| Thread | Last Post | Replies |
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| Deleted Project by Mistake - Is there a way to undo? | 28 Aug 2007 23:38 GMT | 1 |
Help. I accidentally hit the delete button on the Business Project tab instead of opening the history item I was trying to delete and using the delete button in the history item. There was no "are you sure you want to delete this
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| Eliminate Duplicate Contacts in BCM | 28 Aug 2007 23:08 GMT | 2 |
Can BCM search for all duplicates so that I can have the entire list to go through and eliminate the duplicates?
 Signature Liz
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| BCM 2007 and MS Word 2007 | 28 Aug 2007 21:12 GMT | 12 |
I just imported my ACT database, but can't figure out how to write letters to a BCM contact or create MS Word templates for use with BCM contacts. This is very simple to do in ACT and am hoping it simple in BCM also. I've clicked on help in BCM, but can't find the answers.
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| Recurring Projects | 27 Aug 2007 17:48 GMT | 1 |
We have used a public folder to track client projects in the past and I am evaluating using BCM. We set up the public tasks as recurring so that when we complete the project, a new task is created automatically for the task for the next year. I don't see where it is possible to
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| Project Template? | 27 Aug 2007 00:34 GMT | 1 |
I have seen a couple of threads on this with no resolution. I have experimented and it does not seem possible, but I would like to create a project with some linked tasks. The project could named something like "Project Template". Then, whenever I need to create a new one
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| Syncing Trouble | 26 Aug 2007 09:40 GMT | 2 |
I am trying to sync my Business Contacts with my i-mode Jasjam but am having trouble. It only allows me to sync my Contacts, not the Business Contacts. My Jasjam is running Windows Mobile 2005, and I'm using Outlook 2007 with Vista. Does anyone know is there an add-in or ...
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| Reports | 25 Aug 2007 14:28 GMT | 1 |
How do I create a report to pull the "comments" field for an account? When you go into an account and click on the "details" tab there is a comments section that you can use to enter information but i can't seem to pull this iinformation using the fields. the "comment" field ...
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| Outlook 2007 Shared Calenders | 24 Aug 2007 19:22 GMT | 9 |
I am running Outlook 2007 with SBS 2003 and using shared calenders. About one half of my workstations are XP/2003 and the other half 2007 with XP or Vista. Intermittently I get an error when trying to access a someone else's calendar but only on the machines with 2007.
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| Shared Access to Accounts and Business Contacts | 24 Aug 2007 17:38 GMT | 2 |
I am in the process of getting BCM installed on a total of 13 separate computers with a shared database to replace our version of ACT!4.0. Is there anyway that I can identify a specific account with an Account Executive (staff member)? In our ACT! database, all of our accounts ...
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| Cannot install BCM 2007 | 23 Aug 2007 22:48 GMT | 2 |
I have been in email contact with MS about installing BCM 2007 for the last 5 days. I purchased a new laptop with Vista Ultimate and MS Office Pro 2007 trial version installed. I installed Office Pro 2003 on top of the trial version without activating 2007. I then pruchased an ...
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| Shared Database - Can others see your inbox and other contacts too | 23 Aug 2007 16:12 GMT | 2 |
 Signature Judi
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| re: maximum number of records? | 22 Aug 2007 21:51 GMT | 5 |
We have Business Contact Manager installed on one machine, with approx 2500 entries in the contacts section of Outlook. There are some double-ups as some names will be in several different folders which are used for different purposes
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| Moving from ACT 7.0 to Outlook 2007 w/ BCM | 22 Aug 2007 20:22 GMT | 4 |
I've been unhappy for years with ACT due to instability within the program, poor customer service, etc. However, I use it every day in my insurance office to keep the following: 1. contact info for my clients
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| Required Fields | 22 Aug 2007 18:06 GMT | 1 |
I am attempting to import data into BCM 2007 from an .xls file. Anyone know which BCM fields are required, aside from "Full Name"? Thanks!
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| With a shared database can others also see your inbox and contacts | 21 Aug 2007 23:29 GMT | 1 |
With the shared database, can others who share the database see my (or anyone else's inbox or list of contacts other than what's in the Business Contact Manager? I believe that it's something our IT Manager has to set up separately and only management has that authority, but I'm ...
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