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Accessing hidden fields....
Hello,
There is a field called COMPANY that appears to be inaccessible in the
details form of the account. What should I do? Export the whole thing out
MS Access fix it and then import the whole thing in again? That would seem
really stupid to me.
Thanks for your help,
Steve ...
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1 |
11/22/2008 9:47:01 PM |
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Import Gender field from Excel
Hello,
Does anyone know how to import data into the Gender field of the BCM 2003?
I assigned the fields (Gender was in the list) and in Excel, the field
contains the correct data.
But after importing, the field stays empty in the BCM.
(I had the same problem importing into the Gender-field in Outlook, but this
was resolved after correcting the contents of the field in Excel; it turned
ou...
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1 |
11/22/2008 7:11:01 PM |
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What program 2 buy?
I need to compile a customer database and have email reminders sent out
automatically to groups and sub-groups at predetermined dates, ie; every 3
months, every year,... Does MS have this capability in one of its programs?...
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1 |
11/22/2008 7:05:01 PM |
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BCM 2007 - Custom Fields
I have added some custom fields to the User Defined area of my contacts but I
would like to make some calculations on these fields. The result could be on
the same page or as a result of a mail merge to a Word document. Does anyone
know if this is possible and, if so, how it can be done.
Thanks,...
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1 |
11/22/2008 8:31:01 AM |
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Business contact manager will not start up
When i open Outlook a pop up error box keeps coming up. I cnat close them
fast enough to even work on my outlook.
This is what the box reads:
Business contact manager failed to initialize the common language runtime
ECall methods must be packaged into a system module....
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2 |
11/22/2008 1:31:12 AM |
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Chart
Is there a way to export the charts (i.e.Opportunity funnel chart) to excel
or print it?...
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1 |
11/21/2008 8:56:01 PM |
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BCM Sync Issue
I have a remote user who can not sync with the master database. His laptop is
running XP SP3. The database is housed on Server 2003. When he unchecks the
"work offline", it attempts to sync his changes. It analyzes the changes, the
asks how to resolve the conflicts (he chooses shared and then do this for all
conflicts), then applies changes to the database. After applying all of his
chan...
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9 |
11/21/2008 6:36:06 PM |
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Error on installation
Hi,
I have Outlook 2007 and was trying to install BCM for Outlook 2007.
When install gives an error while installing the sql server 2005 express.
I tried to uninstall all mssql server lines on add/remove programs, but the
problem is always the same, gives error on the installation.
How can I proceed?
Thanks....
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4 |
11/21/2008 6:05:03 PM |
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How do I input hotmail contacts into outlook contacts?
I would like to import my contact information in my hotmail account to my
address book in my outlook account. Can this be done?...
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1 |
11/21/2008 5:59:02 PM |
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Tables of BCM
Hello,
A client of mine wants to have a summarized view of data of BCM users.
A SBS server with a central SQL database will be used.
I managed to link an access mdb to a BCM Database and found more than 100
tables. Does there any documentation exist about these tables?
Thanks and Regards
Dieter
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2 |
11/21/2008 5:55:34 PM |
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Should I not use BCM exclusively?
I'm been working on figuring out BCM and have found some limitations here and
there (e.g., I have been unable to add multiple contacts from the same
company without having to retype all of the general information over and
over.) However, I find that these things would not be issues if I were to
use the My Contacts section of Outlook as opposed to the BCM Business
Contacts. I just enter...
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1 |
11/21/2008 3:53:03 PM |
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Create or Select a Database
When I select Database Tools under the main Business Contact Manager menu, it
allows me to connect to the default BCM database. So I do, then I click Next
and the window closes. Is that wizard supposed to behave that way? What is
supposed to come next after you click the Next button?...
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1 |
11/21/2008 3:48:01 PM |
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search tasks by owner
is there a way to search all tasks by the owner of the task? this would be a
history item task, not a project task. it would be good to be able to see
all the unfinished tasks and who is assigned to them.
thanks...
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1 |
11/21/2008 5:01:00 AM |
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Unhandled Exception linking new email to new Business contact
When adding a new email to a new business contact that i just created i
received an unhandled exception bug when saving the new business contact. The
message says:
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Link to Business Contact Manager Record
Unhandled exception has occurred in a component in your application. If you
click Continue, the application will ignore this...
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3 |
11/20/2008 7:22:19 PM |
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Export Report
I am using Office 2007 and I receive the following error when exporting a
report from Business Contact Manager "Business Contact Manager has
encountered an internal error in Excel. Please reinstall Excel and all of its
components." I reinstalled Office and still receive the error message....
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4 |
11/20/2008 7:22:11 PM |
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Installing Outllook 2007 BCM from CD 2 fails
I've been trying to get BCM to install after successfully installing Office
Pro 2007 from CD 1.
When I insert the disk, it start to spin up, then the following error
message appears on the screen.
"Microsoft Office Small Business Setup Wizard has encountered a problem and
needs to close. We are sorry for the inconvenience."
I cannot get past this error. What should I do?...
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2 |
11/20/2008 8:33:44 AM |
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Individual Who Is a A Lead/Contact, Later an Account
So I'm using Outlook with Business Contact Manager 2007, integrated with
Office Accounting Express 2008.
Now "Accounts" in BCM correspond to "Customers" in Accounting (i.e. they are
the same). And "Business Contacts" are associated with "Accounts" in BCM and
they correspond as "Contacts" under "Customers" in Accounting.
Now this is all well and good if all the clients you deal with are...
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3 |
11/19/2008 11:57:00 PM |
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BCM 2007
Question: Can you attach 1 contact to different accounts that you create. I
use to use ACT and was able to tag contacts in multiple groups. Cannot seem
to figure this one out. thanks, Larry
...
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4 |
11/19/2008 11:29:01 PM |
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Looking for experienced users in the Mission Viejo, Irvine, CA are
I'm looking for an experienced user in the South Orange County area of CA.
Anyone that would be willing to let me come out and see the product being
used in a day to day environment.
Please email me at jeff.bob at easifileusa.com, or call me at 949-855-4121,
ext. 14
Thanks,
Jeff...
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1 |
11/19/2008 11:23:00 PM |
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Export A Single Business Contact
So I have a Lead, stored as a Business Contact in BCM 2007, that did not pan
out so I want to delete it from BCM. However, I would also like to store all
the old information, history, etc so that a year down the road I could
revisit it.
I fear if I just leave it in BCM and make it inactive or something then
overtime this will cause my files to swell too much so I would like to export ...
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3 |
11/19/2008 10:51:01 PM |
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Groups
In the navigation pane is a command 'add new group' I have done so and named
the group. For my purposes I would like to work with 'Suspect' 'Prospect' and
Customer groups whilst using Categories to indicate market sectors.
I cannot seem to do anything with the newly created group nor can I find
readily accessible information in BCM help.
Does anyone have an example of creating and usin...
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6 |
11/19/2008 7:09:01 PM |
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Sort Contact with Opportunity > $x
I need to send a mailing to all of my business contacts who have made
purchases over $500 in the last 3 years. I can create a report with this
information, but I don't get the mailing address. I can sort the business
contacts in the main page, but not by opportunity.
How do I do this?...
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2 |
11/19/2008 7:01:01 PM |
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change field content on multiple contacts
Business Contact Manager 2007 SP1
After importing contacts from ACT, my US customers have been imported with
"United States, USA" in the country field. Because of this, the Zip Code
shows in the business card before the city/town. If I change the country to
"United States of America", everything corrects itself. I have over 3000 US
contacts. How can I look up by the "country" field ...
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1 |
11/19/2008 6:27:01 PM |
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Using a New Group in Business Contact Manager
In the navigation pane, just above Mail/Calaendar/Contacts and Task -
Immediately below 'Current view' when it is collapsed, is 'Add New Group'.
When I add a New Group, which can be located either immediately above or
below the Business Contacts Section, what can I do with this New Group apart
from right click to name it, move it or remove it.
When I try to left click on the New Group,...
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2 |
11/19/2008 5:00:16 PM |
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customizing forms
I would like to add a filed that I created, (Acct. #) It ios now in "custom
group 1" to an existing default group, (Account). I cannot seem to find a
way to do that.
--
wtdrm...
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2 |
11/19/2008 1:31:01 AM |