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- 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...
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...
> 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:
>> 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.
>>> 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
>>>>> 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 2008 | automated 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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