|
Creating project task in BCM 2007
I am trying to create a project task. When I try to save & close that window
I get a message that says " A custom field with this name but has a different
data type already exists. Enter a different name." What does this mean? It
won't let me close the window & save the task. The only way to close it ts to
delete the new task. ...
|
4 |
3/7/2007 2:29:31 AM |
|
|
goto Business Contact from email window
Often Im reading through emails and want to add a note or other detail to a
business contact that wrote the email. How do I right click on the email
and bring up the correspoding contact so I can edit it?
Is there another macro that can br written? Im finding that while
BCM/Outlook is great, many areas are just nonintuative, or not as connect
like in ACt! or Goldmine.
Thanks...
|
2 |
3/7/2007 12:27:34 AM |
|
|
SQL?
We are novices at Outlook and discovered today that the SQL filter criteria
had disappeared. How do I get it back and what did I do to vanish it in the
first place? We are on a network and all but one computer has been affected,
but that one had limited criteria on it....
|
2 |
3/6/2007 8:53:21 PM |
|
|
Create Template for Tasks in BCM Project Tasks
Greetings... I have a pretty specific list of tasks common to all projects.
Rather that having to keystroke over 50 task for each project - is there a
way to create a template that will appear for each project we engage in?
Thanks in advance...
--
Rick Pelham...
|
3 |
3/6/2007 7:04:43 PM |
|
|
Office 2007 Profession is missing Business Contact Manager
I downloaded and activated Office 2007, and it doesn't seem to include
Business Contact Manager. I checked All Programs, Add/Remove Programs, and
checked the Trust Center for COM Add-ins. Since it's a download, I don't have
an install disk....
|
5 |
3/6/2007 5:29:19 PM |
|
|
How do I synchronize Business Contact Manager with Windows Mobile?
I am utilizing Office 2007 with Business Contact Manager. When I use
Microsoft ActiveSync to synchronize to my Windows Mobile device (Treo 700W),
the Business Contact Manager contacts and information do not synchronize to
my phone...only the contacts in the standard Outlook folder are synchronizing....
|
4 |
3/6/2007 5:03:56 PM |
|
|
Sub-folders in BCM
Good Afternoon,
We are running Office Small Business (as we are a small three man office),
and we love our BCM. It works great with vista and It works great with our
little network, althrough, two things:
One; Is there ANY way to share a calander like a database? This is KILLING
us as we need to be able to use one calander of three computers but can't.
Two: Is there ANY way to crea...
|
6 |
3/6/2007 4:25:37 PM |
|
|
Drop down lists multiple values
When adding a new drop down list in BCM 2007 is there a way to allow multiple
values to be selected?...
|
3 |
3/6/2007 6:47:00 AM |
|
|
Link account to SBA
I have upgraded to SBM 2007 and using SBA 2006.
I have tried to link a new BCM account to the SBA 2006, by clicking to "Link
to Accounting" and then "add account as a customer".
However I am getting the following error:
"Business Contact Manager for Outllok could not complete your last action or
actions. Please try again."
I have read through the post and I saw a message indicating ...
|
4 |
3/6/2007 2:24:42 AM |
|
|
Clinton: Macro editor question
Hi,
Youve been posting some great toolbar and macro instructions to get some
of the cumbersome areas of BCm/Word integration alleviated and updated to
perform more like some of the established CRM's out there.
I added your 1st BCM NOTE macro and toolbar item. I followed teh
instructions about edited Project1 in the VBA editor and making it
Business, or whatever it is... etc.
When ...
|
3 |
3/5/2007 8:29:41 PM |
|
|
Can contact info be transferred to Word document as in E-mail mess
As an Act! user I am used to selecting a contact and opening a Word document
with the contact information already in place for the letter I am writing.
This doesn't seem to happen in Outlook Business contact manager. Is this an
available feature or is it an "add-on". I am really trying to transition to
the complete MS Office interface, but am looking for some of the familiar
features of ...
|
4 |
3/5/2007 7:50:39 PM |
|
|
I have 3 microsoft outlooks, how do I delete 2 of them?
...
|
2 |
3/5/2007 7:46:09 PM |
|
|
moving contacts to BCM
I'm trying to move my contacts from normal outlook contacts folder
into BCM. I'm using outlook 2003 and bcm 2003.
When I drag and drop a contact, which has full company details
included, into the business contacts, it loses the business
information and doesn't create a new account. If I copy it to
Accounts, the contact name is created as an account, but no business
contacts are created. ...
|
2 |
3/5/2007 6:53:28 PM |
|
|
Linking Records
I have Business Contact Mgr 2003 which I have converted from ACT. I have
shared it on our small business server. When I link a record my computer, it
shows the available records immediately. Everyone else freezes. Just says
"Loading". I also have Quickbooks installed and this formum helped me solve
an issue with that. Thanks.
...
|
2 |
3/5/2007 6:36:10 PM |
|
|
How to create a list of standard tasks in a specific order
Virtually all our projects have the same 50 (or so) tasks. How can I create
those tasks so that they are the default tasks and they automatically show up
in the Task pane?
--
Rick Pelham...
|
1 |
3/5/2007 6:06:00 PM |
|
|
BCM database on the SBS2003's SQL, one user cannot save contacts
Hi,
I have a customer with a SBS2003 where I moved the BCM database according to
Microsoft document. The network have about 14 PC's where everyone works with
BCM. One of the user cannot save any accounts or business contacts in the
BCM, because every time we press the Save and close we receive an "Business
Contact Manager cannot save item because it does not recognize some of the
prop...
|
3 |
3/4/2007 8:06:25 PM |
|
|
BCM 2003 I can't find the link to download it
Can someone provide the link as MS points to 2007 and I am using Office 2003?
Also, am I right in assuming that BCM 2007 can only be used with Outlook 2007?
Thanks...
|
3 |
3/4/2007 7:37:08 PM |
|
|
Database location and backu
I am trying to determine if Outlook BCM will work for me. I use ACT 6.0 now
with a single database. Can Outlook BCM be set up so all of the data is
stored on a single computer on our network. I would then backup the one hard
drive to protect the data. I could not tell if 5-6 users could share one
..pst file with 5000-1000 contacts in the database....
|
4 |
3/4/2007 6:45:09 AM |
|
|
Outlook 2007 BCM Databases
After finally getting BCM to play nicely with Outlook, I'm running into a
problem trying to restore BCM databases. I run 4 Profiles within Outlook. In
Outlook 2003 each profile was linked to a profile-specifc BCM database.
However if I restore one of the 2003 databases to a 2007 profile, the
database information is resident across all 4 profiles. I get the message
that BCM is converting ...
|
4 |
3/4/2007 6:41:19 AM |
|
|
2007 Trial expired after reinstall
In an effort to get BCM to work I uninstalled the trial and reinstalled. Now
it tells me that the trial has expired. Yesterday before uninstalling it
wasn't due to expire until 3/31/07. Any suggestions?
--
Andy...
|
6 |
3/4/2007 5:10:00 AM |
|
|
Connect remote DB, not in a domain
I have been trying to utilize the new offline feature on my laptop and I
would like the master database on my workstation. When I contact I get lots
of unable to connect because my local password doesn't match my remote
password. My guess this is because I am not conected to a domain so that it
see laptop/user and workstation/user as to different people.
How do I fix this?
Scott...
|
3 |
3/3/2007 5:18:06 PM |
|
|
BCM 2007: changes not replicating right away
One of my clients is reporting that users of BCM 2007 are not seeing changes
made by other users right away. I've got the database on an SBS 2003 server
and all clients are running XP Pro SP2 and Office Pro Plus 2007. I assumed
that all data is changed in real time.
Does anyone know how often Outlook polls the database and updates the view.
Any information would be helpful.
Thanks...
|
2 |
3/3/2007 5:07:05 PM |
|
|
New Letter to Contact
I am trying to set up a Template for a 'New Letter to Contact' - By
highlighting an individual contact, I would then select 'Actions', 'New
Letter to Contact', and the contact info would be auto filled, and i can then
fill in the remainder of the form fields
Problem 1 - I intend on using { FORMCHECKBOX } { FORMDROPDOWN } { FORMTEXT }
on the letter as a form. But so far my tests have thi...
|
1 |
3/2/2007 11:01:59 PM |
|
|
bcm-adding a note to multiple contacts
can i add note simultaneously to many contacts?...
|
2 |
3/2/2007 9:39:27 PM |
|
|
BCM error when I don't have it on Outlook 2003?
I do not have Business Contact Manager installed in my Outlook 2003 but every
time I open Outlook, a message opens that says an error with BCM has occured
and must close. It re-opens but must shut down again. I also have the option
to send Microsoft a report which I have done but I don't know how to make it
go away!
Please help!...
|
2 |
3/2/2007 7:42:03 PM |