Converting from ACT

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  • 1. Main folders not showing under BCM menu
    I've installed BCM on a few machines and most don't have the list of Accounts, Contacts, Opportunities etc under BCM then BCM menu on the right on some of the machines, instead it just shows "Deleted Items" and "Search Folders". I'm running Outlook 2007. Has anyone come across this before? Tim
  • 2. Problem with Outlook messages. TABLES NOT WORKING
    For some reason, the tables icon in the Outlook Message view is faded and does not activate and show me options when clicked. I need this for a class, so it is critical that I can fix this. Please let me know what the problem might be
  • 3. Mail Message from Business Contact not linking to history
    Has anyone else encounted an issue with generating an email message from a contact/account and it not linking to the history? It seems to me that if I generate a mail message using the "New History Item" it should actually link there. I'm not having any issues with business notes, phone logs, or etcetera.
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  • 5. Sync BCM contacts with Outlook Address book
    As I'm sure is true with many SME's, I have many contacts who are friends as well as business contacts so need to appear in both the BCM address book and Outlook's. I sync my Outlook contacts with my phone (currently an iPhone but previously a BlackBerry), both of which only allow you to sync to a single address book (generally the default in Outlook). The issue I have is if I update the telephone number on my phone, unless I then remember to update BCM, everyone else has an out-of-date contact. Is there any way around this? I've Googled without success... Thanks. Tim

Converting from ACT

Postby QiBHb2xkZW4 » Fri, 13 Jan 2006 13:57:02 GMT

I am coverting to Outlook 2003 BCM after 12 years of using ACT and have a few 
questions:

1.  I am not grasping the process by which BCM tracks notes and histories 
vs. ACT.  Any thoughts on this?

2.  How do you clear an activity and have it record to the history?

3.  Can groups or folders contain their own data?  In other words, in ACT, 
Groups could have their own fields etc.

4.  Can you add custom fields to BCM?

5.  The ultimate question...am I going to regret the time spent changing??

I could go on and on....thanks for the input...
-- 
BDG

Re: Converting from ACT

Postby Tim P via OfficeKB.com » Fri, 13 Jan 2006 15:14:33 GMT

Golden,

I will try to offer a fair and balanced response having made this leap myself
from ACT a few years ago.

1. BCM tracks notes and histories based on the native Outlook Journal folder
features. The BCM Business History Folder is a cousin to native Outlook's
Journal Folder. Each note or phone log that you create in Outlook is
"journaled" as a separate individual file item that can be linked to other
Outlook or BCM Record items. Viewing these history items is different than
ACT in that you have to open and close each "record-file" within a window vs.
scrolling down a single screen view in ACT. Whether this is better or not
better really depends on what you grow accustomed to. I have to admit that
it took me a while but now is really not that big of a deal.

2. The only "clearing" of an item in BCM that then also automatically
records to the history such as ACT does is with an email item whereby if you
delete the original email from the Outlook pst folder it will be written into
a Business History record file in the BCM database. Any other clearing of
items requires a manual entry to record the history in BCM if the original
Outlook item (such as a task or appointment record) is deleted from the
Outlook pst.

3. As I understand your question, this is not really possible in BCM because
most settings are global across the application vs. folder specific.

4. Not currently. Please refer to numerous other posts in this newsgroup as
to why that possibly might be and when and how that hopefully will change.

5. Man oh man is this ever the big question!! I feel your pain man. Whether
or not you regret the time spent changing to BCM depends entirely upon
whether or not you are able and willing to live with the various trade offs.
There are many. The big plus is that I like the promise of a relatively
seamless Office based experience in the use of software for my business but
the current reality is that there are some very nice features in ACT
(especially the latest v.8 2006 release) that I really wish BCM had available
and the next BCM v. 3 is currently in beta with anticipated release to be
sometime in late summer of '06 in conjunction with the new Office v. 12. BCM
has a lot of promise in my opinion but much of it remains unrealized yet and
it seems like a LOT of real world small business users such as yourself are
asking this question of themselves. I think a lot more users are in this
quandry than MS even may realize and I sure am hoping that they can do a good
job of catching up and not just match the features of other apps but also
surprise and overwhelm its intended user base vs. underwhelm. Make your own
conclusions based upon your own needs is always the best answer.

Best wishes,

-THP



B Golden wrote:

--
Message posted via http://www.officekb.com

Re: Converting from ACT

Postby QiBHb2xkZW4 » Sat, 14 Jan 2006 01:19:05 GMT

hank you for the elaborate and thought out reply! I am being nudged by IT
to switch and have come the ultimate conclusion that the pros will outweigh
the cons.

Another questions - I have not researched or demoed the MS CRM. I
understand that it is a more robust sales tool. Do you know anything about
it?
--
BDG


"Tim P via OfficeKB.com" wrote:


Re: Converting from ACT

Postby Tim P via OfficeKB.com » Sat, 14 Jan 2006 01:46:05 GMT

I have viewed some demos and it has a very Outlook centric interface.  I
would reccomend exploring the differences of ths vs. BCM so you have a better
idea if you get into limitations with BCM that frustrate you or not.  There
is a fairly easy migration from BCM to CRM from what I have read.

-THP





-- 
Message posted via  http://www.**--****.com/ 

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