Threads Replies Last Post 148 Pages: <<  33  34  35  36  37  38  39  40  41  42  43  44  45  46  47  48  49  50  51  52  53  54  55  56  57  58  59  60  61  62  >>   Populating BCM with ACT! data Can data from an old version of ACT! (ACT 2000) be imported into BCM? If yes, are there any fields that don't always import properly? (E.g., I've heard that ACT group records, tasks, and notes are tricky to export and import. Is that true?)... 2 3/22/2007 5:41:00 PM Duplicate Time Entries Hi, We use BCM 2007 to Bill our time. Here's my procedure for creating a time entry: Open Outlook calendar Block some time, enter my description Click Link Time Entry to Account Create Time Entry Save and Close. Here's my problem, most of the time when I need to update a time entry that has already been created, it only gives me the option to create a new time entry. Sometimes I h... 3 3/22/2007 2:34:00 PM How do I sync my BCM contacts with my Blackberry? I just spent a BUNCH of money to get the upgraded version of Outlook 2007 with the BCM option. NOW I find out there is NO way to sync with my Blackberry. I want MY money BACK!!! Any user that would need this option is using a PDA!!!! Come on GUYS!!! Get with the program. I am a big Microsoft supporter, but I loosnig my faith.... 2 3/22/2007 5:47:06 AM Customizing Open Business Projects List I've customized the Open Business Projects section of the BCM home page, but it doesn't stick. I go elsewhere in Outlook, when I return, it is in the original form. Any ideas on how to save the cahnges?... 5 3/22/2007 1:57:00 AM Add contact to Business Contacts in Business Contact Manager frm e Is there a way to configure Outlook 2007 to add new contacts to Business Contacts in Business Contact Manager instead of Contacts when right clicking on the email address in an email?... 3 3/21/2007 11:31:00 PM Need Help! BCM still indicates SP2 after downloading SP3 update I recently had to perform a clean install of XP. I installed Outlook BCM 2003 and downloaded all the updates and service packs. The help menu indicated that I had SP3 for BCM. I had some issues with XP and Outlook and stated over with a clean install due to registry error. Now after installing all the updates and service packs for BCM, the help menu indicates that I have BCM SP2. I ... 4 3/21/2007 11:20:10 PM Did my Outlook 2007 upgrade just kill all my old BCM 2003 info? Had Outlook 2003 w/ BCM & just upgraded to normal Outlook 2007. I thought I would still be able to see and use all my old BCM 2003 info - after all, I didn't uninstall the program. But I can't find any trace of it. Did I just loose everything? ... 3 3/21/2007 9:51:18 PM Date Field Changes Hi When I import an Act (6) date field it gets changed to a text field in BCM. Any idea what I'm doing wrong? Thanks Colin... 3 3/21/2007 8:30:59 PM Word or Publisher Proposals from BCM We need a way to generate proposals for our products. Currently, the only way with BCM is to start a mail merge form Word or a marketing campaign from BCM. Can we have a method for sending a Word proposal from the BCM opportunity screen or the business contact screen. Ideally, I would like to select the Word template and automatically fill in the customer info, log the opportunity and e... 3 3/21/2007 8:23:42 PM Color code (Catagorize) Business contacts business cards in BCM 20 Is there a way to apply the catagory color to the BCM 2007 business card view (and account vew)? Thanks,... 2 3/21/2007 5:56:02 PM Different Business Contact Lists in BCM I used to keep separate subfolders in Outlook with different groups of contacts for each of my different territories. I want to drive everything out of BCM so I am not using Outlook Contacts anymore and just want to use BCM Contacts. Any suggestions on the best way to do this since it appears I cannot create subfolders in BCM? Thanks!!!... 8 3/21/2007 5:02:54 PM Live Search is not working with my contacts The search in outlook 2007 does not show the correct results. Often it comes up with no resuld found for the items in my contacts. It was working perfectly till few days back but started behaving strange all of a sudden. Please help...... -- Shahzad... 7 3/21/2007 2:25:41 PM Getting contacts from Outlook into Business Contact Manager (BCM) If I have a new contact I want to enter into Outlook and BCM, what is the easiest way to do this? I have done the initial import of all my Outlook contacts and that when fine. But now, whenever I want to add just one new contact from Outlook, BCM asks me to fill out all the data fields again to have this contact appear in BCM. There has got to be a simpler way. ... 3 3/21/2007 2:27:00 AM Contact manager 2007 - problems installing and uninstalling? Ok I have been trying to install the BCM 2007 now for the past week. When I put the dvd in and click on setup it only gives me the option to repair or uninstall BCM 2007? I haven't instaled it yet? So I have tried to repair and uninstall it. Nothing. I would like to use BCM in conjunction with MS accounting 2007 and groove 2007. Any suggestions would be appreciated. many thanks in advanc... 5 3/21/2007 12:20:25 AM Customize Account View Account View - I'd like to sort accounts by Account rating, then by alphabetical account. I've tried all the customize view options and can't find a way to sort by this account field. This allows me to view accounts by client group size. Is there a better way to sort accounts? I've tried this and categorizing by color, and can't seem to get the view to reflect changes. ... 3 3/20/2007 10:50:42 PM Outlook Business Contact Manager How do I import ACT! 8.0 database files into Business Contact Manager? My version of ACT! is not available on the conversion list. And, my version of ACT!8.0 will not allow me to export as an excel file... 5 3/20/2007 10:42:59 PM Integration with Navision version 4 or the coming release version Is it possible to integrate BCM with Microsoft Navision? If yes - how to do it?... 2 3/20/2007 9:43:11 PM Trouble Loading Business Contact Manager 2007 I can not get Business Contact Manager (BCM) 2007 installed. I upgraded from Microsoft Office 2003 with Business Contact Manager to Microsoft Office 2007 Professional which includes Business Contact Manager. Before upgrading BCM was working fine. I have installed Office 2007 and everything is working fine. When I try to install BCM using the second CD, it will start installing but about ... 15 3/20/2007 9:34:03 PM Black backgrounds on BCM icons Hi All, All of the sudden, some of the icons in BCM are showing up with black backgrounds. These are the icons that are in the second grouping form the left on the upper toolbar such as "General", "Details" and "History". I'm assuming the black background is the alpha channel for the icon but they should not be visible. Instead it should be transparent to showt he toolbar color thr... 3 3/20/2007 9:20:33 PM No connectivity to BCM DB after moving office Here's a real special problem for you all - My clients moved to a new office, forgetting to order DSL, then forgetting to get a static IP address. Now they're making do with a wireless Broadband card in the server to get Internet connectivity until March 16th, that dishes out a new IP at 3 pm each day but the LAN is the same router we had before. The IT wizards who installed the Broadb... 5 3/20/2007 7:20:12 PM BCM for Outlook could not complete your last action... I just got my new computer with MS Office Small Business. THe BCM keeps on giving the following message "Business contact manager for outlook could not complete your last action or actions. Please try again." It is pretty bad. How can it be fixed? -- Ricardo Rodriguez... 5 3/20/2007 5:36:12 PM BCM 2007 Quotations Is there a way to merge the business contact info into a MS Word 2007 based proposal? I sell capital equipment and always send a proposal and have always wanted to be able to automate the process... I'd like to be able to start the process from the business contact or from the account "contact" while setting up the opportunity. Thanks... 2 3/20/2007 5:19:08 PM User cannot backup BCM Database I have created a BCM database and shared this with users. In the users dialog box the users are shown as Database User. I want one of the users to backup the database each evening but the backup and restore buttons seem to be greyed out on their computers. Does this mean that only the database owner (the person who created the database) can back it up. Thanks for any assistance. ... 2 3/20/2007 5:08:32 PM BCM vs Outlook I am still trying to learn about this program to see if it is worth it for me to use. Can anyone share why they like BCM or why they started using it?... 2 3/20/2007 5:07:25 PM BCM fails to install. Please assist. Hi I have unloaded and reloaded BCM several times. It fails to install. Is my disk damaged? thanks Mark... 1 3/20/2007 10:55:28 AM 148 Pages: <<  33  34  35  36  37  38  39  40  41  42  43  44  45  46  47  48  49  50  51  52  53  54  55  56  57  58  59  60  61  62  >>