Is there a way to customize the lead source list in Business Contact Manager?
Is there a way to customize the lead source list in Business Contact Manager?
Look at the bottom of the choices in that list and choose <Edit This List...>. OR, from the main menu, click on Business Contact Manager, Customize Forms, Edit Lists. 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 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "Consultant Bill" <Consultant XXXX@XXXXX.COM > wrote in
1.How do I add additional lead sources in Business Contact Manag
2.Adding lead sources in Business Contact Manager
How can I add other lead sources in Business Contact Manager
3.Outlook 2003/Business Contact Manager/Getting Things Done Add-
Kyle, From your Outlook enable your addins one by one after the BCM add in is enabled. This worked for me. From Outlook - Help > About > Disabled Items I hope this helps -- Glenn "Luther" wrote: > On May 19, 7:38 pm, Kyle < XXXX@XXXXX.COM > wrote: > > I am looking for a solution for two business partners who want to use Outlook > > as a CRM. I have the GTD add-in and when I installed the BCM, none of my > > add-ins would work and Outlook wanted to disable all of them. > > > > I restored my system to before the installation. Is it possible to have > > these add-ins and BM? > > > > Is it possible to use Outlook and achieve the same *report* results as you > > would get using ACT! - a top-level report of all of the clients and their > > status, activities, notes, etc? > > I had not come across GTD before. I had a look at their web site, but > I don't have a copy of their add-in to try to reproduce the problem. > Have you asked NetCentrics? They are likely to have come across BCM > before. >
4.Outlook 2003/Business Contact Manager/Getting Things Done Add-in
I am looking for a solution for two business partners who want to use Outlook as a CRM. I have the GTD add-in and when I installed the BCM, none of my add-ins would work and Outlook wanted to disable all of them. I restored my system to before the installation. Is it possible to have these add-ins and BM? Is it possible to use Outlook and achieve the same *report* results as you would get using ACT! - a top-level report of all of the clients and their status, activities, notes, etc?
5.Add contact to Business Contacts in Business Contact Manager f
If the manual way of doing it that Monica describes does suit your needs, there is a quick way to add a Business Contact from an e-mail. Especially if you want to add many at a time, in a few clicks. The method is a little obscure, but here is how: 1. In your inbox's list of incoming (or any other) mails, right click the e-mail. 2. Then select "E-mail Auto-link". 3. A dialog box pops up with all of the addresses in the mail. 4. The ones that you currently do not have a Business Contact for have "unknown" in the column. 5. Select the one(s) you want to make into Business Contacts and click OK 6. The Business Contact has been added, and will have its e-mail autolinked as well (which can then be turned off again if you don't want it). 7. Now fill in the rest of the Business Contact information as appropriate, as Full Name and e-mail address are already populated in the Business Contact. Thanks for your interest in Business Contact Manager for Outlook. Bret [MS] "Monica Tsang (MSFT)" wrote: > Hi > > Thank you for your question. Unfortunately, Outlook does not support right > clicking on an email address and adding it as a Business Contact in lieu of a > Outlook Contact. However, you can add it as a Outlook Contact, then simply > drag and drop that contact from the Outlook Contact folder to the Business > Contact folder and it will automatically make the necessary changes to become > a Business Contact. > > Thanks, > Monica Tsang [MSFT] > > "Knuckleheadmike" wrote: > > > Is there a way to configure Outlook 2007 to add new contacts to Business > > Contacts in Business Contact Manager instead of Contacts when right clicking > > on the email address in an email?
6. Add contact to Business Contacts in Business Contact Manager frm e
7. Outlook 2007 or 2003 with Business Contact Manager (Beta) Add-in: Business Contacts for Pocket PC
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