ThreadLast AuthorMessages
read/total
Date
telemarketing campaigns
brokerluke
0 / 1 03 Jun 2008
I've a question... If I'm running a telemarketing campaign myself and I import roughly 1000 leads a week, because I will call 200 businesses a day. What is the best way to set this process up in BCM where I can efficiently see my lead information and status of my accounts as they move from lead -> prospect -> opportunity -> $$$$ ;) I used to use zoho CRM to do this but as my...
Exporting from BCM contacts into "Contacts"
ShoutMarketing
0 / 6 03 Jun 2008
Use Pocketmirror by Chapura and it works!! "ChemMan" wrote: > This is probably very simple but I can't figure it out. How do you get BCM > contacts into "Contacts" on Outlook 2007? My Blackberry will only sync with > contacts, not business contacts. > > Thanks. >...
Mapping trouble
Charles MacLean
0 / 1 03 Jun 2008
I'm trying to do a mail/merge business letter using BCM qithin Outlook 20007 which calls on Word 2007 to do the actual merging. My problem is there is no acceptable field to map "Courtesy Title" to listed in the drop down list when using the BCM contact database. The names when displayed under the various Outlook views all display a prefix (Mr., Mrs., etc) but there is no option in the...
problem creating NEW offline database
RT
0 / 1 03 Jun 2008
I have "dropped" the offline database and now I want to "create" a new Offline DB. It attempts to create it but always stops at the end and gives you the standard MSFT answer of "it cannot continue". It was working fine with the old DB. I didn't change any of the system for the connection to the shared server DB. I just dropped the old one and tried to create a new one. Any...
How do I create an address book from all emails in Inbox?
Remacricky
0 / 1 03 Jun 2008
I would like to save most of the email addresses from my Inbox (autocomplete when typing in To or CC) to an adress book. We just changed our phone numbers, and need to let everyone know. It will take too long to click on "A" and choose each contact, then "B" etc. etc. Is there a function to "suck" all the emails out and be able to filter them?...
BCM 2007 on Windows Server 2008
Ricky Stiles
0 / 1 02 Jun 2008
I am wondering if anyone has tested installing Outlook 2007 with BCM on a 64-bit install of Windows Server 2008. The reason is I am looking to share the database from the server installation for all of the domain users on the network. This way I know the database will be secured and centrally managed. Does anyone have any experience with this or perhaps another method to...
Changing fields to mandatory entry
AR
0 / 1 02 Jun 2008
Is there a way to change some of the default fields in BCM to mandatory entry?...
Merging Trouble
Charles
0 / 1 02 Jun 2008
I'm trying to do a mail/merge business letter using BCM qithin Outlook 20007 which calls on Word 2007 to do the actual merging. My problem is there is no acceptable field to map "Courtesy Title" to listed in the drop down list when using the BCM contact database. The names when displayed under the various Outlook views all display a prefix (Mr., Mrs., etc) but there is no option in the...
uninstalling Business Contact Manager--URGENT Help Neded!
Chad J.
0 / 2 01 Jun 2008
You may have to activate the trial version in order to be able to use Outlook. Activation needs to be done otherwise it will go into Reduced Functionality Mode. "katrainor" wrote: > I just started a 60-day trial of MS Office Professional and most of my > functionality in Outlook has been disabled, e.g. composing new messages, > receiving messages, replying, forwarding, etc. > >...
Install fails without obvious error
Tim
0 / 3 01 Jun 2008
> I also had a similar install problem, however the log did indicate a failed > install, but with not much in the way of what the problem was. In my case I > resolved it by uninstalling .NET 2 (I did not uninstall previous version, > ..NET 1.1). This allowed BCM to first install its own .NET fixes and then > continue with a successful install. Thanks, I thought you might have...
moving contacts to BCM
Charles
0 / 1 01 Jun 2008
Is there any advantage to moving my personnel and business contacts to BCM which are currently stored in regular Outlook contacts? Currently I'm only using the BCM contacts for sales prospects which are in the thousands! Thanks, Charles...
mail merge problem
Charles
0 / 1 01 Jun 2008
I'm trying to do a mail/merge business letter using BCM qithin Outlook 20007 which calls on Word 2007 to do the actual merging. My problem is there is no acceptable field to map "Courtesy Title" to listed in the drop down list when using the BCM contact database. The names when displayed under the various Outlook views all display a prefix (Mr., Mrs., etc) but there is no option in...
Try this
Paul T, Houston Texas
0 / 5 01 Jun 2008
Thanks I did that before I posted this message..Microsoft can not find any errors is what I get back - but it still doesn't wrok. "Dave H" wrote: > from the BCM Toolbar > > BCM\Database Tools\Manage Database\Check for errors > -- > Dave > > > "Paul T, Houston Texas" wrote: > > > Luther, > > Thank you - I had read where you had suggested that in a previous message >...
Business Contact Manager 2007 toolbar missing
Chad J.
0 / 2 31 May 2008
Do you see BCM on the menu bar? If not, then you need to create a new database or select an old one. "LeZebra" wrote: > My BCM toolbar has disappeared. I have reinstalled everything and downloaded > all BCM updates. Any suggestions? > -- > LeZebra...
does BCM 2003 work with outlook 2007
Chad J.
0 / 2 31 May 2008
You have to have Outlook 2007 with BCM. You cannot use BCM 2003 with Outlook 2007. "mackjohnston2" wrote: > i have outlook 2007 and i'm trying to install an old version of BCM 2003 from > cd. it won't install correctly and asks for the outlook 2003 to be installed > first. any suggestions? > > thanks mj...
Does Office 2008 for Mac have Business Contact Manager?
Chad J.
0 / 2 31 May 2008
Sorry, but it does not. "PK" wrote: > I use Office 2007 and rely heavily on BCM in Outlook. I am moving to a Mac > and want to continue to use it. Does Entourage 2008 contain BCM?...
BMC for Outlook 2003 & Vista Issues
KarenM.
0 / 1 31 May 2008
I have been reading the pertinent posts re: Vista and BCM/Outlook 2003. What I am wondering is if BCM SP4 solves the compatibility problems? If so, does anyone know if I install the SP first or do I ignore the compatibility warnings and install BCM then install the SP4? Thanks! -- Karen M....
Solution:
Dave H
0 / 2 31 May 2008
After reading dozens of posts about this problem and struggling with it for several days I was ready to backup and reinstall. As a last ditch effort I ran BCM\Database Tools\Manage Database\Check for errors that fixed it for me. Possible cause of problem: power outage. Not positive but I saw this in other posts and it's the only thing I can point to that has happened recently...
Outlook error messages appears on launch, then cycles
Spiers in Aurora Ontario
0 / 1 30 May 2008
I start Outlook as always and upon launch, I get a window with Business Contact Manager has encountered a problem and needs to close. We are sorry for the inconvenience. leaves with two options send error report don't send. what ever I click on in this window closes outlook and relaunches with the same error displayed. An undending cycle. This does not happen on my wifes...
Can I add BCM to my copy of Outlook 2007?
Baha
0 / 1 30 May 2008
My Brother gave me a copy of Outlook 2007. I have outlook 2003 with buiness contact manger. If I upgrade my to my outlook 2007 can I add BCM. Can I buy that option separtely....
Outlook 2003 - Best way to install and do what I need.
Baha
0 / 1 30 May 2008
Greetings: What is the best way to install OUTLOOK 2003 with Business contact manager? Can you please point me to pages for easy install and instructions on how to meet my needs listed below? From my proesnt contact manager, I can export my data to an Excel or CSV format list. I have about 1500 contacts from about 300 Accounts? My needs are to: 1. Search and view Accounts...
Transfer From Outlook 2002
Phil Devall
0 / 1 30 May 2008
How do I go about exporting from Outlook 2002, then importing to Windows Mail? Have tried most of the export and import options, but they don't seem to work...
Merge contact address books
Peta K..
0 / 1 30 May 2008
Have 6 contact address books, wish to merge into 1-How?? This to allow quick mail out to all these contact in One go. -- Regards Peta K.....
BCM 2003 / journal and business contacts
Scott Goering
0 / 1 29 May 2008
Two questions re BCM 2003: 1) Can I link jounral entries to business records in BCM 2003? (I know the answer is "no" using BCM 2007). 2) Can I link more than one business contact to an account or project in BCM 2003? (again, the answer is "no" using BCM 2007). I shudder to think of the insane amount of time I've spent on this using bad information from "consultants". Make my life...
Permission management with BCM
JMIC
0 / 3 29 May 2008
...
Business Contact Manager
Peter
0 / 2 28 May 2008
I have the same question. I would like to see if it is helpful but also after I spent time downloading the new Microsoft Accounting, free version, you can't really use it unless you have Business Contact Manager. What was Microsoft thinking. I run XP and have Microsoft Office Enterprise 2007 which includes 9 programs including Outlook 2007 but no Business Contact Manager....
copy contacts to mobile phone
Bigmoe
0 / 3 28 May 2008
Lon, Do you know how serious Microsoft is about improving BCM or know of any third party developers that might be looking to improve the functionality of the product? Thanks "Lon Orenstein" wrote: > If you're asking about BCM Contacts, check out Pocket Mirror or > CompanionLink. They do a good job of synchronizing BCM with many types of > mobile phones. > > If you're...
Submit Billable Time for multiple employees in shared BCM database
T Clark
0 / 1 28 May 2008
I am integrating Outlook Business Contact Manager 2007 with Office Accounting Professional 2008. When I use the Submit Billable Time function in BCM, I am presented with billable entries for all employees using the shared database, but when I submit time, it will submit all time for that time period (regardless of users) and assign all time entries in accounting to the employee I...
About to upgrade to Office 2007 Pro with BCM
mrtimpeterson via Off...
0 / 4 28 May 2008
Kenny, Take a look at BCM's big brother and the next step up with MS Dynamics CRM 4. 0. This has what you are looking for in either a hosted, on-demand or on- premise set up. More expensive, more complex, but more complete. -THP Kenny MacDonald wrote: >Ouch, the fact that they can see EVERYTHING related to an account (even >private email from employees) might be a deal...
Bulk Link to Record
Robert T.
0 / 1 28 May 2008
Is there a way to select many emails and then "Link to Record"? I don't always remember to keep up with this and it would be nice to select a bunch of emails and link them to the same project, opportunity or whatever. One at a time is just too tedious and a waste of time. Thanks...
Outlook 2007 w/ BCM locks up
warren@digitalcoastte...
0 / 5 27 May 2008
Thanks for the response. This sounds like a very good possibility. I have forwarded your comments to this user so she can help me determine how she uses BCM and what kind of links she makes within the program so I can narrow down my search through the database. Any tips on how you did this successfully? Thanks!...
Business Contact Manager Crashes when Designing Forms
Luther
0 / 3 27 May 2008
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Migrating from ACT! 2007 (v9)
RGrenader
0 / 2 26 May 2008
Dump ACT, go to BCM and do not look back. go to www.pinpointtools.com and look for the Moving from ACT to Business Contact Manager 2007. "agould" wrote: > We currently use a 2 user version of ACT! 2007 and Quickbooks 2004, with > Outlook 2003 for email. It's not ideal because ACT! and QB are not > integrated so there is duplication, and synchronisation of ACT with Outlook > is...
importing ldf and mdf
Dariusz Dziewialtowski
0 / 7 26 May 2008
You can attach database to SQL Server directly from SQL Server Comparison Tool (SCT) - a program which can be downloaded from http://www.sql-server-tool.com In order to add your SQL Server to the list of servers available for SCT please click menu item Tools -> Add Server (if you don't have at least one server added to SCT, the program will display "Add Server" dialog automatically)....
outlook not recieving or sending emails, internet is fine
Chad J.
0 / 2 25 May 2008
If you have a anti-virus on the computer (i.e. Norton, McAfee), they could be blocking incoming emails. You might wanna try to disable that and restart the computer. "CIM" wrote: > outlook is not recieving or sending any messages. it has happened all day. we > recieve about 15 emails a day from customers so it is not just havent had any > emails sent to us. i have tried to send...
Duplicate Contact in BCM
Buck
0 / 5 24 May 2008
Are you trying to make a copy of a BCM contact appear also in BCM, such as "here is contactA, copy it and now I have contactA AND contactA2 both in BCM"? I'm having trouble understanding or comprehending the fact that if I choose to use BCM, I have to copy all of my Outlook contacts into BCM, and now I have 2 separate and distinct sets of contacts and they have virtually nothing to...
Do I need multiple data bases?
Kingsley Klosson
0 / 2 24 May 2008
You can probably use Categories to keep the two separate. "Appreciative" <Appreciative@discussions.microsoft.com> wrote in message news:9854E2A7-1EC6-42C0-9817-C84D69604C17@microsoft.com... >I offer two separate services to two separate target markets (sales rep for > two different companies). I will need to generate a regularly scheduled > eNewsletter to one customer base. Question: Do...
Removal Failure BCM2003 / Installation failure BCM2007
Lee-Anne
0 / 1 24 May 2008
Have recently "upgraded" to Office 2007, with BCM 2007. Office has installed and seems to be working. BCM (Disk 2) installation fails. On checking programs installed, noticed BCM2003 was still on the program list (thought BCM2007 would auto remove BCM2003?!?). Using "Add/Remove" tried to remove BCM2003 - error message = "an error occurred while removing the SQLActive Directory Helper...
BCM 2007 sync with WM5 smartphone using Windows Mobile Device
MrManhattan
0 / 3 23 May 2008
Hi Vinit, I thought at the time that that this might be the issue but it was not. I even waited well over an hour at one point without any result. However this was later resolved by deleting the partnership and starting over and it then was able to work properly. Thank you for responding. Tripp "jainvinit@gmail.com" wrote: > On Apr 9, 8:48 pm, MrManhattan <MrManhat......
duplicate link
0 / 1 23 May 2008
I would appriciate any help. In some cases, I am not sure exactly when, a linked email will appear twice in history view, once as a message (HTML) and a second time as a Business Activity. What is causing this duplicate behavior and how to have the email appear only once in the history view? Thanks for any help...
BCM disappeared
Luther
0 / 4 23 May 2008
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Linked Emails - Find and Identify
Luther
0 / 2 23 May 2008
...
Exporting Data
Luther
0 / 3 23 May 2008
...
Outlook 2003/Business Contact Manager/Getting Things Done Add-
Glenn
0 / 3 22 May 2008
Kyle, From your Outlook enable your addins one by one after the BCM add in is enabled. This worked for me. From Outlook - Help > About > Disabled Items I hope this helps -- Glenn "Luther" wrote: > On May 19, 7:38 pm, Kyle <K...@discussions.microsoft.com> wrote: > > I am looking for a solution for two business partners who want to use Outlook > > as a CRM. I have the...
How to reinstall BCM in Outlook 2003
Glenn
0 / 2 22 May 2008
Denis, Try this site. It helped me with similar issues. http://support.microsoft.com/kb/870641 -- Glenn "Denis" wrote: > Hi There, > > I did something a bit stupid some months ago. I removed BCM totally, from > the control panel. > > I am trying now to re-install it, but without luck... I click on "Enable > BCM", but nothing happens. > > I put in the CD with the...
Business Contact Manager installation nightmares! - FIXED
Glenn
0 / 2 22 May 2008
I have a resolution to my problem. When the initial installation failed the add-in was disabled. Re-enabling the add-in after the update from Outlook Help > About > Disabled Items fixed it. I hope this helps someone else. Answer found here http://support.microsoft.com/kb/870641 -- Glenn "Glenn" wrote: > Hi All, > > This program is giving me incredible grief, but I...
How do you modify an existing form
"Joël van der Me...
0 / 9 22 May 2008
Hi Sue, I would also change the BCM-forms. Now I understand that's not possible except addin= g custom fields at the bottom. Strange is however that not all standard information from a normal Outlook Contact i= s visible. So is the P.O box number not avaibale on a BCM-form. Why cann't I add it like a= custom field? Jo=C3=ABl van der Meer Impactive The Netherlands url:http://www....
BCM on Trial did not install?
Digs
0 / 2 22 May 2008
I would also like to point out - I have read in many posts people referring to a 'second' download that had the BCM part - I have done the download twice now and have not seen any second download option? Can someone send me a direct link to this? I am very frustrated as to why MS does not offer a simple BCM upgrade to the basic version of Outlook 2007. Seems like a no brainer to...
Very Very Very Dissapointed in BCM2003 - Need Help
Bigmoe
0 / 1 21 May 2008
All, The great advantage of BCM is it's integration with MS Small Business Accounting. Bigmoe "Tim P via OfficeKB.com" wrote: > Keith, > > The Outlook Prophet application adds an MSDE database like BCM and the items > created for storage in this db are the Contact, Company and Opportunity > Records. Like BCM, the Company-Level and Opportunity data do not synch over > to the...
Very Very Very Dissapointed in BCM2003 - Need Help
Bigmoe
0 / 1 21 May 2008
All, BCM Mobile does sync your contact history with each account and business contacts and I find that very useful. I suspect that MS can and will improve this program and third party developers will offer alternatives if BCM gains acceptance. Bigmoe "Ed Marmon" wrote: > as far as i know, you wont be able to sync opportunity records at all, so > you looking again may noyt...
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