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Upgrading a Business Contact Manager 2003 database to BCM 2007
Woodlums
0 / 1 17 Dec 2009
Is there more to this answer? "You need" are the final two words, I'm not sure what "I need" and I am having the same problem. When I try to restore the .msbcm file it gives me some issue with not having permission to create the backup, not that the password I type is wrong but that I didn't have permission to create the back up. I guess I thought BCM 2007 would be reverse...
Can I set the detailed contact card as the default?
DaveB
0 / 1 17 Dec 2009
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Closing opportunities
Andy Carr
0 / 1 17 Dec 2009
i have created a new sales stage called 'Closed Not Continuing' for customers who dont want to go ahead with an order right now but may in the future. The problem is that this new stage is still keeping the opportunity open when i want it to be closed - how do i get BCM to treat this stage like 'Closed Won' or 'Closed Lost' in order to remove it from the open opportinities list? I am...
Back dating opportunities
Andy Carr
0 / 1 17 Dec 2009
I currently evaluating BCM and as part of this i am entering some historical data. Is it possible to 'back date' an opportunity start date as they only seem to pick up the current date and time....
Adding a recipient on the cc: line of a mail merge e-mail
Heavy BCM User
0 / 1 16 Dec 2009
I want to do a mail merge to a lage batch of contacts and cc a specific contact in all of the individual e-mails. I'm basically introducing a teammate to my customers and want the teammate on the cc line. I'm using mail merge to have each e-mail appear as a person note (i.e. merging in the contact's first name). Any ideas on how to do this?...
History Reports in Business Contact Manager 2007
Steve D.
0 / 2 16 Dec 2009
Closest thing I have seen is "Communication History" which is a drop down from the main menu "Business Contact Manager". It has Type of communication, (business note, meeting, opportunity, etc.), Subject, Linked to and Create date and who created it. I would also like a report with a comprehensive account history, that would show all contacts and contact info associated with the...
Send a letter from Microsoft Outlook 2007 Business Contacts
Deanok
0 / 2 16 Dec 2009
I am interested in this as well, especially for creating a single letter from a single contact (mail merge is too cumbersome for that). As I recall, Outlook 2003 allowed you to create a letter in Word froma single contact... but that feature seems to have diappeared in Outlook 2007. I also have Business Contact Manager, but it does not seem to help. This seems like it shoudl be a...
BCM 2003 in a Domain
csmall
0 / 1 15 Dec 2009
I have some generic questions about BCM 2003 in a domain. Where can I find instructions for setting BCM 2003 up in a domain (shared database) environment? Is there a limitation to the number of people that can access a shared BCM 2003 database? Does BCM 2003 integrate with Exchange or is it 100% separate in it's own database? I noticed there is a database admin tool for BCM...
Update contacts in BCM via new import
Ken
0 / 2 15 Dec 2009
Ugh, I did this manually last week. - Changed ~400 contacts from "Active" to "Inactive" So far, I should have just stayed in Access or Excel for managing my contacts. In total, I'll have another 3,000-ish contacts to edit in this manner and do not look forward to the task. I am about to export my contact database back into Excel, Delete all BCM contacts, perform my edits in Excel,...
How do I forward more than one v-card at a time?
wasmoen
0 / 1 15 Dec 2009
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Changing forms
grahamforro
0 / 1 15 Dec 2009
Good afternoon all Just wondered if it possible to change the add the Customer History Items onto the Business contacts general page? Our users would like to see past conversations whilst also seeing the users contact information at the same time. Many Thanks :) -- grahamforro http://forums.slipstick.com...
Create custom graphs and charts using BCM fields and data
Steve P
0 / 1 15 Dec 2009
I want to take the data from my Opportunities e.g. expected close date, probability of closing, amount of closing, etc. and create a timeline/bubble graph. I would like this to be a weekly report. Ideally, I'd like to avoid having to write VBA code to do this and would prefer to use the Excel graphical engine, (or some other MS program.) Does anybody have a suggestion? Has this...
share business contact manager
Jo
0 / 4 13 Dec 2009
Prins wrote: > > "svd_admin" <svd_admin@discussions.microsoft.com> schreef in bericht > news:14B720F6-44E6-4CFB-B6CA-29AA6F461B04@microsoft.com... >> I have 4 users with business contact manager 2007. >> >> Can i use a server ans share that info across all users? >> >> if yes, HOW do i set it up? > You don't even need a "real" server. You can just let one of the > computers host...
Out look 2007 with BCM
Shahrokh M
0 / 1 12 Dec 2009
I am having the following issues: 1- Business Contact Manager failed to initialize the Common language Runtime. The System can not find the file specified. 2- Business Contact manager can find the Data Base to connect to. This problem occures every so often, and it appears that current forms for Microsoft BCM are not stable....
field mapping errors during import
Bruno73
0 / 2 12 Dec 2009
-- BCM user "TheHat" wrote: > In trying to import a contact list into Business Contact Manager some of my > source file fields (column headings) do not show in the source file fields to > be mapped. It is always the first name and last name fields that are not > being picked up. Can anyone shed some light on this? I discoverd that when the header has the same spelling than...
Forms error message
Brian Gregg
0 / 1 11 Dec 2009
After using BCM for four months, all of a sudden, when I try to open the history connected to a contact within Business Contact manager I get the following error message: "Could not load an object because it is not available on this machine" followed by: "Cannot open this form because an error occurred" All of my history items still exist but I can't access them from within a...
New Contact - Same Firm
Gary Ryan
0 / 1 11 Dec 2009
When I use the regular Contacts with Outlook and have an additional contact, when I go to Save, there is a drop down arrow and I can click to Save and add a new contact for the same company. When I am using Business Contact Manager, there is no drop down arrow (that I can find), that allows me to Save the conact I added and then add additional contacts for the same company name,...
BCM does not load in Windows 7
Sun Embraser
0 / 2 11 Dec 2009
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BCM Reminders repeatedly appearing
Foxy
0 / 1 11 Dec 2009
I'm sure this is a simple case of operator error but I've got a reminder box for ALL my BCM contacts which I can't clear. When I click dismiss all the reminders re-appear acouple of seconds later. I can snooze them, but I can't dismiss them. I've tried >run>outlook.exe/cleanreminders which hasn't worked. We're also using OA if that makes a difference. This is driving me mad! TIA...
Sync Business Manager with IPhone
CarwashRon
0 / 1 10 Dec 2009
How do I sync my Busniess Manager Contacts and information in Office 2007 with my IPhone?...
Cannot find any BCM databases on the computer
leftforsalt
0 / 4 10 Dec 2009
I fixed this issue by downloading and installing SQL Server Management Studio Express (http://www.microsoft.com/downloads/details.aspx?FamilyId=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&displaylang=en). I used management studio to opend the BCM database and deleted all security and schema instances of the user in question. Then used the BCM Database Tool to re-share to the user... worked...
access issue of BCM which is not in the same exchange domain
Yi Jin
0 / 1 10 Dec 2009
Domain A: it is the primary domain, all clients log into domain A for email, file share and production applications. Domain B: only a Windows 2008 server there, MS Office 2007 installed with BCM. Domain A and Domain B is on the different network, and no any physical connection at all. Some laptops with 2 NIC, those users have userid on both domain, and they can access to the shared...
Can you allow other users to see your opportunities ?
nopcl
0 / 1 09 Dec 2009
We're looking at using opportunities as a marketing tool to share inforation about possible upcoming projects. Any suggestions ?...
Business Contact Manager capacity.
Joe Rutherford
0 / 1 09 Dec 2009
I am a novice so here is the silly question. Does anyone know the max number of contacts you can have in BCM? Before I start loading my clent database I wanted to make sure I did not run out of space. Thanks Submitted via EggHeadCafe - Software Developer Portal of Choice ASP.NET Xml Custom Dropdown Menu UserControl http://www.eggheadcafe....
No Business Contact Manager Options appear
Eliza
0 / 1 08 Dec 2009
I've installed BCM 2007 a number of times and I see it listed (sp2) under control panel/programs and my navigation pane shows 'BCM' as one of the options - but none of the actual options are there. I have no BCM dashboard, no ribbon, no appearance of any option any of the 'help' files want to me to click on to actually do anything in BCM. It's as if it's not there at all, but my...
deleted default email and now Personal Folder has no email account
IsaacH
0 / 1 07 Dec 2009
Hi, I deleted my default email account and created two new ones. Now, my personal folder has no email account attached to it. How can I attached a new email account to the personal folder? Thanks...
Getting Error message
Raul Thomas
0 / 2 07 Dec 2009
Hi Chad Do you use quick books ? -- Regards Rahul Thomas [MSFT] The posting is provided "AS IS" with no warranties and confers no rights. https://blogs.msdn.com/rathomas "Chad" <Chad@discussions.microsoft.com> wrote in message news:A0C60B96-9C26-408C-B4AC-3002708B414A@microsoft.com... > When using BCM and clicking on history in the Business contactc window, I > get >...
Archiving Business Projects with Attachments
Les Niedzielski
0 / 1 07 Dec 2009
I am trying to figure out a way to archive (or move) completed Business Projects with attachments to a location where they can be accessed at a later date. Up until now, whenever we deem a project complete, we update the necessary documentation and post the Business Project (as a conversation) to an archive folder we've created on our server. Whenever we need to access it, we simply...
11062524
pom
0 / 1 06 Dec 2009
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Adding pictures to contacts in BCM
Charles Asp
0 / 1 05 Dec 2009
In a normal contact, I can add a picture to the "notes" section. For example, I scan a contact's business card and attach it. However, I can't do this in the "comments" section of the BCM for the same contact. Is there any way to add a field for a BCM contact that could include a picture (like a .jpg)? ....
updates to BCM07?
bwbob
0 / 1 04 Dec 2009
Does anyone know if there are going to be any additional fixes or updates to BCM07?...
Remote user cannot connect to BCM dB
GScully
0 / 1 04 Dec 2009
Using Outlook 2007 w/bcm - user is connected to the company Exchange server no problems, I then ask him to connect to the dB at the office (on SQL2008 sp1). It errors out with a wrong username/password and it looks like the username passed is the one on his pc not the account he logged into vpn and our network with. Summary: Outlook is working fine with the exchange server via vpn,...
Upgrade OL 2007 BCM to OL 2010 BCM Beta
tcmh
0 / 1 04 Dec 2009
I am in a real bind. I loaded Office Pro Plus 2010 (Beta) which installed fine and running well. My problem is trying to load in BCM. I have attempted at 8 times and nothing...I have sent frowns to support and to the blog but I have not received a response. The reason I am in a bind - as a condition of upgrade the OL BCM 2010 installation deletes 2007 BCM. I can't get 2010...
Upgrade to BCM 2010 on SBS 2008
lancorp
0 / 1 04 Dec 2009
Got an odd issue here. We're updating the server hardware (new server) and OS (was SBS 2003 and now is SBS 2008). We backed up the BCM 2007 database that was running on the SBS 03 server to a .sbb file. Now, new server with SBS 08, installed SQL Express 2008 and created a new instance, and ran the BCM Database tool for 2010 and created a new database and shared it. Everything seems...
Calendar and BCM
Jeff
0 / 1 03 Dec 2009
This may be a simple fix if someone could please help me.... I am a sales rep and I would like to click on the customer in BCM which would then allow me to schedule an appointment without having to type in the customer's name and the appt show up in my calendar. Also, when looking at calendar would like to see customer's name of whom I have an appointment with. Old ACT users...
Microsoft small business 2007 contacts manager telephones system.
moncur2
0 / 1 03 Dec 2009
I use business contacts manager to hold customer account details and it has a function to call the account stored telephone numbers. I have a voip softphone on my pc and cannot connect the two programs so I can call the numbers stored in contacts manager with my softphone. Can you advise me how to set up my dialling properties to use my voip softphone.Xlite voip softphone,domain uk-2....
Outlook 2007 and meeting request
manueld
0 / 1 03 Dec 2009
Hey First time here, Has anyone had issues with meeting request not showing in outlook 2007? We have Exchange server 2003 and we are SLOWLY bringing out 2007 outlook and we having issues with the meeting request not showing but showing on blackberries. Any suggestions? -- manueld http://forums.slipstick.com...
reclassifying "dead" leads
Big D
0 / 6 03 Dec 2009
What happened to Active checkbox? In BCM 2007 there was a check box for active and non-active BCM contacts? "Lon Orenstein" wrote: > Sandy: > > You could leave them in your BCM database and assign them to a Category > called Dead Leads. You'll have to then filter your views to show all > contacts NOT in the Dead Leads category. > > Another option is to move them into a...
Outlook BCM and Word mail merge
Brandon Cox
0 / 1 02 Dec 2009
Using Outlook to create a mail merge campaign you have far greater capabilities to filter recipients. For example you can filter them by category or user defined fields. However you cannot use merge fields in your document like first name, last name, birthday. Using Word to create a mail merge campaign your filter options are reduced to a handful of contact fields like address and...
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tesddalw
0 / 1 02 Dec 2009
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BCM 07 vs BCM 10
Patrick D.
0 / 1 02 Dec 2009
Hi Is there any difference between the database structure of BCM 2007 and BCM 2010? Can I connect with BCM 2010 to a db of BCM 2007 by having the entire feature set of the new edition? Patrick...
can't use it
donaldd3
0 / 1 01 Dec 2009
Each time I try to use Business contact manager 2003 it askes me to close and get an administrator to open it. I am the only admin on this computer. Need help...
BCM Send Unwanted Reminders
Bob
0 / 2 01 Dec 2009
We have the same problem in our company. People complain about this, and there does not appear to be any resolution....
Having contact name shown in tasks and appointments
trp1106
0 / 1 01 Dec 2009
I understand how to link a contact to an activity so it can be viewed in history. However, my issue is how to get the contact name to show as part of the task list, appointment, etc. For instance, if I have 10 tasks assigned for a particular day, I want to see which contact each task is associated with in the task list view, or when I view my calendar I want to see which client I am...
Business Contact manager
FD
0 / 2 01 Dec 2009
Try this link http://office.microsoft.com/en-us/outlook/HA102258501033.aspx FD "Sarge" <Sarge@discussions.microsoft.com> wrote in message news:81177669-E3AD-4169-905B-13EAF16C2C31@microsoft.com... > how do you setup multiuser access in business contact man 2007...
Outlook 2003 Junk E-mail stopped working
JohnD-H
0 / 1 01 Dec 2009
For some reason my Junk Email filter stopped working. The list of blocked addresses is still there and the switches to turn the Junk E-mail filter funtion is are set correctly. Any idea how to get it working again?...
Rebuilding on crashed PC
suepowell
0 / 1 01 Dec 2009
HI I have a pc that crashed and had to be rebuilt. I managed to copy off all the data before the rebuild, but didn't export the BCM stuff cos the PC was not working. I have reinstalled outklook and BCM, but don't have any contacts, the outlook stuff I got back from the PST file, but I don't know where to get the info for the BCM contacts from. With import it suggests I import from a ....
Is new version of Business Contact Manager 2010 avalabel now
Hussain
0 / 1 01 Dec 2009
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Sent and Recieving problem
C.
0 / 1 30 Nov 2009
Cannod send and recieve at one wireless network while it works for all other network. Web e-mail can recieve but cannot send....
BCM 2010 Beta - Sharing issues
PowerConcepts
0 / 2 30 Nov 2009
Ron I ran into the same issue on one computer and I realilzed that on that computer I had renamed the user. When you rename the user somewhere in the background it still is stuck on the original name. I suppose this is a security issue so that someone cannon simply rename the user of a computer and get access to the BCM. I had to create a new user on the computer and begin to use...
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