| Thread | Last Author | Messages
read/total | Date |
|---|
| BCM/Word Mail Merge |
P Fruin |
0 / 1 |
07 Jan 2008 |
| Trying to do mail merge with BCM. In Word, clicked the Start Mail Merge
button, then the Select Recipients button, then chose Select from Outlook
Contacts. I then get a dialogue box stating “Unable to obtain list of tables
from the data source.”! Any suggestion on how to correct this?... |
| Import Product List |
Ri |
0 / 1 |
07 Jan 2008 |
| Hi, I'm a user of Outlook 2007 & BCM 2007
Considering any Opportunity is related with a file of products/services, in
the BCM roadmap MS thinks to include ODBC connection?
--
Regards
Ri cardo
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the... |
| I want BCM but have Office 2007 Enterprise Edition... |
mgray234 |
0 / 1 |
07 Jan 2008 |
| I have the Enterprise Edition of Office 2007 loaded on my PC and have the CDs
though there is not a Business Contact Manager install option that I can
find. How can I get BCM 2007 to go along with Outlook 2007 that I am using
presently?... |
| Logos in email signature convert to attachments or box with red x, |
cmgah |
0 / 1 |
07 Jan 2008 |
| I created the email signature w/business logo attached and it on occasion
comes back as attachments or just a box with red x in it...either way, the
logo is not embedded in the signature. How do I fix that?... |
| Export from BCM 2007 to Excel documents |
Cheryl |
0 / 3 |
07 Jan 2008 |
| Thanks - will try this option.
--
Cheryl
"Sat" wrote:
> Hi Cheryl,
>
> Did you use the Import Export wizard of BCM 2007? Go to File --> Import and
> Export --> Business Contact Manager for Outlook
>
> Choose .csv option while exporting.
>
> -Sat
>
> "Cheryl" wrote:
>
> > I am trying to export data from my Accounts and Business contacts via a mail
> > merge... |
| SQL Max Memory Defined |
Ed Marmon |
0 / 2 |
07 Jan 2008 |
| nice post
=?Utf-8?B?Sm9hbg==?= <geekette@joanmitchell.net.(donotspam).> wrote in
news:08E855B0-EFDA-4246-AE65-FC3EE9CA6982@microsoft.com:
> Many users report problems with SQL Express taking over memory on
> their systems and I have also experienced this. Much research over
> several days finally provided instructions on setting the Max Mem in
> SQL Server Express. Here are my... |
| BCM will not load and start |
Kajay |
0 / 5 |
07 Jan 2008 |
| Hi
Have downloaded the BCM updates from your web site. This time it worked
when created a new database.
However, I now I get the error message "The information store could not be
opened"????
So it still will not let me use it. Do not get any menu options for it either
"Sat" wrote:
> Hi Kajay,
>
> That message shows up in the following scenario:
>
> 1. You have a... |
| Dependant tasks. |
Sat |
0 / 2 |
06 Jan 2008 |
| Hi max maraj,
This is not currently supported. Thanks for the suggestion. This will be
discussed for future versions.
-Sat
"max maraj" wrote:
> Is there a way to get have project task dependant on each other.
> (project server is just too big to conquer)
> I am using pinpoint tools to create my (long list of) project tasks
> which works great.
>
> Thanks
> Max.
>... |
| New-Open Account Button Disabled in BCM |
Luther |
0 / 2 |
06 Jan 2008 |
| ... |
| SQL is Taxxing my Computer! |
Joan |
0 / 1 |
06 Jan 2008 |
| Jeff:
See my new post dated 1/6/2008 on setting max memory in SQL,
Ssubject Line: SQL Max Memory Defined
Joan
"Jeff" wrote:
> Every time I open Outlook with BCM, SQL Server starts automatically and
> dominates my computer CPU usage and RAM. In addition, it causes my computer
> to run hot which makes the fan run relentlessly! It's gotten to the point
> where it actually causes... |
| View which messages have been or have not been linked |
mduijkers@gmail.com |
0 / 1 |
06 Jan 2008 |
| Dear fellow bcm users,
is there a way to see in my *inbox* (or any other folder) which mails
I have processed by linking to their appropriate projects and which I
have still to process/link?
Currently my view contains:
from;subject;received;size;categories;flag
I would like to add a column "linked to" in that view. How do I do
that?
Michiel... |
| Error installing Business Contact Manager |
Kevin Carlson |
0 / 8 |
06 Jan 2008 |
| I think I've found a solution to our problem, Kesh. It's a little involved,
but not terribly technical.
Start by starting the Task Manager (easiest to use Ctr/Alt/Del and selecting
Task Manager from the list of options). Once you're in Task Manager, click
on the Services Tab. In the lower right corner you'll see a "Services"
button. Keep this windows upen during the next step.... |
| Pocket PC software |
Joan |
0 / 3 |
06 Jan 2008 |
| Jen,
I installed Pocket Mirror Pro v.2.2.2 from Chapura. It was flawless and
syncs BCM Contacts as well as Outlook Contacts, plus some other files and
programs. The customer support is also excellent. Retails about $50 and I
got a discount as a repeat customer, even tho my previous purchase was over 5
years ago.
Joan
"Jen" wrote:
> I'm wondering what pocket PC software would... |
| How can you track multiple items ordered per client |
Lon Orenstein |
0 / 1 |
06 Jan 2008 |
| JudyK:
You could use Opportunities and consider each Opp an order. Or, just have
one Opp per contact and add each bottle to that same Opp. Or, you could
integrate with Office Accounting and track each invoice, but then you'd need
to have each contact be an Account instead of a Contact because that's how
Accounting works. Or, you could get Microsoft's Point of Sale program and... |
| How to send out a distribution list in BCM 2007 |
Lon Orenstein |
0 / 2 |
06 Jan 2008 |
| John:
Check out Search Folders. You can specify criteria that will create a
dynamic group in the Search Folder. Every time you want to send out an
email blast, just use the contacts in the Search Folder.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager... |
| Printing Labels |
bobk |
0 / 3 |
05 Jan 2008 |
| Colleen
I use the Alladin label/envelope add-on which works great with BCM. You just
sort by category, then select all of the contacts in the category (use
shift key) then print.
"Sat" wrote:
> Hi colleen,
>
> Can you please explain what you mean by "category"?
>
> -Sat
>
> "colleen" wrote:
>
> > Is there anyway to print labels for an entire category within BCM?... |
| Lookup of Multiple Contacts from Tasks |
Bob Patterson |
0 / 1 |
05 Jan 2008 |
| Hi All,
Hoping that someone can help. In ACT!, I had created activities for
contacts, I could see the activities for a particular day, would do a lookup
the contacts associated with the activities & then would do email blasts.
So now my question is: How do I select a group of contacts based upon a
selection criteria that is a series of tasks?
Thanks
--
Bob... |
| BCM Consultants Required |
Kinolmontie |
0 / 1 |
05 Jan 2008 |
| Hello, are there any BCM consultants covering Surrey/Sussex UK out there, if
so please make contact.
--
Thanks for any help given, Kindest regards, Kinolmontie... |
| Integration with MOA |
Kinolmontie |
0 / 7 |
05 Jan 2008 |
| Hi Luther
Thanks, I will keep using/learning as I go, does anyone now of a BCM
consultant in the Surrey/Sussex areas of the UK, if so please reply with
contact details?
--
Thanks for any help given, Kindest regards, Kinolmontie
"Luther" wrote:
> On Jan 3, 3:00 am, Kinolmontie <Kinolmon...@discussions.microsoft.com>
> wrote:
> > Hi Luther, I assume I did integrate when I... |
| BCM and Caller ID |
Stage Lamp |
0 / 1 |
05 Jan 2008 |
| Is there a way to utilize caller ID with teh business contact manager.
I was hoping that if a call comes in that is already a contact then teh
contact information would appear.
If the caller ID is not matched then I would have the option of adding a new
Business Contact at that time... |
| BCM2007 Customizable Forms |
JimA |
0 / 1 |
04 Jan 2008 |
| Is this done in the developer tab once you are in a form i.e. new
opportunities?
Can someone be hired to do this?
"Suren" wrote:
> Yes, you can customized the forms in BCM 2007 and also you can add new tabs to existing forms
>
>
> Suren
> Email: v-2snath@mssupport.microsoft.com
> Sr. Tech Support Engineer
> Ph: 425-635-3106 EXT: 68338.
> Working Hours (1pm - 10 pm... |
| contact manager and act |
Lon Orenstein |
0 / 2 |
04 Jan 2008 |
| Baker:
Check out my eBook -- Moving from ACT! to Business Contact Manager. You'll
get a good idea of what life is like in BCM-Land.
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... |
| Who can I call for questions on Business Contact Manager? |
Lon Orenstein |
0 / 3 |
04 Jan 2008 |
| Thanks SG! Call us - we can help!
Please consider us a resource and let us know how we can support you.
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... |
| indexing BCM content |
Ed Marmon |
0 / 1 |
04 Jan 2008 |
| ms desktop search indexes bcm content.
is there any other product that is cetified, or that is atleast known to
work with bcm to indexcontent? ( like X1 Search or google desktop search) ?
thanks... |
| Unwanted reminders in Outlook 2007 BCM |
Greg Latiak |
0 / 6 |
04 Jan 2008 |
| I agree. I installed this in the hopes that it would reduce the number of
different tools needed to run my consulting practice. But the continuing
irritation of the uncontrollable reminders convinced me that this was one
'aid' that I did not need. It looks helpful, superficially, but getting
harrassed over and over again is something I have no time for. SO regretfully
I removed it... |
| emailing business contacts; recipient can't see source info..why? |
Daria |
0 / 1 |
04 Jan 2008 |
| When I email business contact info (the card and file), the recipient is
unable to see source information and note information. The trouble is that I
WANT them to see it. Does anyone know how to make this happen. I am getting
frustrated!!!
Many thanks,
Daria... |
| business contacts manager, says not compatible with version of wi. |
Luther |
0 / 2 |
04 Jan 2008 |
| ... |
| Wrong Currency displayed in Business Contact Manager |
Luther |
0 / 4 |
04 Jan 2008 |
| ... |
| my e-mails from good contacts are being placed in spam quarantine. |
Rich |
0 / 1 |
04 Jan 2008 |
| ... |
| Account added by one user is not visible to other users |
Laura Barber |
0 / 4 |
04 Jan 2008 |
| Thank you. I will check your suggestions and let you know what worked. I'm
pretty sure the database is already shared.
Best,
--
Laura Barber
"Laura Barber" wrote:
> Hello,
> We converted ACT! contacts to BCM for a customer and they are all up and
> running. Everyone can see all the converted contacts. However, a user added
> a new contact, and the other users are not... |
| Mailing Lables |
pat |
0 / 4 |
03 Jan 2008 |
| "Anjaconda" wrote:
> Hi all,
>
> is it possible to print mailing labels out of the business contact manager
> after i entered the mailing address. So far i always copy it into word to
> print my mailing lables. It would be great if there was a way to do it right
> out of outlook.
>
> -Anja... |
| New contact card freezes as it saves & closes |
Sat |
0 / 2 |
03 Jan 2008 |
| Hi Charente,
Can you go to the Microsoft Update site and check for BCM V2 updates?
If that does not answer your question, just try configuring BCM on a new
Outlook profile to see if that solves the problem.
-Sat
"Charente" wrote:
> I have just had to reinstall my Outlook and Business Contact Manager due to a
> hard drive failure. I have Outlook 2003. I have managed to recover... |
| BCM "Projets" should share the same data as MS Accounting "Jobs" |
Stellarblue153 |
0 / 1 |
03 Jan 2008 |
| BCM "Projets" can track communications pretty well in Outlook, but they link
to "Jobs" in MS Accounting 2007 Professional. Why? They are essencially serve
the same purpose.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not... |
| Designing form - BCM unable to initialize |
Knot2Brite |
0 / 5 |
03 Jan 2008 |
| Hello Sat,
I have learned yet another computer term, thank you.
With BCM loaded into Outlook automatically-tools>forms>design a form>look in
Personal Library, select Biz Contact and up it comes. The first page (tab) is
grayed out and has the unable msg. The tabs are "normal" and there are five
or six.
If I choose the forms>choose form I end up in the same place with the same... |
| Importing contact history items... |
jgrif08 |
0 / 4 |
03 Jan 2008 |
| TJ - In My Documents I see three items relating to BCM. I see a Folder
called 'Business Contact Manager' but there is actually nothing inside of
this folder (I think it may be one I created for some reason but never used).
Other than that I see two text documents called BCM_impexp and BCM_cusomer
respectively...
am I in the right place here?
If so, I'm not totally clear on how... |
| Database Admin Tool can't handle other local then en-US... |
Luther |
0 / 3 |
03 Jan 2008 |
| ... |
| Remote access to BCM |
Luther |
0 / 3 |
03 Jan 2008 |
| ... |
| Office 2007 Business Contact Manager - System Speed |
Luther |
0 / 4 |
03 Jan 2008 |
| ... |
| Act! Quick Copy |
Bob Patterson |
0 / 1 |
03 Jan 2008 |
| Hi Gang,
Finally migrated from Act! to BCM 2007. In Act! we could click on the
contact form & press Control C and then be able to Paste into an email, or
other application the basic data from the contact - useful when requesting a
quote from a principal. Is there any way to do this in BCM?
Thanks
--
Bob... |
| SQL is Taxxing my Computer! |
Sat |
0 / 1 |
02 Jan 2008 |
| Hi Jeff,
How large is your BCM database? I mean business contacts, accounts etc...
-Sat
"Jeff" wrote:
> Every time I open Outlook with BCM, SQL Server starts automatically and
> dominates my computer CPU usage and RAM. In addition, it causes my computer
> to run hot which makes the fan run relentlessly! It's gotten to the point
> where it actually causes Outlook (and other... |
| Outlook 2003 opens with a business contact manager error |
Sat |
0 / 4 |
02 Jan 2008 |
| Hi twocapns,
What caused BCM to end up in this state? Is it just installing BCM on top
of Outlook? or did you do any other action? Can you please mention the exact
steps?
-Sat
"twocapns" wrote:
> Thank you for the response. I have XP Pro. I finally uninstalled BCM and now
> Outlook works correctly, but no contact mgr. I did create a new profile and
> still got the error.... |
| BCM2007 suddenly can't autolink old messages to Contacts |
Sat |
0 / 2 |
02 Jan 2008 |
| Hi Deancon,
1. Is the e-mail address in the contact valid? If the e-mail address is
invalid, none of the e-mails will show up in the history of the business
contact.
2. If it is valid, is e-mail auto-link disabled by any chance?
3. If you open a new business contact, by default, email autolink button is
disabled until you save the contact.
-Sat
"Deancon" wrote:
> All of... |
| Integration with MOSS 2007 |
Luther |
0 / 2 |
02 Jan 2008 |
| ... |
| Installing BCM on Outlook 2003 on Vista 64 |
Luther |
0 / 2 |
02 Jan 2008 |
| ... |
| BCM 2003 - After Wipe & Reload of System, Unable to Restore dB |
SEFreeze |
0 / 3 |
02 Jan 2008 |
| 1) Haven't tried to create a new BCM database. Can I do that & then import
the old data??
2) Yes, for some of the files.
3) I'm not sure how to do that. Does that use osql??
--
Thanks in advance
Steve
"Sat" wrote:
> Hi SEFreeze,
>
> Can you create a new BCM database?
> Do you also have the ldf files for those databases?
> Can you open the mdf files in SQL Server without... |
| I need some consulting on OutLook Business Contact Manager |
braveheartaz |
0 / 1 |
02 Jan 2008 |
| We're looking for what I'm guessing is a handful of hours of help setting up
a CRM effort using OutLook 07 Business Contact Manager. Client is reasonably
tech-savvy, but wants to save some time.
If you think you can help please contact me or my client:
hamilton@doubleyoursales.com (me)
shannon@proactionmedia.com (the client)... |
| Customize Form Greyed out |
joesmith |
0 / 1 |
02 Jan 2008 |
| I figured it out. You need to be logged on as the user who created the
database.... |
| Need custom opportunity stages |
Anthony |
0 / 3 |
02 Jan 2008 |
| Lon,
Thanks for the suggestion. That's what I was thinking but then how do I
filter out what stage data for specific opportunity types? I don't want to
have to duplicate every report and dashboard view for the unique types of
opportunities. I am a long time Act user and I am almost ready to make the
switch but this is something I need to figure out before I do. Thanks again!... |
| ACT! grouping to BCM |
Tricky7 |
0 / 2 |
01 Jan 2008 |
| Hi
I use to use ACT 6 for several years before changing to BCM 2007, here's
what I found works for me with grouping.
while it's not the same as ACT, you can use the Contact Rating dropdown box,
or the Area of interest dropdown box to add additional groupings to your
contacts.
Edit the dropdown list to suit.
Go to View - current view - define views. the current view organizer should... |
| Hide mail associate to Opportunity |
Luc |
0 / 3 |
01 Jan 2008 |
| I would like to setup some kind of filter that each time i associate a mail
to an opportunity or project it will be hide in my inbox.
By changing the display view i could see all of them.
Something similar to hide "read message"
"Sat" wrote:
> Hi Luc,
>
> How are you hiding mails if they are not linked to an opportunity?
>
> -Sat
>
> "Luc" wrote:
>
> > Hi all
> >
>... |