BCM Database

[Guest]

My question is can I have more than one database in BCM? Can i make a
database for clients and a separate for business reps? IF so do you have a
brief discription on how.

Thanks, for your help,

Red

 

[Luther]

My question is can I have more than one database in BCM? Can i make a
database for clients and a separate for business reps? IF so do you have a
brief discription on how.

Thanks, for your help,

Red

You'll need to have a separate Mail profile for each database. Go to
Control Panel|Mail and set Outlook to prompt you for a profile when it
starts up. Next time you start Outlook, create a new, second, profile
and BCM will prompt you to create a new database for that profile.
You'll need to restart Outlook to switch between databases.

An alternative is to switch databases in BCM, while it is running;
using menu BCM|Database Tools|Create or Select a Database...

To get the benefits of automatic linking of emails to Contacts you'll
need to have seperate email addresses for mail from clients and reps,
use two Mail profiles, setting the one with the client database to get
email addressed to your clients email address.

 

[Guest]

Luther, Thank you for that info. Way too much for me. Here's another
question. Can i add a new folder in BCM? I've tried it and it said no, forgot
the exact words and i can't find any other info on possibility of adding a
folder. I know how to do it in Outlook but not BCM.

Red

 

[Lon Orenstein]

Red:

You can have as many different databases for BCM as you'd like. From the
main menu, click on Business Contact Manager, Database Tools, Create or
Select a Database. From there, you can create a new one or select an
existing one.

Two cents of advice -- to make it easier to maneuver, consider having one
database and use categories for clients and reps, or personal and business.
Or, customize the dropdowns in Area of Interest to show these, or create a
new field that does that. That way, you're not switching databases all the
time and all your emails will be linked to these guys automatically.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
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