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MS Office Forum / Outlook / Contacts / February 2004Business Contact Manager
Hi, I am comparing ACT with the new Outlook Contact Manager. I have the 30 day trial software. I am in real estate and need to print out individual client reports with dates and histories. Is this possible right from Business conact mgr. or do I have to go through other office programs? How does it work? Also, I can see that the calendar has been improved to put at least a subject/date directly into individual accounts but I cannot get an individual account to print a customer oriented report or even include the notes/history section. Is this because I have the trail version I have all my clients in Outlook 2002...will I be able to import them as Business Accounts? I have about 800 active customers. I have been a long time ACT user and have been trying BCM. BCM is nice, but I have found ACT to be a heck of allot easier. With BCM, you can do reports within BCM. If your an Outlook 2002 user, your better off to move to 2003 with BCM. BCM is a decent basic CRM package. >-----Original Message----- >Hi, I am comparing ACT with the new Outlook Contact Manager. I have the 30 day trial software. I am in real estate and need to print out individual client reports with dates and histories. Is this possible right from Business conact mgr. or do I have to go through other office programs? How does it work? >Also, I can see that the calendar has been improved to put at least a subject/date directly into individual accounts but I cannot get an individual account to print a customer oriented report or even include the notes/history section. Is this because I have the trail version? >I have all my clients in Outlook 2002...will I be able to import them as Business Accounts? I have about 800 active customers. >. If you want to customize your data information, or add new fields for your specific needs, you can not do it in BCM. ACT is the best program for client data customization. Ric Lager >-----Original Message----- >I have been a long time ACT user and have been trying [quoted text clipped - 21 lines] >> >. Is there any way to customize the ACT! contact screen when you double click on a contact? I would like to add fields in that view but can't figure out if it's possible. I know I can add fields in other views. I also understand that there's now a pocket PC interface for ACT! and Outlook 2002-2003. Mike >If you want to customize your data information, or add new >fields for your specific needs, you can not do it in BCM. [quoted text clipped - 27 lines] >>> >>. If you're running the trial version, you should try out the Reports options on the BCM menu.  SignatureSue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > Hi, I am comparing ACT with the new Outlook Contact Manager. I have the 30 day trial software. I am in real estate and need to print out individual client reports with dates and histories. Is this possible right from Business conact mgr. or do I have to go through other office programs? How does it work? > Also, I can see that the calendar has been improved to put at least a subject/date directly into individual accounts but I cannot get an individual account to print a customer oriented report or even include the notes/history section. Is this because I have the trail version? > I have all my clients in Outlook 2002...will I be able to import them as Business Accounts? I have about 800 active customers. >-----Original Message----- >Hi, I am comparing ACT with the new Outlook Contact Manager. I have the 30 day trial software. I am in real estate and need to print out individual client reports with dates and histories. Is this possible right from Business conact mgr. or do I have to go through other office programs? How does it work? >Also, I can see that the calendar has been improved to put at least a subject/date directly into individual accounts but I cannot get an individual account to print a customer oriented report or even include the notes/history section. Is this because I have the trail version? >I have all my clients in Outlook 2002...will I be able to import them as Business Accounts? I have about 800 active customers. >. I suggest you a nice contact manager software, which is much better than outlook http://www.superpim.com.cn/ |
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