| Thread | Last Author | Messages
read/total | Date |
|---|
| New Marketing Campaign |
Lon Orenstein |
0 / 2 |
08 Dec 2007 |
| Banishfear:
In the BCM contact record you create for the new person, click on Initiated
By and in the upper right corner of that dialog, click on the dropdown and
choose Marketing Campaign. That's how you can link them to the campaign.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook... |
| BCM2007 email autolinking |
Lon Orenstein |
0 / 2 |
08 Dec 2007 |
| As far as I know, the answer is No. The Email Auto Linking feature is
specific to BCM.
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... |
| email addresses lookup |
Bob |
0 / 1 |
08 Dec 2007 |
| When writing a email in Outlook and looking up addresses with "TO" why will
not contacts in Business Contact Mgr come up? Addresses in Contacts and
Address Book are available. Why are Business Contacts not avialable as in
Outlook 2003 and Business Contact Mgr?... |
| why does bus.contacts not come up when you lookup emailaddresses |
Lon Orenstein |
0 / 2 |
08 Dec 2007 |
| Go to Tools, Address Books, then Tools, Options. You can move Business
Contacts to the top of the lists and that should do it.
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.... |
| Customizing Business Contacts Form |
Lon Orenstein |
0 / 2 |
08 Dec 2007 |
| Paul:
That means within the section of custom fields, not anywhere on the form.
The custom fields go to the bottom of the contact form, under the standard
BCM fields. Maybe in a subsequent release...
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies... |
| Opportunity Title field |
Lon Orenstein |
0 / 2 |
08 Dec 2007 |
| Don:
Could you be more specific? How do you want to customize it or with what
data?
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
"Don S." <Don S.... |
| business Contact Manager - Outlook 2007 |
Lon Orenstein |
0 / 2 |
08 Dec 2007 |
| Sue:
Check into using Search Folders. You could define a SF for "all contacts
with no email address" and another for the reverse. When doing a mass mail
merge, you can select a SF to pull data from.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For... |
| Account or business contact? |
Lon Orenstein |
0 / 4 |
08 Dec 2007 |
| Richard:
Luther was referring to the use of BCM with Office Accounting -- there is no
designation in BCM that Accounting understands for a Vendor or Employee,
just Customer (Account in BCM).
You can use a field in BCM or a Category to separate clients, vendors,
employees, prospects, leads, relatives, friends, resources, et al. It
handles this just fine.
HTH,
Lon... |
| BCM for Pocket PC Freezes |
Don |
0 / 1 |
07 Dec 2007 |
| I have installed BCM 2007 and I have an AT&T 8925 with Windows Mobile 6 Pro.
I also installed BCM for Pocket PC to synchronize my business contacts
between my PC and phone. I have about 1,200 contacts in my BCM folder. The
synchronization works fine, but when i attempt to open Business Contacts on
my phone, it always locks up immediately. Any suggestions on patches, fixes,
etc.? I... |
| How are administrators setting this up? |
sean stephens |
0 / 2 |
07 Dec 2007 |
| Thanks Luther,
I will set up BCM to run locally and have users share and export contacts. I
have set up a primary database on the server with all of the employee's
information. I dont have a exchange server yet so this will allow employees
to use BCM on the server as an address book.... |
| how do i link a word document to my contacts |
Luther |
0 / 2 |
07 Dec 2007 |
| On Dec 6, 11:18 am, Charles <Char...@discussions.microsoft.com> wrote:
> We have Office 2007 Pro and I need to know how to link a Word document to
> both a Business Contact Manager contact and my regular contacts. In the
> former program we would just add a journal entry but we can't find how to do
> that either.
>
> Aditionally we wnat to do a direct mail campaign and have the fact that... |
| SQL Server |
Luther |
0 / 8 |
07 Dec 2007 |
| On Dec 6, 10:24 am, Kiatake <Kiat...@discussions.microsoft.com> wrote:
> Dear Luther and Patrick,
> I have uninstalled the SQL Server of my local machine, but BCM appears to
> still working.
> Will I lost some functionalities or just security?
>
> Regards,
> Kiatake
>
>
>
> "Luther" wrote:
> > On Dec 6, 12:04 am, Patrick D. <Patri...@discussions.microsoft.com>
> > wrote:
> > > Hi... |
| Mail merge problem in Outlook BCM 2003 |
cre8ivGal |
0 / 1 |
06 Dec 2007 |
| I have struggled and played with this for HOURS! and I now need help! :-)) I
have a list of contacts in BCM that i want to make labels for. I selected the
contacts in a certain category. Click mail merge. In the word doc. "Insert
word field" I put Full Name and Home Address. Propagate labels.... and the
page 1 fills out nicely. But there are more contacts than for just 1
page........ |
| Outlook BCM 07 over Office 03? |
Dave |
0 / 3 |
06 Dec 2007 |
| Thank you, Luther.
"Luther" wrote:
> On Dec 5, 7:31 pm, Dave <D...@discussions.microsoft.com> wrote:
> > Can install only Outlook 2007 w/BCM without installing the whole suite?
> > I have Office 03 SBE installed now and only want to upgrade Outlook. I know
> > I have to remove Outlook 03.
>
> Yes, but features that intergrate with other Office apps won't work,
> like Word mail... |
| Auto Formatting of Phone Numbers? |
Wolf Dallas |
0 / 1 |
06 Dec 2007 |
| Does anyone know how I can tell Outlook 2003 to auto-format my telephone
numbers in the address book. I would like it if, like other programs, it can
automatically change all enetered phone numbers into the standard (xxx)
xxx-xxxx format.
Your input is much appreciated.
-Wolf... |
| Business Contacts and Contacts |
Dina |
0 / 3 |
06 Dec 2007 |
| Thanks Chad, that's very helpful to know!
"Chad" wrote:
> My phone (treo) syncs with my "contacts" while I store all of my contacts in
> BCM. We have 6000 names in our BCM but I only want about 1500 to sync with
> my phone so i drag my contact to "Contacts" and then it syncs with my
> phone...works well.
>
>
>
> "Dina" wrote:
>
> > Hi,
> >
> > I realize there are... |
| email marketing service tracking results not working |
Maria |
0 / 1 |
05 Dec 2007 |
| Hi all,
I am having an issue with the Email Marketing Service. I try to send a
campain type of "Email" and then use the "Email Marketing Service" to
send it (and attach a Word file I want to send containing hyperlinks).
I then Launch the campain successfully.
However, when I receive the test email, I reply to it, and also click
on the hyperlinks in the attached Word document which... |
| How to search All Business Contacts in shared BCM database |
Tom |
0 / 1 |
05 Dec 2007 |
| I'm connected to a shared BCM database. Is it possible to search BCM contacts
and accounts? I only get the default option of "Search All Contact Items."
The user with the master BCM database can search all Business contacts, and
the other user who access the shared BCM can as well. For both of them, the
default search option is "Search All Accounts" and "Search All Business
Contacts,"... |
| Export BCM 2007 to BCM 2003 |
John |
0 / 1 |
05 Dec 2007 |
| I need to transfer my entire BCM database to a computer using an earlier
version of BCM. I do not need any of the custom fields. How do I export
2007 so 2003 can accept it?... |
| user rights for other database |
Luther |
0 / 8 |
05 Dec 2007 |
| On Dec 4, 4:08 am, "James Wang" <jamesw...@cybernet.sh.cn> wrote:
> Hi, Luther
>
> I know a little bit about MySQL, and new to MSSQL. Can you give me a little
> more information on how to change database ownership to a new user?
>
> The problem for me is how to let sales manage his/her own customer, instead
> of all customer. It will avoide the risk when a sales goes to competitor's
>... |
| No Opportunity Pipeline Charts |
pjs |
0 / 1 |
05 Dec 2007 |
| When I go to BCM Home page the Opportunity Pipeline Chart is not displayed.
When I change the Date range I get the same message:
Business Contact Manger for Outlook could not complete your last action or
actions. Please try again.
When I try again I get the same message. Any Ideas?
Thx.... |
| Templates |
Bill |
0 / 2 |
05 Dec 2007 |
| You can do this using the mail merge function (assuming you also use Word). I
have a post outlining the details on my blog -
http://blog.rebarbusinessbuilders.com/rebar/2007/11/how-to-start-yo.html
HTH,
bb
--
Bill Brelsford
www.RebarBusinessBuilders.com
blog.rebarbusinessbuilders.com
"DPS" wrote:
> I would like to create a general document/template, and be able to populate... |
| Views go Partial |
LouisJJames |
0 / 2 |
04 Dec 2007 |
| Thank you so much for this help. I did exactly as you said and there it was.
I thought it was me! I agree!!! This is a VERY ANNOYING BUG. Your idea
means i don't have to close Outlook, restart the SQL and restart Outlook. It
was frustrating.
Maybe Microsoft will get to the fix once they get through the Windows ME (I
mean Vista) issues. Sorry, Vista's issues remind me so much of... |
| Can I delete "Business Contact Manager" from Outlook 2007 ? |
Luther |
0 / 3 |
04 Dec 2007 |
| On Dec 3, 3:12 pm, Sat <S...@discussions.microsoft.com> wrote:
> Hi monsieurdas,
>
> Go to Tools --> Trust Center. Select Addins button. In the bottom of the
> AddIns page, select COM AddIns and click Go. Uncheck Business Contact
> Manager. Restart Outlook.
>
> -Sat [MSFT]
>
>
>
> "monsieurdas" wrote:
> > There must be a way to avoid having to see that annoying marketing tool
>... |
| Export one (or subset of) contacts? |
Luther |
0 / 4 |
04 Dec 2007 |
| On Dec 3, 5:41 am, bear <b...@discussions.microsoft.com> wrote:
> Luther,
>
> We are using BCM 2007. Can you please explain how to do this?
>
> Thanks, Bear
>
>
>
> "Luther" wrote:
> > On Oct 11, 10:46 pm, "UriSchnei...@gmail.com" <UriSchnei...@gmail.com>
> > wrote:
> > > I know how to export entire bcm database.
>
> > > Is there a way, and how is it, that I can export an... |
| How to set up our conference room as a "resource" |
DPS |
0 / 1 |
04 Dec 2007 |
| We have two conference rooms, a main conference room and a secondary
conference room, we've often had people double book the rooms for meetings.
To avoid this is there a way we can set-up each one of these as a "resource"
so we can sign them in and out in BCM?... |
| Adding a Signature to Email Marketing Service |
Sharonie2 |
0 / 3 |
04 Dec 2007 |
| Hi Sat
Yea, I guess that is one way of doing it but it will take a while to sort it
out as the size and shape were all wrong when I cut and pasted it from the
automatic signature when I send an normal email to the word document I had my
email message.
It would have been much more convenient if my normal signature (from Plaxo)
with logo etc was automatically attached to the emails... |
| Your latest action of actions are not completed (BCM 2007) |
Joepie |
0 / 3 |
04 Dec 2007 |
| An Outlook expert from MS in Holland gave the following (working) solution:
the SQL server is stopped. It can be started through the following action
(some of the terms are in Dutch, but it should be clear):
Click the Windows Start Button->Configuratiescherm->Systeembeheer->
Services->SQL Server (MSSMLBIZ)->Start... |
| VPN causes BCM to create new database |
DL |
0 / 3 |
03 Dec 2007 |
| Thanks for the response, Luther.
I was hoping that there was some way for BCM to detect that the databases
were the same, even though the server was being access using a different IP
address.
"Luther" wrote:
> On Dec 1, 2:33 pm, DL <D...@discussions.microsoft.com> wrote:
> > When I connect to a BCM db through a VPN, the system seems to think it is a
> > new db, and runs the... |
| Contact Manager Workflow suggestions for new users |
Conntact Manager Student |
0 / 1 |
03 Dec 2007 |
| has anyone seen a suggested workflow from obtaining a new cont to a lead to
various stages of qualification to close . . ?... |
| smartphone sync with Outlook small business contact manager 2003 |
GRCPM |
0 / 1 |
03 Dec 2007 |
| I have Outlook 2003 small business edition with contact manager and now am
looking to buy my first smartphone. I have looked at Palm, Blackberry and
Motorola Q among others. The Palm Treo was recommended but comes with either
the Palm operating system or the Windows Mobile OS. Which device and
operating system will sync the easiest with my Outlook 2003 contact folders.
Will i still... |
| how do I export contact data from outlook to a word document? |
Jean L&R |
0 / 1 |
03 Dec 2007 |
| I have just upgraded to Office 2007. I would like to import my ACT database
into Outlook and generate standard office form templates that are populated
by the information in my contacts or Business contact manager database. ACT
can do this, can Outlook?... |
| contact manager failuer |
Big red |
0 / 3 |
03 Dec 2007 |
| Dear Sat, thanks for the response, I did as you suggested but there were a
couple of other problems I ran into. I had to select the security option
when going through step 2, then Cantact manager would install and show up on
the selection as installed. It still did not show up in the Help seciton of
the menu, I had to look at Disabled programs and enable the Contact Manager.
Once... |
| Editing Contact Fields |
Sat |
0 / 1 |
03 Dec 2007 |
| Hi Benmac,
What field is it? What is its type? Can you try adding it as a
user-defined field in ACT, copy the value in ACT and try importing? BCM
supports only ACT string and datetime fields.
-Sat
"Benmac" wrote:
> After moving my Act 2006 file to Outlook 2007 I noticed there was a filed
> missing on the contact page. Can this filed be edited and this edit applied
> to... |
| Feature Request: "Link to record" Window should come with "push-p |
Sat |
0 / 2 |
03 Dec 2007 |
| Hi Michiel,
Can you please explain the exact repro steps?
-Sat
"mduijkers@gmail.com" wrote:
> Goodday,
>
> It is really annoying that the window "link to record" closes after
> each linking action.
> When batch linking I now have to re-click the "link to record" button
> every single time.
>
> It would be ever so handy in it came with a "push-pin" button that
> would keep... |
| Configure BCM on Vista with Outlook 2007 |
Sat |
0 / 2 |
03 Dec 2007 |
| Hi Gunnar,
Can you try running Outlook as an admin, and see if that works?
-Sat
"Gunnar" wrote:
> Hi,
>
> I'm trying to configure BCM on Vista Ultimate with Outlook 2007. By
> configuring I mean that I have successfully installed BCM and when I try to
> configure it in Outlook I always get the following message:
>
> "An error has occurred which stops Business Contact... |
| 2003 BCM contact error msg |
Sat |
0 / 2 |
03 Dec 2007 |
| Hi Andy,
Try creating a new Outlook profile and connect to the same data.
-Sat
"Andy" wrote:
> I can see the contacts and their information on the Contacts page of BCM, but
> when I click on one of the contacts to view that individual contact, I get
> the error message "Business Contact Manager was unable to initialize this
> form"
>
> any ideas? a corrupted database??... |
| Unable to finalize BCM installation |
ChristianC |
0 / 3 |
03 Dec 2007 |
| Luther:
Your recommendation makes sense but I remain concerned about one thing. Keep
in mind I downloaded BCM v2 from the Ms website since my Office 2003 was an
upgrade containing [1] Outlook CD and [2] BCM CD. That being the case, if,
as you recommend, I remove ALL BCMs currently on my PC and attempt to reload
v2, won't it complain that I am not authorized to upgrade since no... |
| Contacts in Outlook 2007 |
Les |
0 / 3 |
03 Dec 2007 |
| I am not doing a merge. I am just doing an individual letter.
"Sat" wrote:
> Hi Les,
>
> Cant you use Word Mail Merge feature for this?
>
> -Sat
>
> "Les" wrote:
>
> > In Outlook 2007, how do I import contact information to a letter in Word?... |
| Installing Outlook Bus Manager |
Luther |
0 / 2 |
03 Dec 2007 |
| On Dec 2, 1:23 am, Tony <T...@discussions.microsoft.com> wrote:
> Cant install outlook Cntact Bus Mgr It says enable File and Print sharing
>
> Antoine M. Ayoub MS,MBA,CCIM,GRI,ePRO,RECS
> Aitico, Inc.- Distinctive Properties
> 11629 Bos Street
> Cerritos, CA 90703-6744
> Tel:(562)402-9394
> t...@amayoub.com http://www.amayoub
When do you get the message? Right when Setup... |
| Why does sqlservr.exe keep running after shutting down Outlook 200 |
Luther |
0 / 2 |
03 Dec 2007 |
| On Dec 1, 6:04 pm, mrknowmo <mrkno...@discussions.microsoft.com>
wrote:
> Is this normal? sqlservr.exe doesn't start until I run Outlook, but then it
> continues to run after I shut down Outlook, keeping its greedy hooks in 15%
> of my total 2GB of memory. This seems odd to me! If I play Civilization
> into a late game (which is a memory and processor hog at that stage) after
> I've... |
| SQL Server Setup failed Error Number: 29559 |
Luther |
0 / 2 |
03 Dec 2007 |
| On Dec 1, 10:27 pm, Ross <R...@discussions.microsoft.com> wrote:
> Hi Can someone find the solution to this error message ?
> Thank you
> SQL Server Setup failed to modify security permissions on service
> MSSQLServerADHelper for user User. To proceed, verify that the account
> and domain running SQL Server Setup exist, that the account running SQL
> Server Setup has administrator... |
| Adding a signature to an email using E-Mail Marketing Service (Bet |
Sharonie2 |
0 / 1 |
03 Dec 2007 |
| How do I add my own signature to a message?... |
| When Searching for a Contact in BCM, none appear but the count sho |
Chad |
0 / 1 |
03 Dec 2007 |
| When searching for "Bob Wilson" (who I know is in the database) in the BCM
search window (under Business Contacts in Business Contact Manager), it give
me a bland screen and says "There are no items to show in this view. Double
Click here to create a new Business Contact"....However, I see the contact
count on the lower left hand corner showing "1 item". If i search again,
using the... |
| how locate a vpn in outlook |
Luther |
0 / 2 |
03 Dec 2007 |
| On Nov 30, 8:20 am, Brian <Br...@discussions.microsoft.com> wrote:
> I currently have 2007 Microsoft outlook Enterprise and received an email from
> an outside source. I would like to get the IP address from the outside
> source. Is there any way to do that?
Look in the Outlook Help for the option for displaying the message's
email headers.... |
| uninstall SQLAgent$SMLBIZ |
Luther |
0 / 4 |
03 Dec 2007 |
| On Nov 30, 5:29 am, Graham Martin
<GrahamMar...@discussions.microsoft.com> wrote:
> Thanks Lon
> I must have tried that twenty times but each time when I try to install ACT!
> the program says it needs to install SQL and each time at the end of the
> attempt the file SQLAgent$SMLBIZ has reappeared.
>
> Graham
>
>
>
> "Lon Orenstein" wrote:
> > Graham:
>
> > Well, I solved it by... |
| BCM2007 - Database creation was usuccessful |
Bla Kolmani |
0 / 1 |
02 Dec 2007 |
| Hi!
I have Vista Home Premium with Office 2007, BCM 2007 and SQL Express 2005.
Instalation of BCM 2007 went all fine without errors, but when i try to
create the new database on welcom screen i get the message "Database
creation was unsuccessful".
I've tried to create the database even with "BCM For Outlook 2007 Database
Tool" but get the same error.
I've tried reinstalling the BCM... |
| Duplicate Databases |
Lon Orenstein |
0 / 2 |
01 Dec 2007 |
| Yes, the BCM db will show up under the Outlook Contacts folder in the left
nav bar. You should be able to go into your Outlook Contacts folder, click
on one contact, press CTRL+A to select All, then press DELETE.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact... |
| moving a contact from one database to another? |
Lon Orenstein |
0 / 4 |
01 Dec 2007 |
| Click on File, Import and Export, Business Contact Manager, Export, .BCM
format, then on the next panel choose Select Records. Find your contact and
export to that file. Do the import into your archive DB in a similar way.
Then, delete the record out of the source DB.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc... |
| Help Function Confusion! |
Lon Orenstein |
0 / 2 |
01 Dec 2007 |
| Paul:
Just create an email in Outlook and it will attach to the BCM contact
automatically. You're used to doing backflips and facing the east in ACT.
If you have Email Auto Linking turned on for that contact, it's not
necessary to start from their contact record -- just write an email and it
links.
HTH,
Lon
___________________________________________________________
Lon... |