I'm testing BCM to see if it will work better for us in a SMB R2 environment. Ideally I would like to set up the shared database on the server and then install each workstation to point to this database. I installed on my workstation and copied the MSSmallbusiness entries from my root drive to a shared network drive. I can't get the local/client/workstation to point to the network. The network has SQL on it. I would prefer not to install Outlook onto the server. Is there a way to do this?
Firsttime BCM installation - client / network setup
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- 1. BCM WM5.0
Is there a limit to the amount of Business Contacts you can have in WM 5.0? At one point I was able to open BCM on my PPC and I changed the view to sort by company and not contact name and since than it will not open BCM. I reinstalled BCM and still will not work, it just freezes. I am working with 3900 contacts. Any ideas are highly appreciated! - 2. Parent User Defined Field in View
Using BCM 2007, I have a user-defined field at the account level. I want to add that field to the Contact Phone List view but can't find the field in all the choices. Two questions : 1. Can I somehow add it to the phone list using SQL.I would like to add the field to this view because then I could do a email send to the contacts I select. 2. Can I write a macro that would automatically select contacts based on this user defined field and other fields and then send anemail with attachments. thx - 3. Importing database files from ACT! 4.0 into BCM 2003
I have a total of 1026 contact records in our present ACT! 4.0 database and need to transfer them into a shared BCM database. I have taken small groups and created individual .dbf files for easier transfer. When I convert the .dbf files into a .bcm file and then import it into BCM a big problem occurs. All of the information gets transferred but only within the Business Contacts for Business Contact Manager, NOT in Accounts for Business Contact Manager. Aside from manually creating these accounts (1,026) of them, I can't seem to get the Company Name to transfer as an Account. I need help fast! THANKS! -- Judi
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Firsttime BCM installation - client / network setup
by QldD » Wed, 15 Apr 2009 23:32:04 GMT
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Have a client that uses BCM 2003 on an XP Pro computer as a (Server). We're going to move them to an actual server for better file sharing/ permissions control. Most of the users are familiar with BCM and I am not. Can you install it on a network and have it shared among the network of about 10-14 people. Can users be setup with different permissions such as read-only or full read/write to the bcm database? And if so can you point me in the right direction on the setup or what to look out for. Thank you in advance for any suggestions
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