I'm trying to build a marketing campaign. I want to filter on several things, and I can get everything just about right, but I'm running into a wall on this one. My business contacts are under associated accounts. Some accounts have several contacts under them. As part of this marketing campaign, I only want the PRIMARY contact. I can not seem to find the filter for that one. All my category, address and other fields seem to be there. I'm running BCM 2007 on a shared database. Anybody have any hints?
Marketing campain filters
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- 1. cannot assign categories to contact record
I keep getting the message " you have assigned more than 50 categories to this record" etc., when I haven't assigned any, yet am trying to. I have carried out the diagnostic on the web (de-select then select) and rebooted but to no avail. I have about 60 categories in my master list and only assign 3 or 4 to each record. Why is this happenng now and what do I need to do? - 2. Task List in Business Contact Manager
I tried to add a ew column phone numbers, to my task list (in the Active Tasks view). I assumed that the new column would associate with all of the phone numbers that are in my Account List and pull them in. This did not happen. How do I get phone numbers from my Accounts into a new column in tasks? - 3. Task List Modifications in BCM
I tried to add a "new column", phone numbers, to my task list. I assumed that the new column would associatae to all of the phone numbers that are in my Account List and pull them in. This did not happen. How do I get phone numbers from my Accounts into a new column in tasks? - 4. Automated Message
If I'm going to be out of office for a couple of days, how can I generate an automated email message so when somene sends me an email it will let them know I'm out of the office and will return at a certain time??? - 5. Autofill fields when adding new contact
Can I make BCM autofill co. postal address, www address, phone no. etc when I add new contact for an existing company? I would have thought it would do this - or do I have a faulty install?
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Marketing campain filters
by wbrco » Sun, 31 Jan 2010 06:45:13 GMT
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I have three problems in launching a phone marketing campain in Business Contact Manager 2007. I cant filter out the contacts that I want to call I cant print a list of these contacts that includes both name of company and person I cant add a reference to a call that has already been made and in this way stop others from calling the same person again if the contact is a No go. Do anyone know how to solve this? Regards Gunnar
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