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Automatically adding contacts to accounts based on company names

 
 
=?Utf-8?B?VGVycnkgdks=?=
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      27th Feb 2006
I am trying to convert our standard Outlook contacts to BCM and have copied
all contacts to the BCM folder as Business Contacts. Now I want to group them
into accounts based on the company that each contact represents. Is there an
easier way to do this than the standard one suggested, which is by
individually selecting each contact in the Accounts form?? Surely someone
else has had this problem? We have around 1500 contacts and maybe 100
accounts, so this will be quite tedious.
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Terry vK
Auckland, NZ
 
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=?Utf-8?B?Ry1Vbml0?=
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      28th Feb 2006
Hey Terry,

I feel your pain.

I have a small business... we have about 500 contacts, and about 200 accounts.

I spent the better half of my weekend, adding them one-by-one.

It was a terrible pain!

I sure hope this BCM thing works out.

We've been using Outlook 2003 with no errors for 3 years.

Now, in one week, I have seen a "Catastrophic Failures" (who comes up with
these dialog boxes??) when I try to Sync with my PocketPC, I have been unable
to open contacts ("Could not generate the form"), and today, I keep getting
"hresult exception" errors when I accept calendar entries from my partner.

Oh boy...

Interesting times ahead...... (But I guess we can't complain... the program
was free!)

G



"Terry vK" wrote:

> I am trying to convert our standard Outlook contacts to BCM and have copied
> all contacts to the BCM folder as Business Contacts. Now I want to group them
> into accounts based on the company that each contact represents. Is there an
> easier way to do this than the standard one suggested, which is by
> individually selecting each contact in the Accounts form?? Surely someone
> else has had this problem? We have around 1500 contacts and maybe 100
> accounts, so this will be quite tedious.
> --
> Terry vK
> Auckland, NZ

 
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mrtimpeterson via OfficeKB.com
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      1st Mar 2006
Gentlemen,

Just be glad that you did not have 1000+ Contacts and 300+ Accounts like I
did ... all manually!

I don't mean to rain on anyone's parade but here are some great alternatives
to consider until this turkey (BCM) is brought up to speed with the rest of
the real world:

http://www.outlookwise.com/Products/MXContact/index.htm
http://www.teamscope.com/
http://www.salesoutlook.net/
http://www.avidian.com

-THP


G-Unit wrote:
>Hey Terry,
>
>I feel your pain.
>
>I have a small business... we have about 500 contacts, and about 200 accounts.
>
>I spent the better half of my weekend, adding them one-by-one.
>
>It was a terrible pain!
>
>I sure hope this BCM thing works out.
>
>We've been using Outlook 2003 with no errors for 3 years.
>
>Now, in one week, I have seen a "Catastrophic Failures" (who comes up with
>these dialog boxes??) when I try to Sync with my PocketPC, I have been unable
>to open contacts ("Could not generate the form"), and today, I keep getting
>"hresult exception" errors when I accept calendar entries from my partner.
>
>Oh boy...
>
>Interesting times ahead...... (But I guess we can't complain... the program
>was free!)
>
>G
>
>> I am trying to convert our standard Outlook contacts to BCM and have copied
>> all contacts to the BCM folder as Business Contacts. Now I want to group them

>[quoted text clipped - 3 lines]
>> else has had this problem? We have around 1500 contacts and maybe 100
>> accounts, so this will be quite tedious.


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