We are a small company with two people that need to share/access CRM information. We use a POP3 account and do not have an exchange server. Can we share the information between users without an Exchange Server?
Sharing Outlook Business Contact Info
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- 1. adress books issues
I connot read my adress book when creating an email. - 2. expanding contact card to print all info on card
when i add notes to the right on my contact cards, they show up on the screen but when I print out my contacts as cards 1/2 of the notes I make don't print because of space issues if there are too many. Is there a way to expand that area? I need to have all the notes print out to show all the calls, comments ect. to my boss. Any suggestions? - 3. duplicate entries in tasks
I am getting a duplicate entry in my Tasks to-do-list everytime I create a new task. How do I eliminate this issue? Can anyone help. Thanks Kevin - 4. This Object Does not Support this Method
Hi. I've just reloaded vista and then loaded Outlook 2007 with Business Contact Manager. I receive email headers only. I righty click to download them. When the email comes in and I try and open it I get an eror message saying that THE OBJECT IS NOT SUPPORTED BY THE METHOD and I need to close down Outlook and restart it to access the email... which is ridiculous. I've seen many posts around the internet pertaining to this problem but no solutions. Can anyone help me please? Thanks Gordon
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Sharing Outlook Business Contact Info
by SmltIFJvYmluc29u » Mon, 03 Dec 2007 11:01:01 GMT
Re: Sharing Outlook Business Contact Info
by Lon Orenstein » Mon, 03 Dec 2007 20:12:01 GMT
Jim: Yes, you can share Business Contact Manager info but not tasks and appointments. Exchange handles email, tasks, and appointments. BCM handles CRM data -- contacts, accounts, opportunities, projects and project tasks. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc XXXX@XXXXX.COM Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com
Re: Sharing Outlook Business Contact Info
by anBkMjExMg » Fri, 21 Dec 2007 18:34:00 GMT
Lon, thanks for the answer, but Microsoft needs to rethink this. I also have a small business with a few people in different countries. Would I need to get exchange for us to share project tasks - that sounds a bit daunting since I don't even have a server. why can't MS open up tasks sharing just like they do in Outlook? Are there any work arounds? Perhaps another tool like Accomplice (www.accomplice.com) would resolve this limitation. I'll have to investigate. Jim
Re: Sharing Outlook Business Contact Info
by Lon Orenstein » Sat, 22 Dec 2007 08:23:59 GMT
No, Project Tasks are inside BCM, not Exchange. So, that should work fine. You might look again at hosted Exchange -- it's about $10 per month per user. Well worth the price, IMHO... HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc XXXX@XXXXX.COM Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com
Re: Sharing Outlook Business Contact Info
by V2lsbHk » Sun, 13 Jan 2008 08:47:00 GMT
Lon, I was trying to follow this thread and was not totally clear. If one would have 2007 professional (BCM included) on 5 laptops with a hosted exchange server, what would have to be done to share the BCM data across the laptops/users for CRM (i.e. projects, opportunities, etc.)? Or how do you create a centralized BCM data base for everyone to access and sychronize to?
Re: Sharing Outlook Business Contact Info
by Lon Orenstein » Wed, 16 Jan 2008 00:53:45 GMT
illy:
Yes, I wish Microsoft had done this differently but they didn't... sigh...
BCM synchronizes its own data through its own server. It doesn't need a
"real" server (running a server operating system), just a dedicated PC with
a VPN connection to the internet. If all you wanted to share was BCM data,
you wouldn't need an Exchange server - a BCM server would work just fine.
So, in your configuration, the Exchange server handles email, tasks and
appointments in Outlook. The BCM server would handle the BCM data. The
users would have to remember to synch BCM regularly.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
XXXX@XXXXX.COM
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
"Willy" <Willy @discussions.microsoft.com> wrote in message
news: XXXX@XXXXX.COM ...
Yes, I wish Microsoft had done this differently but they didn't... sigh...
BCM synchronizes its own data through its own server. It doesn't need a
"real" server (running a server operating system), just a dedicated PC with
a VPN connection to the internet. If all you wanted to share was BCM data,
you wouldn't need an Exchange server - a BCM server would work just fine.
So, in your configuration, the Exchange server handles email, tasks and
appointments in Outlook. The BCM server would handle the BCM data. The
users would have to remember to synch BCM regularly.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
XXXX@XXXXX.COM
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
"Willy" <Willy @discussions.microsoft.com> wrote in message
news: XXXX@XXXXX.COM ...
Re: Sharing Outlook Business Contact Info
by V2lsbHk » Wed, 16 Jan 2008 01:19:04 GMT
Lon,
Sorry for my naivity. To set up a server version of BCM, what additional
software do I need? I was not aware that there is a sever version.
"Lon Orenstein" wrote:
Sorry for my naivity. To set up a server version of BCM, what additional
software do I need? I was not aware that there is a sever version.
"Lon Orenstein" wrote:
Re: Sharing Outlook Business Contact Info
by Lon Orenstein » Wed, 16 Jan 2008 11:10:45 GMT
here's not a server version -- you can just load BCM on a PC and call it a
server -- if you have 2-5 users get 2GB of RAM, 4GB for more. Or, use a MS
Small Business Server.
HTH,
Lon
--
___________________________________________________________
Lon Orenstein
pinpointtools, llc
XXXX@XXXXX.COM
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
"Willy" < XXXX@XXXXX.COM > wrote in message
news: XXXX@XXXXX.COM ...
server -- if you have 2-5 users get 2GB of RAM, 4GB for more. Or, use a MS
Small Business Server.
HTH,
Lon
--
___________________________________________________________
Lon Orenstein
pinpointtools, llc
XXXX@XXXXX.COM
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
"Willy" < XXXX@XXXXX.COM > wrote in message
news: XXXX@XXXXX.COM ...
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