Anyone who know if there are any way of exporting or converting BCM data into other CRMs? BCM 2003 has been a disaster solution since it does not allow us to send blind email copies through MS-outlook to the different groups created in BCM, effectively making BCM useless to send out newsletters to the groups. Alternative 1:) ....any MS people where that know if this no. 1 missing feature will be available in 2003? Or in 2007? Alternative 2:) If we must start all over again rebuilding our data in a new program, which CRM should we go for that allow us to send "blind copy" newsletters to groups of contacts? -- "There is no such thing as a stupid question, just stupid answers"
Reversing the disaster: How to getting BCM data exported back
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- 1. How do I activate Business Contact Manager in Outlook?
During original set-up, I accidentally chose to insall BCM later. Now I can't find the appropriate files anywhere to use in my COM-AddIns. There is a BCM folder in my "C:\Program Files\Microsoft Office\OFFICE11", but none of 'em seem to do the trick. Thanks! Rand - 2. Creating contacts from template
We need to create 500+ contacts, all of them have the same information except for name and e-mail address. Is there a way to make a "template" contact? it will hold all the information, so we can create new contacts with all that information filled in? We would also want to do the same thing with the opportunities section. - 3. Updating business contacts when account details are changed?
I'm adding in company accounts first, and then creating individual accounts for the contacts at those companies. However, if I make a change to the company account (address), each of the linked contacts don't update their details. I have to individually go into each business contact and update their details too. Is there a simpler way to do this, particularly when it comes to addresses or URLs? Thanks, -Kevin. - 4. Can I add a field for URLs?
I've found that I can add personalized fields to the contact page. However, it doesn't seem to link like the Web page address field does. When I set the new field to "Text" (most relevant), it only has "Text" again under Format. Thanks, -Kevin. - 5. Can I add a reoccurring reminder to my contacts?
I'd like to set a reminder on my contacts so every 2 months I'm reminded that I need to get in touch again. Is there a way to do that or do I manually have to set each reminder? If I can do a reoccurring reminder, is it possible for it to reset if it detects that an e-mail was sent to/from that contact in the history? Thanks, -Kevin.
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Reversing the disaster: How to getting BCM data exported back
by UkVBTElTVElD » Tue, 13 Mar 2007 06:07:03 GMT
Re: Reversing the disaster: How to getting BCM data exported back
by mrtimpeterson via OfficeKB.com » Tue, 13 Mar 2007 14:59:51 GMT
REALISTIC, Check out an Outlook centric alternative to BCM here at: www.avidian.com. They have a very nice group email wizard that allows you to send blind emails to groups with each addressed as if it were only 1 addressee. Best wishes, -THP -- Message posted via OfficeKB.com http://www.**--****.com/
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1.Exporting BCM data back into Outlook contacts
You can simply drag & drop the contacts in the navigaion pane. Use the CTRL key to copy the contacts from accounts and business contacts to any pst file. Most of the fields from the BCM and Outlook are the same. There are approximately a dozend of special fields in the BCM that will be not copied. Also attachments in the note field. Best Regards Peter John Mc schrieb: > I recently purchased a blackberry 8703e device. I can get it to sync only > with the standard outlook contacts. I have been getting negative answers to > my question about is there a program for sync to blackberry as there is to a > Pocket PC. So I have decided that going backward and not using the BCM for > Outlook (2003) is my only answer but do not know how to export back to the > original outlook contacts. Any help on this issue would be greatly > appreciated.
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Hi, I had to reinstall the Vista OS on my HP laptop. I chose to use "export" for Outlook data (I know, I know) because it had just worked on my husband's machine. The only difference I see is that he only monitors ONE email acct. from within Outlook whereas I monitor four. One of which is a Microsoft Sm. Bus. (SQL?) account. When I did the export, the utility/wizard would only let me export each individual section (what I call "email address" --prob. a *pst) instead of an "image" of all the data in the program. So what I have on disk is the following: -Three *.pst folders -One *.bcm folder I reinstalled Outlook 2007 and Business Contact Mgr., so of course, since I'd exported, I used import--yuck. I brought two of the *.pst's over and now have duplicate Tasks and who know what else...and both sets of messages are showing up under the same "Personal Folders" heading. I tried "Open" from the FILE menu just for giggles, which it did. Now I have two folders, both cleverly named "Personal Folders." Could someone please give me instructions on how to wipe these out of there and get set back up the way it was before. Basically, I had my default email under personal folders, then as I'd added other accounts, they stacked up nicely underneath each other in the navigation pane with the names I gave them. Also--do I have to reenter all that POP/IMAP/SSL stuff again? Nada is showing up under the Accounts... I guess I thought it was part of the profile, but perhaps w/ Export you just get data? Any help is appreciated.
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