Threads Replies Last Post 148 Pages: <<  39  40  41  42  43  44  45  46  47  48  49  50  51  52  53  54  55  56  57  58  59  60  61  62  63  64  65  66  67  68  >>   bcm-adding a note to multiple contacts can i add note to multiple contact simultaneously?... 1 3/2/2007 6:34:03 PM File Attachemnts in Emails Linked to Business Contact Hi All, I'm using Outlook 2007 with BCM. I have been using the "Email Auto LInk" feature to keep track of all the communications with business contacts. Once I read an email form a business contact, I want to delete it from my inbox and have ti stored in the "History" tab for that business contact. However, I notice that when I delete the email from my inbox and then clear out m... 1 3/2/2007 6:31:07 PM How do we recover our filter criteria? Using OUtlook 2003 and when I tried to sort my business contacts today. I discovered that all of my filter criteria was gone. How do I recover that and perhaps someone could enlighten me as to why it disappeared in the first place?... 1 3/2/2007 4:38:27 PM Error Message When Switching Between Contact and Accounts in BCM 2 "Business Contact Manager for Outlook could not complete your last action or actions. Please try again." Has anyone found a solution to this problem? I'm getting the same error exactly when Dvuser does below. (switching between folders) It seems that others are having this problem but there have been no solutions posted. My configurations is as follows: -SBS 2003 with Exchange... 1 3/2/2007 4:02:13 AM upgraded I upgraded from office 2003 and have BCM for the older version. I did not like it as well as ACT!2006. However, I want to give BCM2007 a chance. I just purchased Office 2007 Pro Plus and it does not appear to have BCM. Does this version have it? If not, can I purchase BCM?... 1 3/2/2007 2:58:05 AM BCM preventing Outlook from opening Since this morning, I've got an error message when I try to open my Outlook 2003. The message is: Business Contact Manager has encountered a problem and needs to close. We are sorry for the inconvenience. If you were in the middle of something, the information you were working on might be lost. "Check-box" Restart Business Contact Manager Please tell Microsoft about this problem.... ... 7 3/2/2007 2:41:03 AM BCM 2007 and switching between offline databases Hi All, Is it possible to switch between offline databases? We have setup 2 databases on a remote server and are really rapped with the offline feature. Until now, users had pretty much been grouped as users of DB X or DB Y, until now. We have a user who needs access to both X and Y. While connected switching between them is not too much of a hassle (via create or select DB, is there ... 2 3/2/2007 1:48:42 AM Transfer info I am about to purchase a new computer can I tranfer my data base, built using business contact manager, to my new computer?... 2 3/2/2007 1:21:17 AM Academic version of Outlook 2007 won't allow me to create a BCM Da Hi All, Thanks heaps for reading my post and any help that is offered. I am running Office Pro 2003 on XP Pro, everything is running sweet. I have upgraded Outlook to 2007 Ver (Academic) and have installed BCM, it installed perfectly however when I rebooted and the database wizard starts I select Express and try to create a database and an error message comes up and says: "Database... 7 3/1/2007 11:23:10 PM Cant find customized field name I attempted to create a field in bcm but I cannot find it on the form to utilize. What am I doing wrong?... 8 3/1/2007 10:54:59 PM calendar items do not appear in outlook today view (Outlook 2007) calendar items do not appear in outlook today...I see them for about 1 second when I switch to Outlook Today view, but then they disappear! Thanks! Julie... 4 3/1/2007 10:47:44 PM Change default settings? How do I change the default setting in Contact view? I want it to sort first by Company, then by First name, then Last name and last State. I have changed the settings over and over again but it does not save it. I search for company name 75% of the time and every time I have change the settings unless I keep Outlook open all the time. Please advise, I really want to get rid of my ACT. ... 6 3/1/2007 10:35:07 PM Business Contact Mngr addresses don't open: matrixindex problem My Business Contact Manager addresses don't always open. i get the message that the boundaries of the matrixindex were exceded. after clicking OK the address then appears in an Outlook form rather than BCM. when i close and restart Outlook, the problem sometimes disappears. ... 3 3/1/2007 10:03:02 PM Cannot export Business Contacts I actually have two problems. I cannot export Business Contacts to Excel so that I can create a mailing list and I cannot get a view of the Business History. My inbox shows up on each record where the business history should be. I also cannot see the "ribbon" that the help pages tell me to use....I really need help. Thanks, ... 2 3/1/2007 9:44:36 PM export microsoft outlook physical addresses in order to print labe I want to print labels from my list of email addresses. The only thing that imports is the name. How can I get the physical addresses to import as well?... 3 3/1/2007 9:43:45 PM adding toobar item for business note creation i make lots of notes for business contacts, or at least trying to. i need them linked. so in the list usually i right click on the b-contacts, select create, then business note. i want to just have an icon in a custom toolbar to do this. i cant. im trying to customize a new "custom1" toolbar i just made, and im in the commands tab of the customize toolbar dialog. there are limited busin... 11 3/1/2007 9:22:34 PM Saving Categories when Backing up BCM A colleague and I share our BCM database by backing up to a server and then updating on our laptops. When we do this however, the categories we have selected are not updated. Is there a way to preserve the categories? or do they only remain with the original author?... 4 3/1/2007 5:20:10 PM How to Propigate Account Name Changes I installed Outlook 2007 w/BCM yesterday in a remote database configuration. I am importing data from another Outlook CRM system and have been successful copying items into the BCM "folders". I have also been successful writing SQL scripts to recreate links, etc. I wrote an SQL script to update the Business Contact company name field from the associated Account Full Name field and lose ... 1 3/1/2007 5:12:16 PM Any VBA script available for Help Desk type of use I need to create a new short-term project form. Ideally, the solution would assign a unique ID number based on YY###, link to an account or business contact, offer 3 types of project types, each has standard tasks and timelines, and would assign people later. I believe I can adapt a Help Desk process to this. Any solutions that would work with Outlook/BCM 2007?... 1 3/1/2007 3:12:28 PM Editing E-mail address in the phone list view I've modified the phone list in BCM3 to view my contacts in list view with phone and email addresses. In the view properties, I've specified for fields to be editable. I can edit phone, name, etc., all except for e-mail, e-mail2 and e-mail3. Why? People change addresses frequently. I'd like to not have to open up the contact just to add/adjust their email addresses. Thanks for any id... 3 3/1/2007 2:50:43 PM Oppurtunitites is there any way of exporting the data in the oppurtunitites to Word so that a quote can be generated from that information with out retyping? for instance once a quote has been inputted to the system, can it be exported to a seperate document and edited?... 1 3/1/2007 11:49:02 AM Company and Account fields why are these not linked? i transferred all my contacts from my Outlook folder into the Business Contacts folder. they had company information populated but i still had to go then create an Account and then associate it. Did i miss something?... 1 3/1/2007 11:46:00 AM HelpDesk.exe Has anyone installed the helpdesk.exe (http://www.microsoft.com/downloads/details.aspx?FamilyID=9ABA1334-8DB7-48B6-B913-C6C1BAF0C97D&displaylang=EN ) for Outlook/BCM 2007? How do you use it once installed?... 3 2/28/2007 10:07:08 PM sharing business contact manager database between profiles? I recently have changed my business email address. I would like to migrate the data from my old account (emails, appointments, contacts, accounts, tasks) from the old email profile to my new MS Exchange based profile. Has anyone had experience in doing this? ... 1 2/28/2007 9:35:05 PM BCM 2007 Shared SQL Install - TODO List / Followup Tag Problem Hi, We have what could be considered a show stopper for our adoption of BCM in a shared environment. We have BCM setup on a separate SQL 2005 server with multiple clients. Scenario 1: 1. I import 1000 contacts to Business Contacts as leads and assign 5 sales staff to 200 each. 2. They start flagging business contacts as follow-ups so they can "followup". 3. Now all t... 10 2/28/2007 7:46:35 PM 148 Pages: <<  39  40  41  42  43  44  45  46  47  48  49  50  51  52  53  54  55  56  57  58  59  60  61  62  63  64  65  66  67  68  >>