| Thread | Last Author | Messages
read/total | Date |
|---|
| automated tasks in opportunity - or projects for that matter! |
Lon Orenstein |
0 / 7 |
07 Feb 2008 |
| Nope -- it's VBA -- Visual Basic for Applications. Click on Tools, Macro,
Visual Basic Editor. It all happens from right there.
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... |
| BCM not displaying |
Grace L. Judson |
0 / 2 |
07 Feb 2008 |
| Yes - you can download it from the Microsoft website.
I remember having to very seriously HUNT for it last time I needed to
download it, which would have been some time ago. When Office 2007 came
out, they hid a lot of the add-ons for earlier versions of Office.
Try digging around on the Microsoft site and see if you can find it. Sorry
I don't have a direct link - I can't find it... |
| Printing |
Jeremey |
0 / 1 |
06 Feb 2008 |
| Is their a way to print a "lead sheet" in BCM? I run a business where I hand
out leads to my salespeople on paper. I need to be able to print the lead
sheet in a customized form, or at least be able to list the data on the
printed sheet that I need. For example, cusomers info, numbers, and
appointment times and dates.
----------------
This post is a suggestion for Microsoft,... |
| ACT2006/V8 Conversion to BCM |
Lon Orenstein |
1 / 1 |
06 Feb 2008 |
| svrep:
I'll answer your questions by number:
1. The conversion from ACT to BCM supplied by MS has two big problems --
the date of the notes gets changed to the date of the import, and a Call
scheduled for the future gets entered as a Phone Log in history instead of a
Task. The best conversion is done by www.act-to-bcm.com but they're pricey.
That said, given how much your data... |
| HELP! Marketing Campaign Snags (you have this problem too) |
joesmith |
0 / 4 |
06 Feb 2008 |
| Addendum: In #6 below, you can use the Email_3 field for the email dummy
account name so as to not interfere with the real email address.
"joesmith" wrote:
> I FIGURED IT OUT! YAHOO!
>
> Here's my solution for using the Mailing Address and recording in each
> business contact’s history the print letters sent as part of a marketing
> campaign.
> 1) Select the business... |
| Customization |
Kim |
0 / 3 |
06 Feb 2008 |
| >
>
> "coiliawi80" <coiliawi80@discussions.microsoft.com> wrote in message
> news:AE2C4E97-E1B0-41F8-A249-108BB7EACC44@microsoft.com...
> > One of the custom fields that you are able to add for a contact is a date.
> > How do you get these custom fields to link to your calendar? If I add a
> > significant date in one of my lead's lives, then I sure want that to be
> > automatically... |
| Possible to create VBA macro to link multiple Emails to a project? |
Infinity306@gmail.com |
0 / 1 |
06 Feb 2008 |
| It would be nice if i could select multiple emails and click on a
macro that would link them all to an account,contact or project that I
select.. since you can't do this with the link email to record
button.. would also be nice if emails could be autolinked to a project
without being linked to subject as well. or be able to change the
subject?
anyone know if either is possible? I saw... |
| Categories in Outlook 2007 |
Grace L. Judson |
0 / 1 |
06 Feb 2008 |
| Hi!
I've upgraded to Office 2007, and I notice that all my categories are gone
from the master list.
If I open an existing business contact that had a category, it's still
there - but it's marked as not being on the master list.
The Microsoft Help documentation seems to indicate that the master list
*should* include the categories I had created under the old version of
Business... |
| SQL Server Problem |
P Fruin |
0 / 1 |
06 Feb 2008 |
| I have a Vista operating system and am using Office 2007 with Outlook 2207 w/
BCM. I had turned my User Account Controls off and when I turned them back
on, I get a message saying that the SQL Server is not running. Help gives a
work around that basically requires me to get the name of the MSSMLBIZ
Account and then enter it in BCM permissions via a detailed process. My
problem is that... |
| Changing fields for a selection of Contacts |
Coastcard |
0 / 1 |
06 Feb 2008 |
| Hi,
I have just moved from ACT! with a database of circa 30,000 records. In
order to enter some of the fields such as Do Not Call, for which I had an ACT
TPS field flagged, I would like to select a range of records from a list and
change this field in all of them without having to open every individual
contact.
There are a number of fields I have like this, such as setting what was... |
| BCM 2003 shared database |
Oliver Brenscheidt |
0 / 3 |
06 Feb 2008 |
| ... |
| Files with the .sbb and .bcm extension |
Richard |
0 / 1 |
06 Feb 2008 |
| By default, BCM backup files are saved with the .sbb extension in the my
documents folder also if I export a contact database to my desktop for
example it is saved with the .bcm extension my question is: How do you open
files with these two extensions?... |
| Import Accounting Data |
Eday tech |
0 / 1 |
05 Feb 2008 |
| I run OAP2007 and Outlook w/BCM 2003. I setup a link between the 2 then
imported my contacts and accounts. It works nice. Then for no reason all of
my contacts in BCM disappeared! I try the Import Accounting Data again and
nothing! If I enter a new customer in OAP the import in BCM imports this new
customer, but not any others. How can I get all of my customers to import?... |
| Download from online directory |
Allie |
0 / 1 |
05 Feb 2008 |
| I am managing telecommunications for my company. Right now I am trying to
make better use of our intranet and employee directories. I update a sql
database which displays on a webpage the most current info. Since employees
and information change so quickly, it would be nice to allow for downloading
that info directly into Outlook. (Which in turn would update their PDAs) I
have been... |
| Can't install BCM |
timdeg |
0 / 1 |
05 Feb 2008 |
| Then it tells me it has a setup error, and has me look for
"MBSsetuptmpEE4D.log", of which this file doesn't exist. Anyone have any
ideas?... |
| can't install BCM |
timdeg |
0 / 3 |
05 Feb 2008 |
| I get the following error : Then it tells me it has a setup error, and has me
look for
"MBSsetuptmpEE4D.log", of which this file doesn't exist. Anyone have any
ideas?
"LT" wrote:
> I'm trying to install my BCM 2007 but I get the following error message.
> Any suggestions?
> Thanks
> LT
> -------------------------------------------------------
>
> Microsoft SQL Server 2005... |
| BCM - Vista - Office 2007 - Norton - No communication |
Luther |
0 / 2 |
05 Feb 2008 |
| ... |
| BCM could not complete last action or actions |
Emilio |
0 / 9 |
05 Feb 2008 |
| Hi jasue ,
I had the same problem and mine was just disabled! I clicked on the help and
seleted the disabled items and enabled bcm restarted outlook now OK.
hope you found the answer for yours already, if you wouldn't mine let me
know.
Chao!
Emilio
"jasue" wrote:
> I'm getting this message that says BCM for Outlook could not complete your
> last action or actions.... |
| Folder and group |
Ulf |
0 / 1 |
05 Feb 2008 |
| I have a problem to create a new folder under account or contact in business
contact manager. I have contacts and projects in two companies and do not
want to mix them in the same folder. Is there a simple way to divide the
contacts without creating a second database?
What does it mean to create a new group? What kind of info goes into this
area?
Anyone?
Thanks in advance... |
| open "business contact manager" port in ISA server |
Shiranui |
0 / 1 |
05 Feb 2008 |
| Hello,
I installed outlook with business contact manager in one of our server and I
can share the data within our network. Now, I want to share it to our clients
or staffs that are not in our network area where the connection must be
passing through the ISA server 2006 within our network.
Can anyone tell me how to configure the ISA Server 2006 so that people can
access it from... |
| Product input not saved on Opportunity form |
Mic |
0 / 2 |
04 Feb 2008 |
| I installed Service Pack 3 and it now works
"Mic" wrote:
> When I am inputing the forecast product sales on an opportunity form in BCM
> for 2003, when I save the form the product data is preserved on some
> opportunity records but not on others. On records that won't save the product
> info, changing the amounts doesn't seem to matter. On records where it works,
> I can edit the... |
| Business Contact Manager is blocking access to Outlook ... Hel |
marj |
0 / 3 |
04 Feb 2008 |
| How do you uninstall Business Contact Manager from Outlook 2003?
"Luther" wrote:
> On Dec 30 2007, 5:40 pm, Raider 76 <Raider
> 7...@discussions.microsoft.com> wrote:
> > I can no longer get into Microsoft Outlook. I keep getting an error message
> > stating that Business Contact Manager has encountered a problem and needs to
> > close. I close and try to re-start, but simply keep... |
| Automatic Reminders |
PCAssistNW |
0 / 1 |
04 Feb 2008 |
| Hello,
I am new to Outlook with Business Contact Manager, but I can't figure out
how to set this up. Basically, after I do business with someone I want a
reminder to contact them after a week or so for follow-up. I would like this
to happen automatically. Will BCM will do this? If so, can someone tell me
how to set this up?
Thanks!
Jim R.... |
| Close date & time |
turk54 |
0 / 1 |
04 Feb 2008 |
| Is there a way to modify the time associated with the close date? When I
create an opportunity, I can set the close time, but can not set the time .
However, the time defaults to the time of day that I created the opportunity
and displays on the list of opportunities. Thanks in advance for your help.... |
| store data on D drive |
Lon Orenstein |
0 / 2 |
04 Feb 2008 |
| Themurf:
Download SQL Management Studio Express and it will allow you to Detach the
BCM db from its C:\ location and move it to somewhere else, then Reattach.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from... |
| Shared database |
Lena |
0 / 1 |
04 Feb 2008 |
| I have two computers in my office and had someone set us up to "share"
outlook info. However, the second computer cannot "link" emails to accounts,
halfway defeating the purpose of sharing. Can anyone offer any suggestions?... |
| Is there any way to syncronize outlook between a pc and 2 notebook |
Lena |
0 / 2 |
04 Feb 2008 |
| I had this done by www.itokhelp.com, with something called Himachi. However,
the 2nd computer is unable to link emails, which pretty much defeats 1/2 the
purpose of sharing. I'm looking for a solution, which is why I'm here now.
"John" wrote:
> I'm looking to see if there is any good way to sync a desktop computer and
> two notebooks remotely. They are all running outlook with... |
| "Contacts" vs "Business Contacts" |
Lena |
0 / 3 |
04 Feb 2008 |
| I use Contacts for my personal database, Accounts for my clients, and
Business Contacts for my vendors.
"Lloyd L." wrote:
> I just loaded Outlook 2007 w/Biz Contacts Manager. If I'm adding information
> to BCM, why do I need the lesser "Contacts" section? It seems redundant to
> have two sections for saving data. What am I missing here? How do most people
> use this?... |
| install BCM fails on installing SQL Server 2005 Express |
Luther |
0 / 4 |
04 Feb 2008 |
| ... |
| business contacts manager help |
leeuniverse |
0 / 5 |
03 Feb 2008 |
| Actually.... I was actually asking the dumb question. Sorry I wasn't as
clear there.
Nothing wrong with your question.
"leeuniverse" wrote:
>
>
> "Luther" wrote:
>
> > On Jan 24, 3:20 am, hermotmenee
> > <hermotme...@discussions.microsoft.com> wrote:
> > > When I loaded Microsoft Office Professional Plus Edition 2007 to my computer
> > > it went just fine. But, when I... |
| Syncronizing Business Contact Manager Contacts with Outlook Contac |
Chris |
0 / 3 |
03 Feb 2008 |
| In outlook 2007 and earlier, there is no automated way to sync outlook
and BCM contacts. Most people prefer to keep their contacts separate
(usually leaving personal contacts in Outlook, and using BCM only for
businesss and professional contacts).
Chris [msft]... |
| Small Business Server 2003 R2 and BCM problem HELP |
Chris |
0 / 3 |
03 Feb 2008 |
| Dennis,
No, you do not need Office installed on the SBS server. Please do read
the white paper Sateesh linked to. If you are on a workgroup, make
sure all the users have the same account name and passwords on both
their own machines and the server.
Chris [msft]... |
| Reports with customized fields |
Chris |
0 / 2 |
03 Feb 2008 |
| There is no report that shows exactly what you want, but you can get
this information in several ways.
The easiest is probably to show the custom field you've added in the
Business Contacts view:
1. From the Business Contacts view, right-click on the column header
and select Field Chooser
2. In the drop-down at the top, select "User Defined Fields in
Folder" (I know, this is completely... |
| Marketing Campaign |
chrishey@microsoft.com |
0 / 1 |
03 Feb 2008 |
| Are you still getting this problem? We'll need more information...
- What version of BCM are you using? And have you applied all patches
from Microsoft Update?
- Are you seeing the issue only on launching a marketing campaign?
- Can you send a marketing campaign to just a single recipient?
You can also send directly to chrishey_____at______microsoft.com.
Thanks,
Chris... |
| BCM Contacts Issues |
Jeeslawees |
0 / 1 |
02 Feb 2008 |
| To MSft folks. The Business Contacts section of Outlook 2007 w/BCM has some
odd behavior or missing features (in my opinion).
Searching:
- It will NOT FIND ANY matching field entries that are drop-down list entries.
- The real time auto hi-liting feature does NOT WORK (it does for Contacts
but not Busi Contacts). You must click the magnifying glass to execute the
search.
- Even... |
| Importing Data Into Outlook 2007 BCM User-Defined Fields |
Leonard.Smith |
0 / 1 |
02 Feb 2008 |
| Is it possible to import data into the user-defined fields in BCM/Outlook
2007? Can the import utility be used, or can the database be updated with a
SQL update query?
Can anyone point me toward the instructions on how to do it?
Many thanks,
Leonard... |
| Unblocking A Contact |
Shawn |
0 / 2 |
01 Feb 2008 |
| Can you not just add the sender to the "safe sender's list"?
I believe that will unblock the sender.
"oblake" wrote:
> Hi,
> I have blocked messages from one of my contacts in Outlook Express yb error,
> can aynone tell me how to undo this? I still have messages from that contact
> in my in box.
> Thanks so much.... |
| Synchronising to a PDA - 2007 |
Michael D |
1 / 9 |
01 Feb 2008 |
| It does work, but it has to be a tethered sync. Here is the link to the
software that requires activesync 4.1 or later:
http://www.microsoft.com/downloads/details.aspx?familyid=7BC78C14-7143-41D9-84A9-BD628DB7B6A0&displaylang=en
"Sue C" wrote:
> We are using the 2007 suite of Office, including Business Contact Manager.
> The main database is set up on the office server, and we... |
| And/Or View Filtering |
Jeeslawees |
0 / 3 |
01 Feb 2008 |
| Thanks Lon, you're a huge help, but could MS make this any LESS user
friendly? In my current CRM software, all I do is click on an AND or OR
radio button after each filter criteria string.
First, can I assume that by you not addressing the "More Advanced" button on
the Advanced filter screen confirms my suspicion that this button doesn't do
anything?
Anyway, I'm not a techie, so... |
| Contact names in E-mail? Signature in Forwards? |
P Fruin |
0 / 3 |
01 Feb 2008 |
| Lon,
I was about to ask this first question again, searched for an answer and see
I already did this once! I'm still having the problem though - but just on
some names. When I begin to type a name, I'd say 70% of the time it comes up.
And when a name does not come up, it does not seem to have anything to do
with recent history - they are names I send to often. I've also entered both... |
| BCM Data contantly "not closed properly" |
Luther |
0 / 3 |
01 Feb 2008 |
| On Jan 8, 10:21 am, Bob Day <Bob...@discussions.microsoft.com> wrote:
> Using MS Office 2007 Enterprise Edition with SP1, all updates on a
> stand-alone laptop with system administrator rights...
>
> Virtually every time I open outlook with BCM and close it, the next time I
> open it, I get a dialog box and then a balloon from the icon tray that says
> the Outlook data was closed... |
| Large database |
Lon Orenstein |
0 / 2 |
01 Feb 2008 |
| I've had experience with a database that large. Are you using Remote
Desktop because you don't want your data synchronized to the outside users?
Giving them an offline copy of BCM would give you all better response but
they would have a copy of your database on their hard drive. Other than
that, BCM would work just fine.
HTH,
Lon... |
| Navigation Pane Folders |
Lon Orenstein |
0 / 2 |
01 Feb 2008 |
| Not the first time -- after that it will remember where you were.
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
"Jeeslawees" <Jeeslawees@discussions.... |
| Can I Modify Mail Delete & Purge Controls? |
Luther |
0 / 2 |
01 Feb 2008 |
| ... |
| History Views |
Jerry Blake (MSFT) |
0 / 2 |
31 Jan 2008 |
| Hi,
Currently we do not expose the From/To/Bcc of an linked email in a field
that can be sorted off of. You can add the a column for Notes (from the All
Journal Fields), and this will show most of the header of the linked email.
The Note column can not be sorted however. We have noted this issue and
will take it under advisement.
--
--
Jerry Blake [MSFT]
Visit team... |
| How do i package a bunch of appointments together? |
figgins13 |
0 / 1 |
31 Jan 2008 |
| I am helping the training department figure something out. They schedule a
bunch of meetings in different rooms and different presenters. How would you
package these into one main e-mail so the recipient would only have to accept
once?... |
| Deleting a contact record |
Jeeslawees |
0 / 5 |
31 Jan 2008 |
| Thanks for response. I think the "Never ask again" checkbox in the Warning
window is a good compromise. As long as you give a way to turn it back on,
especially if the PC owner is sharing their PC with others at some point.
Rick
"chrishey@microsoft.com" wrote:
> We've considered this kind of thing in the past. There was a post in
> the newsgroup already that says "Why do I have... |
| History Custom View |
Jerry Blake (MSFT) |
0 / 3 |
31 Jan 2008 |
| Hi,
Currently we do not expose the From/To/Bcc of an linked email in a field
that can be sorted off of. You can add the a column for Notes (from the All
Journal Fields), and this will show most of the header of the linked email.
The Note column can not be sorted however. We have noted this issue and
will take it under advisement.
--
--
Jerry Blake [MSFT]
Visit team blog at... |
| Re:Is it possible to convert BCM contacts to Outlook contacts? |
Lon Orenstein |
0 / 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 |
0 / 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.... |