Integration with MOA

[Kinolmontie]

Hi, I have installed Outlook 2007 with BCM, I did have a database of Account
Records (some 2000 or so) but wanted to add some 6000 contacts from ACT!
After many attempts I managed to import my contacts from ACT! and now have
Business Contacts but when I click the Accounts in BCM this database now
appears to have disappeared. Hah me thinks, just import from MOA (express
version as not yet decided if I want to upgrade to pro as we use SAGE at th
moment so just trialing it for now) but no import from MOA in the BCM inport
facility. I go to MOA and see within Help that you can Link/Integrate
with/to BCM but although Help says "go to the Company drop down and click
Integrate with BCM for Outlook", there is no Integrate with BCM in my Company
drop down (DD) list, the following is all I have on th DD list
Online Business Services
Company Information
Preferences
Disable BCM for Outlook Integration
New Journal Entry
New Account
Merge Accounts
VAT
Manage Support Lists
Manage Financial Year
Write Letters
Manage Word Templates
Manage e-mail cover letters
company lists

and thats it... NO Integrate with BCM

What I want to ask is, any ideas where the "Accounts" database I did have
has gone and or can I import the accounts database from MOA and or SAGE,
either way I would like to add the compan accounts data?

 

[Sat]

Hi Kinolmontie,

Can you try this scenario?
Try to create an empty new BCM database. Go to MOA and look for Integrate
button. If you do find it, then try the importing from ACT scenario. I want
to find out if importing from ACT is causing ths issue, or the issue is there
in general.

-Sat

 

[Luther]

Hi, I have installed Outlook 2007 with BCM, I did have a database of Account
Records (some 2000 or so) but wanted to add some 6000 contacts from ACT!
After many attempts I managed to import my contacts from ACT! and now have
Business Contacts but when I click the Accounts in BCM this database now
appears to have disappeared.  Hah me thinks, just import from MOA (express
version as not yet decided if I want to upgrade to pro as we use SAGE at th
moment so just trialing it for now) but no import from MOA in the BCM inport
facility.  I go to MOA and see within Help that you can Link/Integrate
with/to BCM but although Help says "go to the Company drop down and click
Integrate with BCM for Outlook", there is no Integrate with BCM in my Company
drop down (DD) list, the following is all I have on th DD list
Online Business Services
Company Information
Preferences
Disable BCM for Outlook Integration
New Journal Entry
New Account
Merge Accounts
VAT
Manage Support Lists
Manage Financial Year
Write Letters
Manage Word Templates
Manage e-mail cover letters
company lists

and thats it... NO Integrate with BCM

What I want to ask is, any ideas where the "Accounts" database I did have
has gone and or can I import the accounts database from MOA and or SAGE,
either way I would like to add the compan accounts data?

You should only see this:

Disable BCM for Outlook Integration

in MOA if that MOA database is already integrated with a BCM database.

 

[Kinolmontie]

Hi Sat, thanks for the reply but not sure what you are asking of me. I do
not want to import from ACT as this is now the database within BCM, I have
lost the Accounts data that was there, if possible all I want is to find the
lost/missing data if it's still there or just re import the Accounts data and
I thought doing this from MOA would be the most simple of all, mt problem is
the help instructions do not help as there is no Integrate link that help
says there should be... Please advise if you can or anyone else.

 

[Kinolmontie]

Hi Luther, I assume I did integrate when I first set up MOA hence there was
2000 "Accounts" contacts, which is no missing since importing from ACT. Is
the "Accounts" data still there e.g. do I have to switch from database to
database and if so, where has the accounts data gone or what folder is it
likely to be in? Otherwise I need to re import the accounts data from MOA
and or SAGE whichever would be easiest, bottom line, the help instructions do
not help because the "go to the Company drop down and click > Integrate with
BCM for Outlook" is not there, however, it does say > Disable BCM for Outlook
Integration, so having (I assume) set the integrate once at setup, how do I
now get the accounts database information e.g. it's not just the financials,
it's the actual contact name, address, phone numbers, account number etc that
I cannot find, please help further if you can and or anyone else.

 

[Luther]

Hi Luther, I assume I did integrate when I first set up MOA hence there was
2000 "Accounts" contacts, which is no missing since importing from ACT.  Is
the "Accounts" data still there e.g. do I have to switch from database to
database and if so, where has the accounts data gone or what folder is it
likely to be in?  Otherwise I need to re import the accounts data from MOA
and or SAGE whichever would be easiest, bottom line, the help instructionsdo
not help because the "go to the Company drop down and click  > Integratewith
BCM for Outlook" is not there, however, it does say > Disable BCM for Outlook
Integration, so having (I assume) set the integrate once at setup, how do I
now get the accounts database information e.g. it's not just the financials,
it's the actual contact name, address, phone numbers, account number etc that
I cannot find, please help further if you can and or anyone else.
--
Thanks for any help given, Kindest regards, Kinolmontie








- Show quoted text -

My guess from the above is that you have one database which both BCM
and MOA are using. But I can say anything else without looking at your
machine. I would suggest getting more familar with BCM, exploring
what's in the BCM Accounts and Business Contacts folders, and how
those relate to MOA Customers, before trying to untangle the state
youe is in.

 

[Kinolmontie]

Hi Luther

Thanks, I will keep using/learning as I go, does anyone now of a BCM
consultant in the Surrey/Sussex areas of the UK, if so please reply with
contact details?