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Business Contact Manager how do you customize it?
I'm a salesguy who wants to use BCM but can't figure out what the difference
is between contact / personal contact / business contact /
account...additionally, I need to customize the fields so I can track some
economics..The fields included require you pre-define the value of a line
item..That doesn't work for me...I'm looking for a resource to help me figure
this all out and would be w...
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4/23/2007 9:09:01 PM |
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Outlook with BCM hangs when selecting Outlook Calendar
When selecting calendar in OL2007 with BCM - Outlook hangs but Task manager
shows outlook.exe consuming up to 60% of CPU (dual core intel 2GB Memory) and
increasing memory
You cannot continue working with outlook calendar - thats annoying and makes
Outlook with BCM useless.
Same effect on three PCs (XP SP2 as well as VISTA)
contents of bcmLOG_V3.log
C:\Users\moserani\AppData\Local\Tem...
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4/23/2007 8:18:03 PM |
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BCM demos are live on Office Online
We are pleased to announce that Business Contact Manager for Outlook demos
are posted on the Office Online site.
http://office.microsoft.com/en-us/outlook/CH102248931033.aspx Here is a list
of the demos:
Use Business Contact Manager for Outlook 2007
(http://office.microsoft.com/en-us/outlook/HA102245211033.aspx) shows how to
complete the Business Contact form and provides an introduc...
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4/23/2007 8:04:00 PM |
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Outlook 2007 Accounting link not on ribbon
I am xp pro sp2 and outlook 2007 business contact manager/ acconting pro
2007. I have been using it for about 2 months. I have connected the database
to accounting and it works fine. The data that is inputed from the accounting
program shows up in BCM. When I create an account in BCM 2007 there is no
link to create account on ribbon it use be there and seems to have
disappeared
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...
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1 |
4/23/2007 7:20:00 PM |
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ACT 6.0 import in BCM 2007
I used the conversion tool of BCM 2007 to import my ACT 6.0 database. During
the conversion phase the .dbf file is converted to .bcm file, but in the
phase that this .bcm file is imported then I get the message that there was
an error because of a "wrong version of the file"??
I really want to merge from Act! to BCM but I am stucked.
Thank in advance for your help!
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4/23/2007 2:22:01 PM |
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Link to Record
I am trying to link email messages to records. I click the Link_To_Record
button and select an account but the email never gets linked. Am I doing
something wrong. Many thanks for any assistance.
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1 |
4/23/2007 9:00:34 AM |
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Outlook 2007 comes with business Contact MGR?
Does the Outlook 2007 sold separetely come with Business Contact Manager? (as
with the Microsoft Office Small Bus. suite?
Thanks!...
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4/23/2007 5:52:01 AM |
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How do I set up BCM 2003 on SBS2003?
I have 10 users on an SBS 2003 server. I would like them to run BCM 2003.
How do I set up the shared BCM contacts and calendar folders so that they
reside directly on the server? Can all 10 users then access these shared
folders?
--
Arthur Priver...
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1 |
4/23/2007 1:34:02 AM |
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BCM 2007 hook into Quickbooks or other non-MS accounting app?
Here's a quick question: can Business Contact Manager 2007 access accounting
information from non-MS accounting applications, such as Quickbooks, etc? Or
will Business Contact Manager 2007 ONLY access Office Accounting 2007?
Thanks a bunch!
Andrea...
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4/22/2007 10:48:00 PM |
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print 1 envelope
How do you print a quick envelope without doing a long drawn out mail merge
off 1 current contact in Business Contact Manager. I have MS Office Outlook
2007 Business Contact Manager....
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4/22/2007 9:56:01 PM |
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Remote connection to BCM
I have Vista Premium and Office 2007 Ultimate running on one desktop and two
laptop PC's. I want to use the desktop as the server and the two laptops will
be remote. What is the best way to access the desktop remotely to synchronize
the databases? I have tried VPN but I am not a network expert. I cannot get
the VPN, which is supposed to be simple in Vista, to remotely sync the
databases....
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1 |
4/22/2007 3:40:01 PM |
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email won't pull up my contact list? Help?
I just had to reload office 2003. I brought over all my contacts and they do
show up in my contacts tab. However when I go to type and email and try to
pull the contacts through email or press "check names" it doesn't show any of
my contacts . It says "the address list could not be displayed. The contacts
folder associated with this address list could not be opened" . Why? They are
lis...
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4/21/2007 10:42:56 PM |
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BCM
Is it possible to just upgarde to MS outlook/BCM 2007 withou having to buy
the whole office suite?...
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3 |
4/21/2007 4:17:47 PM |
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Blutooth Synch
I have recently updated my logitech keyboard/mouse bluetooth software, since
when the MS Outlook option to send an individual business card to my phone
has disappeared. I can synch the whole contact database using my Nokia phone
software.
Can anybody explain how to get the MS Outlook option back I have no idea
which software caused it to appear or disappear and Logictech are no help.
...
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1 |
4/21/2007 12:58:01 PM |
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Choosing Account type - Customer or Vendor
I just installed Accounting Express 2007 and integrated this with BCM. All
accounts are imported as Customers though, I would like to be able to make
certain accounts vendors.
Is there any way to do this in BCM, or otherwise in SBA after the accounts
are imported?...
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1 |
4/21/2007 8:44:02 AM |
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Can I create an account from a business contact?
In bcm 2003 I could create an account from a business contact and it would
fill in the company name, address, phone number and website info for me. I
can't figure out how to do that in bcm 2007. Am I missing something?...
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6 |
4/21/2007 12:36:41 AM |
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Exchange
I have spent hours on the phone with Microsoft trying to get an understanding
of BCM and if it will work over exchange server 2003. Here is my scenrio
I have windows server 2003 running exchange 2003. I have configured 5 client
machines running XP Pro and Office SB with Business Contact Manager. I have
shared the database of one of the workstations and everyone else can see and
edit the...
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1 |
4/20/2007 10:50:02 PM |
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Unable to connect
We have a small office with two laptops running Business Contact Manager
2007. My laptop is set as the 'server', and our other staff member has his
BCM set to share the database. Approximately 50% of the time he attempts to
connect to the shared database (switching from Offline to Online in his BCM),
he sees an error:
Business Contact Manager is unable to connect to the shared databas...
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4/20/2007 6:34:00 PM |
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BCM 2003 - - Clean Install - Outlook Crashing
I just installed BCM 2003 and updated to SP 3. When I try to create a
new account in BCM as soon as the Account screen opens in Outlook I get
an error message and Outlook shuts down after reporting the error. I'm
not having the same problem when I work with BCM Contacts. I have
imported various contacts with no problem. Anyone have any ideas what
I'm missing or doing wrong?...
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4/20/2007 6:02:35 PM |
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Info shown on Account
When I open an Account, there is a section that shows the Business
Contacts under that account.
1. Is it possible to show the mobile number in that Account view? I
don't like to open the contact when it seems I should be able to
select the columns to be displayed.
2. Is it possible to send an email to a Business Contact from that
Account view?
John
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4/20/2007 5:46:03 PM |
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Importing Quickbooks 2007 ontaccts
I see import options in BCM for quickbooks through 2005 but not 2006 or 2007
does anyon know if 2007 Quicken customers can be imported?
--
Guyaurora...
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4/20/2007 5:46:02 PM |
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My business contact manager disappeared, how do i get it back?
I had loaded business contact manager and had been using it, also sharing the
db with co-workers. Last week when I opened Outlook a message poped up
saying "The information store could not be opened" the title bar indicated
Business Contact Manager.
When I go to accounts, I can see all of the accounts, but when I try to open
one, it says "BCM was unable to initialize this form".
When ...
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4/20/2007 5:40:03 PM |
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BCM through OpenVPN (or BCM accessed both from LAN and from remote users over VPN)
Hello
I am trying to do the following.
I have a local network (192.168.111.0/24) where I have installed BCM
2007 (on 192.168.111.169).
Users from local network can connect and use shared database.
I need to provide the same functionality remotely.
I found out it could be done using some VPN and I chose OpenVPN for that.
Is it the proper way, and how can it be done?
I was trying to ...
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1 |
4/20/2007 5:31:11 PM |
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BCM through OpenVPN (or BCM accessed both from LAN and from remote users over VPN)
Hello
I am trying to do the following.
I have a local network (192.168.111.0/24) where I have installed BCM
2007 (on 192.168.111.169).
Users from local network can connect and use shared database.
I need to provide the same functionality remotely.
I found out it could be done using some VPN and I chose OpenVPN for that.
Is it the proper way, and how can it be done?
I was trying to ...
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1 |
4/20/2007 5:19:20 PM |
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Custom Reports
Followed the below and can't see COSTUM COLUMNS?
Searched and Read post on creating custom reports.
"You can open any report related to business contact and click modify. On the
right side, you will see a list of things you can modify. Under columns, you
will see a group called custom columns. You can select the columns you want
and they will appear in the report.
In order to access...
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2 |
4/20/2007 5:10:02 PM |