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How do I search the items in my Business Contact history?
I want to search for a word in the items in my Business Contact History. I
would like the search to return the items that contain this word. ...
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2 |
2/23/2007 3:44:34 PM |
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BCM 2007
I have just upgraded to Office 2007 and with it got BCM, so I thought I would
put it to good use.
My requirements are quite simple but I am getting really confused as to how
to use it effectively. I want to use it to track multiple leads that are
provided to me by my Business contacts.
I've tried setting each lead up as an opportunity (which it is) and linking
it to the business con...
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3 |
2/23/2007 3:38:49 PM |
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BCM Required Fields
Hello Everyone,
If you customize your Windows User Interface as far as colors, this is just
a littel tip. For all users that change the "ToolTip" backround or "Color 1"
color will appear in all "Required Fields" of Business Contact Manager.
After ripping my hair out last night, I couldnt understand why all my
"Required Fields" were BLACK. I couldnt see anything I was typing. Then i...
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1 |
2/23/2007 2:52:08 PM |
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Issue with Customizing Fields in BCM V3
Hi All
When you try customizing fields in BCM V3 and select a specific date format
the settings for the same does not appear to be retained
Here are the steps to reproduce the issue:
- Go to Business Contact Manager > customize forms > manage user defined
fields > Accounts.
- Let the page type be set to General.
- Then select the option to add a group > give a n...
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2 |
2/23/2007 12:40:22 AM |
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Outlook Express
My computer will not allow me access my Outlook Express files. And whenit does
sometime, I can not send or receive mail. In a nutshell, it is not
working....HELP ...
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4 |
2/23/2007 12:37:25 AM |
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BCM - SQL Replication?
Is it possible to deploy the BCM database to a remote SQL 2005 server (for
office workers) but also have a "local" SQLExpress database on a notebook
which replicates changes back and forth (for mobile workers)?
--
Best regards,
Jeff Lynch
MVP Windows Server System - Commerce Server
http://codebetter.com/blogs/jeff.lynch
...
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4 |
2/22/2007 8:01:01 PM |
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new emails not showing up in inbox anymore (happened right after new BMC 2007 install)
I just installed BCM 2007 on my laptop running Office 2007 pro plus.
After I installed BCM (seems to be working fine), my inbox is no
longer getting updated with newly arriving emails.
What happens is I hear the tone that new mail has arrived and the
"inbox" in the folder list turns bold and lists the number of unread
emails. However, the list of emails in the message list remains
unchange...
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2 |
2/22/2007 6:59:55 PM |
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Synchronising Outlook 2007 BCM with Blackberry
I know that it's possible to download a patch to allow Outlook 2003 BCM to
synch with Pocket PC, the questions are...
1. Is this also available for BCM 2007
2. Does this work/is a similar patch available for Blackberry?
I'm just looking at mobile devices as contract is coming to an end...
currently I use an XDA but a Blackberry Pearl has been suggested, but I want
to make sure that I ca...
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2 |
2/22/2007 6:49:04 PM |
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E Marketing Service Marketing Campaign
Every time I try to connect to the new Emarketing Service I get a Error.
Failure to connect please try later. This has been occuring for two days.
Does any one know how to resolve or what the issue is?
--
MPB...
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6 |
2/22/2007 6:28:35 PM |
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BCM 2007 installed on a SBS2003 Server
Has anyone succesfully installed Outlook 2007 BCM onto a SBS 2003 server with
SQL2005.
I am looking for some direction to accomplish this I have check a white
paper deploying Outlook with BCM in a remote database configuration.
This was for the beta version there are syntax errors in the scripts. Put
simply for a SQL novice it doesnt help....
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6 |
2/22/2007 4:02:00 PM |
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Remote online access to shared BCM database
I understand that I can share a BCM database on a SBS2003 box. How can we
access it online from outside the network?
I assume OWA doesn't work for BCM. VPN is too slow and not easy to set up in
our experience. Is there another way to access the BCM database?...
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2 |
2/22/2007 12:59:45 PM |
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why don't time entries appear in billable form?
Why don't time entries appear in billable form in Outlook with BCM? I have
entered the time entries but when I click on BCM/Accounting Tools/Submit
billable,
only my name appears in the window and none of the time entries that have
been indicated as billable. I am using Accounting Express and am connected
to BCM...
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1 |
2/22/2007 12:59:08 PM |
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Outlook BCM for financial advisors
Does anyone know of an add-on that is specifically for financial advisors?...
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2 |
2/22/2007 12:54:11 PM |
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OL 2007 with BCM and Exchange
This may be a basic question, but we have just installed Exchange. We were
using ACT but didn't like it and wanted to us BCM instead. In 2007 can the
database you create in BCM be shared with all team members? Or is the
information specific to that user? I don't want to import/export data all the
time. We obviously had 1 ACT database that we all made changes to with
client information...
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2 |
2/21/2007 10:01:00 PM |
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Importing a .bcm file back into BCM 2003. 2003 Import doesn't have
Outlook 2003 w/ Business Contact Manager Exports Accounts and Contact files
into .bcm files; but doesn't allow you to Import these .bcm files back into
the same application.
Outlook 2007 w/ BCM has a BCM Update function; but couldn't get the trial
version of the SQL Server to work.
--
Joe...
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2 |
2/21/2007 8:38:48 PM |
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How to CC someone on a marketing campaign
Does Business Contact Manager allows someone to be CC on a marketing campaign?
--
Allen Davis
Businness Contact Manager User...
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2 |
2/21/2007 5:46:42 PM |
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time entry won't submit in Business Contact Manager
I want to bill for an appointment made in Calendar. I open up the time entry
item, indicate that it is billable, customer name. billing item, hours, start
date, paye type and check the billable box. When I click on BCM/Accounting
Tools/ Submit Billable Time, a new window opens up. I select the employee
name but none of the items that I have indicated as billable appear in the
window and ...
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1 |
2/21/2007 4:18:50 PM |
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Real Estate Marketing Campaigns
I am looking into purchasing Outlook 2007 with BCM to run my real estate
agent business. I need to be able to assign a lead to a specific marketing
campaign that constantly touches that lead. IE: I meet someone in an open
house and I want to setup
* a follow-up call in 3 days
* a follow-up email in 7 days
* a follow-up letter in 14 days
* etc...
Can BCM do it?...
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5 |
2/21/2007 2:28:14 PM |
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Automatic linking between companies and contacts on import
I have customer data from a prior CRM system on two spreadsheets, one with
company information and one with all the contacts. I can successfully import
each one, but the contacts is of course not linked to any company.
Does anyone know how I can do an import, where contact and company linking
is preserved?
I have read this is possible to do programmatically, but Im not a programmer.
...
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1 |
2/21/2007 2:10:11 PM |
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business contacts manager with SQL 2005
Hello,
I have outlook 2007 with BCM running on vista ultimate in a domain. I have
the database installed on sql 2005 on a win 2003 server in the same domain.
Bu when I try and connect to the Db from BCM I get the following
"cannot find any Business Contact Manager databases on computer"
I would appreciate it if you could post a solution.
Thanks
Colm
...
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5 |
2/21/2007 1:48:56 AM |
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help with fixing/updating BCM
I've never used BCM on my machine, but my mom today has run into
problems with it and I'm not sure how to help her. She had to set up
an email account in outlook and while running a test, she got an error
message that BCM had to shut down because it experienced an error. It
wouldn't shut down on it's own, so she ended the process in task
manager and since then has not been able to open outl...
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2 |
2/21/2007 1:24:36 AM |
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Associating multiple business contacts to an account
Hi,
Is there a way to associate multiple business contacts to an account,
without actually embedding them into the account?
For example, suppose there is an account called "Company ABC".
I know I can have its employees as business contacts.
However, I would like to have other contacts associated with this company,
who work for someone else, such as a vendor who supplies to many different...
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11 |
2/20/2007 11:54:26 PM |
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Importing a ACT! 6.0 Database
I am trying to Import a large ACT! 6.0 database and some of the addresses and
phone numbers import Ok but a lot do not.
I mapped the fields I wanted to import.
Any ideas?
--
Guyaurora...
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5 |
2/20/2007 9:34:07 PM |
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Sync BCM contacts with Outlook contacts
Is there any way to sync changes in contacts in BCM and Outlook? Thanks
Dave...
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4 |
2/20/2007 9:15:14 PM |
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BCM email link - works for some and not for others?
note: the email auto link is checked...
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1 |
2/20/2007 8:45:29 PM |