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Activity Series
How do I schedule a series of activities once a contract is signed? In ACT
it is called Activity Series & in GoldMine it is called Automated Process. I
want to be able to set a series of about 100 tasks/calls that are assigned to
certain users due by a certain date prior to a specified date. Is that
possible in BCM?...
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2 |
6/27/2007 6:34:25 PM |
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BCM for Outlook 2003
I bought Office 2003 Pro specifically for BCM, which all reports and MS said
contained it. It apparently does not, but comes as an add-in later, unless
installed as OEM. Am I not entitled to it, and how do I get it from MS....
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6 |
6/27/2007 6:22:01 PM |
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error message :Business Contact Mgr couln;t complete last task"
Whenever open a new email, task, calendar event, my address a contact i n my
address book, I ge the error messge "Business Contact Manager could not
complete your last action or actions"
Waht causes this, waht can i do to get rid of error message, My address book
is working fin, this just started afew days ago, so i obviously hit something
that caused this but don't know what, i just wa...
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14 |
6/27/2007 3:28:03 PM |
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How do I change the Database Owner in BCM V3?
I installed a new server (new domain name) and reconnected a PC to the new
Domain. I was able to get the BCM database backup copy reconnected to
outlook by starting outlook as admin and adding my new domain\user to the
database. Now i cant backup the database without being an admin. How can i
change the database owner from my old domain\user to the my new domain\user?...
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2 |
6/27/2007 12:08:02 PM |
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My BCM is unworkable
I have recently installed BCM + Outlook 2007 on 2 (fast) client machines
connected to a SQL2005 running on our SBS2003 server. All patches etc. are up
to date.
It just doesn't work. I get crashes, hangs and appallingly slow performance
for the simplest tasks. When I'm on the phone to clients I need to be able to
call up their information straight away not in 5 mins if I'm lucky! I note...
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2 |
6/27/2007 11:56:10 AM |
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E-mail to distribution list failed;"too many recipients." ?
I made my first distribution list and tried to use it (with an attached
file). E-mail failed; I got a message saying "too many recipients." There
were about 50 recipients.
How can I know if some, or none of the respondents got the message? Is there
a maximum number for a distribution list or e-mailing? Are there any
workarounds? ...
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3 |
6/27/2007 10:30:05 AM |
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BCM contacts not displaying differently than regular contacts!?
I have used the program on 2003 and now I am running 2007. It had
been running fine, with special BCM contact features (i.e. contact
history). But for some unknown reason, it is not running properly
now... any tips to adjust the BCM contacts to display properly?
Uri
...
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7 |
6/27/2007 4:27:10 AM |
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BCM on smartphones
Hi
I have BCM running on my machine connecting to a shared database, i dont
have an offline copy of the db, this works fine
i have just installed BCM on my smartphone, however when i open up Business
Contacts on there, there are no contacts showing
am i correct in thinking that i need to have a offline version for me to be
able to view the contacts on my smartphone??
thanks
Si...
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13 |
6/27/2007 12:18:01 AM |
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BCM 2007 NOT with Enterprise???
so BCM doesn't come with Enterprise Ed.? how ridiculous -
is there any way to get BCM for Enterprise that i've already purchased?
thanks
gn...
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7 |
6/26/2007 10:10:01 PM |
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Moving from ACT 7.0 to Outlook 2007 w/ BCM
I've been unhappy for years with ACT due to instability within the program,
poor customer service, etc. However, I use it every day in my insurance
office to keep the following:
1. contact info for my clients
2. notes & history of past meetings (and notes re: those meetings)
3. calendar (meetings, calls and to-dos, including calls and to-dos that
just roll over every day until I can g...
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4 |
6/26/2007 9:41:19 PM |
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How do I add additional lead sources in Business Contact Manager?
Is there a way to customize the lead source list in Business Contact Manager?...
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5 |
6/26/2007 9:33:03 PM |
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Where is Database?
Outlook 2003. BCM 2003. Where does BCM create the database? What kind of DB
is it (Access?)?
--
Dr. Doug Pruiett
Good News Jail & Prison Ministry
www.goodnewsjail.org...
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1 |
6/26/2007 8:48:00 PM |
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How do I get rid off thesafetynotes from Internet Explorer
I need help, who can help me with it?...
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1 |
6/26/2007 8:30:01 PM |
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How can I uninstall Business Contact Manager and save contacts?
I would like to uninstall Business Contact Manager (BCM) and just use
standard Outlook 2003. I don't reallyu need or use the features of BCM and
think regular Outlook would be less complicated right now. But most of my
contacts are currently in BCM. Is there an easy way to transfer BCM contacts
to Outlook contacts? ...
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2 |
6/26/2007 7:30:12 PM |
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Windows Mobile 5
I have installed the WM5 BCM program that syncs up with my xp pro machine
running outlook 2007 with BCM.
It installed fine, and worked, but then on my WM5 device, I set it to sort
the contacts by business rather than name.
Now, it loads up, but crashes with the hourglass type thing in the middle of
the screen, and I have to reset the WM5 device.
Even after un-installing bcm on my de...
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4 |
6/26/2007 6:39:02 PM |
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Read / Delivery Receipts for Mail Merge
Hi - We are using Outlook 2003.
Is there a way when doing a Mail Merge to request Read/Delivery receipts just
for the Mail Merge without permanently changing the users profile to request
those receipts?
Thanks,...
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1 |
6/26/2007 3:14:03 PM |
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BCM synch w/Motorola Q
I downloaded BCMV3PPC.exe and installed it on my desktop and Q. It installed
the software in both places ok but when I tried to access the BCM on my
smartphone the application hung and the only way out was to uninstall. I
presume this is because the application only works with the "Pocket PC"
version of Mobile 5.0 not the "Smartphone" version. Any suggestions?...
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5 |
6/26/2007 3:04:20 PM |
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Using Business Contact Manager will not connected to database
We have two salesmen working from laptop and one from a desktop. If we
install BCM on the server everyone can share it when on the network or over a
VPN. However, if the salesmen are disconnected from the network, (that is on
the road or plane) can they still open the contacts, accounts and
opportunies? Will they synchronise when they next connect?...
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4 |
6/26/2007 1:28:21 PM |
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Problem with BCM v2 and Exchange Server 2003 for small business se
I have successfully created a new contact database on the Exchange Server,
and selected the 'account' form as the template for new entries.
When I click open a new contact, the 'account' template opens correctly, but
after completion and 'save', the error " Business Contact Manager for Outlook
could not complete your last action or actions. Please try again." appears.
When i click 'OK'...
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1 |
6/26/2007 11:46:01 AM |
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WHY OH WHY?
WHY OH WHY is it not possible to email a client regarding an opportunity
directly from the opportunity window with the new history item button?
WHY OH WHY can I not see the contact information of the client for which
that opportunity exists directly in the opportunity window?
This is driving me crazy! When I have an opportunity open and I want to
call the client, I have to look up the...
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14 |
6/25/2007 5:50:09 PM |
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business contact manager 2007
After adding a new business contact and creating an opportunity, Business
Contact Manager will not allow me to convert to a quote, it gives the message
- Business Contact manager for Outlook could not complete your last action or
actions. Please try again. Even if I try again, it will still not convert.
Can anyone help with this?...
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5 |
6/25/2007 4:50:00 PM |
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How do I merge various email accounts using MS Outlook 2007?
Hello All,
I have a situation with merging various email accounts into MS Outlook '07.
- I currently have MS Office 2007.
- I use both Hotmail and Yahoo! email accounts.
- I am currently using Outlook Connector with my Hotmail email account
My problem is that the Outlook Connector simply downloads the messages from
the accounts, and dosen't control their functionality. What I a...
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2 |
6/25/2007 4:29:01 PM |
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BCM should post to Accounting
The real world requires me to first set up "business contacts" during the
sales process before they become "customers" for the accounting department to
bill, etc.
My suggestion is that you include a check box to allow a user to make a BCM
entry a customer, and while your at it make another checkbox for vendors (we
have to deal with them too).
--
J5 XP Machines
----------------
...
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2 |
6/25/2007 4:23:14 PM |
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BCM for Outlook 2007
I have Office Standard 2007. I want to synch just a subset of my 1,200
contacts to my PocketPC. Is there is any way to do this other than BCM? If
not, Is there any way to purchase just BCM or Outlook 2007 with BCM? Thanks. ...
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3 |
6/25/2007 4:08:00 PM |
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conecting to BCM 2007 database on remote computer issues
We have 2 XP pro sp2 computers that we are trying to share the database.
both have fully patched office 2007 with business contact manager.
user 1 has shared the database over WORKGROUP with user 2. who has an admin
account on user1's computer. Can happly share and edit files printers etc...
using the same user/pass that they use to logon to their own computer 2.
Going through the sha...
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5 |
6/25/2007 3:24:46 PM |