|
would that be compatible with a remote install of BCM, and would it need to
be installed on each workstation and would it require a licence per
workstation?
"Lon Orenstein" <Lon@pinpointtools.com> wrote in message
news:D48955F6-03BA-47B2-A651-38BDF08E5009@microsoft.com...
be installed on each workstation and would it require a licence per
workstation?
"Lon Orenstein" <Lon@pinpointtools.com> wrote in message
news:D48955F6-03BA-47B2-A651-38BDF08E5009@microsoft.com...
> Check out our pinpoint Marketing tool -- it can create Action Plans that
> write real tasks into Outlook and BCM. It won't launch those from a field
> in BCM, however. The user would have to apply the plan manually but it
> would work for either tasks or BCM's project tasks.
>
> HTH,
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon@pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> www.pinpointtools.com
>
>
>
> "Luther" <enowning@gmail.com> wrote in message
> news:bdbfc8cc-e479-42c6-9a84-6680ebb26bf1@y5g2000hsf.googlegroups.com...
> On Feb 5, 11:12 pm, "Mal James" <m...@offmarket.com.au> wrote:
> I don't know how you configured stuff like that in ACT, but the only
> way I know how to do those things in Outlook/BCM is to write a macro
> in VBA.
> write real tasks into Outlook and BCM. It won't launch those from a field
> in BCM, however. The user would have to apply the plan manually but it
> would work for either tasks or BCM's project tasks.
>
> HTH,
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon@pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> www.pinpointtools.com
>
>
>
> "Luther" <enowning@gmail.com> wrote in message
> news:bdbfc8cc-e479-42c6-9a84-6680ebb26bf1@y5g2000hsf.googlegroups.com...
> On Feb 5, 11:12 pm, "Mal James" <m...@offmarket.com.au> wrote:
>> We are migrating our data off the clunky ACT! application and importing
>> into
>> BCM this week. I am a little concerned about how the tasks and automated
>> tasks we have setup in ACT! will behave if at all recognised in BCM.
>>
>> My next question then if my old tasks are doomed, then how does one setup
>> automated tasks in BCM for an opportunity.
>>
>> For example. A checkbox for the label "Customer has signed engagement
>> form"
>> when yes is clicked, a new set of tasks are then automatically displayed
>> with checkboxes and so on and so forth so that my team follows the right
>> order of sales process and I can then check their records to make sure
>> they
>> have kept within compliance for both legal and efficiency reasons.
>>
>> cheers
>>> into
>> BCM this week. I am a little concerned about how the tasks and automated
>> tasks we have setup in ACT! will behave if at all recognised in BCM.
>>
>> My next question then if my old tasks are doomed, then how does one setup
>> automated tasks in BCM for an opportunity.
>>
>> For example. A checkbox for the label "Customer has signed engagement
>> form"
>> when yes is clicked, a new set of tasks are then automatically displayed
>> with checkboxes and so on and so forth so that my team follows the right
>> order of sales process and I can then check their records to make sure
>> they
>> have kept within compliance for both legal and efficiency reasons.
>>
>> cheers
> I don't know how you configured stuff like that in ACT, but the only
> way I know how to do those things in Outlook/BCM is to write a macro
> in VBA.
| 06 Feb 2008 | automated tasks in opportunity - or projects for that matter! | .Mal James |
| 06 Feb 2008 |  Re: automated tasks in opportunity - or projects for that matter! | .Luther |
| 06 Feb 2008 |   Re: automated tasks in opportunity - or projects for that matter! | .Lon Orenstein |
| 07 Feb 2008 |  Re: automated tasks in opportunity - or projects for that matter! | .Mal James |
| 07 Feb 2008 | Re: automated tasks in opportunity - or projects for that matter! | .Lon Orenstein |
| 07 Feb 2008 | Re: automated tasks in opportunity - or projects for that matter! | .Mal James |
| 07 Feb 2008 | Re: automated tasks in opportunity - or projects for that matter! | .Lon Orenstein |
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