IMPORTING DATA INTO BCM FROM EXCEL

[Rohan]

Hi all,

I hope someone can help as this is driving me nuts, I am trying to inport
data for my basketball club into BCM to create a parent mail database. My
excel spreadsheet has rows left to right with the following headings.
child surname, child given name, d.o.b, address, city, postal code, home ph,
mothers name, mothers email, mothers mobile, fathers name, fathers email,
fathers mobile, uniform number.

When i import into BCM only some of the data shows up on the BCM business
cards hat are created. is there a way for BCM to display all of this
information on the card for each contact.

any help would be appreciated

thanks

 

[John Hawker]

I had to do something similar. First of all, if you have imported the data
already, open the Biz Contact card and click on User-Defined fields on the
Ribbon Bar. During the import, it is possible BCM created the missing fields
and populated them. They only show up under User-Defined view

Otherwise, you need to create the user-defined fields for some of the info
you want to capture. During the import process, be sure to check how the
fields are mapped between the Excel file and Outlook.