BCM Accounts and Business Contacts in BCM



  • 1. Trying to Install BCM; already have MS Outlook 2007--getting error
    keep getting an error message saying BCM failed to install due to some setuptmp. Everytime I try again, same message pops up. I need Help!
  • 2. My outlook 2007 will not launch and i keep getting errors
    I recently downloaded the trial version of Outlok 2007 and now I can not even get email to launch and keep getting errors.
  • 3. .Net framework 2.00
    I had to install The .Net framework 1.1 before installing the BCM upgrade even though I had the .Net framework already installed. Do I need both versions. Will BCM stop working if I uninstall 1.1 framework. I have Windows XP professional O|S
  • 4. transferring old BCM files
    Hello, I need to transfer my old BCM 2003 data files from an external hard drive (that came off a Win XP Pro system that blew up) to my new desktop with Win Vista Home Premium system. I need to know the names/file extensions and locations of all the old data files. All the documentation I see only says how to backup or export using the functions in OUtlook which is not workable now. Can anyone tell me where I can find this info or how to do so? Thanks, God bless and Merry Christmas
  • 5. Should I use BCM?
    I entered an attorney's clients/contacts into Office Prof 07 BCM. He wants to use Mail Merge for letters, labels, fax cover sheets, and he saves some emails in client folders. Is there any reason for him to use BCM as he is not using the majority of the BCM features?

BCM Accounts and Business Contacts in BCM

Postby Z2Vvc2hpbW8 » Mon, 29 Oct 2007 06:00:00 GMT

I just got the and new to using Outlook w/ BCM recently.  I would like to 
find out how to effectively use the BCM.  On the left side of Outlook BCM 
there is Contacts.  Under Contacts there is My Contact. Then there is BCM. 
Within BCM there is Accounts in BCM and also Business Contacts in BCM.
I am in Real Estate and would like to find out how to set up my client 
contact info.  I have individual clients and I also have groups of client 
contact, ie: clients from a group of states.

Any advise on setting up and using the BCM in the Accounts in BCM and also 
Business Contacts in BCM.



Re: BCM Accounts and Business Contacts in BCM

Postby Lon Orenstein » Mon, 29 Oct 2007 07:31:41 GMT


Here's the fastest way to get BCM working for real estate -- our pinpoint 
RealEstate package.  Check it out here:


Lon Orenstein
pinpointtools, llc
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook:  Moving from ACT! to Business Contact Manager

RE: BCM Accounts and Business Contacts in BCM

Postby RGFsZSBOZXR3b3JrZ3V5 » Tue, 30 Oct 2007 12:02:00 GMT

The straight answer is:

Business account is created and business contacts are associated with the 
business account.

A business contact can stand alone without any Account association and this 
would only seem a practical play for recording simple contact information and 
not for doing business with them.  If you are doing any business exchanges 
with them then create an account of them and add them also as a contact.

Once you use your Outlook for communications for a little bit you will see 
the value in this order when you run any of the BCM reports.

If you know very little, I would recommend you take a 15 minute slot of time 
and plunge head first into the tutorial and get some exposure.  Continue to 
immerse yourself in the Help until you feel adequately familiar with the 
coming and goings of this tool.

Regards - Dale

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