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Business Contact Manager - Doesn't Play Well With Outlook - Setup Questions

 
 
Karl Burrows
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      12th Dec 2005
I had all thoughts of using Business Contact Manager with MS Small Business
Accounting and went through all the setup to move my business contacts to
the Business Contacts Folder and create Accounts, etc. In theory, I can see
how this would work on the accounting side, but in the practical world, I
lose a lot of functionality for everyday things I use. Here are the issues:

1. I always put "FAX" in front of the fax number so the fax is not listed
in the address book or email options in the email address fields. This
doesn't appear to work in the Business folder.
2. Sync with a Pocket PC PDA is awful. I have to have a separate add-in to
get them to sync and they are in a different program and have very basic
info. Option is to copy all of the contacts back into the address book and
keep up with duplicates in two folders.
3. Add-in's like MapPoint do not function in the Business folder.
4. Unless I change the Business folder to the default contact folder for
address checking, email addresses do not appear in the address fields
(almost like a global address list and personal contacts folder issue with
Exchange).
5. Can't add a new contact record for just a company. It refuses to allow
an entry without a personal name in the name fields.
6. Finally, cannot edit directly in the contact in address book view.

Anyone else figured out how to get this program to play well with Outlook
and its add-ins?


 
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Tim P via OfficeKB.com
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      12th Dec 2005
Karl,

I know it's not very helpful but I can't resist the opportunity for some
pointed sarcasm here by saying welcome to the world of "seamless integration"
as defined and designed by Microsoft.

-THP

Karl Burrows wrote:
>I had all thoughts of using Business Contact Manager with MS Small Business
>Accounting and went through all the setup to move my business contacts to
>the Business Contacts Folder and create Accounts, etc. In theory, I can see
>how this would work on the accounting side, but in the practical world, I
>lose a lot of functionality for everyday things I use. Here are the issues:
>
>1. I always put "FAX" in front of the fax number so the fax is not listed
>in the address book or email options in the email address fields. This
>doesn't appear to work in the Business folder.
>2. Sync with a Pocket PC PDA is awful. I have to have a separate add-in to
>get them to sync and they are in a different program and have very basic
>info. Option is to copy all of the contacts back into the address book and
>keep up with duplicates in two folders.
>3. Add-in's like MapPoint do not function in the Business folder.
>4. Unless I change the Business folder to the default contact folder for
>address checking, email addresses do not appear in the address fields
>(almost like a global address list and personal contacts folder issue with
>Exchange).
>5. Can't add a new contact record for just a company. It refuses to allow
>an entry without a personal name in the name fields.
>6. Finally, cannot edit directly in the contact in address book view.
>
>Anyone else figured out how to get this program to play well with Outlook
>and its add-ins?


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Luther
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      12th Dec 2005
Re. 5.

BCM Accounts are for companies and institutions.

BCM Business Contacts are for people.

 
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kkaufman@fuse.net
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      3rd Jan 2006
I have downloaded Business Contacts from Microsoft for my Pocket PC,
it's OK but no where near the tools that my Pocket Informant contact
management program has. I do like the trail of emails you can attach
in the "history" screen to a business contact and it seems to sync just
fine to the PDA. My issue is that for some strange reason I cannot
copy and paste text from the"Comments" screen or notes screen.
I use this for ordering for specifics customers; I copy and paste into
an email and send.
I have never seen a program that you couldn' copy text from, I can even
do that from pdf files.
Anyone ever encountered this?

Kevin

 
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