BCM Accounts


R

RCAG1980

I am kind of new to Business Contact Manager.

I have a couple of questions:

1st. I would like to know if there is any way that you can create different
Account Groups. In other words if you use your computer to manage to
companies how do you separate the accounts from one company from the accounts
of the other. Could you create a new folder?

2nd. Is it possible if you already have a some Accounts and would like to
update every once in a while a field on the account called Total sales (for
example) and you get an excel file with this info (not using Microsoft
Business Accounting) could you import it and get just that field updated?

3rd. Is there a way that if you are using SQL in your company you could set
up BCM to pull info from SQL and update fields on your accounts like. Sales,
Returns, etc. ?

4th Finally, do you know if there is going to be any interaction with
Microsoft Dinamics Great Plains and BCM. Since we just acquired this program
and whe should have it up and running in 3 months.

Thanks for your help.

RAR
 
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L

Luther

I am kind of new to Business Contact Manager.

I have a couple of questions:

1st. I would like to know if there is any way that you can create different
Account Groups. In other words if you use your computer to manage to
companies how do you separate the accounts from one company from the accounts
of the other. Could you create a new folder?

2nd. Is it possible if you already have a some Accounts and would like to
update every once in a while a field on the account called Total sales (for
example) and you get an excel file with this info (not using Microsoft
Business Accounting)  could you import it and get just that field updated?

3rd. Is there a way that if you are using SQL in your company you could set
up BCM to pull info from SQL and update fields on your accounts like. Sales,
Returns, etc. ?

4th Finally, do you know if there is going to be any interaction with
Microsoft Dinamics Great Plains and BCM. Since we just acquired this program
and whe should have it up and running in 3 months.

Thanks for your help.

RAR
1) You cannot create folders, but you can add a custom field and then
group the accounts by that field in the folder view.

2) It's possible, but you'll have to write some code to get the value
from Excel and populate that field in the Account.

3) Ibid.

4) There isn't in BCM v3, but the two are part of the same division of
Microsoft, Business Systems, so you should let them know you'd like to
use BCM with Dynamics systems.
 
R

RCAG1980

Luther said:
1) You cannot create folders, but you can add a custom field and then
group the accounts by that field in the folder view.

2) It's possible, but you'll have to write some code to get the value
from Excel and populate that field in the Account.

3) Ibid.

4) There isn't in BCM v3, but the two are part of the same division of
Microsoft, Business Systems, so you should let them know you'd like to
use BCM with Dynamics systems.


Thanks a lot Luther.

I´m sorry I am going to be a pain and ask you for a little bit more help.

I got your 1st and 2nd response.

The third I am guessing Ibid is a program. Could you give me the link maybe?

The fourth I am currently in South America and the support for Microsoft
Dinamics might not be as good as in the US. Do you have maybe a contact in
Dinamics that might be able to help me.

I hope I am not asking for to much. I appreciate all the help you can give
me.

Sincerely,

RAR
 
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L

Luther

Thanks a lot Luther.

I´m sorry I am going to be a pain and ask you for a little bit more help.

I got your 1st and 2nd response.

The third I am guessing Ibid is a program. Could you give me the link maybe?

The fourth I am currently in South America and the support for Microsoft
Dinamics might not be as good as in the US. Do you have maybe a contact in
Dinamics that might be able to help me.

I hope I am not asking for to much. I appreciate all the help you can give
me.

Sincerely,

RAR- Hide quoted text -

- Show quoted text -
Ibid is short for the Latin ibidem: Used in footnotes and
bibliographies to refer to the book, chapter, article, or page cited
just before; i.e. the answer to #3 is the same as #2.

{¿Carai, en Latinoamérica no hablan latino? ¿Quién entiende este mundo
loco?}

Here's a web page with info on Microsoft Dynamics:
http://www.microsoft.com/dynamics/crm/product/default.mspx
 

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