| Thread | Last Author | Messages
read/total | Date |
|---|
| Re:Is it possible to convert BCM contacts to Outlook contacts? |
Lon Orenstein |
2 / 2 |
31 Jan 2008 |
| Yes, you can just drag the BCM contacts to the Outlook Contacts folder and
they will move. If you right click and drag, you can choose to copy them.
Thanks,
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... |
| Hide Inactive Business Contacts |
chrishey@microsoft.com |
2 / 2 |
31 Jan 2008 |
| Joe, You can create a search folder with a filter that shows only
Active business contacts. Since Search Folders are always kept up to
date, though, you may notice some performance degradation. If so, and
it bothers you, it's easy enough to remove the Search Folder.
Another option is to export the inactive contacts, or the backup the
entire database, then delete them inactive contacts.... |
| Error while loading accounts in BCM |
Sateesh |
0 / 4 |
31 Jan 2008 |
| ... |
| Change default format of business card to include fax and mobile p |
jimpan |
0 / 1 |
31 Jan 2008 |
| I know you can add information to the business card on an individual basis by
editing the card. I would like to change the default to include fax and
mobile numbers as you enter contact info. Has anyone figured out how to do
that?... |
| Outlook 2003 sync with Accounts 2008 |
Theodor |
0 / 7 |
31 Jan 2008 |
| Dear LIA International:
I did that in the BETA Version. It can be time consuming. However, if you
have purcased Accounting 2008 within the last 3 month, you have a free
support. They should help you to set that up. It will not work with
Accounting 2008 Express.
--
Ted
"LIA International" wrote:
> Hi I am at my wits end! Office accounting 2008 is supposed to be compatible
>... |
| Business Contacts default when opening OL2007 w/BCM? |
chrishey@microsoft.com |
0 / 3 |
31 Jan 2008 |
| Thank for your input, though. We'll try to get "open to BCM to
Business Contacts by default" into a future version.
Chris [msft]... |
| BCM Database Tool for SQL 64-bit? |
chrishey@microsoft.com |
0 / 4 |
31 Jan 2008 |
| Stuart,
We've noted your suggestion for upgrading the DB tool to 64 bit.
And, I'm happy you were able to work it out with the scripts.
Chris [msft]... |
| BCM data window panes shrinking |
chrishey@microsoft.com |
0 / 2 |
31 Jan 2008 |
| Can you send me a couple screen shots of what you're seeing, and
**exact** steps to cause the behavior? Please mail to
chrishey___at___microsoft.com.
Thanks, Chris [msft]... |
| BCM compatibility |
chrishey@microsoft.com |
0 / 3 |
31 Jan 2008 |
| That is correct. You would need to upgrade all users to BCM 2007.
Chris [msft]... |
| Business Contact Manger and Excel |
GreggP |
0 / 6 |
31 Jan 2008 |
| After exiting Outlook, Task Manager showed it was still running. So I ended
the outlook.exe process and tried installing the SP1 update and it worked.
The previous messages regarding office application versions not matching no
longer appear.
Thanks again for you help!!
-Gregg
"GreggP" wrote:
> I found the BCM2007SP1 update here:
>
> http://www.microsoft.com/downloads/details.... |
| The Problem with that is... |
Luther |
0 / 2 |
31 Jan 2008 |
| ... |
| fax campaign |
Brittan |
0 / 1 |
31 Jan 2008 |
| Any luck on this? Need to switch from Act and want to make sure this is an
option.... |
| Drop-Down List Search Problem |
Jeeslawees |
0 / 1 |
30 Jan 2008 |
| Searches done in Contacts or Business Contacts ignores field entries that are
a result of a drop-down list. I think drop-down lists are an important
feature to help eliminate typing errors and inconsistencies (Outlook should
have/allow more of them). But if Search ignores any field entry created by a
drop-down list, why even allow drop-down lists? What gives?
Thanks,
Rick... |
| Problem w/Search on Drop-Down List Entires |
Jeeslawees |
0 / 1 |
30 Jan 2008 |
| Anyone know why the search feature in Contacts or Business Contacts ignores
field entries that are a result of a drop-down list? Search works fine with
field entries that are direct text entries.
Thanks,
Rick... |
| Adding BCM to Outlook |
chrishey@microsoft.com |
0 / 3 |
30 Jan 2008 |
| You can also now buy BCM + Outlook in a single package.
Chris [msft]... |
| email autolinking |
Sharonie2 |
0 / 5 |
30 Jan 2008 |
| Thanks Chris - I had tried this and checked everything on both the email and
folders tab before doing the autolinking. I solved it by setting up yet
another personal folder, changing it to be the default setting in the email
and in the data files tab. I did another email autolinking (which ties up
outlook for soooo long) but it worked this time.
"chrishey@microsoft.com" wrote:
>... |
| Business Contact manager Cannot Be Loaded - Unable to Open Physical File |
chrishey@microsoft.com |
0 / 4 |
30 Jan 2008 |
| I'm sorry you're having trouble. Please try the suggestions noted
here:
http://blogs.msdn.com/bcm/archive/2007/02/08/restoring-business-contact-manager-database-after-upgrading-xp-to-vista.aspx
This sounds similar to what others have experienced.
Chris [msft]... |
| BCM Fails to Install SQL Server |
Jerry Blake (MSFT) |
0 / 2 |
30 Jan 2008 |
| Hi James,
I have looked at the logs you have posted, and it seems to be an issue with
installing sql express 2005 sp1. If found this artical on the Mircosoft
support site that sort of address the issue,
http://support.microsoft.com/kb/926623/en-us. However if this won't work
for you, I would recommend calling support. Here is a link to the support
numbers/contact methods.... |
| Adding Folder to Business Contact Manager in Outlook 2007 |
chrishey@microsoft.com |
0 / 3 |
30 Jan 2008 |
| The right way to do this is to make a folder under you Inbox...that's
where all your emails are stored. You can create two: one Personal,
one Business, or whatever works for you.
If you are using E-mail Autolinking in BCM, confirm that the emails
you want to link are checked in the Business Contact Manager, Manage E-
Mail Autolinking dialog.
Chris [msft]... |
| BCMV3PPC.exe program will not load in Vista - help from anyone |
jainvinit@gmail.com |
0 / 5 |
30 Jan 2008 |
| On Jan 28, 12:57 am, wishitwozez
<wishitwo...@discussions.microsoft.com> wrote:
> If anyone from Microsoft is reading this....
>
> Tried a reinstall of WMDC with the latest download of drvupdate-x86.
> Installed over the top of existing WMDC - all went well. Now no longer have
> both WMDC and WMDC Update in my /programm features list, but if the file is
> the latest, I guess I'd expect... |
| Updating Contacts |
chrishey@microsoft.com |
0 / 3 |
30 Jan 2008 |
| Thanks for the input!
Chris [msft]... |
| History Items View |
chrishey@microsoft.com |
0 / 4 |
30 Jan 2008 |
| Loius, if you're willing, can you please send us some more
information?
I will need exact steps to reproduce your problem, preferably from a
fresh restart ofyour PC and Outlook. In other words, restart your PC,
start Outlook, and then - if you can - take the steps to reproduce the
problem, and tell me exactly what those steps are.
Also send me a screen shot of the problem as you're... |
| Manually remove Business Contact Manager |
Luther |
0 / 2 |
30 Jan 2008 |
| ... |
| Store email with attachments & files in shared DB |
Luther |
0 / 2 |
30 Jan 2008 |
| ... |
| Search Issues w/Business Contacts |
Luther |
0 / 2 |
30 Jan 2008 |
| ... |
| Can't locate Business Contact Manager!! |
JN Rassi |
0 / 1 |
30 Jan 2008 |
| Just received my new Toshiba Laptop with Office 2007 for Small Business
pre-installed. I cannot see anything in Outlook that looks like BCM. How
can I determine whether it is even installed? If it is not installed, how
can I get it?... |
| now everything is in triplicate - Ahhhhh |
Sharonie2 |
0 / 1 |
30 Jan 2008 |
| I moved my contacts from BCM into contacts de duped them, deleted the
contacts in BCM and moved the single copies of the contacts back into BCM. I
ended up with 2 sets of everything the next time I opened BCM. I moved them
all out again - de duped them again, deleted BCM contacts again and moved the
single copies back in. It was fine until BCM decided to stop working when I
tried to... |
| Outlook stopped working when I try to open business contacts |
Sharonie2 |
0 / 1 |
30 Jan 2008 |
| I cant seem to open my contacts in the business contact manager - every time
I click on it, I get the 'Outlook has stopped working' message then it
restarts. I moved my contacts from business contact manager into contacts -
de duped them and moved then back in. Only 10% of them seem to be there now
and I cant even open them without outlook crashing - I need my database -
help!... |
| Duplicates and merges |
Sharonie2 |
0 / 3 |
30 Jan 2008 |
| I also really need help with de duping - I moved all my business contacts
into the contacts folder and deduped using plaxo then deleted all contacts in
business contact manager then moved the de duped set back into business
contact manager - now they have all duplicated themselves - I only want one
set - please someone help!!!!!
"Nan" wrote:
> I would really like to know the... |
| removing duplicates |
Sharonie2 |
0 / 1 |
30 Jan 2008 |
| How do I remove duplicates in Business Contact manager - I have 2 of
everything!... |
| Office Professional 2007 missing Business Contact Mgr. |
NYP797 |
0 / 1 |
29 Jan 2008 |
| I received an Office Professional 2007 complimentary disk with license
product key, back during the Vista Launch events. I want to install it on a
new laptop running XP Pro. However Business Contact Manager is not my disk.
Is there a way to download the Business Contact Manager for my copy of Office
Professional 2007.... |
| Assign tasks to team members |
Charlie |
0 / 1 |
29 Jan 2008 |
| When I assign tasks to other members of the team those tsks don't show up at
their task list.
I did share my database with all members, but they are running their own
local BCM databases. I was under the impression that sharing my database was
not even required to assign tasks to someone else.
Any idea?... |
| How can I log phone calls in Outlook 2003 with BCM... |
Jeeslawees |
0 / 1 |
29 Jan 2008 |
| Like you, I'm finding that Outlook 2007 w/BCM is not the easiest bear to
wrestle with!
Now for some good news! When you make a call in BCM the New Call dialog box
pops open and in it there is a place to check that you want to create a
Journal Entry when call is dialed. All Journal Entries appear in the Journal
(located under "Go" in the Main Menu), and they all will show the link... |
| SBS2003R1Premium |
Lon Orenstein |
0 / 1 |
29 Jan 2008 |
| Dave-NES:
Go to the BCM Team Blog
http://blogs.msdn.com/bcm/default.aspx
They've got a Database Tool that will create the db on the server. You can
use SQL Management Studio to manage it from there and not have to load BCM
on the server.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of... |
| Phone Call Logs/Journals |
Jeeslawees |
0 / 1 |
29 Jan 2008 |
| I am evaluating making a switch from my current contact manager software to
Outlook 2007 w/BCM that came with my recent purchase of MS Office. For
testing purposes, I've created about 10 "Contact" records and 350 "Business
Contact" records.
Is there anyway to automatically have a Phone Log record begin/start when
dialing a call? Right now all I see in the New Call window is a place... |
| networking 2 pc's and Outlook 2007 with BCM |
WarySandman |
0 / 1 |
29 Jan 2008 |
| Hi there, Am having problems trying to get outlook 2007 with BCM to work on 2
pc's.
I work in a small office that has 2 pc using winxp pro. we use a wireless
modem and connect wirelessly to each pc.
I have installed the above on both pc, however on the other pc it can not
access the file on my pc.
is there a step by step guide for idiots, i have even uninstalled the
firewall on my pc... |
| Error on opening Outlook |
Luther |
0 / 2 |
29 Jan 2008 |
| ... |
| Printing business opportunity |
liljeros |
0 / 1 |
29 Jan 2008 |
| I have discovered that when printing a buness opportunity (memo style) the
products and services field is virtually useless as its printed out in the
format from the sql database with no formatting whatsoever. Is this possible
to fix in any way?... |
| BCM 2007 on server question |
John |
0 / 3 |
29 Jan 2008 |
| Hi Luther,
Thanks for the reply. I did get one machine to show the home page
correctly. Vista, Outlook 2007 SP1. However, I can't get 2 other Pc's to
show a home page after accessing the database. In fact they don't show a
home plage on a local database. They are Outlook 2007 Sp1 and Windows XP.
I have gone to Microsoft and installed all patches.
Does anyone have any... |
| Moving BCM database to another PC |
Luther |
0 / 2 |
28 Jan 2008 |
| ... |
| Levels of access question |
chrishey@microsoft.com |
0 / 2 |
28 Jan 2008 |
| To add to what Lon said:
1. If the 8 managers are co-located with the salespeople they're
monitoring, then BCM sharing feature should meet this need. If not,
you might combine sharing with a VPN solution to accomplish the same.
2. Lon is correct in that everyone has access to all prospects. Now,
there are various ways (assignments, categorization, custom fields) to
keep things... |
| Getting emails multiple times |
Bill Cunningham |
0 / 1 |
28 Jan 2008 |
| I have a new Office 2007 Small Business upgrade. I made the mistake of not
uninstalling the trial version of Professional that came on the machine. I
have an existing version of Works which qualifies for the upgrade. I have two
problems.
First I am showing the "non commerical use" message in the title bar.
I have uninstalled and reinstalled Office but can not get it to go away.... |
| Sharing distribution lists |
mb_north |
0 / 1 |
28 Jan 2008 |
| Hello,
I'm in the process of testing out BCM 2007 for my business development team.
One thing we'd like to do with the program is create lists of contacts (for
example a list of all contacts in the publishing industry, and another list
of all contacts in the automotive industry). Then be able to send e-mails to
that list only.
I solved half the problem by creating a distribution... |
| sorting account field by date |
Susan |
0 / 1 |
28 Jan 2008 |
| OK, I'm getting the message that I can't sort the "accounts" field by date in
the 2003 version. Can I do this in 2007 or should I give up and save my
money?
(I simply want to "trace" my accounts for the next date I want to talk with
them. I'd like to simply click on that field and have them show up in date
order. I don't need alarms or anything like that.)
Thanks for any help... |
| Sharing one account |
Angelica |
0 / 1 |
28 Jan 2008 |
| My boss needs me to access his outlook account/email. I already have my
personal account set up on my computer; and he has his email set up on his
laptop. Is there a way I can get access to his outlook email from my
computer - basically so I can check his email?
--
Angelica... |
| how to send muti emails/group in BCM outlook? |
phi333 |
0 / 1 |
28 Jan 2008 |
| Your answer will be very appreciate. Thank you... |
| Using Business contacts with Mircosoft exchange server |
VirgilT |
0 / 1 |
28 Jan 2008 |
| i use an outsource provider for Microsoft Exchange to integrate my Outlook
within Office Small Business 2007 (which includes business contact manager),
with my AT&T Blackberry. It works well if I use the Contact file, but
doesn't work at all with Business Contacts? What am I doing wrong? I was
under the impression that either set of contacts could be set up so the synch
wirelessly... |
| MOA & BCM Integration: Products and Services details are now r |
steve99- |
0 / 3 |
28 Jan 2008 |
| Thanks for both your replies Luther,
Yes you can edit line items once you've opened an MOA Sales Order form from
BCM.. in fact you can edit line items anywhere in MOA even when launched from
BCM. But its the BCM opportunity line items that are locked...this lock down
of line items if they have come from MOA doesn't make sense as once I've
chosen that line item I am not editing... |
| Advice Please |
Sat |
0 / 2 |
27 Jan 2008 |
| Hi tom,
E-mail auto linking is a feature which will not solve your problem. It will
create copies of your e-mails in the BCM folders. See if this helps.
http://blogs.msdn.com/bcm/archive/2007/02/21/email-auto-linking-explained.aspx
-Sat
"tom" wrote:
> I use outlook 2007 on my laptop and have lots of folders with all my customer
> emails stored there. In addition i get busy... |
| Unable to view web page address in business-cards view |
Sat |
0 / 2 |
27 Jan 2008 |
| Hi Sky,
Currently, the web-page address does not show up in the business card view.
This is a good suggestion. Will be discussed for future versions.
-Sat
"Sky" wrote:
> When I select business-cards view in my business-contacts folder, Outlook
> fails to display my contact's internet address (e.g., www.mypage.com).
>
> I've opened the contact and verified that the... |