ThreadLast AuthorMessages
read/total
Date
Automatically Creating Contacts with Auto-Linking
trcdrom@gmail.com
1 / 1 09 Aug 2008
I am using Outlook 2007 with BCM and when inside an email if I hit "link to record" all of the emails addresses contained in the email are listed as "link to" choices. Those that are in my Business Contact List are checked by default and those that are not are not checked. If I check those contact records for them will be created automatically. How can I get this same functionality when...
BCM File error when importing corrupt file
Subsea
0 / 4 08 Aug 2008
Luther: Well i have had additional success today.....I converted the file to the xml and read the contents...almost 8 Million lines of txt. One of the company users had his name in the contact list and every email that he was sent was copied to the bcm file. I suspect that this is probably an import Timeout issue as the number of emails went from LIne 937213 to 4715722. a big chunk....
Tracking History Items
mariaf
0 / 1 08 Aug 2008
When I send an email using the "New History Item" on an Account in BCM, the email does not show up on the History screen. Why is this? What is the best way to do this? Also, is there a way to allocate a time duration to history items such as emails, tasks, etc.? I need something that tracks time for billing clients....
Will Smart Tags work with BCM?
bsharp
0 / 1 08 Aug 2008
I just discovered Smart Tags, but it looks like it just links to my Outlook contacts, not BCM. Is there a way to link to BCM contacts?...
how do I DELETE A USER from the shared database?? HELP..
Luther
0 / 2 08 Aug 2008
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Restricted Access Levels in BCM 2007?
Luther
0 / 2 08 Aug 2008
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Outlook with BCM buggy...Is there help?
Judy Gleeson \(MVP Ou...
0 / 4 08 Aug 2008
run scan pst more than once to fix problems. It's one of those quirks - it works better of you keep doing it until there are no errors. 3 times is common. -- Regards Judy Gleeson MVP Outlook www.judygleeson.com www.deskdoctors.com Want to be more productive? Outlook 2003 user? Read "7 settings all Outlook 2003 users should change" at www.pragmatix.com.au SOON!...
Emails deleting after sending after BCM installed
Tom
0 / 5 08 Aug 2008
Hi Luther, thank you for your assistance. It appears to be associated with a synchronisation erros. If you do a help search for "conflicts folder" it provides with some info and the folder does exist it's just that it doesn't display???? The help does not identify how you get it to display. -- Requesting assistance for MS Business Contact Manager "Luther" wrote: > On...
Instant Search feature does not work in BCM 2007
TLK
0 / 1 07 Aug 2008
Instant search works brilliantly in an Outlook Contact, but not in a Business Contact. Also, when i do a seach for a contact, the search results will not find my contact. Again, this is only in BCM not in Outlook contacts. However, i can see in the bottom left of the screen that it has found say 5 items, but does not display them. Quite often i have to clear the search and...
Task List or To Do List does not show who the Task belongs to
TLK
0 / 1 07 Aug 2008
New to Outlook 2007 and BCM, but know my way around 2003 okay, however i find a lot of the features in 2003 either do not work in 2007, or there is a labor intensive workaround. Problem. When i initiate a Task from within the Contact from Business Contact Manager,ie New History Item and pick Task, once i have exited the contact and go to view my Task List, the Task is there, but...
Tasks not showing as completed in History
TLK
0 / 1 07 Aug 2008
I am very new to Outlook 2007 but not Outlook 2003 and contacts. However i am finding quite a few problems with 2007, so will posit each as a different thread. If i complete a task that was intiated in BCM, then it does not show as complete, so i cannot tell if i have completed that task or not. I have tried customizing current view in history to include the Status or %...
How to Reinstall 2007 BCM and Accounting?
Luther
0 / 3 06 Aug 2008
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database maintenance
Luther
0 / 2 06 Aug 2008
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commission base business
Luther
0 / 2 06 Aug 2008
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Cant' remove BCM
Luther
0 / 2 06 Aug 2008
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Dialing contacts defaults
Dave F.
0 / 1 06 Aug 2008
Does anyone know if there is a way to make the "Create new Journal Entry when starting new call" checkbox option the default? Thanks Dave...
HOW CAN I STORE MORE THAN 1000 CONTACTS IN OUTLOOK?
Luther
1 / 2 06 Aug 2008
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Missing BCM toolbar in Outlook 2003
My Own IT dept
0 / 1 06 Aug 2008
Somehow in the process of adding another email account I lost the BCM toolbar. How do I get it back? I'm assuming one thing had to do with the other. Thanks....
Resources to Assist in Learning Business Contact Mngr
Jugglertwo
0 / 3 06 Aug 2008
Thanks so much for your response. I will definitely check out the web site and the books. I owe you one ! Jugglertwo "Luther" wrote: > On Aug 3, 6:37 pm, Jugglertwo <Juggler...@discussions.microsoft.com> > wrote: > > I figured that it would be best to check with the gurus on Business Contact > > Manager on this one. > > 1) My boss just asked me to get together some information and...
display of business contacts in the accounts
Tina
0 / 1 06 Aug 2008
Hi, When working with the account list, at one point the display of the bus. contacts changes and is messed up - in this little list of the account, I cannot see the business contact name anymore, just their title or phone number. At the same time, the display of the history items changes and also there, the display lacks of information i saw previously. Closing and reopening...
BCM Column Display Issue
Hunter
0 / 3 06 Aug 2008
Hey Rich, Just curious, are you running two or more monitors? This is happening for us on two PCs, both of which run two monitors. Wondering if it could be a driver issue... Doug "Rich" wrote: > I have been having the same issue. I have resized the columns in View >> > Current View >> Define Views. When I view my email, and return to BCM, the > columns are reset to the...
Cannot integrate with Office Accounting Express 2008
Luther
0 / 2 06 Aug 2008
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CONTACT ORDER
MaureenL
0 / 1 06 Aug 2008
I have a large number of contacts that I placed in name order rather than company name order. Now I want to change this to company name order and have made the change in the Tools, Options, Contacts, Options section but this only applies to new contacts. Can I make this change to the existing contacts in one fell swoop and not have to open each manually? I use Outlook 2003. Thanks...
How do I make folder 'active' for email linking.
Frankieplus
1 / 3 06 Aug 2008
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CANNOT SEE BCM CONTACTS WHEN CREATING MSG
MrkStapleton
0 / 3 05 Aug 2008
"Toronto Lyn" wrote: > I have this problem too -- did you ever resolve it? Many thanks if you > reply. Cheers, Lyn > > "MrkStapleton" wrote: > > > When creating a new email, I click on the "To:" button and only have the > > option of selecting a recipient from “Contacts”. Business contacts are not > > available. Is there a fix? Or did I not check a box someplace on set...
MSSmallBusiness.ldf & MSSmallBusiness.mdf
ConradT
0 / 3 05 Aug 2008
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BCM error message: "The set of folders cannot be opened. Store
Blue_Rose
0 / 3 05 Aug 2008
Here's how I fixed this problem. Before this happened to me I was receiving the following message when I started Outlook: "BCM cannot connect to shared database. Do you want to work offline?" I clicked no, and that's when I received "The set of folders cannot be opened. Store not configured." I restarted my computer and reopened Outlook, and this time, when it asked me if I wanted to...
Is there a way to change the size of user defined text fields?
AlanBrailsford
0 / 1 05 Aug 2008
I would like to create a user defined field that is more like a memo field in Access as I have some longer "description" data that I want to link to a project. The 96 character limit of the text fields is just too short. Any ideas?...
Show Contact Names as First Name, Last Name
SB Mull
0 / 1 04 Aug 2008
The BCM contact view show last name first name and last name, first name - I can't find a way to set up a database view column that shows first name last name, such as it should be for business cards. I don't have this problem with regular Outlook 2007 contacts, just when I am using BCM -- Sandra...
Aufstellung
Anton Hofstaller
0 / 1 04 Aug 2008
This is a multi-part message in MIME format. ------=_NextPart_000_000B_01C8F676.F0093C10 Content-Type: text/plain; format=flowed; charset="iso-8859-1"; reply-type=original Content-Transfer-Encoding: 7bit ------=_NextPart_000_000B_01C8F676.F0093C10 Content-Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document;...
Linking contact and calendar items, Outlook 2007 with BCM
RW-M
0 / 1 04 Aug 2008
I have Outlook 2007 with BCM. I maintain a separate "contacts" folder in addition to the "business contacts" folder under BCM. When I create an appointment on my calendar and try to link it to someone in my "contacts" folder, the dialog box only opens BCM folders including the "business accounts" and "business contacts" folders. How do I get it to also open the separate "contacts"...
Sent Items folder not available for Auto-Linking in BCM
Henri Fournier
0 / 1 04 Aug 2008
In Outlook 2007 with Business Contact Manager, when I bring up the Manage E-mail Auto-linking dialog, the "Sent Items" folder for my archive file does not appear. All other folders in the archive file are present for selection, as are all the folders from my "Personal Folders", including "Sent Items". How am I supposed to link my archived Sent Items? Henri Fournier...
Error Message
Lisa W.
0 / 1 04 Aug 2008
-- Lisa W....
WE HAVE 300 EMPLOYEES IF IT WORKS FOR ME WELL?
JOSEPH MAX SETTON
0 / 1 04 Aug 2008
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File access from Opportunity History across peer to peer network
Tim
1 / 3 04 Aug 2008
Thanks Luther, Creating a network path that conformed with the UNC format did the trick. Thanks. Tim "Luther" <enowning@gmail.com> wrote in message news:1b8ff1f5-f1d6-4704-8b82-5209e6035809@v39g2000pro.googlegroups.com... On Jul 30, 10:38 pm, "Tim " <tim.fre...@filtrex.com.au> wrote: > Hello, > > We are very new users to BCM. We are currently using BCM with Outlook2007 > (on MS...
Outlook 2007 + BCM issues, search returns nothing
Vinit [MSFT]
0 / 2 04 Aug 2008
Hi After Applying SP1 to BCM, the entry in add/remove programs changes to Business contact Manager for Outlook 2007 sp1. So you can uninstall it. You can reinstall BCM from the Office CD2 or web download http://office.microsoft.com/en-us/contactmanager/FX101674171033.aspx Thanks Vinit [MSFT] "jancbennett@gmail.com" wrote: > Recently I've had some real issues with the Business...
Attach a file to a Project
Vinit [MSFT]
1 / 2 03 Aug 2008
Hi Doug, You can attach any file format to a project by going to detials ribbon section of your project. Currently you cannot create a new business contact from an email. But you can always create a outlook contact and then drag it to your business contact folder. Thanks Vinit [MSFT] "Doug" wrote: > I am evaluating MS Business Contract Manager to see if our company wants to...
Can't see contact name when in account view
Vinit [MSFT]
0 / 2 03 Aug 2008
Hi Right click on the Job Title Column. From the dialog drag Full Name on to the column next to Job Title. Thanks Vinit [MSFT] "jhemp3" wrote: > When in account view, my list of business contacts has Job Title as the first > tab and while I can see the title of all my contacts, I can't see their > names. I know it is probably an easy fix but I've not been able to discover...
Business Contact Manager and Customer Emails?
mamagirl
0 / 4 02 Aug 2008
I am having the same problem. I selected email auto-Linking, then I created a new email from my Inbox. I went back to the contactto check the history and the email is not showing up. Do I need to initiate the email from the contact? I thought it was supposed to link any sent or received email. I am very disappointed that Outlook 2007 does not integrate with ACT! anymore. I had...
outlook 2003 v card problem
Leoboy
0 / 1 02 Aug 2008
tried importing contacts x Lotus Organiser 6.1 but field mapping problems ; exported some as Vcard (vcf) - now when i try to send out a vCard from Outlook i am getting a Lotus contact Vcard icon/symbol ( i think) next to the contacts name.vcf in the attachements box of the E mailer . This can only be opened by my Lotus Organiser Password !!! Can this be rectified please ? NB ==...
E-mailing from BCM does not allow attachments to go
shutoutman30
1 / 1 01 Aug 2008
When I use BCM and go into a contact and try to send an e-mail if I attach a document to the e-mail the intended person will get my e-mail's but will not get my attachements. If I just e-mail the same person out of a regular e-mail (not through their contact account) and add the attachement they will get the attachment just fine. Any suggestions....
Troubles with BCM 2007
Chris
0 / 14 01 Aug 2008
Please see the suggestion in this thread for improving performance. Increasing the polling interval seems to have a large beneficial effect for most users. http://groups.google.com/group/microsoft.public.outlook.bcm/browse_thread/thread/4f67240caf19f069 HTH, Chris [msft]...
Drop down list contents do not appear in actual records...
Chris
1 / 2 01 Aug 2008
Twelsh14, I assume you're using BCM 2007. Did you customize existing lists, or did you add your own custom lists? Are you on a shared database, or are you the only user? Do you get any error messages as you're customizing? It should be working in either case, but I need to know exactly what steps you took... Thanks, Chris [msft]...
Can I e-mail auto link to opportunities?
Chris
1 / 2 01 Aug 2008
You can link, but not autolink, email messages to opportunities. The reason is that autolink matches the email address in the email message to one of the addresses in the business contact or account. Opportunities do not have an email address. Chris [msft]...
2007 Office Standard & 2007 Small Business Trial
Chris
1 / 3 01 Aug 2008
BCM is sold in a package with Oulook, but I don't think a trail of that combination is avaialble. You could get the trail of Office Small Business (http:// us1.trymicrosoftoffice.com/product.aspx?sku=3203895&culture=en-US) to try it out. HTH, Chris [msft]...
Database stops
Gary Fuller
1 / 3 01 Aug 2008
"Luther" wrote: > On Jul 30, 7:37 am, Gary Fuller <GaryFul...@discussions.microsoft.com> > wrote: > > Outlook 2007 with BCM > > Vista Ultimate > > Recently I have continuously receveivd the message that something cannot be > > completed because the BCM database (MSSMLBIZ) is stopped. I must then go into > > the SQL server configuration manager and start it again. I would like to...
How do I add mass information from excel to contacts in Outlook?
Luther
0 / 2 01 Aug 2008
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sync files with windows mobile 6
Brett
0 / 4 01 Aug 2008
"Luther" wrote: > On Jul 30, 8:22 am, Brett <Br...@discussions.microsoft.com> wrote: > > Added information: > > I use Outlook 2003 and I use an exchange server to sync my Outlook contacts > > and calender > > > > > > > > "Brett" wrote: > > > I want to sync my business contacts, from business contact manager, to my > > > contacts on my AT&T Tilt phone with Windows Mobile 6.0...
can't see email sender in BCM Project History
blcoopdaddy
0 / 3 31 Jul 2008
That's great -- when/how do I learn if you come up with a fix? "Chris" wrote: > I think you're right...this may be a bug. I've opened a bug, and we'll > definitely investigate. > > Chris [msft] >...
Shutting down Outlook w BCM
Chris
0 / 4 31 Jul 2008
This is an Outlook issue, which the Outlook team is certainly aware of. You may want to check their newsgroup for mitigation or workarounds. Chris [msft]...
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