ThreadLast AuthorMessages
read/total
Date
Outlook with Business Contacts Manager wontunistall-install- and SQL server C...
jenni seiler
0 / 3 09 Apr
I am so frustrated with BCM. I am the only one in my office who cannot get this to run on my computer. It has crashed my computer and been automatically disabled. Then I tried to uninstall and it "looks" like its uninstalling but still shows in my programs list in control panel.I put the disk in anyway to reinstall and it only offers me accounting, which i dont want. Then at every start up I...
Printing Monthly Style Outlook Calendars
Mproduction
0 / 1 09 Apr
Why when I print out a monthly style calendar, does a multi-day appointment, let's say one that lasts from July 13th - August 19th, not show up completely? When I print multi-day appointments, the bar stretching across the week only goes form July 13 - July 19 with no details written in and does not show up at all from July 20 - August 19. I can view it on my computer, but it does not...
Remote Sync Issues
Scott Bowden
0 / 1 09 Apr
I have a remote user that is trying to sync over a VPN (using a slow Internet connection). When he syncs it applies the changes to the main database at our office, but does not mark them as updated on his PC. For example, He makes 3 changes today and then syncs no problem. If he makes 4 changes tomorrow, it will try to sync 7 items to the server. He is now up to 107 updates being...
Attachments to Marketing Campaigns
P Fruin
0 / 1 09 Apr
How do I attach a document or two to a Marketing Campaign?...
BCM Appt Plus makes Outlook crash
AG Moreno
0 / 1 09 Apr
Whenever I click on one of the buttons next to "I'll Call Them At This Number" etc., I immediately get the error message saying :Outlook has stopped working" and "Outlook is Restarting." I am using Windows Vista. Does anybody know a fix for this?...
Marketing Campaign - Check boxes missing: Rvw & Filter btn Results
Alan from Austin
0 / 1 09 Apr
Has anyone else encountered missing check boxes for deselecting contacts listed in Results Tab in Step 2 of Marketing Campaign? All contacts via "filter" -simple or advanced- appear on the Results Tab without any check boxes by which one can clear unwanted contacts per instrux at top of tab. (I have found a workaround, but the point remains that BCM is apparently not working as...
BCM in teamwork: all need to see e-mail contents WITH attachements
Jantar2B
0 / 1 09 Apr
Hi, Again something important: Working in a team means that we give the access to resources written into common database, including e-mails attached to Business Contacts. Unfortunately when I open an e-mail that was written into database by other team member, I can see it only as a history record, no attachements, impossible to forward as if it was an e-mail etc. When I open the same...
'My Record' in BCM
Jantar2B
0 / 1 09 Apr
I would suggest to follow some ACT! ideas, like defining "My record" for logged in users. -- Maciek ---------------- 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 see the button, follow this link to open the suggestion in the...
Searching BCM
Jantar2B
0 / 2 09 Apr
I used to work with Windows Search 3.01 and after initial indexing task that took all the night (I was home ...) it is nice to write the name and see the contact instantaneously on the list, then click it. This is not perfect, but works. -- Maciek "Jeff" wrote: > I was wondering if anyone had a better way of getting to the search feature > of BCM? > > Is there a (sidebar...
User defined fields as a show field and then sort by that column
MK
0 / 1 08 Apr
Everytime I add a user defined field as a show field in Outlook 2007 the columns shows up blank. I would like to sort by that column but there is data that shows up to sort....
I cant install business contact manager
Luther
0 / 2 08 Apr
...
Writing back to user defined fields.
Major Boothroyd
0 / 1 08 Apr
Is it possible to write back to user defined fields in BCM using SQL? We would like to be able to track our e-mail marketing campaign stage by writing a value to a user defined field within an account. We are unable to find the table containing the value for our user defined field. All we can find is its field name and data type in dbo.UserFieldDefinitions....
E-mail Marketing Service - where did it go?
Bob Patterson
0 / 1 08 Apr
Hi, I tried to use the service this month & the beta credits are missing & the system wouldn't let me buy more credits. Is this service still active or do I need to find another one? -- Bob...
one contact and multiple accounts...
BrentWz
0 / 3 08 Apr
Just joined & saw this post. Endeavouring to get the hang of Outlook 2003 & BCM together. Am moving across from ACT & rebuilding the database from scratch (don't ask why!). I could be interested in Remote Assistance myself in the near future. We're in Australia. I'd appreciate hearing from you, Dave. Cheers Brent "PATECH" wrote: > You should set your listings up as Opportunities...
Outlook
Patrick
0 / 1 08 Apr
If I reply to a mail, it says "you replied to this mail" but I can't seem to open that reply from there. It would be very handy. With Entourage you can do that....
Can we install a BCM database without Outlook ?
JMIC
0 / 5 08 Apr
joesmith a écrit : > I don't believe that you can have BCM without Outlook. You can, however, > have Outlook and BCM without Office. > http://arstechnica.com/journals/microsoft.ars/2008/02/07/microsoft-offers-outlook-without-office > > I'm trying to understand why you are asking the question. If you give more > details, perhaps we can offer more options. BCM doesn't need to run on...
The Accounts and Business Contacts
Joepie
0 / 6 08 Apr
Ah! It has to do with syncing your phone. When you put organisations and companies under accounts, whether they are clients, prospects or vendors, you can put the individual employee- contacts under the Business contacts of that org/company. Is his phone number the same as the company's phone number? Then copy the company phone number into the contactphonenumber. Strange that you can't...
2007 BCM
rlove
0 / 2 07 Apr
"JP from ITP" wrote: > Hi, > > I am currently having 2 issues with BCM 2007. One on an XP Pro computer and > the other on a Vista Business computer. > > Vista SP1 was installed and after this, BCM was not an available option. > The DB was still in the data files and all the BCM contacts still visable. > This machine was sharing the BCM in the network. All the other PC can...
Outlook 2007 with Business Contact Manager Action Pack
Angel Soto
0 / 1 07 Apr
In the "Customizing Microsoft Office Outlook 2007 with Business Contact Manager for Technical Services Providers" read the use from a files samples in the "Outlook 2007 with Business Contact Manager Action Pack" WHERE I CAN FIND THESE FILES?...
combining contactinformation with appointments
Mike
0 / 4 07 Apr
There are two problems with your suggestion. One, I am trying to make the apointment while I am on the road, on my palm. Typing in that much information is problematic. The second probem is that the name has not assosiation with the date. this becomes a problem if I have schedualed the date out so far that by the time it arrives I have forgotten who this person is. If there is a...
How do you create a contact-associated appointment on a PDA...?
Mike
0 / 2 07 Apr
I am having the same problem. I am use to using ACT on palm and I guess I was spoiled. I could tap on a contact in my contact view and create an apointment with out "typing" in the name. I need the entry to appear on the calendar with the name of the person. "CRum" wrote: > I'm trying to create an appointment on my PDA and associate it with one a > business contacts in BCM Mobile....
Business contact mng for outlook 2007 crashing
Kit
0 / 3 07 Apr
I'm also having this problem. It happens particularly when I have an email folder open, and then click on the BCM link in the folder list. It is so aggravating that I am considering looking for a 3rd party solution. After all, I have a business to run, and having to sort out MS software problems isn't it! Cheers, Kit. "Cris" wrote: > Business contact manager began...
BCM 2007 with Vista x64
KeithA
0 / 1 07 Apr
Just installed a fresh copy of Vista x64 on a new PC and then installed Office 2007 Professional with no glitches. Now I'm trying to install BCM 2007, but it won't install. I suspect it has something to do with BCM trying to install SQL Server 2005, which appears to be a 32bit program. I installed SQL Server 2005 for x64, but it still gives the same error message. Does anyone know...
Moving data from Accounts to Business Contacts
Eric Vogel
0 / 2 06 Apr
Sorry Vista 32 bit. Outlook (Office) 2007 -- Thank you, Eric Vogel "Eric Vogel" <ericScPvogelAM@cleanup.comcast.network> wrote in message news:uSkBzjCmIHA.4076@TK2MSFTNGP05.phx.gbl... > When I try to move or import all the history is gone. I must have mis-read > the help on how to use it. It is not too clear. Anyways, for auto linking > to work and to get my clients into my...
Email marketing cost
Stephan Robinson
0 / 3 05 Apr
Jerry, How do you acquire more credits, what do they cost? Our company plans on doing a substantial number of email broadcasts and will need far more than 300 credits per month. We are considering other CRM programs because they include unlimited email broadcast (not spam). "Jerry Blake (MSFT)" wrote: > Hi John, > > The 150 credits are in reference to email sent via the Email...
in contacts cant access activities or see history
kernsstmarys
0 / 1 04 Apr
when i access a new contact or one ive had i cant see the history.when i click on activities it tells me the folder is not there...
Outlook 2003 w/BCM crashing - error not found in KB...
tjr
0 / 3 04 Apr
Hi Luther, thanks for response. Been trying to post response for few days, finally able to post... I've been doing some 'fine print' reading on MOA 2008 - I'm sorry, very sorry for the previous rant - MOA not compatible with the BCM portion of 2003. I've gone back to a trial version of accounting 2006 and I'm trying to make that work with BCM 2003 (will purchase full version if I...
How do I send contact information as text in an email?
Roy
0 / 1 04 Apr
-- Roy...
alternatives
Steve
0 / 4 04 Apr
I have tried this software (Prophet). It does not reside within Outlook, but also uses an external SQL database. "mrtimpeterson via OfficeKB.com" <u8453@uwe> wrote in message news:82308342cec04@uwe... >I would recommend you check out this link: www.avidian.com. This > application fits more gracefully inside of Outlook. > > -THP > > > Dkmanley wrote: >>So after reading all the...
free trial of oulook 2007 has corrupted oulook 2003
utah3
0 / 1 04 Apr
I downloaded a free copy of office 2007. I did not like it and went back to Office 2003. Now my Outlook 2003 will not let me backup my mail through export to pst files. I have also lost my send/receive button. I tried to delete my old account and enter anew one as suggested by the help file for losing your send/receive button but to no avail. I just want to delete and reinstall...
added a password to win XP user account now unable to access BCM database
blackgorilla@gmail.com
0 / 1 04 Apr
Hello All A colleague of mine had been using BCM 2007; however yesterday he added a password to his Windows Xp user account. Now he is unable to access his BCM database. We are able to create new ones. I have tried to fix this by creating a new database and then renaming the old database we need to the same name as the new database (after cutting out the new database from the...
Account - General Form - Question on Business Contact List
gary
0 / 4 04 Apr
ha yu solvd prb yet? what bus yu in? "Jeff" wrote: > I understand that the customizing of the forms can be done, but only by > adding your custom fields to the bottom of these forms. > > I was wonder if there was a way to modify the header of the Business > Contacts list on the General Tab? As you all know it currently defaults to > Primary, Full Name, Job Title, Business Phone,...
Marketing Campaign not Working
gary
0 / 2 04 Apr
hv yu sol prob yet? "taylorphotography.net" wrote: > I am trying to setup a new marketing campaign but it shows total recipients > as ZERO. I am telling it to use ALL Business Contact & Leads. I have HUNDREDS > of Accounts AND Business Contacts in BCM. I can view them in their respective > folders OUTSIDE of the Marketing Campaign window, but can't get them to show > up WITHIN the...
Where to go for guideance
AndrewC
0 / 2 03 Apr
iCal and Mail and iPhoto all intergrate extremely well but your probably not using a Mac, if you do decide to get a mac I'll give you a had making automator scripts along with the first setup. my email is churto@hotmail.com "C.T." wrote: > I am a photojournalist working with a number of reporters and editors, and I > am looking for a better way to receive, track and schedule photo...
Treo 755P
Confused for Sure
0 / 1 03 Apr
Had a Tungsten E2 Palm Pilot. Bought a new Treo 755p and installed software on my computer. The E2 will not synchronize. Outlook notes say "This handheld device is associated with a different Outlook Profile. To Synchronize with that profile, close Outlook and synchronize again. To use this device with the current Outlook profile, open the HotSync custom dialog and change the...
Pbm sharing BCM in a LAN
JMIC
0 / 8 03 Apr
...
Exporting Primary Mailing Addresses to Excel
TMc21
0 / 1 03 Apr
I am trying to export my contact list to Excel, and nearly all of the borrowers have mulitiple addresses (home, business, etc.). The mailing address differs between the different locations from borrower to borrower, and each borrow has a preference tagged for mailing address. Is there a way I can only export the designated mailing address to excel, rather than all listed addresses?...
BCM 2007 Install Successful, Doesn't show up in Outlook 2007
lion
0 / 9 03 Apr
"K" wrote: > I have been running Outlook 2007 with Business Contact Manager (BCM) for > months with no problems. Suddenly, is no longer on my navigation pane or my > toolbar. It is listed in my Program Files but no longer shows up in > Outlook???? None of the self-help tips have been helped, including: > > 1. Uninstalling BCM and re-installing (multiple times) > 2....
Reinstalled Outlook 2003 but BCM install fails
tc
0 / 1 02 Apr
Stand alone PC. When in Outlook opens it starts the process of installing BCM but it gets to the Database page and.... If i try and "Select a database" it states "BCM for Outlook could not find the database you are looking for. Verify that the network...." If I choose Create a New database it states, "The database cannot be created". I have loaded every upgrade including the...
Is there a program that will answer and record in coming calls?
MJMacco
0 / 1 02 Apr
We are looking for a program that will answer in coming phone calls like an answering machine would. Will Outlook 2007 or Office communicator do this? Thank you for your help....
Add Contact in Business Contacts rather than Contacts folder
Carl Adams
0 / 1 02 Apr
I am running Outlook 2003 SP3 and BCM vers 2.00.4013. When I receive a new email and wish to add the sender to my contacts folder I select the email address in the message, right click and select, Add To Outlook Contacts. This places the contact into my Contacts folder. What I'd prefer to do is add it to my Business Contacts in BCM folder. Is there a way to do this directly...
outlook import and export
don
0 / 1 02 Apr
office xp small business. I am trying to import my pst file and when I go to import and export I get error message " operation failed". What can I do -- custom cabinets...
Importing account/contact relationships
Joe
0 / 1 02 Apr
I have a simple excel spreadsheet I want to import into BCM that consists of the following: account name, contact name, contact phone, contact email. I've been able to import this list on either the account level OR the contact level, but not both. I have not been able to get the two entities to have any type of relationship. If I import as an account, the contact information does...
Shared Tasks
Paul Robichaux [MVP-E...
0 / 4 02 Apr
In article <udtrMiDlIHA.4712@TK2MSFTNGP04.phx.gbl>, "Bill Board" <John.Doe@NoSpam.com> wrote: > Hi Paul - > > I am aware of the option 2 you suggested where each of the support staff > shares their folder with each of the 3 managers, but the managers would have > to open each of the staff's taks to view what the have. > > We'd looked at a shared task folder, but assign a task to...
Merging a Customized Field. Date Only. BCM exports also Time
BCM User
0 / 2 01 Apr
One more weird thing I just found out: When I use the Outlook traditional mail merge feature (not BCM) the exact customized Date value created is perfectly merged. However, when the merge is done from BCM "campaign", the problem I just described occurs....
Search with particular category name returns no results
Dan k
0 / 4 01 Apr
Lon- I did some more checking into this and it turns out you are incorrect. I conducted the same search but with a few different categories, and the search worked intermittently. That is, it correctly found contacts assigned to some categories but not others. In other searches, it found some of the contacts assigned to a given category but not others. Its very glitchy and...
Outlook 2007 - Business Contact Manager
Stephen Francis M
0 / 1 01 Apr
I can view and open Business Contacts. I can view but not open Business Account records or Business Project records. I have checked that Business Contact Manager / Database Tools is pointing to the right pc and the right database otherwise the Business Contacts would not be displayed. However I can not see the Accounts and Projects. Any ideas on how to resolve?...
Sort Business Projects By Account?
blcoopdaddy
0 / 1 01 Apr
I would love to set up BCM so that I can get a view of all of my Business Projects sorted by Account, and Project Tasks for each Business Project, i.e. Account 1 >Project 1 >Task 1 >Task 2 >Project 2 >Task 1 Account 2 >Project 1 etc. This way I would have an organized view of everything that I have to accomplish. Is it do-able? If not, how...
linking imported business contacts to accounts
Colin Foster
0 / 1 01 Apr
Hi, I've just imported all of my Outlook 2007 contacts into Business Contacts in BCM2007. I then set up an excel spreadsheet so that I could reove duplicate companies so that I could import them as Accounts (BCM2003 did this easily via a wizard that seems to be missing from BCM2007 - you can import only as Business Contacts, not as Accounts - unless someone has found a way) Anyway,...
Open port 137, for sharing BCM?
DennisRP
0 / 1 01 Apr
Im configuring a BCM setup, using Database Admin tool on a remote server and connecting Office 2007 BCM clients to it. For this to work, port 137 (and the SQL instance port) needs to be open in the firewall. I have all my years as IT-professional been warned about this port. It seems theres no other way to share the database, and I cannot find any other threads about this, eventhough...
All times are in (US) Eastern Daylight Time (GMT -4:00)