| Thread | Last Author | Messages read/total | Date |
|---|
| Note and History Dates did not import to BCM from ACT! 2008 |
mkayem |
1 / 1 |
28 Aug |
| When importing my ACT! 2008 database into BCM 2007 the dates for notes and
history all came in under the date of import. How can I get it to import with
the correct dates so I maintain historical file date tracking?... |
| using sql 2005 |
Roody |
1 / 1 |
28 Aug |
| Is there a way for me to have contact manager & small biz accounting to run
off SQL 2005 instead of the smallbizsql ?... |
| Product Key |
Roody |
1 / 1 |
28 Aug |
| How can I reset my product key for contact manager. I was using the trial
version and now i have a valid copy.... |
| Business Contact Manager for Outlook could not complete your l |
Tombert3 |
11 / 11 |
28 Aug |
| Tools -> Trust Center -> Add-ins
Check to see that BCM add-in was not disabled by a previous Outlook crash.
If it was, at the bottom "Manage |disabled items|" -> Go -> enable BCM. All
my problems went away.
tg
"MUmfleet" wrote:
> I looked and looked for a resolve to this. I found out that if you go and
> disable the "addin" of the LinkedIn Toolbar or the Google Toolbar it... |
| Linking files in history on peer-to-peer |
Jake |
1 / 1 |
28 Aug |
| We are using Outlook with BCM 2007 on two XP Pro SP3 machines and are sharing
the database with a peer-to-peer network. We also save all business files in
a shared folder on "Computer 1."
When I link a file to a business contact while working on computer 1, the
link shows up as C:\Documents and Settings\All Users\Documents\File. This
file is then only able to open on Computer 1.... |
| BCM Windows Mobile 6 and finding a contact when you have 4000 |
emilberger |
1 / 1 |
28 Aug |
| I have over 4000 contacts in BCM on my windows mobile phone.
1. How do I spead through the contacts to select a contact. Right now I
have to scroll and that takes a long time if I am looking for Mr Zingo
2. How do I make this my devalt contact list rather than my contacts list... |
| Sync'g BCM 2007(XP) and BCM(Vista) PC's using Mobile device |
BADger |
1 / 1 |
28 Aug |
| I have installed BCM for Outlook 2007 on one PC running XP and onto another
running Vista. I have also installed the add-in onto my Windows Mobile 6
phone for BCM mobile. Everything onthe XP side works fine..when I sync..I
see the changes made to either the PC or phone. The problem is when I try to
sync with the Vista PC only the standard Outlook files are sync'd, not the
BCM... |
| Tips for handling opportunities with recurring revenue? |
geekcoach |
1 / 1 |
28 Aug |
| If anyone has suggestions for how to create and manage opportunities where
there may be recurring revenue, I am interested to hear how you handle such
situations in Business Contact Manager 2007.
Thanks!... |
| Shared database permission suggestions |
Michelle |
4 / 4 |
28 Aug |
| If it is public folder you could set custom permissions by choosing under
Delete Items none. If they have Edit permission they could change all the
information, but the record could not be deleted. You could set a
combination like Edit Own Items, Delete Own Items so only records they
created could be edited or deleted.
"Teresa" wrote:
> Does anyone have any suggestions on how... |
| currently using outlook 2007, how do I add contact manager |
Constantine |
1 / 1 |
28 Aug |
| Wondering if I could purchase contact manager for outlook 2007? I purchased
outlook 2007 and would like ot add not the business contact manager.
Thanks in advance
Constantine... |
| Email auto linking in a shared database |
gamer2k4@gmail.com |
2 / 2 |
28 Aug |
| ... |
| Linked Emails in Contact History |
gamer2k4@gmail.com |
3 / 3 |
28 Aug |
| Another useful field is Created/Due, which I discovered in "User-
defined fields in folder". This gives the actual sent or received
date of the email, whereas the more logical fields, Sent and Received,
only display information about the link itself, and as such are not
very useful.... |
| app\data\local\microsoft\outlook\archive.pst cannot be opened |
Darlene |
3 / 3 |
28 Aug |
| Luther,
Business Contact Manager for Outlook (this is on the top of the dialog box)
The dialog box says
app\data\local\microsoft\outlook\archive.pst cannot be opened
I wished I could answer your question, but it doesn't say anything about
file missing or read only
"Luther" wrote:
> On Aug 26, 4:53 pm, Darlene <Darl...@discussions.microsoft.com> wrote:
> > Can anyone tell... |
| New domain pc and user can't connect to BCM database outlook 2 |
Steve |
4 / 4 |
28 Aug |
| "Luther" wrote:
> On Aug 12, 1:29 pm, AL <alo...@longieng.com> wrote:
> > Have a small windows sbs domain where we have a BCM database (outlook
> > 2003) on one machine stored locally, the dbase is shared and other
> > users connect fine.
> >
> > Added a new machine and new user to the domain and we cant connect to
> > bcm from this machine. we can use osql to connect from the... |
| Automation of emails according to product line and sales cycle |
core20 |
1 / 1 |
28 Aug |
| Is there a way to automate Business Contact Manager for Outlook 2007 to email
a set of contact records every 10 days according to product interest and
according to where in the sales cycle that contact is?
I hope I’m able to put pen to paper here and explain this clearly…
The sales cycles is viewed as a Bell-Curve that begins at ‘Hello’ at the far
left of the curve to... |
| Outlook BCM error message |
mcneill_id |
1 / 1 |
27 Aug |
| I have Outlook 2003 with BCM and have recently upgraded to Quickbooks Pro 2008.
Ever since that upgrade Outlook has given me a error message saying BCM has
encountered a error and must close. Only option is to close. This happens
whether or not QB is open. But it only started when I upgraded. I have all
contacts in Personal folders - not in BCM. Can I just delete BCM thru... |
| Business Contact Hstiry |
KA |
1 / 1 |
27 Aug |
| Please does anyone have an answer. I tried to convert to pdf nothing worked.
Help need to print of history for legal department.
Thank you@!
--
KA
"Michael Mulry" wrote:
> Anyway to print out the business contact history?
>
> Vcard
>
> Activity and detail of activity... |
| exporting communication history |
KA |
1 / 1 |
27 Aug |
| I wanted to clean up some of the history in bcm - save it in word or
something. Can you export the history? Help
--
KA... |
| Outlook Connector won't access Business Contacts, but emails c |
Mary Anne Turner |
4 / 4 |
27 Aug |
| So, b ased on the posts back in 2/07, it looks like the promised feature just
simply does not work. I might be better off keeping the BCM info on one
computer and periodically doing a backup and restore to the other computer?
--
Mary Anne Turner
"Luther" wrote:
> On Aug 26, 10:30 pm, Mary Anne Turner
> <MTur...@discussions.microsoft.com> wrote:
> > I installed my new version... |
| Business Contacts "By Account" view not working - how to reset |
sdurman |
3 / 3 |
27 Aug |
| A follow up: In the customize view dialog, I am grouping by Account, then by
Full Name, and in Other Settings, clicking Show Items in Group. It then puts
each contact into its own group of one, the account listed by each name is
(none)...which is impossible, most of the contacts in this database have been
assigned to an acct. Opening random contacts confirms they are still assigned
to... |
| How do I get rid of the tool bar? |
rmw |
4 / 4 |
27 Aug |
| Yes, Vista.
Actually, I was impatient and just turned off BCM completely. I didn't use
it anyway. I was trying to get the menu/tool bars to stay put and hoped the
BCM bar was the issue. It cleaned it up a little, as now there's one less
bar, but they still don't remain in the same place.
Is it a Vista issue. Or could the McAfee bar be causing the same problem as
BCM?... |
| I Really Need Help with a Campaign Report... |
Sftwrks |
1 / 1 |
27 Aug |
| Is it possible to create a report showing the delivery status of my email
campaign for the contacts? I have over 8K contacts and only 167 recieved the
campaign, I need to know who recieved my email and also need to be able to
filter them out for the next attempt. This is just scratching the surface,
it would make most sense to figure out why only a small fraction of my
contacts... |
| outlook send/receive progress |
Luther |
2 / 2 |
27 Aug |
| ... |
| PROBLEMS WITH BCM AND SQL SERVER - PLEASE HELP |
Luther |
4 / 4 |
27 Aug |
| ... |
| Campaign Reports with delivery status?? |
Sftwrks |
1 / 1 |
27 Aug |
| Is it possible to create a report showing the delivery status of my email
campaign for the contacts? I have over 8K contacts and only 167 recieved the
campaign, I need to know who recieved my email and also need to be able to
filter them out for the next attempt. If anyone knows how to do this, please
let me know!! Thanks so much in advance for your advice!!... |
| business contact manager should support sql server 2008 |
andersbo |
1 / 1 |
27 Aug |
| Microsoft should add support for SQL Server 2008 so that users who choose to
upgrade from SQL Server 2005 will be able to use Business Contact manager!
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow... |
| BCM Database on standard SQL server |
snerscho |
1 / 1 |
27 Aug |
| Why is the Datbase admin tool only working for Office and Outlook with BCM
2007.
Is there a possibility to do the same "trick" with Office and Outlook with
BCM 2003?... |
| File as Field order |
Jantar2B |
3 / 3 |
27 Aug |
| I agree that BCM developers should take a look at some ACT! capabilities.
1. Automatic addressing of the MS word template INCLUDING My Record (why it
doesn't exist in BCM)
2. Posibility to review ALL e-mail attachements assigned to the contact, not
only the one that was sent to the current user - finally we want to have BCM
to be a workgroup solution!
there are some others.
--... |
| Need Training |
Dave J. (Scoop0901) |
7 / 7 |
26 Aug |
| ... |
| some of my contact's addresses do not appear when I create a repor |
natosha |
1 / 1 |
26 Aug |
| I am using Outlook 2007 with Business Contact Manager. It allows me to create
a report using all of my contacts' information. My problem is that when I
create a report, about 75% of my contacts show up without an address even
though the contact record itself is complete with address information. I have
tried going back and forth to see if there was a difference between the
contact... |
| Office with BCM slowed down?? |
Luther |
3 / 3 |
26 Aug |
| ... |
| Categories vs. User-Defined Fields |
956king |
1 / 1 |
26 Aug |
| Is it more useful to rely on Categorizing business contacts instead of
creating specific User-Defined Fields? I am relying on BMC for Dummies to
get started, but as far as I can tell, it appears I can parse by either
feature. Does anyone have experience with this and advice for one over the
other? I am looking at adding about 20 extra fields for product lines, and
am unsure whether... |
| Importing contacts from XLSX to BCM with multiple address lines |
956king |
1 / 1 |
26 Aug |
| I am trying to determine how to import business contacts that have multiple
address lines from Excel 2007 to Outlook 2007 w/BCM without designating the
extra contacts go in user-defined fields and therefore do not appear on the
business card preview. For example, my contacts include many govt agencies
that require multiple lines per address. I need this address information to
be... |
| Error message constantly appears |
JDK |
1 / 1 |
26 Aug |
| At seemingly random times when I have Outlook open, multiple instances of a
message box pop up, with title: "Business Contact Manager", and text: "The
operation cannot be performed because the connection to the server is
offline." Each box requires me to click "ok". About 5 boxes will pop up at
a time, requiring me to click "ok" 5 times. If I leave my machine on
overnight, there... |
| Searching user defined fields |
gamer2k4@gmail.com |
3 / 3 |
26 Aug |
| ... |
| E-Mail Marketing Service |
Liontamer |
1 / 1 |
26 Aug |
| When making your choice for 150 E-Mail Marketing Service E-Mail credits, what
does it mean to register online with or without contact information?... |
| Linking Imported Contacts to Accounts - which method? |
Nancy R |
8 / 8 |
26 Aug |
| Great, I appreciate your help.
Nancy
"farouk drif" wrote:
> sorry to answer only now but the newsgroup did not notify me of replies,
> just to say that i'm writing a procedure to explain how to do it step by
> step, because it seems that it could help a lot of people. i will release it
> in a few days.... |
| Can BCM database be installed on a standard SQL Server |
farouk drif |
3 / 3 |
26 Aug |
| hello everybody i wrote this message in english and french because the
support (like the database admin tool) is not the same for the french
version, you will understand when you read.
i guess from your email that you are french, unfortunately the database
admin tool does not support bcm in french, it only works for english version.
so you will have to create the database manually... |
| Do Outlook & BCM share all contact info 'out of the box' ? |
gamer2k4@gmail.com |
4 / 4 |
25 Aug |
| ... |
| Can I swicht SQL 2005 to SQL 2008 in BCM? |
dhelsten |
3 / 3 |
25 Aug |
| I successfully put a 2003 BCM upgraded to SP4 database on SQL Express 2008.... |
| Auto Backup for BCM |
bobk |
1 / 1 |
25 Aug |
| Has anyone devised a method to schedule an automatic backup of the BCM data
file?
I recall that over a year ago someone posted a batch file to try to do this
but it did not function for me. The BCM SQL server seems to prevent the easy
solution using Microsoft's Backup Utility Scheduler (like we can with the
Outlook pst File).... |
| Quick question about the "File As" field |
gamer2k4@gmail.com |
3 / 3 |
25 Aug |
| ... |
| Outlook tool bar disappeared on new messages? |
wplumb |
1 / 1 |
24 Aug |
| The tool bar suddenly disappeared in my Outlook new, out-going messages and I
can't get it back?
--
Bucky... |
| When is new BCM version coming out? |
RGrenader |
6 / 6 |
24 Aug |
| I just installed the Aladdin comm add in and believe it did solve the one
pain in the you know what issue with converting from Act to BCM, the ability
to open a template and populate fields from the contact record immediately.
"mrtimpeterson via OfficeKB.com" wrote:
> gwennibar,
>
> This is really an Outlook limitation but there is a happy answer. Check out
> this com add-in... |
| Business Contact Manager Improvements |
RGrenader |
2 / 2 |
24 Aug |
| Unless you are a part of a large Enterprise Orginization with hundreds of
users, Act is going to stop being useful. Sage Software is built around
applications that run on big server farms and integrate with other enterprise
apps. Act was purchased so they could get their foot in the door with a CRM
front ent. Thier entire development outlook is not for single users.
"Zai" wrote:... |
| ACT versus Outlook Business Contacts |
RGrenader |
2 / 2 |
24 Aug |
| go to www.pinpointtools.com, and search for the document Moving from ACT to
Business Contact Manager. I was a Prisoner of Act from DOS days and Contact
Interantional, through Symmantec to that other idiot, then Sage. I
converted to BCM and ain't lookin back.
"Dennis2115" wrote:
> Steve,
>
> I too get frustrated with ACT support. However, I have found a much better
>... |
| Outlook 2007 on Vista - Emails to Myself Don't POP in? |
RGrenader |
2 / 2 |
24 Aug |
| Good idea. Set up an Outlook rule to copy these to a seperate folder and
flag them for review.
As an alterantive, you can just drag the email to Tasks and continue note
taking there.
"khorrocks@gmail.com" wrote:
> I often email myself reminders or take notes in an open email during a
> phone call and send it to myself later so I can recall inportant
> details. In testing... |
| Unable to install BCM part of Office Pro Trial |
Rick |
1 / 1 |
24 Aug |
| Hello,
I just installed the trial version of office professional 2007 (I had 2003).
This is a vista business machine, and the first exe file installed find and
all the
office products have been updated. When I try to run the second file
(X13-40150.exe), it craps out saying that it can't install SQL 2005. I have
rebooted, made sure outlook and sql services were not running, but I still... |
| update my BCM from my ERP |
cfaria |
3 / 3 |
23 Aug |
| this fiels i alrready have, i will use one fiel of the bcm to input the ERPID
but my ERP is on other SQL instance
i already can make the update true diferente databases on same sql instance
but i need on diferent instances e in the next year probably in will need to
update from diferent computers local and remote
"Luther" wrote:
> On Aug 21, 9:05 am, cfaria <cfa...@discussions.... |
| remote server- manage database |
KA |
3 / 3 |
22 Aug |
| Thank you but That is the database utility I was referring to- the details do
not say it does "checking for errors" I was going to install it but wanted
to clarify there wasn't another tool specific for the errors.
--
KA
"Luther" wrote:
> On Aug 19, 7:51 pm, KA <K...@discussions.microsoft.com> wrote:
> > I understand there is a utility for remote server for setting up new users... |