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BCM / Office Accounting integration next version suggestion
If BCM truly was FULLY "integrated" with Office Accounting, a user would be
able to:
1) Directly cross relate a Business Contact record (PERSON) over to
Accounting's Customer record for sharing of Receivables data. Currently,
only the Account record (ORGANIZATION) can do this.
2) Directly cross relate either a Business Contact record (PERSON) or an
Account record (ORGANIZATION) over to...
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6/13/2007 10:41:15 PM |
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restore database from mdf / ldf files
We upgraded 2 machines on our network from 2003 to 2007. I need to revert
back to 2003. The CEO is totally upset about this. We cannot use our BCM
right now. It said it made a backup of the bcm, which for the life of me I
cannot find. I have backups of the mdf and ldf files. I called msft and
they told me to stop the mscontactmanagersmbiz service copy the files in the
default direc...
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5 |
6/13/2007 10:33:00 PM |
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Link Contact to Multiple Accounts
In MS Business Contact Manager 2003 you could not link a contact to
more than one account. I thought that in 2007 they would fix this
limiting and stupid design, but it is still present. Why is it
designed like this, and is there anyway to fix it without having to go
through some multi-step work around each time I link a contact. This
is critical for my business. Let me give you an examp...
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6/13/2007 10:31:13 PM |
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Why can't I see the "business contact manager" on my menu choices
Just bought Outlook 2007 and want to customize my contact record. Demo says
use the menu choice "business contact manager". That choice is not on my menu
bar....
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6/13/2007 10:25:04 PM |
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No ACT entry in import type selection box?? (BCM 2007 german)
OS: Vista 32 new install
I have installed Office Pro 2007 german Trial with BCM
I also installed ACT6! german
Now I wanted to import the act data into BCM as described in KB...
My problem is that there is no ACT in the (import type) listbox to
select?
There are just 6 entries (bcm, bcmx, ... last entry is outlook folder)
When I click the help button in exactly this window ...
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2 |
6/13/2007 10:23:39 PM |
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how enable BCM 2007 to recognize bcm 2003 data base?
I have a my bcm 2003 data base. It appears that BCM 2007 does not recognize
the (mdf,ldf). nor can I import it. BCM 2007 cannot select it not recognize
it.
If there is an integrity problem with the my 2003 database is there a way to
fix it so that 2007 will recognize it ???
Seymour...
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2 |
6/13/2007 10:23:03 PM |
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can I have multiple databases in business contact manager 03?
I'd like to add an additional database to 03 business contact manager - and
be able to use my current database as well as the new one. Is this safe and
possible to do in 03 version? How do I do it right?
Thank you....
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6/13/2007 10:20:04 PM |
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Using different language version of BCM
Hi,
In the begining (before I try to install on SQL server 2005) I installed
Outlook 2007 and BCM 2007 on my server. Success !
I connect with my computer Outlook/BCM 2007 **UK** with no problem !
Thinking I finally find the solution to have a CRM I install BCM 2007 **FR**
on an other computer.
Problems begins !
No way to connect to the same server "cannot find any BCM databases on...
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6/13/2007 9:04:00 PM |
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Outlook Locking because of BCM
We have BCM 2007 running and it is locking up Outlook. When we disable BCM,
outlook runs fine. Is there anything to do to fix this problem so we can run
BCM 2007....
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1 |
6/13/2007 4:10:02 PM |
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How do i write a letter to a business contact
How do I use the contact info in the Outlook business contact manager to
write a letter in Word ?
Thanks, VRSmart...
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6/13/2007 12:13:00 PM |
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error installing business contact manager
when installing business contact manager for outlook 2007 the following error
appears
Setup failed to install the required component MSSQL server 2005 express (
MSSMLBIZ ). BCM for Outlook 2007 cannot continue."
below is the setup log
Microsoft SQL Server 2005 9.00.2047.00
==============================
OS Version : Microsoft Windows XP Home Edition Service Pack 2 (Build
26...
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1 |
6/13/2007 12:08:00 PM |
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Convert Oportunity to Project?
I have been looking for a way to convert an Oportunity into a project. Any
Oportunity I might close will become a project. All of the tracking emails
and other documents need to be associated then with the project. It seems to
me there swhould be a way to make a simle conversion from one BCM type to
another. Does anyone know how I might do this? If not I suggest that that
feature be inco...
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6 |
6/13/2007 3:42:00 AM |
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Outlook
email will not let me send and my password always pops up please help...
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1 |
6/12/2007 6:26:03 PM |
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In form editing and right click
I'd really like to be able to edit Business Contacts listed in the
Account card. Is this possible?
Also, what about right clicking on a Business Contact shown in the
list and being able to send email?
John
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3 |
6/12/2007 6:20:05 PM |
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seeking BCM consultant
I apologize if this is the wrong venue for seeking BCM consultants. We are a
small biotech company in South San Francisco, CA and would like to request
the service of a BCM expert, preferably MS certified. If this interests you,
please email me at stigma32@hotmail.com. Thank you, Dan...
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1 |
6/12/2007 5:46:02 PM |
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Merging contact databases
My BCM is a mess after changing jobs three times. I want to combine (merge)
three different databases into one big one. Can I do that and how. Could it
identify duplicates?...
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3 |
6/12/2007 4:39:57 PM |
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Select multiple e-mails for linking to opportunity record in BCM
While both the MS site and the Help function indicate that it is possible to
link multiple e-mails simultaneously to a business opportunity record, I am
unable to do this. Has anybody learned the trick?
My situation is that I have huge folders full of hundreds of e-mails -- I
would like to link them all to an opportunity record without doing each one!...
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6/12/2007 4:01:51 PM |
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can I have multiple databases in business contact manager 03?
I'd like to add an additional database to 03 business contact manager - and
be able to use my current database as well as the new one. Is this safe and
possible to do in 03 version? How do I do it right?
Thank you....
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1 |
6/12/2007 12:43:13 PM |
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Sync BCM via internet
Is it possible to sync BCM via an internet connection? I am a former GoldMine
user and could sync BCM with the server using port 5993. How can I do this
with BCM, as my office is remote, and I need updated contact information
hourly....
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4 |
6/12/2007 2:30:01 AM |
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Need to migrate BCM 2003 data into BCM 2007
When I try to use the .bcm file to import old data into BCM 2007, I get an
error message about fields not matching. The alternative would be to use
..csv export, but that moves only contacts and accounts, but not the rest of
the data (email tracking etc.) and this is unacceptable for our clients. We
are considering upgrade to BCM 2007 to be able to use SQL back end and
therefore IT dep...
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6/11/2007 9:57:45 PM |
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BCM error "BCM cannot save this item because it does not recognize
When I open a contact and make any changes i get this error message
"Business contact manager cannot save this item because it does not recognize
some of the properites."
How do I fix this?
--
Thanks,
dh...
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6/11/2007 7:35:02 PM |
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New Marketing Campain + Mail Merge
I want to do a personalized email merge as a marketing campaign in bcm 2007,
just a brief email message that makes it look like I'm personally following
up on the individual's needs (which i am!)
Which delivery method do I choose?
Can anyone refer me to a step-by-step source?
Thanks. ...
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6/11/2007 6:44:42 PM |
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Record Count for BCM
This may be really simple but I can't find how to get a record count in
business contact manager.
If I make a report, for example, and want to know how many contacts are in
the report, how do I get this info?
Is there some feature where you just highlight the column and it displays
the total number of records?
Thx....
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6/11/2007 6:44:03 PM |
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File Attachments in BCM 2007 Accounts
We use BCM 2003 and love it. I see in BCM 2007 that files (I'm assuming Word
docs, .pdfs, .wav, etc) can be attached to contacts (and accounts?). What
limitations (file sizes, types, max capacity) are there? We're looking to
save and share proposals, contracts, conversations, pdfs etc. in the account.
Tips? Hints? Gotchas? Thanks for your help!...
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6/11/2007 6:34:50 PM |
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Restoring a .msbcm file
I have a .msbcm backup file that I am attempting to restore on another
computer running Outlook 2003, version 11.8118.8132 SP2, with BCM, version
2.00.5324.00 SP2.
Whe I go into the Business Tools menu "Manage Database" and select "Restore
Database" I provide the path to the .msbcm backup file, which is on a local
drive, and it does attempt to decompress and restore the database.
How...
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4 |
6/11/2007 4:46:44 PM |