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connecting to a 2007 Database from 2003..
Is it possible to connect to a SQLexpress BCM2007 Database from Outlook 2003 with BCM? ...
2 4/25/2007 6:14:01 PM
how do you invite someone with multiple times and or dates
...
1 4/25/2007 5:58:02 PM
Mails not autolinked 2 accounts if "Display as" field too complica
Can someone confirm this? I noticed that in some cases incoming emails are not auto-linked to accounts, though all data in contact fields is filled. I noticed also that it seems to happen with companies who have "complicated" name (for example Global Investments (India) Pvt., Ltd. (Rajesh Group)) and respectively complicated "Display as" field in Email group. If "Display as" field sim...
1 4/25/2007 5:38:02 PM
Contact history is doubling all history items in BCM 2003?
Two questions... 1. History items are recored twice, one is the original email message and the other is a business note. Did I do something to initiate this? Also, are there any conflicts in having duplicate contacts in BCM and Outlook Contacts? The reason I have duplicate contacts is because I cannot sync BCM contacts with my phone, only Outlook contacts. -- Thaks for your help,...
2 4/25/2007 5:00:01 PM
Help with Outlook BCM - Column formatting and Groups
I am using Outlook 2007 with BCM. I have 2 questions... Please help if you can 1. I am made a few custom views in BCM and everytime I try and format a column width it defaults back to the original size which does not fit the data. I have tried defining the views and using the format column button and everytime it resets to the original size. 2. What is the purpose and/or how do ...
2 4/25/2007 4:54:03 PM
Any tweak for ugly division of "Account" name into First & Last na
When "Account" is created in BCM, which in most cases is name of a company, Outlook (or BCM?) internally divide this account name into "First" and "Last" name, so for example "Great Shoes Co., Ltd." turns into two parts - First name = "Ltd." and Second name = "Great Shoes Co." You can see this ugly division when you print your account data of if you try to sync BCM data with any mobile de...
5 4/25/2007 4:44:01 PM
Do you Recommend BCM?
Hello, I need to add sales functionality to Outlook, for a single user. I was told about BCM. Do you use BCM or a similar product? I would appreciate any recommendation on this. Thank you very much. Talal Itani ...
14 4/25/2007 4:28:04 PM
How could I link to account few (many) items at once?
quite weird, I cannot select few emails and link them to account. are there any trick? I have a person who left company and I need to re-link all emails sent to this person (from his "History" tab) to account / company he earlier belonged to. No way! Only one by one. I hate monkey job of re-linking messages one by one... any simple solution?...
1 4/25/2007 4:14:03 PM
SP3 failed to install - Where are the logs
SP3 just failed to load and before I ask for help I know they are going to ask for the logs but where are they. Thanks...
1 4/25/2007 3:40:01 PM
BCM running in Vista
I'm running the latest BCM in Windows XP SP2 with Office 2007. I rely on it heavily for scheduling everything. I'd love to be able to run my Vista Business edition which is on another partition of the drive, but when I run BCM in Vista I constantly get a message stating that "BCM could not complete the last task" then Outlook fails and restarts. Makes it a little tough to get work don...
7 4/25/2007 3:14:30 PM
Flat File Import
Hi, New to BCM so apologies if dumb question. I have a flat, non-normalised spreadsheet with business contacts which needs to be imported into BCM. Obviously I can just import it as Business Contacts - the question is how do I also then set up the Accounts and link the contacts based on that ? Any shortcuts ? Doing this manually for 4000 contacts doesn't sound fun....
5 4/25/2007 2:49:18 PM
How to change the currency in Opportunities
Currently my system defaults to UK pounds. How can re set to another country currency ? I'm using Outlook 2007 with BCM. Thanks in advance...
3 4/25/2007 2:45:25 PM
Account / Company / Department (2007)
I am just starting to set up a database using 2007, and want to ensure the format I choose will work in the long-term. I am using Account to name the over all commercial unit. Once that is set up, I am adding individual Contacts, and using the Company field to indicate divisions etc. I would like to take this a level further, and notice that when I sort my Contacts By Account, there i...
7 4/25/2007 11:14:04 AM
OpenProperty: cannot open properties which are computed
Hi all, I have Office Pro 2003 with BCM; today I have also installed BCM 2.0 with the latest hotfixes and service packs, including the latest .NET 2.0 updates. Inspite of this I receive the above very annoying error message each time I try to save a business contact, even if nothing have been changed. Does anyone have a working solution that fixes the "OpenProperty: cannot open properties wh...
1 4/25/2007 10:41:04 AM
Strange behaviour of BCM and DNS setup
Hello all, I had successfully setup BCM 2003 on our Exchange 2003 server and could access it via a number of SBS clients also running Outlook 20003 against the the SBS 2003 server. The SBS server and exchange server are the same machine. All was well until one or two users reported intermittent faults, the classic SPS context error. Anyway, after a bit of fiddling I found the solution, but...
2 4/24/2007 11:43:23 PM
BCM 2007 Publisher 2007 Marketing Campaign Merge Issue
I created a marketing campaign in Publisher, select start a marketing campaign (or start the marketing campaign from BCM first - same problem either way). In Publisher, I add the fileds for the merge and select send e-mail. Publisher does its thing, shows the 1st contact's name on the form, sends the email, thn diplays the publisher form with the field info displayed - no data. Email...
6 4/24/2007 10:08:56 PM
Add an Outlook Toolbar Button to Create a Business Note
i tryed to ad a macro but it make a run time error -2147221233 (8004010f) and make this line in the macro yellow Set historyFolder = bcmRootFolder.Folders("Communication History") the macro is on this page http://blogs.msdn.com/bcm/archive/2007/02/28/Add-an-Outlook-Toolbar-Button-to-Create-a-Business-Note.aspx i have the macro settings to Warnings for all macros What do i do? i have a danis...
3 4/24/2007 8:18:02 PM
BCM and Accounting issue-Survey: I can't be the only person...
I use BCM and Accounting Professional 2007. I have so far been fairly happy except for a few things that I think BCM and MOA needs. I can't believe that no one has posted anything on here yet. 1. I do most everything in BCM-create invoices, categorize my clients, track sales etc. Because BCM is 'hosted' on my office 'server' computer, my laptap can't see ANY financial info when I'm n...
4 4/24/2007 7:36:01 PM
Migrating Previous BCM Database to Outlook 2007
I recently upgraded from Outlook 2003 with BCM to Outlook 2007 with BCM. Both programs appear to have loaded fully. However, the new Outlook 2007 is unable to migrate the old BCM database from Outlook 2003. With Outlook 2007 open and running, it identifies that a BCM database has been located. However upon trying to connect, each attempt to access the BCM database from Outlook 2007 is m...
2 4/24/2007 5:32:02 PM
Integrating BCM with Accounting 2007
Just installed OFFICE ULTIMATE 2007 - including OUTLOOK w/ BCM and ACCOUNTING 2007 EXPRESS. How does one "integrate" Business Contacts, Accounts in BCM with CUSTOMERS in ACCOUNTING 2007? The "HELP" Section of ACCOUNTING states that that there is INTEGRATION of ACCOUTNING 2007 with BCM Outlook 2003 ---- that's 2003!!!! (not 2007?): "You can integrate Microsoft Office Accounting 2007 wi...
4 4/24/2007 3:21:28 PM
office outlook 2007
Just purchased office outlook 2007. downloaded it. Now i get the message Business manager encountered a problem and needs to shut down. I have unistalled the program and reinstalled with the same results. what do i need to do to fix the problem? Is there a way of deleting business maager or turning it off. Thanks Scott...
3 4/24/2007 12:40:02 AM
Windows Mobile 5.0 and 6.0 compatible PocketPC application is rele
This is to announce that the release of our Pocket PC application that will allow you to sync Business Contacts and a subset of your History Items to your Windows Mobile 5.0 and 6.0 compatible Pocket PC platform devices has now gone live. The link to the software download page is here: http://www.microsoft.com/downloads/details.aspx?FamilyId=7BC78C14-7143-41D9-84A9-BD628DB7B6A0&displayl...
1 4/23/2007 10:56:03 PM
Configuring BCM to use an SQL database
I've used the new BCM DB Tool to create a BCM database on a server that has a full SQL Server instance. My workstation connects to this database fine, using the following connection string: SERVERNAME\MSSQLSERVER,1433 However - when I install BCM on the server itself, after the fact, and try to use the same exact connection string... (using the "Select an existing Database" option) i...
5 4/23/2007 10:02:03 PM
Access 2003 to Outlook 2003 contacts email address is not truncat.
I have successfully imported from Access 2003 to Outlook 2003 contacts. Chances to fields are made in Access. Periodically I update to Outlook. For some reason lately the email text 50 field in Access is being drawn into the Outlook email display name as John Jones (john@junk.net__________________). This is not being accepted as a valid email address. Could a copy and paste in the ac...
1 4/23/2007 9:22:01 PM
Email History not available to other users
emails have been successfully linked to Account/Business Contacts and an Opportunity. But when another user goes to view the History in the Account/Business Contact/Opportunity the attachments are not available. It would appear that only attachments that are on your own machine can be seen. Can these attachments be viewed by other users....
2 4/23/2007 9:19:05 PM
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