Sharing BCM contacts within Workgroup, Leads and Projects

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  • 1. BCM beta-Marketing Campaigns
    I have sucessfully used the marketing campaign feature of BCM 2007 several times, however when I attempted to utilize it again, when I clicked the launch (to Word Merge), the system doesn't react-seems to stall-timeout. Any help or suggestions would be greatly appreciated.
  • 2. install an Office 2007 suite to get Outlook 2007?
    Do I have to install an Office 2007 suite to get Outlook 2007?
  • 3. Managing Project using Contact Manager
    i am not sure if i am doing this right i am trying to use accoutn history to link my projects data to account manager. for each project i have contract document, report document, invoice, ... link thoes documents through account history now if i have multi projects for single account how do i manage thoes document do i need to create new account for each project. second question, how can i have a business contact shared between 2 accounts thanks you

Sharing BCM contacts within Workgroup, Leads and Projects

Postby U2hhcmluZyBCQ00gY29udGFjdHMgd2l0aGluIFdvcmtncm91cA » Fri, 26 Mar 2010 11:52:01 GMT

Hi There!

Is it possible to acess some contacts in my workgroup?

I would like to share some contacts in order to work together with my 
commercial team. That way we could look to some share leads and projects, and 
do some follow up together.

Is this possible?

If yes, only with same version? Different versions together? etc.
Thanks in advance!

Re: Sharing BCM contacts within Workgroup, Leads and Projects

Postby Leonid S. Knyshov // SBS Expert » Fri, 26 Mar 2010 14:15:04 GMT


Yes.

BCM 2007 and 2010 supports this. You can't mix versions.
-- 
Leonid S. Knyshov
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510-282-1008
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Please vote "helpful" if I helped you :)

Re: Sharing BCM contacts within Workgroup, Leads and Projects

Postby U2hhcmluZyBCQ00gY29udGFjdHMgd2l0aGluIFdvcmtncm91cA » Mon, 29 Mar 2010 00:33:01 GMT

Thanks for the answer.

Now, How can I share the database within a workgroup?







Re: Sharing BCM contacts within Workgroup, Leads and Projects

Postby Leonid S. Knyshov // SBS Expert » Mon, 29 Mar 2010 07:46:24 GMT


That is clearly explained in documentation and is done in a matter of a 
few clicks.

Have you installed the product?
-- 
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
 http://www.**--****.com/ 
Microsoft Small Business Specialist
Try Exchange Online  http://www.**--****.com/ 
Please vote "helpful" if I helped you :)

Re: Sharing BCM contacts within Workgroup, Leads and Projects

Postby U2hhcmluZyBCQ00gY29udGFjdHMgd2l0aGluIFdvcmtncm91cA » Tue, 30 Mar 2010 18:15:01 GMT

Yes. I have installed.

There is a tool in order to be able to share databases. Can you please give 
me detailed information in order to be able to share the same repository 
within the workgroup?

Thanks







Re: Sharing BCM contacts within Workgroup, Leads and Projects

Postby Philipp » Sat, 03 Apr 2010 20:11:21 GMT

> > Now, How can I share the database within a workgroup?

So, how does it work?

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