > >> >[quoted text clipped - 23 lines] > >> >>> >Regards > >> >>> >Colin Foster > >> > >> -- > >> Message posted via OfficeKB.com > >> http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 > >> > >> > > >