I'm struggling a bit trying to figure out how to use BCM in a more full
method than I used Outlook's Contact feature. I do have a highly customized
form that, apparently, I can't import or duplicate in BCM ??? I sense that if
I could get most of this information into BCM, I can take advantage of some
of the linking features offered there.

So, my questions are:

*'can' I import my existing form?
* if not, is there a way to really customize the existing form, or must I
just add fields? (many of the fields on my existing form contain drop down
lists or check lists for multiple choices)
* is there a demo somewhere than can help me understand a bit more about how
BCM might work in a real estate situation?
* also, is there something that might help me figure out how to coordinate
this with Groove (that looks interesting too, but I can't figure it out yet)

Thanks!!

Have you added the form from a templets or from third party
-- you have not stated the way the form was created excell or word ?
From irishlegal


"Gabrielle" wrote:

> I'm struggling a bit trying to figure out how to use BCM in a more full
> method than I used Outlook's Contact feature. I do have a highly customized
> form that, apparently, I can't import or duplicate in BCM ??? I sense that if
> I could get most of this information into BCM, I can take advantage of some
> of the linking features offered there.
>
> So, my questions are:
>
> *'can' I import my existing form?
> * if not, is there a way to really customize the existing form, or must I
> just add fields? (many of the fields on my existing form contain drop down
> lists or check lists for multiple choices)
> * is there a demo somewhere than can help me understand a bit more about how
> BCM might work in a real estate situation?
> * also, is there something that might help me figure out how to coordinate
> this with Groove (that looks interesting too, but I can't figure it out yet)
>
> Thanks!!
>

Check out the products from www.pinpointtools.com. They were a leading ACT
partner and are beginning to roll out products for BCM. pinpoint for Real
Estate is one of them.

"Lawsquest" wrote:

> Have you added the form from a templets or from third party
> -- you have not stated the way the form was created excell or word ?
> From irishlegal
>
>
> "Gabrielle" wrote:
>
> > I'm struggling a bit trying to figure out how to use BCM in a more full
> > method than I used Outlook's Contact feature. I do have a highly customized
> > form that, apparently, I can't import or duplicate in BCM ??? I sense that if
> > I could get most of this information into BCM, I can take advantage of some
> > of the linking features offered there.
> >
> > So, my questions are:
> >
> > *'can' I import my existing form?
> > * if not, is there a way to really customize the existing form, or must I
> > just add fields? (many of the fields on my existing form contain drop down
> > lists or check lists for multiple choices)
> > * is there a demo somewhere than can help me understand a bit more about how
> > BCM might work in a real estate situation?
> > * also, is there something that might help me figure out how to coordinate
> > this with Groove (that looks interesting too, but I can't figure it out yet)
> >
> > Thanks!!
> >