How can I archive old contacts in BCM?

[Frankieplus]

With Outlook 2007 - When I used to finish with a contact I used to
move the contact to my archive folder.

Is something similar possible with BCM 2007?

I have around 20 contacts that I don't deal with anymore but would
like to keep them on file. Don't want them cluttering up my active
contacts.


-Frankie

 

[Luther]

With Outlook 2007 - When I used to finish with a contact I used to
move the contact to my archive folder.

Is something similar possible with BCM 2007?

I have around 20 contacts that I don't deal with anymore but would
like to keep them on file. Don't want them cluttering up my active
contacts.

-Frankie

You can backup the BCM database and then delete those contacts from
your database.

Or export those contacts to a BCM file, and then delete them from your
database.

 

[Frankieplus]

You can backup the BCM database and then delete those contacts from

your database.

Or export those contacts to a BCM file, and then delete them from your
database.

Thanks for your help Luther,

Question is, how do I make a BCM file that I can use to export
contacts to one at a time?
In Outlook, I know how to make a new PST file which is what I would do
in a similar
scenariom, but with BCM I'm a bit lost in making a new 'BCM Contacts'
file.

Also

If I have emails linked and calendar entries/appointements linked to
the contact I want to export,
is it good practise to unlink everything first? Or can I just go ahead
and move the contact even though it has associations
with emails, appointements, tasks, notes etc?

 

[Luther]

Thanks for your help Luther,

Question is, how do I make a BCM file that I can use to export
contacts to one at a time?
In Outlook, I know how to make a new PST file which is what I would do
in a similar
scenariom, but with BCM I'm a bit lost in making a new 'BCM Contacts'
file.

Also

If I have emails linked and calendar entries/appointements linked to
the contact I want to export,
is it good practise to unlink everything first? Or can I just go ahead
and move the contact even though it has associations
with emails, appointements, tasks, notes etc?

(1) I'm not a aware of a BCM archive to which items can be added
individually

(2) At least in the case of exporting to a BCM file, and item (e.g.
Account) will get exported with all its linked items. Deleting an
Account will delete all of its child BCM items.

 

[Frankieplus]

(1) I'm not a aware of a BCM archive to which items can be added
individually

(2) At least in the case of exporting to a BCM file, and item (e.g.
Account) will get exported with all its linked items. Deleting an
Account will delete all of its child BCM items.

This is interesting. Let me get this right.

If I delete a BCM account, it will delete all associated items? Linked
emails,
appointements, everything?

Unlike Outlook Contacts which won't delete anything else other than
the actual contact?

Is this right?


-Frankie

 

[Luther]

This is interesting. Let me get this right.

If I delete a BCM account, it will delete all associated items? Linked
emails,
appointements, everything?

Unlike Outlook Contacts which won't delete anything else other than
the actual contact?

Is this right?

-Frankie

Outlook doesn't have a hierarchical type system. BCM does.

Business Contacts can have one parent Account. Opportunties must have
an Account or Business Contact parent. Activities (emails, phone logs,
appts, etc) can be parented by one or more Accounts, Business
Contacts, Opportunties, and Projects. Deleting an item deletes its
child items, if they do not have another parent. When a BCM Activity
is only a link to an external item (e.g. a Word document on the file
system, or an email in Outlook), then when it is deleted, only the
link is deleted from BCM, the external item isn't touched.