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Create Business Contact or Account
I do not seem to able to create a new Business Contact or Account directly
from a recently sent email.
I can only create new Contacts.
Is it possible to create new Business Contacts if so how can this be achieved?
...
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2 |
2/26/2007 6:22:21 PM |
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Synchronize and reconcile Outlook and BCM contacts?
I use outlook contacts to sync with my phone and BCM contacts for email
tracking. Has anyone found a way to report which outlook contacts are not in
BCM, which BCM contacts are not in outlook contacts and which contacts have
different details in outlook vs BCM?...
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2 |
2/26/2007 6:18:55 PM |
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Send a document custom button
Is it possible to create a button on the business contact screen that would
be linked to a publisher document and when clicked would send the document
to that contact? If so can this have merged text fields so it can be
personalized?...
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2 |
2/26/2007 6:17:15 PM |
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SDK Usage
We have downloaded the SDK and have a good idea of the "how"... but we are
trying to get a real sense of "what" can actually be done.
Is anyone doing anything interesting right now with the SDK to overcome some
of the limitations of BCM?
Maybe a custom field and table for doing the advanced many to many linking
that some users need, or custom reports to be added to the list of canned
...
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1 |
2/26/2007 5:13:11 PM |
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Linking contact to account does not display linked account
I have used VB.NET 2005 to create a new business contact and link it to an
existing account. The code runs ok and the new contact is created. When I go
to the account I can see the new contact in the list of contacts. The
problem is that the linked account does not show on the business contact
record - eg the Account field underneath 'Linked Account' is blank. Many
thanks for any assista...
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5 |
2/26/2007 5:07:08 PM |
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Mail History & Exchange Server and Peer to Peer on Windows Server
Hi
I am looking for some advice from someone that has, hopefully, implemented
BCM in a similar environment to ours.
My company is considering using BCM as our CRM to log sales opportunities
and to also be a central 'store' for email history between us and clients.
However, we have been given conflicting advice as to how BCM works and what
it will work with.
Our set up is:
Office Pr...
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2/26/2007 4:51:23 PM |
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Email from Business Contacts Screen
I like to send a thank you letter to a new contact when I create it. Is it
possible to send an email from the business contact screen?...
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5 |
2/26/2007 1:57:05 PM |
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Outlook and BCM 2007 very slow
Dear All,
I've installed the BCM DB on a remote server and shared it to a small
number of users (3 at the moment).
I upgraded office from 2003 to 2007 and installed BCM on 1 desktop and
2 laptops. We are finding outlook and bcm to be very very slow.
I read a number of posts in this forum and others about problems with
outlook 2007 being very slow on XP machines.
We are in an exchang...
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4 |
2/26/2007 1:43:27 PM |
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Auto-link emails to an account
is there any way to auto-link emails to an account?
Currently I can only auto-line to business contacts and link business
contacts to account.
Thanks. ...
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2 |
2/26/2007 1:26:27 PM |
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Auto link to past email
Is there anyway to include past email when I select autolink an email to a
business contact? Thanks. ...
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2 |
2/26/2007 1:09:50 PM |
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Synchronization with Exchange ActiveSync
I see that you have a tool for AS with BCM2007 - the problem is that we run
our system remotely and can only use Exchagne ActiveSync to sync contacts.
Is there any plan on having the Business Contact list auto-sync with user'
personal contacts?
We use a 3rd party product to sync between Public Folders and Personal
Contact lists but the product does not "see" the BCM folders (probably ...
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1 |
2/26/2007 4:21:05 AM |
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outlook calendar 2002 outlook.pst
how do I export my outlook 2002 calendar in a file ms/office/outlook.pst to a
*.csi calendar file ?
thans...
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2 |
2/26/2007 3:38:26 AM |
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Default savings of contact
Is there any way that to make the Business Contacts folder the default folder
for saving new contact? Thanks
Dave...
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2 |
2/26/2007 3:37:15 AM |
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Outlook BCM 2007 - Create from existing company??
[cross post from general questions]
Sorry, I didn't realize that there was actually a BCM section and so posted
this question original in Outlook General.
I was just wondering if there is a way to create a contact from an
existing company in the Outlook 2007 Business Contact Manager. Outlook 2003
BCM had it and it was great time saver. Adding all of my business cards from
trips now is a...
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4 |
2/26/2007 3:06:02 AM |
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Changing the default group names/labels of a business contact
I would like to change the default layout of the business contact
window/form. The default layout has group names at the bottom such as
"Source Information" and "Classification" and I would like to rename these
groups and its associated sub-field names. My intent is to have all relevant
groups/fields that are pertinent to me to be on the default view. I will be
the only person using th...
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3 |
2/25/2007 3:32:11 PM |
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Get Results with BCM's E-mail Marketing Service
Outlook with BCM 2007 integrates with the new E-mail Marketing Service (EMS). To help you get started using this service, I've
posted a brief overview of EMS along with a walkthrough of the functionality. Feel free to post your questions and comments.
http://blogs.msdn.com/bcm/archive/2007/02/23/Get-Results-with-BCM_2700_s-E_2D00_mail-Marketing-Service.aspx
--
Visit team blog at http://b...
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1 |
2/24/2007 1:40:45 AM |
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Data Type Error
I am receiving the following error when i depress the email marketing button.
"A Custom filed with this name but a differnt data type already exists.
Enter a different name.
Does any on know how to fix??
--
MPB...
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4 |
2/24/2007 1:21:09 AM |
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contacts cannot be shared
The wizard will not allow me to share my contacts with other users. Am I
correct in that the actual contact has to on one coumputer only and then is
seen by the other computers on my network?
How do I share other files in the business contact area? I had conatcts
listed in Outlook 2007 with 5 differnt sub folders and would like to share
them all....
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3 |
2/24/2007 12:57:29 AM |
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Outlook doesn't function with BCM installed...
Hello...
I cannot get Outlook 2007 (trial) to function with BCM installed and the add
in running. Everytime I install it and complete the setup and it says
everything is fine. However, if I close Outlook and restart it or reboot my
machine and restart it, I get a message stating:
Outlook experienced a serious problem with the 'business contact manager for
outlook' add-in. If you h...
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4 |
2/23/2007 11:39:05 PM |
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Security Warning
After I attach a .doc to a contact within BCM and try to open it I get the
following Security Warning.
Only open attachments from a trustworthy source.
Attachment: C:\Documents and Settings\Bryan\My Documents\...
Do you want to open this file?
How do I disable this warning? I have many files attached to Contacts in
Outlook, why do I get this warning only with BCM?...
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2/23/2007 11:37:00 PM |
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strange problem - email lookup partially working
it works for regular contacts and business contacts but it is not working for
accounts.
when i try and lookup contact whose email address is linked to an account
"it cannot find the email address"
the email is there in the account but I cannot access the account direct
via the email. Seems very odd?
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2 |
2/23/2007 7:08:10 PM |
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Customized Fields not saved
I'm a newbie to BCM and I have a problem with customizing an opportunity.
I select View/Current View/Customize/Fields
Then choose a user defined field and add it to the opportunity view all OK.
But when I leave the opportunity to check emails or add a task and return to
the opportunity the customised settings have not been saved.
I'm sure this is something simply I have missed.
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2 |
2/23/2007 6:58:52 PM |
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Sharing a business contact manager database
I have Multiple users using Outlook 2k7 with BCM. I want them all to access
the same database so they all can see the same data. Is this built in to BCM
or do i need additional software(sql?) on a server somewhere?...
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3 |
2/23/2007 6:55:22 PM |
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Replacing act as my contact manager
I was wondering if this new version of outlook is capable of replacing act as
my contact manager. Primarily I need to know if Outlook is now a shareable
program. Specifically, if one user changes or adds a contact will that
change be universale and visable to all users?
Thank you!
--
glenn R. ...
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2 |
2/23/2007 5:10:06 PM |
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BCM 2007 - Contacts to Public Folder
Running:
Exchange Server 2003
Business Contact Manager 2007
How do we set up a Public Folder for everyone to share Business Contacts?
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3 |
2/23/2007 4:48:20 PM |