Threads Replies Last Post 148 Pages: 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  >>   business contacts In the General section, my business contacts are no longer showing the following categories: Initiated By Lead Modified By Preferred Method of Contact Rating Source of Lead Nor is there the tab on the top pane title "E-mail link." What's wrong and how can I remedy this? ... 1 11/3/2008 6:14:09 PM Beta Office Service Pack 2 This is for the MS guys. I am involved in the Office 2007 SP2 Beta program and have it installed on Vista and XP. I also have BCM installed on these machines however the beta service pack did not include an update to BCM as far as I can tell. Is there going to be an update to BCM when Office 2007 SP2 becomes available next year? If so, is there a beta version that I can get my hands on ... 3 11/3/2008 12:36:53 PM Changing Contact info does not change its copies in other Groups! When I copy a contact into a new group and I later change the info of the contact, it does not change in the copied contact info in the new group. Is there any way to get this done as it makes having other groups useless if you have to change the info 2 or 3 times in other areas. Ted... 1 11/3/2008 3:18:01 AM BCM Database on central SQL server? Hi! Our company runs SBS2003 server, clients have Office 2007 SB, includes also BCM. I wanted to have a centralized database on our server as client computers are either not always on or are not present (notebooks) to share the DB. Besides, do not want to waste one Office license to run BCM "server" on one additional station. I have found the "Business Contact Manager for Outlook 2007 Da... 5 10/31/2008 10:41:02 PM Access as Front End I need to do some modification to BCM and incorporate other data relationally which I currently have in MS Access. Can I use Access 2007 as a front end for all the data in the SQL express db BCM uses. If yes, could someone direct me to a resource which will help me in that effort. Not a pro programmer just a sales guy so I need a bit of help ;-)... 2 10/31/2008 9:58:01 PM Adding the Title field in a Marketing Campaign mail merge Hi Using BCM for Outlook 2007, I am running a Mail Merge marketing to a filtered list of Business Contacts. I cannot find any way of adding the Title field to the address or greeting line. I have specified all the information required for the Marekting Campaign. I then click Launch which starts the Word document and displays the Mail Merge task pane and Mailings tab on the Ribbon. I ... 3 10/31/2008 3:30:09 PM SBS 2008 Is it possible to run the BCM database on SBS 2008 standard? I've installed outlook 2007 but the BCM install fails.... 5 10/31/2008 3:26:13 PM BCM Report Totals? Hello. I'm using BCM and want a report of all my contacts by categories. I have a report that shows contacts for each category, but I want a total at the end of each category (how many contacts are in each category). I know this should be simple to do, but I honestly do not see the option to add totals... Any help? Thanks.... 3 10/31/2008 2:05:01 PM BCM Online Error Message: going online has been cancelled, but you The error message is 'going online has been cancelled, but you can continue to work in the offline database.' I have SP1 installed. I have run office diagnostics. The first couple of times I tried to connect, it asked me to manually resolve conflicts. Now it says it's applying all of the changes, but cancels at the last minute and gives me the above message. I turned on loggins as... 3 10/30/2008 6:36:31 PM Finding user defined field data I am using Access linked as ODBC to get to my BCM data. I can find everything I need except the data for User Defined Fields. Any suggestions where to find this? Also, does anyone know where to find more about using Access with BCM. Specifically I am looking for field descriptions and relationships between tables.... 1 10/30/2008 6:10:06 PM Quick way to mine contacts for Outlook? My business is joining several chambers of commerce in the area and we are receiving paper directories of all of the member businesses. These are also available online and we're looking for a way to mine them off of the web page and make them Outlook contacts quickly. My boss seems to think there's software out there that will do this. Anyone have any idea what he's talking about?... 2 10/30/2008 3:05:03 PM HATE ACT....want to change...should I? We currently have ACT 2008 and it has had SOOOOO many problems that we are considering converting over to the Business Contact Manager that is a part of Office Professional 2007. I have some questions that maybe someone could answer for me: 1) Will BCM convert an ACT 2008 database? 2) My partner and I share one database/calender, etc. thru our small office network; will we be able to sha... 2 10/30/2008 3:04:00 PM Task Notification? I was wondering if when tasks are assigned to "users" in BCM, is there any kind of notification that can be turned on? We are attempting to try this product with our attorneys/Marketing department. I realize that the task will show up in the individual's list and they'll be able to access it from the BCM project section but we know the attorneys will not want to go directly into BCM. ... 2 10/30/2008 2:59:56 PM cannot re-install BCM - help! After spending way too much time trying to get the SQL server to start, and trying every troubleshooting solution for 2 weeks, I finally just backed up the data and uninstalled and attempted to re- install BCM. Well after getting to almost the end of the install, I get an error message saying install failed - check the log. Here is the text of 5 error messages in a row, all from the same sour... 2 10/30/2008 2:52:53 PM email merge to show in communication history I want to send an email to many recipients in BCM through mail merge in MS Word. I would like the sent email to show in the history for each recipient. How do i do this? Is there another process that would meet the same end? Thanks so much.... 2 10/30/2008 2:41:24 PM Restoring/Synchronizing Business Contacts I recently had the hard disk on my laptop replaced. I am now try to retrieve business contacts that have been saved on my PDA. However, Microsoft ActiveSync gives the following message when I trying to synchronize business contacts: "Items of one or more information types cannot be synchronized. Disconnect and reconnect your device." I have followed this advice to no avail. The othe... 4 10/30/2008 2:36:41 PM Project Tasks details text not being saved There are times where I type in a bunch of stuff in my “Project Task” in the details area, save it and even renew the “due date and reminder” and then when I open it again it is back to how it was before I saved it! So I have to do the same work all over again. This is not always happening. Any idea. It is in BCM 2007 -- Judy L... 1 10/29/2008 10:10:02 PM Out of office message in Outlook 2002 Hi...I have Outlook 2002 and want to set an out of office message. When I follow the intructions it tells me that under tools there should be a Out of Office Assistant. That does not appear - and it says I need Microsoft Exchnage. I sthere another way of doing this without exchange? Thanks,,,,,,... 1 10/29/2008 9:06:01 PM filtering on certain fields Can I not filter on certain fields? I have placed information in the Job Information fields (department, office, profession, etc.) on the Details page, but do not find them as options when I want to modify or filter on any of those choices. ... 4 10/29/2008 4:01:33 PM User-defined fields Any way to get more than 40 user defined fields? Or to change the name on some of the microsoft default fields that I don't use?... 1 10/29/2008 3:32:10 PM Which SQL Server is used with BCM 2007? I have several flavors of SQL Server installed. How do I know which one is used by BCM 2007? -- Frank... 2 10/29/2008 11:41:48 AM Copying Distribution lists into BCM 2007 I currently have around 1000+ Contacts with Distribution Lists already created in my Contacts folder. I can Import all the CONTACTS into Business Contact Manager, but no distribution lists move over. How can I move the Distribution lists over into Business Contact Manager Contacts? By the way, we are using Oulook 2007 with BCM on all three computers within the small network.. I can ... 1 10/29/2008 1:33:01 AM Selecting e-mail client for mail merge Does anybody know how I can select an e-mail client when I do a mail merge through Word? I have 3 accounts on my system and it always sends through my personal account instead of the business. Thanks! -- Rick... 1 10/28/2008 9:16:11 PM BCM Contacts generates an Outlook reminder for each First let me write that we have deleted the reoccuring task of Backing up the BCM database so we no longer get reminders from that task. However, a few weeks ago and again today Outlook generated a reminder for each contact within BCM which in our case resulted in 2200 reminders. We have 4 users connected to a shared database and the problem only occurs on one BCM client machine. I have... 4 10/28/2008 8:01:04 PM BCM and Outllok 07 I upgraded to Office 07 and did not think (much to my dismay) about whether or not I have BCM 07. All of my bus. contacts are not in Outlook. What can I do to retreive them?... 10 10/28/2008 6:50:37 PM 148 Pages: 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  >>