| Thread | Last Author | Messages
read/total | Date |
|---|
| Create a Group and Assign Contacts |
Lon Orenstein |
0 / 2 |
20 Mar 2008 |
| Check out Search Folders -- they're a way to create a group or subset of
your database.
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
"LAR"... |
| BCM 2007 in combination with OneNote 2007? |
Lon Orenstein |
0 / 2 |
20 Mar 2008 |
| I would create the contact in BCM first, then link it to OneNote. I have
both applications up all the time so it's a couple of clicks...
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... |
| BCM 2007 |
Chris Campanile - Nat... |
0 / 3 |
20 Mar 2008 |
| TRY THIS: (I have been struggling with this issue too.)
File... Data File Management... Highlight the database you cannot get access
to... Click SETTINGS... Click CONNECT... *In theory, this reconnects to the
BCM database, and now mine is working again. For how long? Who knows, but
this is the first time I've been able to access my BCM contacts in a while.
Chris Campanile
www.... |
| how do i send an e-mail to an outlook category i've created? |
flccdaniele |
0 / 2 |
20 Mar 2008 |
| If you use 2007, create an e-mail marketing message feature. This way it
sends the e-mail personalized to each one of the contacts in your category.
If you're still on 2003 version, i found it easier to create Distribution
lists for my categories.
"outlook rookie" wrote:
> does anyone know if i can send an e-mail to a business category i've created
> without clicking on each... |
| Forecast |
Rod |
0 / 3 |
19 Mar 2008 |
| A simple forecast by quarter would be real nice. What I've had to do is
generate report and then click the excel botton and then spend 15 minutes
each week fiddling with excel. There needs to be a better way ; <
"Lon Orenstein" wrote:
> Try modifying the Past Due Opportunities report -- that might work for you.
>
> HTH,
> Lon
>
>... |
| Can't See UDFs Already Created |
KYFunding |
0 / 1 |
19 Mar 2008 |
| In BCM 2007 (3.00.73), I've created user-defined fields. But when I go to
add a new field, I can't see or select previously created fields (the right
side of the "Add a Field" form. It remains greyed-out with no pre-existing
UDF's listed.
I've closed all my forms, closed & restarted Outlook, but to no avail.
Am I doing something wrong or is this a bug?
--
KYFunding... |
| BCM - Error |
Tom |
0 / 1 |
19 Mar 2008 |
| I am getting the following error:
Unknown Error: 0x80040605
--
Tom... |
| BCM 2007 database setup on 2003 R2 Server Standard Edition |
Lon Orenstein |
0 / 2 |
19 Mar 2008 |
| Redfox:
Check this newsgroup for other posts on BCM Database Tool. Go to the BCM
Team Blog (http://blogs.msdn.com/bcm/) and get that tool. You can create a
database on the server and then you enter the server's name in the CONNECT
field box.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author... |
| BCM 2007 in combination with OneNote 2007? |
Lon Orenstein |
0 / 1 |
19 Mar 2008 |
| runner:
OneNote is a great option to keep notes about your contacts or accounts.
Just right click on a BCM contact or account and choose Contact Notes.
OneNote will create a link between BCM and OneNote so that you can move
to/from the other pretty easily. The great thing about OneNote is the
storage of unstructured data. BCM is great at structured data. Searching
for something... |
| BCM off-site synchronization problem |
Luther |
0 / 2 |
19 Mar 2008 |
| ... |
| unable work with bcm projects |
Luther |
0 / 2 |
19 Mar 2008 |
| ... |
| Release date |
Luther |
0 / 2 |
19 Mar 2008 |
| ... |
| I cannot reinstall business contact manager |
Luther |
0 / 2 |
19 Mar 2008 |
| ... |
| How do I remove Outlook component only...and then reinstall |
Harry Hat |
0 / 1 |
19 Mar 2008 |
| Outlook Incoming mail duplicates. I recieve two copies of all. something in
outlook is unstable. I don't think It's a virus , system is clean. I had to
reformat hard drive to correct the problen once before. System is windows XP
using Microsoft Office XP Small Business.... |
| On the verge of insanity! Plz Read!! |
Jason Coley |
0 / 2 |
18 Mar 2008 |
| I am pretty sure that this has been removed and is now a button in the
ribbon called Categorize, it doens't appear on the form anymore.
<plug>
As a side note I have a nice utility if you use categories a lot in Outlook,
its called Aladdins CategorieZ.
http://www.software-solutions.co.nz/aladdins_co/alcoabout.asp
</plug>
Jason
"Juanaustin" <ushca-austin@sbcglobal.net> wrote in... |
| I can receive emails but not send-client host rejected 554 |
kimberley |
0 / 1 |
18 Mar 2008 |
| I recently loaded Microsoft office in south Africa.. I am now back in
Australia and I am unable to send emails... I can received emails however....
The message is " host 554 rejected).... can anyone help... please!
thanks
Kimberley... |
| cannot access BCM database |
enchilada |
0 / 5 |
18 Mar 2008 |
| Thanks - I think we are 1/2 there! I renamed the database, and Outlook opened
with that BCM accessible: but there are no contacts or accounts in it! The
_log.LDF file says it is 1,329,600 KB in size though, so the information is
there, just not being read...or something...Any other suggestions?
"ranjithaiynna@gmail.com" wrote:
> On Mar 18, 3:34 am, "Mike Pickus" <mpic...@cox.net>... |
| 13,000 reminders |
Bob Day |
0 / 5 |
18 Mar 2008 |
| In my situation, I don't import Quickbooks, but it is on the same computer.
The information in the reminder is all the standard information you get with
current reminders.
If the post before this says all you have to do is click the X and the
problem is solved, great. I will try that.
Thanks!
Bob
"M.Ali Demirci" wrote:
> I think its not related with importing QB datas
> I... |
| Synchronising Business Contact Manager with a Nokia phone |
Gerry Martin |
0 / 1 |
18 Mar 2008 |
| I synchronise my Nokia phone and Business Contact database. It works fine
using the Nokia software. Trouble is it copies ALL the names and numbers in
BCM to phone. I would like to exclude some of the names from doing this. I do
not want to start a new database in BCM with the names I do not want to
synch. I want to have only one database in BCM. I could put a" Z" in front
of all the... |
| Problem |
Roberto Belotti |
0 / 1 |
18 Mar 2008 |
| I have a problem with business contact manager in outlook 2003.
When i created a new contact appear to display the message "Business Contact
Manager was unable to initialize this form".
I have reinstalled the Office 2003 and BCM and new service pack but the
problem is not resolved.
Can you help me
Thank
Scuse me for my english... |
| e-mail "stuck" in my outbox |
M.Ali Demirci |
0 / 2 |
17 Mar 2008 |
| put the Oulook in offline mode then try deleting the mail again several
times
then put the outlook in online mode then try deleting again
should work
"Pixie-Dust in Niagara" <Pixie-Dust in Niagara@discussions.microsoft.com>
wrote in message news:A3C59121-ED02-4CA9-94D4-9484439D2C8A@microsoft.com...
>I have an e-mail "stuck" in my outbox. Every time I try to get rid of it I
> get an... |
| Connection from home to BCM |
Nick |
0 / 1 |
16 Mar 2008 |
| I have a user on Vista Home with BCM 2007 installed. They connect over VPN
with the domain login and can access all the file shares. When they try to
add the existing BCM from the server they get the error that their local
login (DH) does not have access to the database server. How can they use
their domain login (Dean) instead of their local login connect to BCM?
Nick... |
| Using BCM for PR? I need some serious help..... |
BCMnewbie |
0 / 1 |
16 Mar 2008 |
| Hi all, I need some serious help. I don't know how to use BCM in a non-sales
environment. I use BCM to keep track of our media contacts. However, I
don't know how to set up opportunities for PR purpose (it seems that it's
more gear towards sales) and to keep track of media coverage from our email
marketing campaign created on BCM. I've purchased the Outlook 2007 BCM for
Dummies... |
| Importing Accounts and Contacts |
Luther |
0 / 4 |
16 Mar 2008 |
| ... |
| Business Contact Manager Questions |
Lon Orenstein |
0 / 1 |
16 Mar 2008 |
| Rich:
You've done a great job of describing our pinpoint Marketing tool. It will
replace the Action Plans you've been using and it will do the merge for
emails, letters, and postcards to accomplish drip marketing.
We combine that with a customized BCM database for Realtors and custom views
of the data so it looks and feels like real estate. Check it out at our
website:... |
| BCM 2007 vs Office live Small business contact manager |
Lon Orenstein |
0 / 4 |
16 Mar 2008 |
| The Office Live doesn't offer anything for contact management or opportunity
management that is better than BCM. They add SharePoint-like workspaces and
workflow that BCM doesn't have and there's a semi-integrated website that
can get data directly from a webform into the contact manager.
HTH,
Lon
___________________________________________________________
Lon Orenstein... |
| Can I remove sales section in outlooks business contact manager |
scorm |
0 / 1 |
16 Mar 2008 |
| I don't need the sales or project sections of business contact manager...can
I remove them so I am just left with home and marketing tabs??... |
| where I can find a manual/instruction for ..... |
Dmitri Yukhnovets |
0 / 1 |
16 Mar 2008 |
| What could help me understand in details how to setup all BCM 2007 users on
XP's to MS SQL 2005? A week investigation over MS server didn't gave my any
detailed answer.
Thank you
Dmitri... |
| MOA & BCM Hell |
ToddCWilkinson@gmail.com |
0 / 1 |
16 Mar 2008 |
| Took some time to find this post, and thanks because I was pulling my
hair out trying to figure out why I could not make a proper quote
straight from BCM. I have the Dummies book on BCM and on page 184, the
illustration shows what I now understand, to be a quote from MOA and
not BCM !
Not being able to edit straight out of BCM is clunky. We should have
the ability to make edits from the... |
| BCM vs CRM3 SB |
HermineT |
0 / 1 |
15 Mar 2008 |
| What are the maximum number of users that can share a BCM database on a server?
Is there a document that compares BCM to CRM3 SB features? I need something
to show a client.
--
MCT, MCTS,MCSA, A+, Network+, Master MOS and MCAS Instructor... |
| Bulk change "active" to "inactive" |
Technicater |
0 / 1 |
15 Mar 2008 |
| This is far too late to help with the problem you posted, but I hope it saves
you some un-necessary work in the future.
I have a suggestion which is based on years of failing to get Quickbooks to
integrate with other programs including Quickbooks Customer Manager -
Folk such as I who buy these straight out of the box programs are generally
not trained in I.T. and as such we expect... |
| Single Letter to single contact |
max maraj |
0 / 2 |
15 Mar 2008 |
| On Mar 15, 9:12 am, William Berlin <bber...@zoominternet.net> wrote:
> What is the fastest way to create a single letter (from a template) to
> a single contact. In ACT, for example, there is a write letter menu
> that connects to word and populates the client info in the header
> leaves space for a subject and body, and populates the salutation,
> closing and letter author's information.... |
| Importing CSV files causes unwanted duplicates |
Technicater |
0 / 1 |
15 Mar 2008 |
| When importing CSV files I get duplicate contacts in BCM even when I select
the "do not import duplicates" option, approx 1800 extra entries each time.
I export my customer : jobs list from Quickbooks by "printing" it to a CSV
file.
As the list changes I overwrite the CSV file.
Have been successfully re-importing it into Outlook 2000 without getting
duplicates, it simply re-writes... |
| office 2003 updates |
redcountryrosegal7 |
0 / 1 |
14 Mar 2008 |
| I have tried to update this outlook junk mail, office 2003 security more than
two months it wont work. i am at my end of it. please tell how 9 updates wont
work.
--
answer how to update this outlook sercurity... |
| importing act 2007 version 9 to BCM |
huskerco |
0 / 3 |
14 Mar 2008 |
| I tried to import ACT! 9 to Business Contact Manager and all I got was
garbage. One-third of my notes were imported, The rest were blank. I have
resorted to manually cutting and pasting from ACT! 9 to Business Contact
Manger. That is a pain.
"mariob" wrote:
> Has any one been able to convert data successfully, I just can't seem to be
> able to figure it out. Conversion does not... |
| Duplicate removal tool for Outlook2007 Business Contacts Manager? |
Bill WI |
0 / 1 |
14 Mar 2008 |
| Is there a duplicate removal tool for Outlook 2007 Business Contacts Manager
contacts? I have found tool for outlook contacts but they do not work on
Busienss Contacts. Ideally this tool will have an automatic merge function.
Thank You... |
| Appointment History - Dates Not Updating |
Chris |
0 / 4 |
14 Mar 2008 |
| Thanks for the inputs, Aly and Luther. You have the development team's
attention, and we will carefully investigate ways to resolve this.
Chris [msft]... |
| BCM and sqlserv.exe |
Chris |
0 / 2 |
14 Mar 2008 |
| This is temporary as SQL indexes the BCM data files. It will have
settled down by now.
Chris [msft]... |
| Import Multiple Business Contacts into an Account |
Chris |
0 / 6 |
14 Mar 2008 |
| In the version you're using, there isn't any good way to automatically
assign your 55 business contact to accounts. We'll consider making it
easier to do that from CSV.
Chris [msft]... |
| Linking a windows folder |
Luther |
0 / 4 |
14 Mar 2008 |
| ... |
| Installing BCM disables send/receive |
Luther |
0 / 3 |
14 Mar 2008 |
| ... |
| Possible to add multiple hyperlinks |
Luther |
0 / 4 |
14 Mar 2008 |
| ... |
| cannot open database |
Luther |
0 / 4 |
14 Mar 2008 |
| ... |
| manage email link |
max maraj |
0 / 1 |
14 Mar 2008 |
| Is there a way to link to a exchange public folder. The only option
avalible is for folders in my outlook profile not the public folders.
(I use exchange server)
thanks
max... |
| Shared central BCM database, can we remove local databases? |
Andrew H |
0 / 1 |
14 Mar 2008 |
| We've got BCM's database shared on a server, which works OK. However, the
individual PCs still each have a local copies of SQL running the MSSMLBIZ
databases. Can these databases (and SQL Server) be removed from the PCs,
since only the central database is in use, and the local databases are
consuming a considerable amount of resources on each PC?... |
| sending sms thru bcm to contacts |
M.Ali Demirci |
0 / 1 |
14 Mar 2008 |
| Hello,
we need to send sms to our customers/contacts thru BCM with our clickatell
account
is that possible?
like right click on the customer and send SMS or any SMS campaign?... |
| How to customize reminders |
Chris |
0 / 3 |
13 Mar 2008 |
| ... |
| Alternatives |
Lon Orenstein |
0 / 2 |
13 Mar 2008 |
| Checkout MS CRM Live -- it's CRM hosted for small businesses (minimum of 5
users). MS is going around the US the next 6 weeks doing presentations.
Check out the cities here:
http://www.microsoft.com/click/dynamicscrmlaunch/default.html
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook... |
| Why BCM over Outlook? |
Lon Orenstein |
0 / 2 |
13 Mar 2008 |
| Sure. You get Opportunities that are linked to Business Contacts and/or
Accounts. You get a Communication History of all the things that you've done
with a contact and account. The account "rolls up" all the interactions
from all the contacts that are part of that account. You can use a basic
project tracking function with Business Projects and assign tasks to users.
All the emails... |
| Buy Outlook 2007 + BCM seperately? |
Lon Orenstein |
0 / 1 |
13 Mar 2008 |
| Word 2007 has a way to save a document in the Word 2003 (and prior) .DOC
format instead of the new .DOCX format. You can even set that as a default.
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... |