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Free On-line training
I'm a new user converting from GoldMine CRM to Outlook w/ BCM. Anyone know of on-line training resources that would shorten my learning curve. ...
1 6/18/2007 8:03:01 PM
Search Folder - How to Filter on Category
I am using BCM 2007. I have renamed the 'red' category to 'To Invoice' and categorized one of my phone logs accordingly. I have created a search folder named 'To Invoice' and tried to create a filter that does not seem to work. I have tried an advanced filter of each of the following: 'category equals red'; 'category equals To Invoice'; 'category contains red' and 'category contains To Invo...
1 6/18/2007 7:59:30 PM
Auto Linking Email
When an email is linked to a contact record, does that link survive and continue to function if the email is moved to a Public Folder? Thanks, Frank...
2 6/18/2007 7:44:01 PM
Unhandled Exception in Product and Service Items List
When I open certain 'Opportunities' in the Product and Service Items List in Outlook 2003 Business Contact Manager, I get an error "Unhandled exception has occurred in a component in your application. If you click Continue, the application will ignore this error and attempt to continue. Attempted to read or write protected memory. This is often an indication that other memory is corr...
1 6/18/2007 4:22:00 AM
Is there a way to change your contact list that sync
I have a smart phone and I want to sync it with my office live contacts instead of the other contact list. is there a way to change the contact list the syncs with the smart phone? ...
1 6/18/2007 12:58:41 AM
BCM categories
Ive upgrade a client to BCM 2007 which has solved most of the problems they had (thanks to people here who helped on that one). The problem i had is during the upgrade not all the computers picked up the various catergories used, so when they goto add a new entry, they just have the standard colour categries. If i open an existing record it will show the category with the text (not in ...
1 6/17/2007 6:08:33 PM
BCM on Windows Mobile pda
OK -- I'm stuck. I'm using BCM on a Windows Mobile 5 HP iPaq. I've got an SD card installed for extra memory. I uninstalled BCM on the iPaq and then reinstalled to move the program files from iPaq memory to the SD card (I'm running out of memory on the iPaq), and that works fine. I'd also like to move the BCM database to the SD card. Two questions -- 1. Where do I find the BCM d...
1 6/16/2007 3:27:03 PM
Error installing Business Contact manager
Receive an error when installing the business contact manager for Outlook 2000, either from cd or downloaded from website. It gets about 75% thru the install then error. Followed MS kb instructions on this error but still receiving. The error is a popup box with the title: Microsoft SQL server desktop engine ----------------------------------------- Setup Failed to configure the server. R...
2 6/15/2007 8:05:41 PM
failed install of bcm in outlook 2007
the following error appears when try to install bcm Setup failed to install the required component MSSQL server 2005 express ( MSSMLBIZ ). BCM for Outlook 2007 cannot continue." i am using win xp hme sp2 there is no logon/user accounts-windows automatically loads office 2007 has install fine but cd2 with bcm does not load i tried to install SQL Server 2005 Express Edition SP2 from h...
7 6/15/2007 7:57:56 PM
Synchronizing tasks and appointments
I run a small wireless network at home. I have Outlook 2007 BCM on my desktop and also on my laptop. My contact information synchs OK but none of my tasks or appointments are synching. I need to take this info when I travel. What do I have to do synch that info from my desktop to laptop and laptop to desktop?? Appreciate anyone's help....
4 6/15/2007 7:55:23 PM
Address book Outlook 2007
When I type an address into outlook the email sends without any problem. However, when I select an address from the address book, reply or forward an email it simply goes into the outbox and does not send. When I try and close outlook I get a message that their are emails in the outbox. I didnot have any problems when using outlook 2002. Does anyone have any suggestions to fix this p...
2 6/15/2007 7:53:50 PM
Can you mail merge to fax in outlook 2007?
Howdy- We currently use Outlook 2000 on a client to client network. We have been sending out persoanlized faxes to list customized category lists created in contacts in Outlook. We merge the contact information to a Word document with designated fields including fax number. From there we would merge the document to WinFax which would pickup the fax number, que up the contact list and...
1 6/15/2007 6:13:02 PM
rule to send email to tasks and have it convert to a task
My question is, there is a rule in Outlook 2003 and 2007 which allows you to send your email to another folder, in my case, the Tasks folder. However, when you send it that way, it goes into tasks as an email. You can drag an email and drop it into tasks and it converts to a task, but if you send it by rule, it stays an email. Does anyone know how to get it to convert to a task? We n...
1 6/15/2007 5:05:00 PM
Remote sync over VPN - unreliable
This is a multi-part message in MIME format. ------=_NextPart_000_0010_01C798C5.2AE13510 Content-Type: text/plain; format=flowed; charset="iso-8859-1"; reply-type=original Content-Transfer-Encoding: 7bit Running BCM on Vista over a VPN connection to SQL2005 on the server. It's almost impossible to reliably sync the offline database with that on the server. Anyone else seeing this...
4 6/15/2007 3:49:00 PM
2007 Auto-Link
Outlook: 12.0.6014.5000 MSO 12.0.6017.5000 BCM: 3.00.6402.00 I've recently upgraded to Outlook 07 / BCM 07. Trying to continue business as usual - i've been emailing with my clients since upgrading. Just noticed that none of the emails are getting linked to the account records. I checked BCM / 'manage auto-email linking' and all contacts and folders are selected. Is there som...
1 6/15/2007 1:34:32 PM
How do you change the default 'show as' for appointments
I am using Outlook 2007 with BCM. I cannot seem to find the setting that allows me to change the default 'show as' for appointments from 'busy' to 'out of office'. Thank you in advance. ...
1 6/15/2007 10:26:58 AM
bcm 2007 database of an MS SQL-Server 2000
I have a problem with Outlook 2007 and BCM. I will use my MS SQL-Server2000 for holding the database. Can show me evereybodey the way please. Greetings to all Peter ...
2 6/15/2007 7:46:10 AM
BCM 2007 auf MS SQL-Server 2000 verlagern
Hallo an Alle, bin mir nicht sicher, ob ich hier richtig bin. Hoffe es aber. Ich habe folgende Frage. Ich habe Outlook 2007 und möchte die Datenbank auf einen MS SQL-Server 2000 verlegen. Kann mir jemand sagen, wie das geht? Vielen Dank an alle Peter ...
2 6/15/2007 7:23:12 AM
can i share my bcm 2007 database over internet with my laptop
...
2 6/15/2007 6:31:27 AM
outlook 2003 with BCM does not put BCM on Outlook Menu bar
My ultimate goal was to install MS Office Accounting Professional 2007 with Office 2003 Professional integrating BCM to Outlook 2003 against the Office Accounting database. I Installed in this order: Office Accounting Pro 2007 Office Professional 2003 Outlook 2003 with Business Contact Manager Everything installed wtihout an error but I was not prompted for a database to attach.. ...
3 6/15/2007 2:14:51 AM
Pocket PC 2003SE
I have a Dell Axim X50v, which is a Pocket PC running Windows Mobile 2003SE. I have Outlook 2007 with Business Contact Manager. I want to sync Business Contact Manager with my Pocket PC. When I try to install the add-in for Pocket PCs, I get this message: "Business Contact does not support the connected device type. Application Manager will make the application available for installat...
9 6/15/2007 1:55:17 AM
business contact manager cannot save the item
I have Outlook 2007 with BCM and whenever i try and save an account or activity i get the following message "Business Contact Manager cannot save the item because it does not recognize some of the properties" it was working fine then suddenly this, can anyone help?...
2 6/14/2007 4:23:42 PM
Outlook 2007 Shared Calenders
I am running Outlook 2007 with SBS 2003 and using shared calenders. About one half of my workstations are XP/2003 and the other half 2007 with XP or Vista. Intermittently I get an error when trying to access a someone else's calendar but only on the machines with 2007. Microsoft Office Outlook The messaging interface has returned an unknown error. If the problem persists, restart Outl...
4 6/14/2007 4:31:38 AM
Business Contact Manager install issues
I have seen the following: 1. Business Contact Manager wizard failing to create the database due to a invalid key issue. Using Office Professional 2007 Trial with Office Basic 2007 key. "Database creation was unsuccessful because you do not have a valid Microsoft Office 2007 license to use Business Contact Manager for Outlook 2007." 2. If installing the trial version of Office 2007 ...
3 6/13/2007 11:41:01 PM
BCM with SBS03 (non R2) workarounds?
I have OL2007 with BCM installed on a Vista Ultm box that is part of a SBS03 (prem) domain. Part of what I was hoping todo was park the BCM db on the SBS server and have the db available to me via the web or on my WM5 phone. From what I understand this isn't doable since BCM only supports SQL 2005 servers and my SBS box has SQL 2000. Given this is there any viable solution to my configu...
3 6/13/2007 10:44:34 PM
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