Mail merge filters using BCM
Wed, 29 Oct 2008 11:53:00 -0700
I am trying to filter BCM contacts for a mail merge but the fields are not
offered. Can you filter based on User defined fields or other preset fields
not in the preset list? ...
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email merge to show in communication history
Wed, 29 Oct 2008 10:15:01 -0700
I want to send an email to many recipients in BCM through mail merge in MS
Word. I would like the sent email to show in the history for each recipient.
How do i do this? Is there another process that would meet the same end?
Thanks so much. ...
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User-defined fields
Wed, 29 Oct 2008 08:32:10 -0700
Any way to get more than 40 user defined fields? Or to change the name on
some of the microsoft default fields that I don't use? ...
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filtering on certain fields
Wed, 29 Oct 2008 04:41:00 -0700
Can I not filter on certain fields? I have placed information in the Job
Information fields (department, office, profession, etc.) on the Details
page, but do not find them as options when I want to modify or filter on any
of those choices. ...
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Copying Distribution lists into BCM 2007
Tue, 28 Oct 2008 18:33:01 -0700
I currently have around 1000+ Contacts with Distribution Lists already
created in my Contacts folder. I can Import all the CONTACTS into Business
Contact Manager, but no distribution lists move over. How can I move the
Distribution lists over into Business Contact Manager Contacts?
By the way, we are us ...
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Using Home Address fields in Mail Merge
Tue, 28 Oct 2008 15:48:03 -0700
I can't figure out how to use home addresses. It is not on the drop down
mail merge menu. Help! ...
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Which SQL Server is used with BCM 2007?
Tue, 28 Oct 2008 16:29:14 -0500
I have several flavors of SQL Server installed. How do I know which one is used by BCM 2007?
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Frank ...
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Selecting e-mail client for mail merge
Tue, 28 Oct 2008 14:16:11 -0700
Does anybody know how I can select an e-mail client when I do a mail merge
through Word? I have 3 accounts on my system and it always sends through my
personal account instead of the business. Thanks!
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Rick ...
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attach a campaign (seminar) to contacts
Tue, 28 Oct 2008 04:51:00 -0700
I've created a campaign, in this case a seminar. For the contacts that
attended, I want to attach the campaign to their history, but "campaign" is
not an option in the "add history item" pulldown list. I know that I can use
"initiated by" to select seminar and then the specific campaign, but this
overwrites ...
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BCM and Outllok 07
Mon, 27 Oct 2008 07:42:08 -0700
I upgraded to Office 07 and did not think (much to my dismay) about whether
or not I have BCM 07. All of my bus. contacts are not in Outlook. What can I
do to retreive them? ...
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