BCM Update made things worse

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BCM Update made things worse

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BCM Update made things worse

Postby UmViZWNjYSBEZWxs » Sat, 19 Feb 2005 20:51:06 GMT 

Hi all
I installed the Office 2203 Update and SP for BCM and it has made (the 
already cumbesome) mail merge worse. I had been using a Word Document for 
delivery instructions to our haulier by dropping in the customer name & 
details held in BCM by editing the recipient list. The update has somehow 
mismatched the datafields so that now the "Account_Name" and 
"Primary_Contact" fields are blank and worse still there is no replacement! 
The "First_Name" and "Last_Name" fields are now an mixture of the company 
name rather than of any contact.  It's all over the place really.
I really really want BCM to work because I put a lot of effort in setting up 
all the accounts and contacts etc but it's a bit of a mess for a program by 
such a high profile company. Are they going to release an update that would 
make it workable?
Thanks
Rebecca
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Re: BCM Update made things worse

Postby Luther » Sat, 19 Feb 2005 23:49:35 GMT 

The Account folder in BCM is apparently intended for companies and
institutions, and just happens to inherit all the fields from Outlook
Contacts. The Accounts then have children Business Contacts that
represent the people you actually interact with.

If you want to communicate with people (send emails, automate phone
calls, mail merge, etc.) you should use Business Contacts.
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Re: BCM Update made things worse

Postby UmViZWNjYSBEZWxs » Sun, 20 Feb 2005 02:09:09 GMT 

Hi Luther
I just wanted to list the primary contact name. This used to be possible and 
was working fine but is now available but blank in Word Mail Merge (but there 
in BCM itself). AccountName and Company fields are also there but blank - the 
only way to list the company/account name is as "Display Name". It is 
definitely not working smoothly.
Rebecca
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RE: BCM Update made things worse

Postby ZXJpaw » Wed, 23 Feb 2005 07:15:03 GMT 

I ran into a similar problem with my merge documents.  The fix was to open 
accounts in phone list view and add the columns I needed for the merge.  This 
allowed me to see the account address and the primary contact name at the 
same time in the word mail merge.  When I change the accounts view I loose 
some of the merge information, so I maintain a default view with all the data 
needed for the merge.

How nice it would be to define the merge query and ignore the open view in 
BCM.
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RE: BCM Update made things worse

Postby UmViZWNjYSBEZWxs » Wed, 23 Feb 2005 22:05:02 GMT 

Thanks Erik. Nearly have it sorted now but Word is bringing up a File 
Conversaion Dialogue box now and I have to confirm that the Accounts info is 
coming in in "unicode" each time.  Would you know how to turn this off?

Also, Word gives warnings about running SQL commands when opening merged 
docs. How do i switch this off?

Thanks
Rebecca
Top

Re: BCM Update made things worse

Postby Luther » Wed, 23 Feb 2005 23:55:49 GMT 

If you don't get an answer here, you could try your question in the
microsoft.public.word group.

The unicode warning is a little strange because Office11 is supposed to
use Unicode by default. If anything they should be warning you when the
info is not in Unicode as that's more likely to lead to munged text.
Top

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