How do you set up business contact manager for limited user accco.

Similar Threads:

1.Limiting Users Access to Business Contact Manager Contacts

My supervisor has some very specific requirements for our contact database 
and I'm just beginning to learn Business Contact Manager and am wondering if 
it fits these requirements. And if it doesn't, does anyone have suggestions 
for a software that does?

We need a contact database that we can assign a lead to a user, check on any 
activity or notes they put in regarding the lead, and can reassign the lead 
if the user isn't giving it any activity?

So the user should only be able to access the specific leads we assign to 
them.
I suppose it would be possible to just create different databases per 
user... but would it be possible to transer a contact from one database to 
the other, thereby reassigning it?

2.Business Contact Manager, How do I make Follow ups aprear in m

Thanks for the fast reply.  Realizing now that follow up reminders don't work 
with BCN, is there a way to identify the contacts that have a Due by date 
along with the Follow up flag?   

Thanks in advance.

"Luther" wrote:

> Outlook followups/reminders don't work with BCM Contacts.
> 
> 

3.Outlook 2003/Business Contact Manager/Getting Things Done Add-

Kyle,

From your Outlook enable your addins one by one after the BCM add in is 
enabled. This worked for me. 

From Outlook - Help > About > Disabled Items 

I hope this helps
-- 
Glenn 


"Luther" wrote:

> On May 19, 7:38 pm, Kyle < XXXX@XXXXX.COM > wrote:
> > I am looking for a solution for two business partners who want to use Outlook
> > as a CRM. I have the GTD add-in and when I installed the BCM, none of my
> > add-ins would work and Outlook wanted to disable all of them.
> >
> > I restored my system to before the installation. Is it possible to have
> > these add-ins and BM?
> >
> > Is it possible to use Outlook and achieve the same *report* results as you
> > would get using ACT! - a top-level report of all of the clients and their
> > status, activities, notes, etc?
> 
> I had not come across GTD before. I had a look at their web site, but
> I don't have a copy of their add-in to try to reproduce the problem.
> Have you asked NetCentrics? They are likely to have come across BCM
> before.
> 

4.Outlook 2003/Business Contact Manager/Getting Things Done Add-in

I am looking for a solution for two business partners who want to use Outlook 
as a CRM. I have the GTD add-in and when I installed the BCM, none of my 
add-ins would work and Outlook wanted to disable all of them.

I restored my system to before the installation. Is it possible to have 
these add-ins and BM?

Is it possible to use Outlook and achieve the same *report* results as you 
would get using ACT! - a top-level report of all of the clients and their 
status, activities, notes, etc?

5.business contact manager distribution list size limit

Does Outlook 2007 Business Contact Manager have a distribution list size 
limit similar to Outlook?

6. Outlook Business Contact Manager: Contacts vs. Business Contacts

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8. Add contact to Business Contacts in Business Contact Manager frm e