| Thread | Last Post | Replies |
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| Linking two contact types...i.e BCM and "normal" | 28 Mar 2007 00:47 GMT | 2 |
OK, I am disappointed to find out that I can not edit a BCM form with my own fields. Is there a way then to have the same contact in both BCM and normal and link them somehow? I am trying to find a way use BCM and Outlook with out having to use ACT as
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| Synchronize Contacts | 28 Mar 2007 00:44 GMT | 1 |
I've "copied" some contacts from Outlook to the BCM, so I have two records for each of these contacts. Is there a simple way to synchronize the BCM contacts with the outlook contacts? socal
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| New to Business Manager and Need Help | 24 Mar 2007 16:30 GMT | 3 |
I'm new to this tool and have a major issue. I have multiple contacts for one company and want to know just how I enter this data. Here's an example - Harris Media has three major contacts, the COO, the Director of Business Development and the Mar/Com Manager.
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| BCM won't import upgraded ACT 2005 version 7.0.4.82, Help | 23 Mar 2007 23:02 GMT | 6 |
BCM won't convert Act 2005 Version 7 with the current upgrade Version 7.0.4.82 Is there a solution for this? ? Possibly converting to Act 2006 (version 8) and not upgrading, or Act 2007 (version 9)
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| Can not restore 2003 BCM with Vista Upgrade | 23 Mar 2007 21:18 GMT | 3 |
I just upgraded my Lap Top to Vista. I have BCM 2003 SP3. I have historically backed up my BCM on my desck top and restored it on my laptop so I have current data. Now I get an error saying that I can not recreate because I am not the the user who created the backup. I read the ...
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| Moving to BCM 2007 | 23 Mar 2007 21:17 GMT | 1 |
Our offices are looking to moving to BCM 2007. We current have a main server at the main office, using SBS 2003 and SQL sever 2000. We want a centralized database on this server....Do we need to move to both SBS 2003 R2 and SQL 2005, or upgrade just one??? All clients will share ...
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| BCM manual | 23 Mar 2007 20:58 GMT | 4 |
Where can I get a BCM manual? Hardcopy or download? I have been looking online everywhere and can't seem to find one. The software CD I received does not have one to down load. Please email me at lpetroy@hotmail.com Thank you for your assistance.
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| How do I amend the Source list for a Business contact in BCM | 23 Mar 2007 18:47 GMT | 1 |
I want to add my own values to the 'Type of Business' and 'Source of Lead' drop down lists in the details tab of a Business Contact. Anyone know how I can accomplish this? Using Business Manager for Outlook 2003 V 2.00.4013.00
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| BCM 2007 - home page is empty | 23 Mar 2007 13:41 GMT | 12 |
When I select Business Contact manager from the drop down menu, I get a big blue screen with 4 tabs. EAch of the tabs is empty. Is there a way to restore this to what it is supposed to be? Robert
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| Creating groups in Business Contact manager | 23 Mar 2007 03:02 GMT | 2 |
I would like to create four groups of contacts. ie. manufactures, wholesales, my clients, and personal contacts (friends). It appears BCM may be designed for my clients, but I cannot seem to create manufacturer, and wholesaler contact groups?
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| BCM 2007 Q's | 23 Mar 2007 02:55 GMT | 4 |
Okay, I'd asked this before 2007 was out and did not get anything that helped me along, so will ask now, half a year later... My main goal/challenge with BCM is that I would like to use the feature set, but am having trouble figuring out how I can us it on a hosted exchange
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| Using business contact mgr for conference registration | 23 Mar 2007 02:47 GMT | 3 |
I am evaluating Outlook 2007 with BCM for a client. I'm assessing its capabilities against what they need to track in their customer relations. They are primarily a service organization. Looking for advice/suggestions/insights:
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| BCM birthdays sychronization to pocket pc | 23 Mar 2007 02:39 GMT | 1 |
I installed Office 2003 with Business Contact Manager(BCM), but to my knowledge did not install BCM for pocket pc (not on my installed programs list), and now all the birthdays for my business contacts display on my pocket pc display screen. The worst of it is, the speed of my ...
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| Sychronize 2003 BCM with Lap Top | 23 Mar 2007 02:27 GMT | 1 |
I have figured out how to share my BCM with my Lap Top from my desck top but I can not find anything on how to sychronize them when I go offline. I saw one posting indicating that this can be done but I can not find any info on how to do this.
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| changing a field in BCM globally | 23 Mar 2007 02:10 GMT | 5 |
how do i change the "status" field in ACCOUNTS from "checked" (default) to "unchecked" (blank) globally in one action vs. having to go into each ACCOUNT record and unchecking it manually? Is their an SQL command or some other way to accomplish?
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