Outlook 2003 BCM book?



  • 1. E-Mail Campaign - Permission Marketing
    Does BCM 2007 have any capability to manage "permission marketing"?
  • 2. Contacts from excel to Outlook or vise c
    I am using Office Standard 2007. I have also purchased Access 2007 but have not had to much luck doing anything useful with it. Currently, so i have all contact info in 1 place, I enter my client's contact information in a "Master Name Page" excel worksheet that I created. I then copy it to a different excell workbook so I can use it for estimating, proposal and billing. I enter 1n 1 contact at a time not multiples at once. I am a very slow typer. I am willing to enter the info into Outlook 1st, but it doesn't quickly go into excel that I can see. My question is this. How can I enter contact info only 1 time and in the most time efficient manner, use it in excel and outlook? Would Outlook Business Contact Manager do this? Do I already have what I need? Is it impossible?
  • 3. "Primary Contact" field on acct. level blank when importing Ex
    Thanks for the help. The more I looked at it, that was my assumption, unfortunately. Would you think the best thing would be to import the excel names as contacts and then manually link the individual contact names to the accounts? "Luther" wrote: > On Apr 15, 10:41 pm, ryanholliday > < XXXX@XXXXX.COM > wrote: > > I am trying to import data from an Excel file to create accounts for BCM. > > The file includes addresses, phone, etc., and I would also like to import the > > Excel column where I have the primary contact name. Even though the rest of > > the data inserts properly after I map the transition, the "Primary Contact" > > field does not fill with the name from my Excel file. > > I think the PrimaryContact field contains the internal id of a > BusinessContact, and when you open an Account form, BCM fetches the > name field of the contact with that id and displays it. > > So there's no way to import a primary contact name for an Account. >
  • 4. Report by company name
    how can I run reports by the company name instead of the contact name?

Outlook 2003 BCM book?

Postby Brian Watson » Wed, 23 Feb 2005 15:33:20 GMT

Anyone like to recommend one from experience?

I find a book with a good index better than help files.


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