| Thread | Last Author | Messages
read/total | Date |
|---|
| Why BCM over Outlook? |
Lon Orenstein |
2 / 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 |
1 / 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... |
| BCM Database file - access from external drive? |
Lon Orenstein |
2 / 2 |
13 Mar 2008 |
| Check the Help file for "offline database" or "share database". Yes, BCM
will do this and you can choose whether to logon to the database directly or
take a copy with you on a laptop (Offline).
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies... |
| Marketing Campaign Delivery Status |
Chris |
3 / 3 |
13 Mar 2008 |
| The real reason is technical, and is due to the fact that the links
the user clicks in your email campaign are summed up via the EMS
servers. Without those servers, there's no way to track who clicked
what.
Chris [msft]... |
| Activity Series |
Lon Orenstein |
2 / 2 |
13 Mar 2008 |
| ChrisH:
No, BCM can't do it but our pinpoint Marketing tool can. It can create
action plans full of tasks and appointments only, combined with emails and
letters that our tool prints/sends, and BCM Business Projects with Project
Tasks.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of... |
| Kill this thread |
Luther |
3 / 3 |
13 Mar 2008 |
| ... |
| Inserting Data From A Database Into A User-Defined Field |
Luther |
4 / 4 |
13 Mar 2008 |
| ... |
| Outlook 2003 |
Luther |
4 / 4 |
13 Mar 2008 |
| ... |
| BCM on terminal server |
michael@mjba.com.au |
2 / 2 |
12 Mar 2008 |
| We use BCM 2007 on our 2003 server, and we have 4 active directory
users who share the database which is deployed onto the server using
the BCM database tool. Our guys use the pocket pc application, and
also connect via HSDPA on their laptops via their phones on bluetooth
to log into the office vpn. this works fine, a little slow but all
users have an "offline" database on their laptops... |
| BCM "could not complete your last action..." |
Jim |
4 / 4 |
12 Mar 2008 |
| Reinstalling BCM didn't work either. Same problem.
- jim... |
| how do I extract bulk email addresses and save as contact from mai |
Premal Nanavati |
1 / 1 |
12 Mar 2008 |
| I have thousands of mails in my various mail folders of outlook. I want to
build address book / contacts from this mails where there are thousands of
email addresses of people in To & CC fileds. Many a times I'm a third person
in the mail (marked in CC ot Bcc). I have already used Plaxo which only garbs
contact with whom I have directly interacted.... |
| BCM Futures |
John C |
1 / 1 |
11 Mar 2008 |
| Where can I learn about additional features planned by Microsoft to the BCM
product? The product has much growth potential. What functional enhancements
does Microsoft intend in the near term? Long term?... |
| No compatible databases found |
Lori Denny |
1 / 1 |
11 Mar 2008 |
| We have been using the database and running backups with the Database Tool on
a regular basis. This morning while running the backup, the message "no
compatible databases found". No changes have been made that I am aware of,
but I tried to restore the database. I received the same message. I thought
perhaps I could copy the file that was backed up back to the server but have
not been... |
| Resending existing Marketing campaign |
LarryM |
4 / 4 |
11 Mar 2008 |
| I find it extremely disappointing that you cannot do something as simple as
add a new contact to an existing campaign. Most of the CRM's I've used allow
for a marketing campaign to be built, and then when a new client or prospect
is entered, it will start them at the beginning of the campaign.
What's the point of an automated Marketing system if you have to recreate it
for every new... |
| Changing Data bases |
Lon Orenstein |
2 / 2 |
10 Mar 2008 |
| Download the SQL 2005 Management Studio Express (free) and you can re-attach
your database using that tool.
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... |
| How can I add new contact folders? |
Jason Coley |
4 / 4 |
10 Mar 2008 |
| Thanks Max,
At present I am working out a few kinks in Aladdins LinkZ, then its a few
updates for CategorieZ and Office Documents.
Jason
"max maraj" <maxMaraj@gmail.com> wrote in message
news:b05a4a3c-30d2-4122-92e6-a160906bf961@n75g2000hsh.googlegroups.com...
On Mar 9, 9:07 pm, "Jason Coley" <ja...@software-solutions.co.nz>
wrote:
> Why not just use categories, then filter the... |
| Current Account/Active Window |
Andy.defilippo@askoin... |
1 / 1 |
10 Mar 2008 |
| I am opening BCM accounts from my ERP system. Once the account is
open I run code in a macro that runs the line below and then modifies
some of the fields.
Set CurrentAccount = Application.ActiveExplorer.Selection(1)
Since I don't have a selected account, my code crashes. Is there
another way to determine the selected account without actually
selecting one in BCM?
My ERP code... |
| Project reference |
Luc |
1 / 1 |
10 Mar 2008 |
| HI all
Looking at a way to see if a outllok element is attach to a project or not.
May be something similar to a flag for reminder.
Or perhaps a tool tips that will list all the project that have a link to
the outlook element.
So far the only way to see if a outlook element is link to a roject is to
open the link to record. I found this very anoying.... |
| BCM search is broken |
JPyle |
1 / 1 |
10 Mar 2008 |
| Any search that is keyed into the "Search All Contact Items" returns a no
match found.
The search address books works.
Desktop search for contact works.
Indexing options appear to be correct.
I have uninstalled and reinstalled BCM.
I have rebuilt the index.
Search still does not work.... |
| unexpected error opening the business contact manager store |
Jody Byrd |
1 / 1 |
10 Mar 2008 |
| I get this error when I try to sync bcm with my pda.
My configuration:
I got a sbs 2003 server running my exchange, it also shares the bcm
database to the network on sql 2005 express.
My computer has Vista Enterprise (upgraded from a clean xp sp2 install) with
Office 2007 Pro with office sp1.
My PDA is a Sprint Mogul with mobile 6.
What happens:
bcmv3 installs just fine.... |
| Setting Up MSN Email Account |
Warrior - CILO |
1 / 1 |
10 Mar 2008 |
| After setup I can not retrieve any email from my @msn.com email account.
I am not receiving any errors messages when initiating an Send/Receive,
however, my Inbox contains no mail. I've ran "Scanpst.exe" however, still no
email appears in my inbox.
I've checked every folder that's displayed and they all contain no new
email. I've ran Office diagnostics, ran Office repair for... |
| Set Up |
mozmode |
1 / 1 |
10 Mar 2008 |
| How do I set up my BCM?
I try Wizard, but when choosing to create new Database or Existing? if errors
I don't have a database, I have contacts of regular clients in my outlook
and I want to transfer them to BCM.
Please Advice,... |
| list of selected contacts |
Jason Coley |
3 / 3 |
09 Mar 2008 |
| You could also use Aladdins - CategorieZ which allows one-click filtering by
categories, including searching by two or more categories, using both AND or
OR searching. Makes it easier as you don't have to have seperate folders
(search folders) and way quicker than using the filters dialog.
http://www.software-solutions.co.nz/aladdins_co/alcoabout.asp
Jason
"Social Worker"... |
| BCM won't go away |
Ikonoblast |
1 / 1 |
09 Mar 2008 |
| I tried to get help from all possible forums, etc on Microsoft. Luther just
stopped answering. I finally got help from one of the offshore Dell
helpstaff. Mr. GAtes needs to put some of his billions to work fixing his
software or providing adequate help.
--
Dell XPS M1530 laptop
Windows Vista Ultimate
3.0 GB RAM
Microsoft Office 2007 w/ Business Contact Manager SP1... |
| Doesn't work |
Brad |
11 / 11 |
08 Mar 2008 |
| I found this very useful tool for uninstalling .Net 1.0 .Net 1.1 .Net 2.0 ,
.Net 3.0 and .Net 3.5
http://blogs.msdn.com/astebner/archive/2006/05/30/611355.aspx
Brad
"Luther" wrote:
> On Mar 7, 11:30 am, Brad <B...@discussions.microsoft.com> wrote:
> > Hi Luther,
> >
> > I tried uninstalling .Net 2.0 but it won't I tried repairing it, I tried
> > installing the .net 2.0... |
| Moving the database and sharing data |
Zakaria |
1 / 1 |
08 Mar 2008 |
| Hello
Please can you help with the following:
We have one computer whcich has BCM. I want to move the database form the
local PC to the server (The server hase SQL 2005 Workgroup Ed) so that the
sql do not have to run on the PCs, and thereafter install BCM on the other PC
with the organization and they must all connect to the data which is on the
server.
Please can you advise... |
| Sales Automation or Workflow coming to BCM? |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| We don't know for sure what the new release will bring and it's probably two
years away. Check out MS CRM Live for great workflow.
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... |
| To-Do List for Outlook 2007 BCM Mobile SmartPhone ActiveSync? |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Take a look at CompanionLink. They'll convert project tasks and even
opportunities into tasks on the PDA.
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... |
| can I assign a unique number to each business contact? |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Not automatically, unless you wrote some VBA script to do it. That could
work quite well.
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
"Nuggy25"... |
| Will BCM work over Hamachi? |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Others have reported that Hamachi works fine. BCM just needs a VPN to
recognize the master 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... |
| syncing bcm project with mobile 6 |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Max:
You're stretching here, bro! In a word, No.
Take care,
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
"max maraj" <maxMaraj@gmail.com> wrote in... |
| BCM FOR PDA |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Gerard:
I don't think there is a fix. You can't get ALL the fields to synch to your
PDA. You might consider getting a UMPC type computer that will run XP or
Vista so you can keep all your data with you. Look at Samsung's UMPC or
Fujitsu's 810 model. Asus's new Eee PC's are small and low cost also.
There are lots of these coming out in the future and I think it's the best
answer... |
| All my e-mails have been deleted from my BT Yahoo inbox . |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| This sounds like a BT Yahoo question. BCM doesn't really control emails --
Outlook does.
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
"craigdmcd"... |
| Reports Printing Giberish |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| I'd try with a new print driver -- if it displays on the screen but corrupts
going to the printer, that sounds like the culprit. To verify, try printing
to a different printer.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the... |
| Find project |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Luc:
Try using the search on the BCM Projects view instead.
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
"Luc" <Luc@discussions.microsoft.com>... |
| Plaxo Feature in Outlook or BCM? "Would you like to Add Contact" |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| You can use Plaxo and Outlook Contacts, then drag them into the BCM folder.
Another gyration, but it should OK.
Then, tell Plaxo to support BCM contacts -- it's not much more code for them
to write.
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies... |
| Linked History lost on import to new laptop |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| You'll need to copy your Outlook .PST file also to keep the links straight.
The Profile on your laptop needs to have the same two files as the one on
your desktop.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving... |
| Adding customised feilds |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Russell:
If you always attach the Opp to the Contact, it will "roll up" into the
Account and you can see it there. I agree it would be nice to jump fro the
Opp to either the Contact or Account record but this might help.
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact... |
| Reporting |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Nope, BCM's reporting leaves a lot to be desired. You could get there using
MS Access or Crystal Reports to link the Opportunity, Account, and Contact
tables together.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving... |
| Expected Revenue |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| It is derived from multiplying the Total Amount by the Probability. Some
systems call this a Weighted Amount.
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.... |
| Activity Report Formatting |
Lon Orenstein |
2 / 2 |
08 Mar 2008 |
| Comet:
I don't think you can get there from here. The Activity report is designed
to filter and display history items, which are the columns you get to choose
in the Modify Report area.
As I remember, I could increase the size of the notes exported to Excel by
first stretching the column in the report, then exporting. Not very
elegant, but it seemed to have an effect.
HTH,... |
| Completed Tasks |
Lon Orenstein |
4 / 4 |
08 Mar 2008 |
| You could create a custom view in Tasks that groups by Contact, Filters by
"Completed", and shows the different columns you want. Because of the way
BCM links Tasks to BCM Contacts and History, you won't see that there.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business... |
| Enterprise ed |
J&R |
1 / 1 |
07 Mar 2008 |
| Can I get Outlook BCM on the enterprise edition without having to buy a new
copy of Outlook.... |
| Revewing BCM and OfficeLive.com Small Business Contact Manager |
Luther |
2 / 2 |
07 Mar 2008 |
| ... |
| details field limit of a contact |
Pachimke |
1 / 1 |
07 Mar 2008 |
| i have 700 contacts wil lots of information.
Know i see that not al of the text of the field "details" of a contact are
synchronized to my PDA. It's also not possible to type extra manual text, it
seems like there is a limitation of characters in BCM for PDA software.
I have this problem with contacts with more than about 2 pages text.
This is a big problem for me.
I don't think... |
| Duplicate contacts in mobile device BCM 2007 |
Kevin Wallwork |
7 / 7 |
06 Mar 2008 |
| Hey Mark, disregard my last question as you already answered it.
Thanks again
--
Kevin Wallwork
"Kevin Wallwork" wrote:
> Thanks for the feedback much appreciated. I dont have XP I run Vista, I
> assume it will work the same as you ahve described
> --
> Kevin Wallwork
>
>
> "Mark K" wrote:
>
> > Kevin:
> >
> > I have win mobile 5.0 on my moto Q and running vista on... |
| Business Contact Manager report problem |
Jo |
1 / 1 |
06 Mar 2008 |
| I am trying to run reports in BCM from a shared database and although a
couple of the reports work most give me the error "report could not be
generated". Is there something I can fix so that I can generate all these
reports in the same way the database owner can? I am using Outlook 2003 with
BCM update SP2 on Windows XP.... |
| Please help me back up my history items. (BCM 2003) |
jgrif08 |
1 / 1 |
06 Mar 2008 |
| My laptop is starting to go haywire and I know it's only a matter of time
till the bomb drops. I have a fairly large amount information in my business
contact history and it will suck severely if I loose it all.
I have exported the BCM data and imported it to another computer with BCM
2003. Worked fine, except it did not transfer any of my history items, just
contact informatio was... |
| Importing from Access with custom code |
Luther |
5 / 5 |
06 Mar 2008 |
| ... |
| Name Listings |
Luther |
12 / 12 |
06 Mar 2008 |
| ... |