Choosing Account type - Customer or Vendor

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  • 1. Import from Access Database (mdb) fails
    I have not been able to successfully import contacts from an Access database (mdb) file. When I get to the step in which I have to identify the file to import, I browse to it, select it and then click-on Next. I then receive a the following message: "Business Contact Manager for Outlook could not complete your last action or action(s). Please try again." Nothing further happens until I click-on "Cancel". My environment is: Windows XP Professional, all patches and updates loaded to date Microsoft Office Professional 2003 installed, all patches and updates loaded Business Contact Manager for Outlook 2003 installed, all patches and updates, etc. I'm stumped. Suggestions??
  • 2. I want to report on "call type" in business contact manager
    When I create a telephone history item in BCM there is an area to select "call type". I'm trying to create a view or report that will categorize by call type but do not see it as a reportable variable. Did I just miss it?
  • 3. Mousewheel action hangs Outlook 2007
    I just installed Office 2007 Pro with Business Contact Manager over Vista 32-bit upgrade [from XP Pro] and everything appears to be working correctly except for Outlook 2007. It pops up the "Outlook has stopped working..." dialog box and then allegedly sends Microsoft some report that they allegedly do god knows what with. I can consistently make the crash happen whenever I use my mouse wheel in certain parts of the app. If I'm in an email preview window, it's fine, but in the email list, it crashes. It's okay if I use it in the calendar, but if I use it going through my contacts, it bombs. I'm using a Wireless Logitech MX Laser 1000, which is otherwise behaving properly. Has anyone else had any simliar issues? Eh, Outlook is probably the most important part of Office for me... 'would be nice to be able to use it.
  • 4. BCM installation failed
    I have tried to install BCM 2007 and I get a "installation failed" notice evertime. Trust center- BCM is disabled SGL mainengine thread all return O BCM is in the Microsoft small business directory PLease help
  • 5. Remote access to Outlook 2007 BCM on SBS 2003
    The answer to these questions should be simple to find but I have been searching for hours... 1. Can we access BCM data remotely? How is this done and how is it set up? How does the remote client user actually access the BCM data? 2. Can the BCM data be stored on our SBS 2003 server? How is this done and how is it set up? I know elements of these questions have been dealt with before but nowhere can I find a simple overview of remote acces which must nowdays be a very common requirement. Thanks

Choosing Account type - Customer or Vendor

Postby TS4gdmFuIERvcnA » Sun, 22 Apr 2007 17:44:02 GMT

I just installed Accounting Express 2007 and integrated this with BCM. All 
accounts are imported as Customers though, I would like to be able to make 
certain accounts vendors. 

Is there any way to do this in BCM, or otherwise in SBA after the accounts 
are imported?

Similar Threads:

1.Vendor/Customer Relationships

A client of mine, a manufacturers' rep, wants to relate his customer accounts 
to his supplier accounts.  It isn't clear if or how this can be done in BCM.  
Any suggestions or clarification how accounts would be set up to establish 
direct account-to-account relationships would be appreciated.

2.How to sync my vendors from simply accounting 2009

I want to sync my vendor list in Simply Accounting 2009 with my contact in 
Outlook 2007.  I know there is a way to do it, but can't seem to get it to 
work.

3.Account, Client, and Vendor Management

I inherited a multi-user, replicated client information database in Access, 
and am looking into a possible conversion to Outlook. If anyone can comment 
or direct me to resources that discuss a similar implementation, benefits and 
drawbacks, maybe sample forms or structures, I'd really appreciate it.

In executing such a conversion, my intent is to

1) take advantage of Outlook's contact management functionality
2) minimize slow performance caused by Access replication and some 
less-than-efficient VBA coding
3) eliminate the need for synchronization and any related replication issues
4) eliminate the need to manage deployment of Access front-end files across 
multiple users, multiple locations, and multiple system configurations

In our offices, we use Office 2003, including Access 2003 and Outlook 2003, 
with an MS Exchange server. We have offices in Los Angeles, Seattle, and San 
Francisco, if that matters.

The Access database contains three tables that I would like to convert 
(there are many more that I don't see as necessary anymore):

1) client account information (internal account number, annual revenue, type 
of account, product, line of business, etc.)
2) client contact information (name, company, address, phone)
3) vendor contact information (name, company, address, phone)

The first table has a one-to-many relationship with each of the second and 
third tables. My thought is to establish the following 2 Outlook folders:

1) a Contacts folder for client account information
2) a Contacts folder for client and vendor contact information

Items in the second folder could be linked as appropriate to items in the 
first folder.

In its current state, the Access database serves 2 primary functions: 1) to 
maintain client account information and allow for simple reporting (total 
revenue per line of business, etc.); 2) to maintain client and vendor contact 
information.

Given these 2 basic functions, BCM seemed like overkill. Furthermore, it 
would seem Outlook 2003 could easily handle these functions. Again, I would 
appreciate any help by way of insight as to advantages or disadvantages, as 
well as any examples of similar, simple implementation of a client 
account/contact management setup. I did read in this group somewhere, for 
example, that an import into an Outlook folder involving user-defined fields 
(which there would be many) is not necessarily straightforward. Any 
information like this that can help me assess difficulty of implementation 
and ongoing maintenance would be great.

Thanks much.


It would seem to me that Outlook could easily handle these tasks without the 
performance and maintenance issues. But can anyone refer me to a sample of a 
similar implementation, or provide insight as to what disadvantages there may 
be? For example, I understand that it will be difficult to import client 
account information into the Outlook folder, since 

4.Vendor Accounts

Are vendor accounts supposed to show up in BCM?  The only accounts that show 
up in mine are customer accounts.  I need a way to link to vendor accounts.  
I have checked to make sure they are active.  

Regards
Lonnie

5.Multiple email account to send email from: chosen account is ignor

Outlook 2003 SP2.

I have 2 email accounts, both IMAP.

When I compose an email, I can choose an account to send it from.  However, 
the recipient will always receive email from the first account, no matter 
what I chose.

Is there some configuration amiss?

Thanks!

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