Importing/Customizing BCM forms



  • 1. Business Contact Manager Outlook 2007 could not complete action
    Im getting an error when I switch between my favourite folders or when I search for a contact in my contact folder an error message "Business Contact Manager for Outlook could not complete your last action or actions. Please try again." It seems to happen only after I've started Outlook 2007 and search for a contact and then move between my folders or when I start using the BCM folders and then move between my other folders not BCM related. I have to select OK to remove the error but then if I try to go to another folder the error message pops up again. Any ideas of how to fix it?
  • 2. bcm 2003 does not reconize its data bases
    On Mar 9, 6:27 am, Seymour < XXXX@XXXXX.COM > wrote: > I needed to do a complete reinstall of XP (sp2...), Outlook 2003 and BCM. > Unfortunately BCM does not recognize the data bases it created previously. > > Sugeestions on how I can encourage BCM to see the light or > what commands can i use to see the meta data for these data bases. > I have not changed user id, and the db's are in the folder expected by BCM.. > > Help !! Unlike BCM 2007, earlier versions would not automatically attach the database files to the BCM sql server instance. So you will need to attach them yourself and then the databases will show up in BCM. If you don't know how to attach databases, the steps have been explained before in this newsgroup.
  • 3. Trouble Loading Business Contact Manager 2007
    I can not get Business Contact Manager (BCM) 2007 installed. I upgraded from Microsoft Office 2003 with Business Contact Manager to Microsoft Office 2007 Professional which includes Business Contact Manager. Before upgrading BCM was working fine. I have installed Office 2007 and everything is working fine. When I try to install BCM using the second CD, it will start installing but about half way through I get an error message. Microsoft technincal support has tried for the past 2 weeks to help me. This problem has been escalated two times now. They say they need to reseach the problem. Has any one had trouble installing BCM 2007?
  • 4. When I go to open an opportnity in BCM 2003 outlooks shuts down
    The opportunity dialogue box opens in BCM 2003 and then I recieve the MS encountered a problem and must close. Any one have any suggestions? -- Bo
  • 5. updating a BCM Contact from imported list
    Once contacts are in BCM07, can other files be imported that will update not duplicate these contacts? e.g. Only names and addresses are in BCM. A .csv file contacts, a list of spouses, birthday, etc. The new list will update those fields in the contact record. Thanks

Importing/Customizing BCM forms

Postby RXZlcmdyZWVu » Fri, 07 Jan 2005 12:37:02 GMT

I am changing from an older version of ACT and have been trying to import my 
contacts.  The fields that are available are of little use to me.  Is there a 
way to customize the fields that I have to map my current data to?

RE: Importing/Customizing BCM forms

Postby U1Npbmhh » Wed, 12 Jan 2005 14:17:07 GMT

Thankyou for choosing Business Contact Manager for Outlook 2003

BCM does not support customization of the forms.
Hence even if the BCM forms (Business Contacts or Accounts or Opportunities) 
were customized (new fields added or changed), they would not available for 
use on the BCM data.
The customization is anyways on the wish-list for future versions of BCM.

Business Contact Manager Team

Similar Threads:

1.Import to customized task form from Excel - Outlook doesn't seem to be aware of custom form

Hello, hoping someone can answer the following.
1. I created a personal Folder, TASKS2003
2. I designed the task form and published it to TASKS2003 as MYTASKFORM
3. I set folder properties to use MYTASKFORM as the task form
4. Now, I have about a thousand tasks I want to define (for my staff).  I go
into excel and create about 100 sample tasks.  For column headers, I use
User-Defined field names that I created when I designed the custom task
form.  So the excel column names should match the user-defined field names
at import time.
5. I start the import process in Outlook.  But it seems outlook is not aware
of my custom form.  For example, in the mapping dialog, I see only
frequently used fields.  I see no sign of my user-defined fields.   Plus, if
I go ahead and import, I see tasks created but, if I click on a task, it is
the standard task form, not my custom task form.

Hope I've described this clearly.  Thank you for any help...

2.Customize form / customize form

Is it possible to customise the Business Contact form to display the 
Communication History Items so that you can see both the contact details and 
History at the same time?

3.Outlook 2003 with BCM: Unable to publish a customized BC-form

I created a customized BusinessContact form.
After the Customization I pushed the Publish-Button. In the window "Publish
Form As" I selected the "Personal Forms Library", choose a name and pushed
the Publish Button.
An error occurs: "The Business Contact cannot be saved unless it contains a
Full Name. Please type a name in the Full Name Box, and then save".

Has anyone experience in customizing and publishing forms in Business
Contact Manager and Outlook2003.

Thanks for your help!

4.Customize Standard Forms in BCM

This is (possibly) a very easy question to answer but I can't seem to find a 

I have customized the BCM Business Contact form and added new fields but I 
want to remove the standard 'Business Card' shown on the form to give me more 
space but I can't find out how to do this.

I also want to reduce the number of lines in the Products and Services 
region of the standard Opportunities form. It shows about 15 lines as 
standard but I only need 2 or 3. So a way to do this would also be 

Any advice or guidance would be greatfully received.


5.BCM will not add a field to customize my form

In OL BCM windows 7 I want to modify my Account form or even Business contact 
form.  Selecting customize form and adding a group is fine.  But when I try 
to add a field the error pops up with "BCM could not complete your last 
action.  Please try again."  Any ideas on how to avoid this and get to adding 
a numeric field to an existing Account template???

6. customizing forms in bcm

7. BCM customize Forms

8. BCM 2007 - Can't customize forms?



Who is online

Users browsing this forum: No registered users and 68 guest