Word / BCM Integration

D

DWF

Hi

I often need to send a letter based on a template - albeit slightly modified
from within the open BCM contact.

In other CRM's there are usually shortcuts / buttons to launch the Wp
program which is auto completed with details from the open contact.

I cannot find how to do this from within BCM, (option is there for email).

Has anybody got any tips / tricks that will help me

Thanks in advance
 
B

Bob Buckland ?:-\)

Hi DWF,

It's somewhat of a stretch to elevate the MS Office Outlook Business Contact Management (BCM) Add-in to be a 'CRM' :) but you may
want to use the link below to also post this in the BCM discussion group and include the version (2003 or 2007) that you are using.

============
Hi

I often need to send a letter based on a template - albeit slightly modified
from within the open BCM contact.

In other CRM's there are usually shortcuts / buttons to launch the Wp
program which is auto completed with details from the open contact.

I cannot find how to do this from within BCM, (option is there for email).

Has anybody got any tips / tricks that will help me

Thanks in advance >>
--
Please let us know if this has helped,

Bob Buckland ?:)
MS Office System Products MVP

LINKS
A. Specific newsgroup/discussion group mentioned in this message:
news://msnews.microsoft.com/microsoft.public.outlook.bcm
or via browser:
http://microsoft.com/communities/newsgroups/en-us/?dg=microsoft.public.outlook.bcm

B. MS Office Community discussion/newsgroups via Web Browser
http://microsoft.com/office/community/en-us/default.mspx
or
Microsoft hosted newsgroups via Outlook Express/newsreader
news://msnews.microsoft.com
 

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