• Subject: Re: automated tasks in opportunity - or projects for that matter!
  • Author: Lon Orenstein
  • Date: 07 Feb 2008
  • References: 1 2 3 4
Mal: Yes, Yes, and Yes. * When you say "remote", do you mean someone synchronizing their BCM database over a VPN? The pinpoint Marketing tool doesn't synch but the history entries it puts in contact records will synch. 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 "Mal James" <mal@offmarket.com.au> wrote in message news:e5CVoFUaIHA.536@TK2MSFTNGP06.phx.gbl...
> 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...
>> 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:
>>> 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
>> >> 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 2008automated 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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