Limiting Users Access to Business Contact Manager Contacts



  • 1. Entering a New Business Account
    When I open up Contacts in BCM, I see a custom table that I setup. The first line of the table is empty but says "click here to add a new business contact". I like this idea as it is a quick way to add and edit contacts. However, my question is this. Can someone please tell me how to do this with my accounts. I need to uncheck all of the "active" checkbox fields of all of my accounts as the box was checked when I imported these accounts. It would be a lot easier to do it in the list of accounts rather than opening every account to uncheck the box. I am new to BCM so please excuse the newbie question. Thanks in advance for your help.
  • 2. Can't install BCM for Outlook 2007
    Office Small Business 2007 package. New laptop computer (Dell 1535 bought from Best Buy, they didn't have Office Small Business package in stock. Went next door to Office Depot to buy it.) With the hated VISTA operating system. I have successfully installed CD1 - the main office suite, but I can't install CD2 - BCM. Reading the log file from the end - "MainEngineThread is returning 1603" and "Error 1316. Setup cannot read from file E:\OFFICE\02007pia.msi." Other resources imply I had a bad CD. I took it back to Office Depot and they gave me a new Office package. Retried to load BCM and get same errors. Can I have 2 bad discs in a row? How do I install BCM?
  • 3. BCM in trial version
    I just install trial version of Microsoft Office Professional 2007, to check how BCM in MS Outlook works. Apparently polish trial version doesn't have BCM. Is it possible to get trial version with BCM (polish version of course)?
  • 4. Importing Data GUID
    Hi when trying to import BCM data file teh following message appears. [Error] Could not find value stringfor pick list 'Assigned to User' with value guid '5c54ec07-dc80-4f38-ae8b-cf4465ed6938'. Setting pick list value to empty. This error is depleting my Data of approximately 1100 entries. Please Help Rod
  • 5. attach a campaign (seminar) to contacts
    I've created a campaign, in this case a seminar. For the contacts that attended, I want to attach the campaign to their history, but "campaign" is not an option in the "add history item" pulldown list. I know that I can use "initiated by" to select seminar and then the specific campaign, but this overwrites the already entered "initiated by" and destroys the CRM principle of recording customer contacts seeing them evolve in the marketing funnel. (For example, if somebody responds to a mailing and then attends a seminar, you want to see both customer contacts and not just the last one).

Limiting Users Access to Business Contact Manager Contacts

Postby a2xjbGFya2U » Fri, 19 May 2006 00:56:03 GMT

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 
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?

Re: Limiting Users Access to Business Contact Manager Contacts

Postby mrtimpeterson via » Fri, 19 May 2006 02:46:55 GMT

Check out this option ... and don't look back.


Message posted via

RE: Limiting Users Access to Business Contact Manager Contacts

Postby bmVhbA » Fri, 19 May 2006 06:52:02 GMT

from what I understand, BCM 2 doesn't do permisssions, meaning it won't limit 
access to subsets of contacts.  If you want to stay within Outlook, you might 
use an Exchange Server or SharePoint solution with shared and private 
folders.  I've tested MX as listed above, and it might get close, but BCM 2 
isn't going to do it. 

If you have a chance to participate in the upcoming beta of Outlook 2007 
with business contact manager 3, you might find increased  functionality.  
The beta opens in a couple weeks.

Good Luck, Neal

Similar Threads:

1.Business Contact Manager 2007 Access Rights and user fields

We evaluate the Business Contact Manager 2007, it does look and work not bad 
but we have some big problems finding standard features. Maybe me look at the 
wrong spot, we do hope someone could assist us to find a solution.
There are 2 things we try to figure out:

1. We need to assign user access rights that allow us to limit work group 
users to only see specific contacts and functions. For example we need to 
disable the reporting since only the management should see this also there 
should be a way to limit the user to contacts that have a specified fields. 
For example we could have a field saying "owner" and than specify a login 
filter to only show the user contacts that have a specified owner key. 
However other users could see all is not access rights limits are assigned.

2. It seems that Business Contact Manager 2007 is limited to 40 user defined 
fields, we have at least 90 of them that I need to import. I am amazed that 
there is a limit in a modern application like this. Surly there must be a way 
to increase this, maybe in the registry or somewhere else. Any tips are 
welcome. We would really like to give this a shot but we are amazed that 
these standard features are not easily found.

Best wishes,

2.Allow user access to Outlook Business Contact Manager database

ODBC or other linkage would allow users to create their own reports

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

4.Add contact to Business Contacts in Business Contact Manager f

If the manual way of doing it that Monica describes does suit your needs, 
there is a quick way to add a Business Contact from an e-mail.  Especially if 
you want to add many at a time, in a few clicks.  The method is a little 
obscure, but here is how:

1. In your inbox's list of incoming (or any other) mails, right click the 
2. Then select "E-mail Auto-link".
3. A dialog box pops up with all of the addresses in the mail.
4. The ones that you currently do not have a Business Contact for have 
"unknown" in the column.
5.  Select the one(s) you want to make into Business Contacts and click OK
6.  The Business Contact has been added, and will have its e-mail autolinked 
as well (which can then be turned off again if you don't want it).
7.  Now fill in the rest of the Business Contact information as appropriate, 
as Full Name and e-mail address are already populated in the Business Contact.

Thanks for your interest in Business Contact Manager for Outlook.

Bret [MS]

"Monica Tsang (MSFT)" wrote:

> Hi
> Thank you for your question. Unfortunately, Outlook does not support right 
> clicking on an email address and adding it as a Business Contact in lieu of a 
> Outlook Contact. However, you can add it as a Outlook Contact, then simply 
> drag and drop that contact from the Outlook Contact folder to the Business 
> Contact folder and it will automatically make the necessary changes to become 
> a Business Contact.
> Thanks,
> Monica Tsang [MSFT]
> "Knuckleheadmike" wrote:
> > Is there a way to configure Outlook 2007 to add new contacts to Business 
> > Contacts in Business Contact Manager instead of Contacts when right clicking 
> > on the email address in an email?

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

Is there a way to configure Outlook 2007 to add new contacts to Business 
Contacts in Business Contact Manager instead of Contacts when right clicking 
on the email address in an email?

6. Business Contact Manager - dialog box for access to Outlook Contacts

7. Business contact manager accessing contacts

8. Remotely access contacts in business contact manager?



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