How many adress books one needs?


M

Manta2005

I've been using BCM and Office Accounting since 2007 so I consider myself
somewhat savvey with both apps.

in theory, the integration between Outlook, BCM and Office Accounting seemed
very plausable and very attractive. Afterall, what else can you ask for?

Unfortunately, in reality, the integration is far from being good or
perfect. Actually, I found out that this integration creates more work for me
and present huge risk of data inconsistency.

For the purpose of this question, I will focus on the main item that I
expected to work as promissed - CONTACTS
Currently, my system requires me to manage my contacts in 3 different places
which none of them integrates with each other:

1. Outlook "Contacts"
2. BCM "Contacts"
3. Accounting "Contacts" (Customers, Vendors etc..)

If I have a customer for example, I need to enter his/her information in all
3 apps because:

1. BCM - because this is where I first enter the customer, as an opportunity.

2. Accounting - because BCM doesn't transfer all customer details to
Accounting and this is where I manage my books.

3. Outlook Contacts - so I can synchronize it with my mobile device. For
some reason the BCM contacts is not visible to synchronization apps.

Unless I am missing some fundemental HowTo tricks to integrate all 3 apps, I
think this promised integration works exactly the oposite from the promise.
Had this integration worked correctly, users would probably feel the real
power of Office.

In my opinion this is a BIG miss.
 
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L

Luther Blissett

I've been using BCM and Office Accounting since 2007 so I consider myself
somewhat savvey with both apps.

in theory, the integration between Outlook, BCM and Office Accounting seemed
very plausable and very attractive. Afterall, what else can you ask for?

Unfortunately, in reality, the integration is far from being good or
perfect. Actually, I found out that this integration creates more work for me
and present huge risk of data inconsistency.

For the purpose of this question, I will focus on the main item that I
expected to work as promissed - CONTACTS
Currently, my system requires me to manage my contacts in 3 different places
which none of them integrates with each other:

1. Outlook "Contacts"
2. BCM "Contacts"
3. Accounting "Contacts" (Customers, Vendors etc..)

If I have a customer for example, I need to enter his/her information in all
3 apps because:

1. BCM - because this is where I first enter the customer, as an opportunity.

2. Accounting - because BCM doesn't transfer all customer details to
Accounting and this is where I manage my books.

3. Outlook Contacts - so I can synchronize it with my mobile device. For
some reason the BCM contacts is not visible to synchronization apps.

Unless I am missing some fundemental HowTo tricks to integrate all 3 apps, I
think this promised integration works exactly the oposite from the promise.
Had this integration worked correctly, users would probably feel the real
power of Office.

In my opinion this is a BIG miss.

Accounting can use BCM's contact list.

You can sync BCM's contact list with the phone by installing BCM
mobile, or using one of the third party apps that syncs BCM with the
mobile's contacts.
 

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