Marketing campain filters



  • 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?

Marketing campain filters

Postby wbrco » Sun, 31 Jan 2010 06:45:13 GMT

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?

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