It seems that what I'm trying to do would be simple enough... I'd like to
create a report to include one account, the first name, last name, company,
and mailing address so that I can work with the contacts in Excel. I tried
several custom reports, but none of them seem to include the 'company' field.
This is a major problem because I need this field to create a mailing list.
It seems I have every other option except for company.

I also have not been able to filter to only include one account, but if I
have to pull these out in excel I will.

note: I do -not- use 'accounts' for the clients company, I use the company
field. The accounts are used for separate divisions of my company.

Export BCM data into CSV and manipulate it with Excel at will.

Probably the easiest way. I'd use BCM for campaign management as that is
what it was designed for.
--
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Please vote "helpful" if I helped you


"funman207" wrote:

> It seems that what I'm trying to do would be simple enough... I'd like to
> create a report to include one account, the first name, last name, company,
> and mailing address so that I can work with the contacts in Excel. I tried
> several custom reports, but none of them seem to include the 'company' field.
> This is a major problem because I need this field to create a mailing list.
> It seems I have every other option except for company.
>
> I also have not been able to filter to only include one account, but if I
> have to pull these out in excel I will.
>
> note: I do -not- use 'accounts' for the clients company, I use the company
> field. The accounts are used for separate divisions of my company.
>
>

You should NOT have to export a report to an EXCEL file, just to have the
COMPANY name listed.

I have been searching for an answer for a couple days, I have found this
questioned posted on various sites as far back as 2007. Come on, it is a
standard procedure to want to see the Companies Name listed with a contact(s).

Especially when a report is wanted by a firm's principal, showing a list of
companies with our contacts listed below the Company's Name.

If the Data is in the record, we should have an option to include that
'already stored' data in a custom report.

I thought BCM / Outlook was going to be better than using ACT, maybe not.




====================================================
"Leonid S. Knyshov // SBS Expert" wrote:

> Export BCM data into CSV and manipulate it with Excel at will.
>
> Probably the easiest way. I'd use BCM for campaign management as that is
> what it was designed for.
> --
> Leonid S. Knyshov
> Crashproof Solutions
> 510-282-1008
> Twitter: @wiseleo
> http://crashproofsolutions.com
> Microsoft Small Business Specialist
> Please vote "helpful" if I helped you
>
>
> "funman207" wrote:
>
> > It seems that what I'm trying to do would be simple enough... I'd like to
> > create a report to include one account, the first name, last name, company,
> > and mailing address so that I can work with the contacts in Excel. I tried
> > several custom reports, but none of them seem to include the 'company' field.
> > This is a major problem because I need this field to create a mailing list.
> > It seems I have every other option except for company.
> >
> > I also have not been able to filter to only include one account, but if I
> > have to pull these out in excel I will.
> >
> > note: I do -not- use 'accounts' for the clients company, I use the company
> > field. The accounts are used for separate divisions of my company.
> >
> >

It is * essential * for BCM to show the company in these repotrs. I am
managing 2500 contacts and 25 categories and we have just started. This is
obviously a major oversight from MS and needs an urgent fix.
Paul

"Leonid S. Knyshov // SBS Expert" wrote:

> Export BCM data into CSV and manipulate it with Excel at will.
>
> Probably the easiest way. I'd use BCM for campaign management as that is
> what it was designed for.
> --
> Leonid S. Knyshov
> Crashproof Solutions
> 510-282-1008
> Twitter: @wiseleo
> http://crashproofsolutions.com
> Microsoft Small Business Specialist
> Please vote "helpful" if I helped you
>
>
> "funman207" wrote:
>
> > It seems that what I'm trying to do would be simple enough... I'd like to
> > create a report to include one account, the first name, last name, company,
> > and mailing address so that I can work with the contacts in Excel. I tried
> > several custom reports, but none of them seem to include the 'company' field.
> > This is a major problem because I need this field to create a mailing list.
> > It seems I have every other option except for company.
> >
> > I also have not been able to filter to only include one account, but if I
> > have to pull these out in excel I will.
> >
> > note: I do -not- use 'accounts' for the clients company, I use the company
> > field. The accounts are used for separate divisions of my company.
> >
> >

No doubt, I'm sorting a data base that was exported from quickbooks with 4000
contacts. The most important info is the name of the business and I can't
get it to show up in my reports.... please help microsoft.... or else we
are switching to apple!!



"Haydock" wrote:

> It is * essential * for BCM to show the company in these repotrs. I am
> managing 2500 contacts and 25 categories and we have just started. This is
> obviously a major oversight from MS and needs an urgent fix.
> Paul
>
> "Leonid S. Knyshov // SBS Expert" wrote:
>
> > Export BCM data into CSV and manipulate it with Excel at will.
> >
> > Probably the easiest way. I'd use BCM for campaign management as that is
> > what it was designed for.
> > --
> > Leonid S. Knyshov
> > Crashproof Solutions
> > 510-282-1008
> > Twitter: @wiseleo
> > http://crashproofsolutions.com
> > Microsoft Small Business Specialist
> > Please vote "helpful" if I helped you
> >
> >
> > "funman207" wrote:
> >
> > > It seems that what I'm trying to do would be simple enough... I'd like to
> > > create a report to include one account, the first name, last name, company,
> > > and mailing address so that I can work with the contacts in Excel. I tried
> > > several custom reports, but none of them seem to include the 'company' field.
> > > This is a major problem because I need this field to create a mailing list.
> > > It seems I have every other option except for company.
> > >
> > > I also have not been able to filter to only include one account, but if I
> > > have to pull these out in excel I will.
> > >
> > > note: I do -not- use 'accounts' for the clients company, I use the company
> > > field. The accounts are used for separate divisions of my company.
> > >
> > >

"funman207" wrote:

> It seems that what I'm trying to do would be simple enough... I'd like to
> create a report to include one account, the first name, last name, company,
> and mailing address so that I can work with the contacts in Excel. I tried
> several custom reports, but none of them seem to include the 'company' field.
> This is a major problem because I need this field to create a mailing list.
> It seems I have every other option except for company.
>
> I also have not been able to filter to only include one account, but if I
> have to pull these out in excel I will.
>
> note: I do -not- use 'accounts' for the clients company, I use the company
> field. The accounts are used for separate divisions of my company.
>
>