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Need to add contact after receiving e-mail

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1. Follow Up Flags disappear offline
So the new BCM is better than before, there are still lots of little issues. Here is one I am trying to deal with: I go to a Business contact. I decide I need to follow up tomorrow. So I set a flag for tomorrow. IT shows up in my To-Do Bar..... So far so good. If I change my Status: Online to Offline.... I loose all these flags!! If I reset them to Online, they come back. My options are set to be a remote | work offline database. I am able to update contacts and edits offline and online and the sync works (slow, but it works). What am I missing. I even made sure that the business contact was assigned to me. -- -Gabriel
2. BCM Import
Hello Jeff: With regards to the account/customer link not being preserved in Excel, what formats does it work it? You mentioned competing products, would Access work? I am importing the data from Visibility's Visibility.net V7 system (the data is in sql server). Thanks Dan Visibility Corporation, a MS Partner
3. multiple databases on same server?
I have converted our ACT6.0 database in a shared server location, and have successfully connected many on our network to this, thanks to the database admin tool. We are using the Alladdins Office Documents 4 add-in to be able to print out typical forms, such as a fax cover or transmittal. This should be part of BCM, but thankfully someone out there saw this deficiency in BCM and brought a solution to market. My question regards having a second database on this same server. We have two different companies sharing this server and net access, and it is time to convert the other company's database. My fear is that when I convert theirs, it will wipe out the first database I converted, since they will both need to be on the same server. Thanks in advance.
4. How to Determine If My Off. Ult. '07 Has BCM?
I have Office Ultimate '07 without the box and I would like to know how to determine if it has BCM or not. I installed the whole suite but don't see it and I thought this version had it. If it isn't included, is there a way to add it? Thanks
5. Create account from contact
It would be nice if you had a right-click context menu item to create Account from Contact which would default the account name to the company in the contact and add the contact to the contacts list. I think natural daily workflow is to create contacts first as you talk to people and gather their info. Then you may want add Account. Another reason I have currently is ACT imported everything as a contact. Now I have setup 500+ accounts manually.

Need to add contact after receiving e-mail

by Luc » Fri, 16 Jul 2004 23:34:17 GMT

When i recive e-mail i need to add contact to both my contact in outlook and
in the bcm folder

Any suggestion?

We can RMB on e-mail header and add contact but only to the contact not to
the bcm

Re: Need to add contact after receiving e-mail

by John Christian » Fri, 16 Jul 2004 23:48:29 GMT

Luc:

I set everything up in the open contact form, then save it (*not* save and
close), then do a File -> Copy to Folder and select the Business Contacts
folder in BCM.  If I need to do any additional editing of the BCM contact I
just open it then and make the needed edits...

John





and

Re: Need to add contact after receiving e-mail

by Luc » Sat, 17 Jul 2004 00:25:31 GMT

Thank John

For me it is not the best workaround

i will keep this in mind


"John Christian" < XXXX@XXXXX.COM > a rit dans le message de


I



to

Re: Need to add contact after receiving e-mail

by John Christian » Sat, 17 Jul 2004 01:27:55 GMT

Luc:

I don't know of any other way to do it.  If you find a better way please let
us know.

John






and
Contacts
contact



outlook
not

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4.Adding Contacts to Received E-Mails

When I receive e-mails, I typically add the contact name to
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Does anyone know of an "automatic" way to do this?  I have
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It's inbound that I have a problem with.  Any suggestions
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5.Adding Contact Info to Received E-mails

When I receive e-mails from someone that is already in my address book, I want to OL2003 to "look up" that e-mail address and add it to the "Contact" information on the e-mail.  I'm currently doing this manually.  And there does not seem to be a rule to apply. 

The reason is that I store these e-mails for later reference and I sort them by Contact name.  Originally, I did so by e-mail address but several have multiple e-mail addresses (home, work, etc).  Hence the reason for using the contact name

Does anyone know of a method, script, third party utility, or prayer that might work.  Or maybe my concept is wrong. 

Thanks for the help.

6. adding multiple contacts at one time from a received email

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