New field in view oppertunity
Tue, 4 Nov 2008 08:52:02 -0800
Hello,
I am using BCM with Outlook 2007 on Windows XP in German.
My BCM Opportunities are linked to business contacts (not to accounts,
firms). In my view I want to show the name of the business contact and the
company name of the account to which the business contact is linked to.
The name of the busines ...
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inconsistent email linking
Tue, 4 Nov 2008 08:05:01 -0800
We have a shared database and email linking is turned on. Each user links
contacts as they are entered. Once in awhile we will find a contact for whom
all links are turned on but an email is missing from the history. When the
sent item is searched - for some reason it hasn't linked to the contact - why
does ...
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How can I batch remove all emails NOT associated with a business
contact?
Mon, 3 Nov 2008 21:54:14 -0800 (PST)
I have a folder full of emails.
I want to be able to remove any email in this folder that is not
related to a business contact in BCM.
I want to search in the BODY of the email and also the TO field for
email addresses belonging to a contact and if there is no contact with
that email address, for it to dele ...
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rating leads
Mon, 3 Nov 2008 14:24:07 -0800
I am still learning BCM. I am a REaltor and I have leads come in via email
or phone on listings. I want to enter them in BCM (I haven't been using the
Leads toggle) and get them on a schedule to receive information from me.
Lastly, I'd like to pull a report of these leads. I see that I can pull a
report ...
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Unable to access shared database
Mon, 3 Nov 2008 12:26:00 -0800
I have a client running BCM 3.0 with Office 2007 SBE and XP Pro SP2. Office
2007 and BCM SP1 have been installed. The shared DB is hosted on a DT which
is hard wired to the router. The 2 NB's are using a wireless connection to
the network. Windows level file and print sharing work fine.
This problem o ...
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business contacts
Mon, 3 Nov 2008 10:14:09 -0800
In the General section, my business contacts are no longer showing the
following categories:
Initiated By
Lead
Modified By
Preferred Method of Contact
Rating
Source of Lead
Nor is there the tab on the top pane title "E-mail link." What's wrong and
how can I remedy this? ...
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Outgoing Emails Not Arriving
Mon, 3 Nov 2008 09:50:01 -0800
Hi
I've recently sent some email campaigns from BCM using my outlook contacts,
however, after sending people are not receiving these or any subsequent
emails I send from outlook. We rebooted the server and I was able to send
emails again.
However, I've sent another campaign and same thing. They're sh ...
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Format unit price field in opportunity manager
Mon, 3 Nov 2008 04:55:00 -0800
I need to add decimal space beyond the default 2 places...how do I do that? ...
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Changing Contact info does not change its copies in other Groups!
Sun, 2 Nov 2008 19:18:01 -0800
When I copy a contact into a new group and I later change the info of the
contact, it does not change in the copied contact info in the new group.
Is there any way to get this done as it makes having other groups useless if
you have to change the info 2 or 3 times in other areas.
Ted ...
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database
Sun, 2 Nov 2008 14:43:00 -0800
I purchased a new laptop & need to get my contact manager database & put it
onto my new one, how do I do this? I have tried to back up my database, but
can't find the database manager tools, please help.
--
Chris1 ...
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