| Thread | Last Post | Replies |
|
| Marketing e-mail campaign with a merge | 25 Jan 2008 05:27 GMT | 1 |
I've been trying different mail merge options to create a marketing campaign e-mail blast. When I select Word e-mail merge for my delivery method - I am unable to define a subjet for the subsequent e-mails.
|
| How can I set the default email address for a business contact? | 25 Jan 2008 00:50 GMT | 3 |
When I was using Outlook 2003 for email and ACT! 2000 (8) for the address book, the email was alway autocompleted. I have just migrated to Outlook 2007 with BCM. Many contacts have multiple email messages. As a result, when I look at Business Contacts in a list view I have ...
|
| Keeping track of contacts after specific period of time | 24 Jan 2008 17:18 GMT | 1 |
I only need 1 function from a CRM program, as follows: There are 150 people I need to touch base with at least once every 2 months. I'd like to be able to log every contact I have with them, and if 2 months go by with no contact, I'd like their names to appear on a list that ...
|
| Can you link a OneNote *.one to a BCM Project | 24 Jan 2008 17:04 GMT | 2 |
I have a large project in a *one notebook - looking to link it to a newly developed Project in BCM. Anyone information would be greatly appreciated.
|
| Can't Open BCM Database | 24 Jan 2008 15:51 GMT | 11 |
Like Denmarfl, I can't open my database but his resolution will not work for me! The first time this happened, I too got the same error message "Business Contact Manager database cannot be loaded. Data is not Online. Do You want to change the database configuration?" Now when ...
|
| what is MSSmallBusiness file | 24 Jan 2008 15:24 GMT | 5 |
I am trying to find out what the backup/restore data facility does. As a test I have created a back up of my contacts with just a few contacts in as a MSSmallBuisness file on a separate hard drive. I have then removed the contacts from the contact folder expecting them to be ...
|
| Will BCM work for this? | 23 Jan 2008 21:25 GMT | 1 |
We have several sales reps on the road, contacting customers. Currently, they type out a report in Word for each customer they visit, and then email it to the sales manager. The sales manager would like to centralize and streamline this process,
|
| Sorting Business Contacts | 23 Jan 2008 21:21 GMT | 1 |
Does anyone know if there is a way to save a defualt sort for your business contacts? Currently, every time that I open my business contacts I have to go through a three step process for in order to use my contacts effectively. They are grouped by "Category" by default (which I ...
|
| Project | 23 Jan 2008 21:15 GMT | 2 |
Hi, we would like to use BCM Projects to record activities against a standard production list of tasks. Is there anyway to clone a project against a previous one, or against a template (all the tasks are similar - just the time frames change)
|
| E-mail full contact with History attached from Outlook 2007 BCM | 23 Jan 2008 19:21 GMT | 2 |
I am trying to send a contact out of BCM to another employee with the same software. The history however is not going through. I go to Actions-Send full contact-in outlook format. What am I doing wrong?
|
| BCM "cannot connect to the accounting system" can't invoice... hel | 23 Jan 2008 16:17 GMT | 2 |
I recently installed accounting 08 after having migrated my BCM and old database to a new machine. BCM appears to be okay except for the fact that I can't convert an existing opportunity to an invoice. And I suspect this will happen with all future opportunities, invoices, etc. ...
|
| Can you show a series of cash flows vs. single payment for an opp? | 23 Jan 2008 01:52 GMT | 1 |
Is there a way to show a series of cash flows for a single opportunity ... the only way I can think of is to split a single opportunity into multiple opportunites with smaller quantities
|
| Converting Opportunity to Project | 23 Jan 2008 01:33 GMT | 2 |
I use BCM to manage a solo law practice; I track inquiries from potential clients as "opportunities." If I agree to represent this person, I'd like to convert the opportunity to a business project; is there a convenient way to do that?
|
| Unable to generate BCM reports. | 23 Jan 2008 01:00 GMT | 2 |
I'm using MS OLK2003 with Business Contact Manager Update SP2 on a XP Professional laptop which has over 1 gig RAM memory . Detect and repair has been run. The latest updates have been run but still I keep receiving the following error: “The report could not be generated.
|
| BCM projects | 23 Jan 2008 00:24 GMT | 1 |
Is there a way to sync BCM projects/tasks/history to wm6? PPC Thanks Max
|