| Thread | Last Author | Messages
read/total | Date |
|---|
| Can I save an email message as a communication record? |
Luther |
0 / 1 |
12 Sep 2007 |
| On Sep 11, 2:26 pm, Beltman <Belt...@discussions.microsoft.com> wrote:
> Hello,
>
> When I receive an email from my inside sales person with information
> regarding a specific customer or lead...sometimes with attachments...can I
> save that message directly to a Business Contact record or communication
> history, or do I have to save it as a file first?
>
> Sometimes it is a forwarded... |
| Outlook Contacts groups communications |
Luther |
0 / 2 |
12 Sep 2007 |
| On Sep 11, 5:10 pm, afishionada
<afishion...@discussions.microsoft.com> wrote:
> I am trying to streamline communications with sub contractors on different
> jobs. I have built a database in outlook contacts of all my sub contractors.
> I would like to be able to create a contact group for each job and email and
> or fax them by clicking on that group and then creating a email and or a fax... |
| Move BCM 07 data fil,.e |
Luther |
0 / 3 |
12 Sep 2007 |
| On Sep 11, 9:56 am, Bob Day <Bob...@discussions.microsoft.com> wrote:
> In outlook 07 with bcm, File, Datafile management, it shows:
>
> Busienss Contact Manager: BOB_LAPTOP_D820:MSBusinessContactManager.mdf
>
> However, if I do a serach of the stand alone laptop for
> MSBusinessContactManager.mdf, it does not find that file
>
> in SQL Server Management Studio Express, it shows two... |
| Sell BCM as an Add On for Outlook 2007 |
Drjeckles |
0 / 1 |
12 Sep 2007 |
| Since BCM is an add on for Outlook 2007, sell it as an option!!!!!
BCM 2007 is an excellent contact manager which can compete with ACT,
Goldmine, and many of the other contact managers. This is a ripe time to push
BCM 2007, especially to ACT users who are looking for any viable alternative
to what have been many problems with support and function of the recent
versions of ACT. Thee... |
| Reports |
Muitao |
0 / 1 |
12 Sep 2007 |
| I have to run reports in BCM. Currently, I have 4 different states covered,
and 4 different managers to send my notes to. I have figured out how to run
a report for the previous week, and have it pull all my comments, but I need
to see if there is a way to automatically sort it by state. When I try to run
reports by state, it doesn't have a place for the comments to be listed. Is... |
| Mail merge sort by categories and / or user defined fields? |
Barnet |
0 / 6 |
12 Sep 2007 |
| Hi Bill,
Thanks so much, this did the trick!
Barnet
"whkratz" wrote:
> Hi Barnet -- Search Folders (at least in BCM 2007) are for Business Contacts,
> Accounts, Opportunities... Right-click on the BCM Search Folders parent
> folder, and select New Search Folder. In the New Search Folder window, you
> can select, via the dropdown, the type of Items to include in the your... |
| Via Blackberry |
amanda@dommertphillip... |
0 / 1 |
12 Sep 2007 |
| Hi!
I have yet another question before we make the move from ACT to BCM. I
know in ACT! my boss can view her email, calander, etc. on her
Blackberry. Is this possible through BCM?
Thank you... |
| Via Blackberry |
amanda@dommertphillip... |
0 / 1 |
12 Sep 2007 |
| Hi!
I have yet another question before we make the move from ACT to BCM. I
know in ACT! my boss can view her email, calander, etc. on her
Blackberry. Is this possible through BCM?
Thank you... |
| Add "The Honorable" to Title Field |
joesmith |
0 / 3 |
12 Sep 2007 |
| Well, duh. Why didn't I think of that? I didn't know that you could type
something into a pull down field. Thanks so much, Luther. You solved this
and other related problems.
"Luther" wrote:
> On Sep 10, 8:46 am, joesmith <joesm...@discussions.microsoft.com>
> wrote:
> > We use Business Contact Manager to keep track of many elected officials. The
> > correct way to address... |
| Business Contact Manager is crashing outlook |
tcfa |
0 / 1 |
11 Sep 2007 |
| I've had this problem for over 1 month now. Every time I click to get into
business contact manager, my outlook crashes. I get an error message that
outlook is shutting down. Here's the error log:
Product
Microsoft Office Outlook
Problem
APPCRASH
Date
9/11/2007 11:04 AM
Status
Report Sent
Description
Stopped working
Problem signature
Problem Event Name: APPCRASH... |
| Mass Modifications - Is it Possible? |
Peter Marchert |
0 / 5 |
11 Sep 2007 |
| On 11 Sep., 16:50, Luther <enown...@gmail.com> wrote:
> I haven't tried the tool. If it works with BCM records as well as
> Outlook's then I expect it is working through the Outlook object
> model(?).
Yes, it works with the OOM.
> If that's the case, then it will probably work for most
> scenarios, but may be too slow if a large number of records are
> changing.
That's relative.... |
| Mail Merging with User Defined Fields from BCM |
Luther |
0 / 2 |
11 Sep 2007 |
| On Sep 10, 6:18 am, emilberger <emilber...@discussions.microsoft.com>
wrote:
> That is correct.
>
> Microsoft wants you to go to word and do a mail merge for the one document.
> Which is quite combersome and a waste of time.
>
> There is a macro somewhere on this site to create a "Bussiness.Letter" using
> the marketing campaign. It works basically like the old create letter used
>... |
| Account View - Business Contacts |
whkratz |
0 / 4 |
11 Sep 2007 |
| Tim -- Oops! Yes, you are quite correct. I didn't read carefully back far
enough in the thread.
By the way, I have never experienced the problem that is actually under
discussion.
Best Regards.....Bill Kratz
"mrtimpeterson via OfficeKB.com" wrote:
> Bill,
>
> I understand this thread to be referencing the problem of the view display
> area within a single open Account... |
| edit form Business Project Dialog |
emilberger |
0 / 1 |
10 Sep 2007 |
| I am creating my Projects and need to add data (JOBNO) I can add the field
but Now I need to customize the layout of the form I am in......... |
| BCM 2003 - how to track correspondence and visits - etc |
Lon Orenstein |
0 / 2 |
10 Sep 2007 |
| Mkal3:
Check out our pinpoint Marketing tool. You can use that with BCM or
Outlook. It allows you to create drip marketing campaigns
and when it sends out the email, it will write a history to the BCM History
file, attached to the BCM contact, so you can see which message was sent to
which person on which date.
You could do a search for all the contacts in a City right from our... |
| cannot open records in BCM |
Lon Orenstein |
0 / 3 |
10 Sep 2007 |
| Lroberts:
Check out our pinpoint Marketing tool. You can use that with BCM or
Outlook, but not Access. It allows you to create drip marketing campaigns
and when it sends out the email, it will write a history to the BCM History
file, attached to the BCM contact, so you can see which message was sent to
which person on which date.
HTH,
Lon... |
| BCM 2007 > How many concurrent users |
Luther |
0 / 2 |
10 Sep 2007 |
| On Sep 7, 6:01 am, "gerdyz" <u37250@uwe> wrote:
> Did anyone try to share a BCM database hosted on an SQL Server by more than
> 10 or 15 people?
>
> I'm worried about the performance in this scenario.
> Thanks!
>
> gerdyz
It may work if the server is powerful enough, your data not too
complex (e.g. the number of history on opportunities that are also
parented by Business Contacts... |
| Field Chooser - add Initiated By column |
joesmith |
0 / 1 |
10 Sep 2007 |
| I'd like to use Field Chooser to change the view of my business contacts to
include the "Initiated By" field found in the source data for a business
contact. Where do I find that field to add it?
Thanks for the help.... |
| BCM 2007 > Sharing Database by more than 10 users |
gerdyz via OfficeKB.com |
0 / 1 |
09 Sep 2007 |
| Did anyone try to share a BCM database hosted on an SQL Server by more than
10 or 15 people?
I'm worried about the performance in this scenario.
Thanks!
gerdyz
--
Message posted via http://www.officekb.com... |
| Project Tasks disappear from To-Do List w/ 2-tiered grouping |
tsnider3 |
0 / 4 |
09 Sep 2007 |
| Agreed, it seems like something isn't right in the program.
--
tsnider
"Lon Orenstein" wrote:
> Hmmmm... this sounds like a bug. I can't think of a reason why it wouldn't
> work. Maybe the BCM Team guys can tell us if it's a known bug.
>
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon@pinpointtools.com
>... |
| Products and service items |
glen |
0 / 1 |
09 Sep 2007 |
| When trying to generate a report under the oportunites ...by product and
serice items....we are puzzled as to why we can't do an advanced filter on
the product or service list.....this field is not available. I also tryed
to find a link to the product and services table in Access thinking I might
be able to use Access to generate better reports.....couldn't find the
table....has... |
| Crash when doing anything with BCM in 2007 |
Luther |
0 / 1 |
07 Sep 2007 |
| On Sep 5, 11:28 pm, davision <davis...@discussions.microsoft.com>
wrote:
> I am sharing a BCM database between just two computers. No problems with it
> for 6 months at least. My partner's computer houses the database. I share
> it -- but also work offline often too.
>
> For some unknown reason, for the past few days, if I go to the Contacts pane
> and click on Accounts or Business... |
| business contact manager doesn't show up |
Lawsquest |
0 / 3 |
07 Sep 2007 |
| You have to enable them after you close out outlook them reopen outlook
then add them to the trust after you enable the add-inn
--
From irishlegal
"David TFS" wrote:
> I have loaded the program successfully yet the features do not appear in
> Outlook.
>
> After exploring for a while, I found something in the "Trust Center." This
> section is located on the Tools menu. Under... |
| Why BCM Contact and Standard Contacts |
emilberger |
0 / 5 |
07 Sep 2007 |
| I agree but any other address book for me would be a business one as I see no
advantage for having two different ones. I'd just make two business contacts
and never the other. I travel a bit and cannot be away from any contacts.
"Chad" wrote:
> One benefit (big one) is that my TREO 650 syncs to the Standard Contacts
> (2000 names) but my BCM contact database is over 7000 contacts... |
| Add a custom field to a default group? |
Scott S Sikora |
0 / 2 |
07 Sep 2007 |
| You cannot change in any way the fields that already exist and the only way
to add new fields is to use the customize form option which will add them
below the built-in data - there is no way to add the new fields inline with
the existing fields. Also, Parent is already in use so you will have to
choose another name for your field.
"joesmith" <joesmith@discussions.microsoft.com>... |
| BCM 2007 > Sharing 2 Databases on SQL Server |
gerdyz |
0 / 1 |
07 Sep 2007 |
| I need some help.
Can any one tell me if its possible to create 2 different databases on an SQL
Server to be shared by other people in my company.
I mean, I need 15 people to access to a database with comercial contacts, and
other 15 people to access to a database with administrative contacts.
All people will run BCM 2007 in their workstation and will access to bcm
database... |
| 1st time connecting to database- password |
BigLee |
0 / 5 |
07 Sep 2007 |
| OK, all of a sudden it wants to work. I tried accessing another shared file,
and for the first time it asked me for a password. Now BCM is working. I
don't know what changed, but I'm just glad i can use the dang program.
Thanks for your input.
"Luther" wrote:
> On Aug 31, 6:44 am, BigLee <Big...@discussions.microsoft.com> wrote:
> > ok, I added a password on my computer,... |
| Installation source for this product is not available |
Lisa Morgan |
0 / 1 |
06 Sep 2007 |
| Running MS Office Professional: Outlook 2003 with Business Contact Manager on
stand-alone desktop. No Exchange or Business Server.
I had to do a system recovery on my computer and afterwards transferred all
my applications back to the system from my old system. Outlook 2003 works
fine, but the BCM didn't load into my Outlook. I have the BCM database
backup in my new system as well,... |
| save business contact manager by company view. |
Duane |
0 / 1 |
06 Sep 2007 |
| When I change the view of my business contacts in Business contact manager to
organize by company, the view is not saved the next time view my contacts.... |
| How do I print Opportunity Detail/ History in a report? |
sheldon |
0 / 2 |
05 Sep 2007 |
| I have the issue. This goes for "accounts" also. I want to be able to
generated a report and select this field but can't seem to do so. Does anyone
know how to do this?
"Chad" wrote:
> I have a brand new system - MS Office 2007, SBS 2003, BCM. We are running a
> large database (6,000 customers) and i want to print an "opportunity report"
> but I want to include information that... |
| BCM/Outlook 2007 |
wanted-66 |
0 / 3 |
05 Sep 2007 |
| "wanted-66" wrote:
> Can I set BCM to only start for myself (administrator) and not for my
> childrens accounts (limited). When I set up their email accounts, BCM starts
> up too and creates a new database for each of them. They don't need BCM! If I
> try to disable BCM in their account settings I get a message syaing that it
> cannot be removed.
> Many thanks, wanted-66... |
| You're kidding me, right? |
Bob Heiney |
0 / 5 |
05 Sep 2007 |
| MS Outlook/BCM are so poorly written than it is hard to believe they came
from a major software engineering firm. They perform as if they were written
by a high school student working part time. They are shameful.
You can add powerful functionality to Outlook using:
http://www.software-solutions.co.nz/index.htm
With these add-ins, you won't need BCM at all.
Bob
"mrtimpeterson... |
| Outlook 2003 |
brandy |
0 / 1 |
05 Sep 2007 |
| For some reason each time I check the box "Leave a copy of message on server"
when I go back and take a look the box is once again unchecked. This is
preventing my mail from remaining in my in box on my ISP web mail. Can
someone provide a solution?... |
| Remove old BCM 03 data file after 07 updated |
Bob Day |
0 / 3 |
05 Sep 2007 |
| Actually, I discovered Windows Install Clean Up, a free download from MS,
that fixed that removed the MSDE instance.
"Luther" wrote:
> On Sep 4, 1:16 pm, Bob Day <Bob...@discussions.microsoft.com> wrote:
> > Windows XP, upgraded from Officce pro 03 with BCM to Office Enterprise 07
> > with BCM..
> >
> > After the upgrade, the instructions were to remove the old MSDE database
> >... |
| i need help sending |
frogg |
0 / 1 |
05 Sep 2007 |
| --
hi... |
| MSSMLBIZ is not holding BCM data |
Luther |
0 / 1 |
05 Sep 2007 |
| On Sep 4, 1:36 pm, Bob Day <Bob...@discussions.microsoft.com> wrote:
> Upgraded from windows xp office pro 03 with BCM to office ent 07 with bcm on
> single user laptop
>
> The following is listed as an instance for SQL Express, if I disable it, I
> no longer have access to my BCM contacts in Outlook O7
>
> SQL Server (MSSMLBIZ)
>
> However, when I upgrade from 03, I was using a BCM... |
| BCM Message: 'This item type has reached its limit of 40 user- |
Luther |
0 / 2 |
05 Sep 2007 |
| On Sep 4, 12:34 pm, Manny <Ma...@discussions.microsoft.com> wrote:
> Do you mean to tell us that there's no way to change any fields?
>
> Can information be cleared off an inactive field then changed the field
> properties to re-use persay?
You can delete and reuse custom fields.... |
| Outlook Web Access |
Luther |
0 / 2 |
05 Sep 2007 |
| On Sep 4, 11:24 am, naive14 <naiv...@discussions.microsoft.com> wrote:
> I use Outlook Web Access to access my work email remotely. Is there an update
> or option to allow access (R/O or R/W) to my BCM data ?
No.
Based on earlier discussions here, it's up to Exchange/OWA to decide
to support BCM. The more Exchange customers ask for BCM support, the
likelier it is to happen.... |
| BCM on SQL is very slow on SBS |
jwnparadise@gmail.com |
0 / 2 |
05 Sep 2007 |
| On Aug 21, 10:18 am, Rod <R...@discussions.microsoft.com> wrote:
> I convinced a group of 6 people to share a bcm database on our small business
> server. I'm using sql express on the SBS until I can install r2.
>
> I have noticed a considerable speed issue on computers since installing the
> shared BCM. I've bumped the laptops to 2gb of ram to handle it but it's still
> slow. Furthermore... |
| Group Email ISP Limit of 20 |
Pete |
0 / 1 |
05 Sep 2007 |
| Hi
I want to send a regular Marketing campaign email to my customers (300+) in
3 states. I have defined them as "Resellers" in BCM catagories. My ISP only
allows me to send a group email to up to 20 business contacts per group
mailout.
I can run an advanced filter to pick up the Reseller catagory, State,
Reseller Status (either a,b or c) but I need to split the results into... |
| geting a report to include company |
Br. Vincent |
0 / 1 |
04 Sep 2007 |
| There are two actions that need to occur for for your request.
GoTo Tools > Options > Contact Options > Click on [Last, First]
And select Your Arrangement here.
Cards that were made prior to this change must be changed manuelly, (sorry).
I hiope this is helpful
"rowska" wrote:
> How do i get a report to include the company instead of the name first.... |
| Company Name Default |
naive14 |
0 / 1 |
04 Sep 2007 |
| Each Business Contact has a "Company Name" field. Can not BCM automatically
fill this in with the "Account Name" that this business contact is linked to
or do I have to fill this in for every contact ???... |
| How do you import Act 2006 8.0 into business contact manager? |
Luther |
0 / 1 |
04 Sep 2007 |
| On Sep 3, 6:16 pm, Larry M <Larry M...@discussions.microsoft.com>
wrote:
> I am having difficulty trying to import act 2006 8.0 into business contact
> manager. Is there a fix for this?
Depends on the problem.
The most recent ACT import module should work with most data, with the
exception of data types that changed with ACT 8. And if the import
module finds one of those differences... |
| In form editing and right click |
MicheleO |
0 / 1 |
03 Sep 2007 |
| Thanks all, for all the info on customizing forms. Somehow in the process of
setting certain views (successfully), I did exactly what you are not supposed
to be able to do as below - customized the list of Buisness Contacts in an
Account form. I now have only a phone and an email field in that list - even
the button for assigning the primary contact is gone. I've looked at every... |
| Backing up files in MS Outlook |
Scott Free |
0 / 3 |
03 Sep 2007 |
| Luther,
I tried the url you listed however it would not page up. Is there a simple
way to copy contacts, folders in ms outlook as a backup? this is ridiculous!
"Luther" wrote:
> On Sep 2, 11:54 am, Scott Free <Scott F...@discussions.microsoft.com>
> wrote:
> > I exported my contact list in MS Outlook in .pst format as suggested in the
> > Help Section of Outlook. Seemed very... |
| Synchronizing BCM 2007 Projects and Tasks with Windows Mobile 5.0 |
Luther |
0 / 2 |
03 Sep 2007 |
| On Sep 2, 3:52 pm, BrianS <Bri...@discussions.microsoft.com> wrote:
> I am currently evaluating BCM 2007 and have created a lot of projects and
> associated tasks. It would have been nice to import Outlook tasks into BCM,
> but that's another issue. Now I've made all these BCM projects and tasks and
> they don't synchronize with my WM5 PPC even after installing the BCM for WM5
> on my... |
| Report Feature in BCM 2007 |
Luther |
0 / 2 |
03 Sep 2007 |
| On Sep 1, 7:08 pm, locs <l...@discussions.microsoft.com> wrote:
> I like the report feature in BCM 2007 which allows you to generate a report
> displaying business contacts that meet choosen criteria. My original
> intention was to create a custom form in BCM 2007, enter in client
> information, and be able to generate sublists via the report feature.
> However, I can't customize the... |
| Appointments in To Do Bar |
slimpickens |
0 / 3 |
01 Sep 2007 |
| Luther - sorry... I do not quite understand...how do I get to
microsoft.public.outlook??
"Luther" wrote:
> On Aug 29, 6:32 pm, slimpickens
> <slimpick...@discussions.microsoft.com> wrote:
> > Lon Orenstein very nicely pulled me off the ledge and helped me to synch
> > desktop to laptop (on a home wireless network) by including the appropriate
> > .pst file. Not perfect but... |
| Copy mailing text to clipboard |
Bob Day |
0 / 1 |
01 Sep 2007 |
| Office ent 07 ...
In a BCM Busines Contact, is there an easy way to copy text to the clipboard
information held in various fields, such as a complete mailing adress (name,
address, city, state, zip)? I remember this in Goldmine version 1, and it is
very handy.
You can copy the business card in BCM to the clipboard, but it is a non
editable image.
Thanks!
Bob... |
| One more question for you, regarding CONTACTS and CALENDERS |
Lon Orenstein |
0 / 1 |
01 Sep 2007 |
| As strange as it sounds, this is hard to do in Outlook and BCM. The way I
do it is in the Subject of the event -- "Meet with Pat Sullivan at
Starbucks" (or put Starbucks in the Location field). It's a few more
characters of typing but it's not ruined my life, so far. I always start
from the BCM Contacts list and right click, then choose Create, New
Appointment for Business Contact... |