• Subject: Re: automated tasks in opportunity - or projects for that matter!
  • Author: Lon Orenstein
  • Date: 07 Feb 2008
  • References: 1 2 3
Nope -- it's VBA -- Visual Basic for Applications. Click on Tools, Macro,
Visual Basic Editor. It all happens from right there.

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:%23YMteGUaIHA.1168@TK2MSFTNGP02.phx.gbl...
> do i need any particular software to write these macros for BCM? Is it
> difficult to learn?
>
>
> "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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