Frequently Asked Questions for Business Contacts

Artikel
07/22/2008

Creating Distribution list shows Business Contacts with Fax numbers, how do I avoid it?

This behavior is due to a feature that Business Contact Manager inherits from Outlook.
A Fax number is considered an electronic communication number and hence it shows up in the distribution list wizard.

Updating Multiple Contacts at once

There is currently no feature in Business Contact Manager to directly support this.
But this can still be achieved by changing the “View by” to the field you want to edit and then drag the desired contacts to the group.

Can I delete the Outlook Contact entry from Outlook, and make Business Contact Manager the default Contact Folder?

Folder removal is not supported by Outlook, and hence you will not be able to delete it.

Cloning a Business Contact?

When you try to copy and paste a Business Contact into a folder, Outlook displays an error message, saying

'The folders you are trying to change do not support this operation.
Could not complete the operation because the service provider does not support it”

Currently cut and paste to clone a contact is not supported.
A form of cloning of the Business Contact can still be achieved by copying Business Contact to Outlook Contact, and then copying it back to Business Contacts. However, some properties, such as History Items associated with the Business Contact, will be lost when it is copied to Outlook Contacts folder.

How can I auto populate some fields in an Account associated with a Business Contact?

With the Business Contact Form open, click on the "Account" button.
This action will open a dialog box, enabling you to create a new Account, or to link an Account to the open Business Contact.
Click on the "New" button on this dialog box and BCM will automatically create a new Account record linked to the Business Contact with most of the data fields populated from the Business Contact's record

Can a Business Contact be linked to more than one Account?

No, a Business Contact cannot be linked to more than one Account. A Business Contact can only be an unlinked stand-alone item, or linked to just one Account.

I mistakenly deleted my Business Contact, how can I retrieve it?

Under you Business Contact Manager Folder, select the Deleted Items folder.
Your deleted Business Contact should be displayed there.
You can right click and move it back to Business Contacts folder.

How do I set Business Contacts to be my default Address List while sending emails?

Under the Tools Menu Item, select Address Book.
Click on the Tools menu and select Options.
There you can control the order of Address list in Outlook.

When receiving an inbound e-mail, what is the difference between using the ‘E-mail Auto link’, and the ‘Link to record’ options?

Once turned on, E-mail Auto Linking should automatically link the e-mail to the contact with that e-mail address as soon as they arrive in the inbox.

How do I copy or move individual Outlook Contacts in to Business Contacts?

Please refer https://office.microsoft.com/en-us/outlook/hp011455511033.aspx for more information.

Why can’t I right click an e-mail address in an e-mail and create a Business Contact?

This is currently not supported, but may be considered for a future release.

Comments

Anonymous
July 22, 2008
PingBack from http://blog.a-foton.ru/2008/07/frequently-asked-questions-for-business-contacts/
Anonymous
July 28, 2008
I am trying to post to this site with questions on BCM as I am reviewing the software for my department.Can you tell me:I am trying to set up a telemarketing campaign but I am unable to import my list so there would be no reporting on the results of the campaign....? Workaround?Also, how can I import Global address book into the project management portion of the software so that I can delegate tasks etc....
Anonymous
July 28, 2008
Sorry forgot my email.....regarding the previous post on bcm relating to telemarketing campaignhobsont@superiorpropane.com
Anonymous
July 30, 2008
After working on importing our 18000+ contacts for the last few weeks, there is one important question that I think is missing from this list.If you have your accounts and contacts in separate Excel files (they were provided to us from an outside source), how do we link the contacts to the accounts on import?I have been trying to figure out how to do this on import, through Access and even through SQL (my Access and SQL knowledge is not that strong) but with no luck.Is there any insight you can offer? We want to go live with this in the next couple of weeks but if I can't find a way to do the linking, it will take longer than that for me to do it manually.I have not found much on the newsgroups, either through searches or postings.HELP!!!! Please.
Anonymous
July 31, 2008
HiThere is currently no way to achieve this. I can definately send you a sql query to run which can help you achieve this. But i have following questionsIs there any information in each contact about the account you want to link it to? like company name?Do you have duplicate account names? ThanksVinit[MSFT]
Anonymous
August 01, 2008
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Anonymous
August 04, 2008
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Anonymous
August 04, 2008
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Anonymous
August 05, 2008
Hi - I'm training a company on BCM and they had a few questions for me that I don't know the answers to. They are sharing their BCM databases.If a contact or account is deleted - where does the deleted record go in case it needs to be retrieved?Is there any tracking on who modified/deleted a record?Do you need to set some permissions to ensure that important information is not deleted? If so, how?Can you turn an opportunity into a project?Does BCM work at all with Microsoft Project?Any help you can give me would be appreciated. Thank you...Julie
Anonymous
August 05, 2008
Hi JulieAnswers to your questions are as follows1)Yes, you can retrieve the contact/account from Deleted Items folder under Business Contact Manager in the navigation pane.2)No there is no way to track that in BCM.3)BCM is not designed to control permision of a particular field/record. who ever has access to the database can view and edit any data.4)Currently you cannot. we may consider this for our future releases.5)No bcm is not integrated with Microsoft Project.I hope this helps. let me know if you have any other questions.ThanksVinit[MSFT]
Anonymous
August 05, 2008
Thank you for the speedy response Vinit.
Anonymous
August 06, 2008
I have 07 bus manager on XP Pro. I have a new problem... The Business Contact Manager Home Screen (the page that has the 4 tabs.) is now blank. I can click on the 4 tabs, but there is nothing on any of them... Please help.
Anonymous
August 07, 2008
I would like to be able to amend the fields that are visable when I open a business contact. I do not need the business card visable, for exmple. Is it possible to amend/remove fields in this view?
Anonymous
August 07, 2008
Hi Augusteve,Unfortunately it is not supported in the current version. Predefined fields cannot be removed from the forms.It is a good suggestion and we may consider this for our future releases.ThanksVinit [MSFT]
Anonymous
August 07, 2008
That is unfortunate but many thanks for your prompt reply!
Anonymous
August 07, 2008
Is there functionality in BCM to run reports on communication history across multiple contacts (with sorting/filtering) vs just one contact?
Anonymous
August 07, 2008
Hi Johnm01Yes, you can go to Business Contact Manager Menu item. Select Reports --> Activity --->Activity By Business Contact. This will launch the required report.You can apply filters to the report by hitting the filter button menu itemThanksVinit [MSFT]
Anonymous
August 07, 2008
I still need help with my issue.
Anonymous
August 07, 2008
Hi bfried6596This issue has come up on our newsgroup as well. People have solved it by repairing their office installation. You might want to give that a shot and see if it fixes for you.ThanksVinit[MSFT]
Anonymous
August 11, 2008
I am on BCM 2007.I am trying to customize, but need more than 40 user-defined fields. So I am trying to customize using the developer tab. When I go to publish my new form, I get the following message, "Cannot publish the form because of a MAPI error. Could not complete the operation because the service provider does not support it."I only added one text field, so I'm not doing anything fancy. I even backed out then restarted all, and opened up a form, then hit publish without changing anything, and I still get the error message. So it's not what I'm adding, it's something native before I even start customizing.
Anonymous
August 11, 2008
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Anonymous
August 11, 2008
I am on BCM 2007.I am able to create a task linked to a contact, and can view the task via communications history.My challenge is that even though I have the start date, status and priority fields showing on the view, they are blank, even though there is info in these fields when I open the task.Also, for some reason, all the tasks show up as created today at 12:00 am, no matter what time I create them. This is the "created/due" field.
Anonymous
August 12, 2008
Hi bsharpYour form cache might have got corrupted. I would try deleting FRMCACHE.DAT file underC:Users"USER NAME"AppDataLocalMicrosoftFORMSand see if that would fix the issue.ThanksVinit [MSFT]
Anonymous
August 12, 2008
Hi bsharpWhat you are trying to do is not officially supported. I'm not sure what type of form customization you are trying to do. I’d guess you are trying OFT forms (the oldest way) and that will not work against our store.I’d recommend that you try creating a new FormRegion and register it with our message class. You can accomplish this with zero coding on your part.ThanksVinit [MSFT]
Anonymous
August 13, 2008
In the reporting function - users have the ability to enter their company name in the header - is there a way to default to their company name so they don't have to type it in each time?In the reporting function - Can the page number location or format be changed? In the filter function - I'm confused as to how the grouping () works on the Advanced filter screen. Is that only necessary if you use the And Or? Why would you save a filter, wouldn't you just save the report? In the simple filter screen, is there a way to remove the checks for all options, for example Source of Lead, or do you have to check them individually? Unspecified doesn't seem to do anything.Sorry for all the questions - thank you in advance for your help.
Anonymous
August 14, 2008
HiHere are answers to your questionsIn the reporting function - users have the ability to enter their company name in the header - is there a way to default to their company name so they don't have to type it in each time?No, its not currently possible. Thanks for your feedback and we may consider this for our future release.In the reporting function - Can the page number location or format be changed?No, this is not supported.In the filter function - I'm confused as to how the grouping () works on the Advanced filter screen. Is that only necessary if you use the And Or?Yes, this is designed for advanced filtering by applying various clauses, which includes And and OR operators. Why would you save a filter, wouldn't you just save the report?If you save the report you also saves the filter as well.you can use the saved filter to create a search folder or you can bring a saved filter into a report. You can also share the filters between reports.In the simple filter screen, is there a way to remove the checks for all options, for example Source of Lead, or do you have to check them individually?By default all the options are checked. For each widgets there has to be atleast one item checked.6.Unspecified doesn't seem to do anything.unspecified is shown when there is not value associated with.ThanksVinit [MSFT]
Anonymous
August 20, 2008
I am wondering if it is possible to build in a confirmation before allowing a user to delete contacts. On two occasions, one of my users has hit delete when he (unwittingly) had many contacts selected. There was no confirmation message and all of a sudden, 100+ contacts vanished!A notification saying 'Are you sure you want to delete 1,000,000 contacts?' or similar, would save me a huge amount of time trying to restore the shared database.
Anonymous
August 21, 2008
I have run into kind of the same problem as nrickard mentioned some posts ago although I have the Account and Contacts in the same spreadsheet but on different tabs.You would think that if you specify an Account name for Accounts and assign the same data to the Parent Account Name for Business Contacts the relationship between Accounts and Business Contacts would be imported - but nope!I have tried to map names as strings to the Account name and Parent Account Name as well as unique ID numbers but nothing seems to work. What am I doing wrong?There is some info on this site http://office.microsoft.com/en-us/outlook/HP011135001033.aspx (second last question) but it is not the same issue. Both Accounts and BCs get imported but the relationship between them does not even if they are all located in one xlsx file.Help please
Anonymous
August 24, 2008
I would like to move by database from my laptop to a separate computer so that multiple users can share the database if I'm not in the office.What is the best way to move the database?How do I switch my BCM from the original database on my laptop to using the shared version on the other computer?There is a whitepaper mentioned a couple places that may have some of these answers, but the links do not seem to work.Thanks for the help
Anonymous
August 24, 2008
I have been using BCM for about 6 months and works very well.However, if I am in an Account, and want to add a Contact, with I click on the ADD button, I only get one entry to choose from. There is also only one Folder to choose, "Business Contacts". I know there are at least 50 Contacts in my database. Why aren't they showing up???I've compared the file for the one Contact that consistantly shows up, with the others, and I see nothing different.I'm at a loss.
Anonymous
August 25, 2008
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Anonymous
August 25, 2008
Hi RickyA Business Contact can only be liked to just one Account. So, if all your business contacts are linked to Accounts, the dialog from Add button will not display any business contacts.let me know if thats not the case for you.ThanksVinit [MSFT]
Anonymous
August 26, 2008
I have exported a BCM database file from one computer and imported it to another computer. The computer I imported it to will serve as my "server" which my team members will access the database. Two questions:a. Is it possible to preserve the "created on" date? All reports I run have the "created on" date as the date in which I imported the database.b. Is it possible for me to access the shared database if I were at my house and not the office...I'm outside of the network. How do I go about accessing the database instead of "working offline"
Anonymous
August 26, 2008
HiMy answers as follows:a)No, the created on date would not be preserved and would be set to the time you import the data.b)You'll probably need to setup a VPN connection to your office network for that to happen.let me know if you have any other questions.ThanksVinit[MSFT]
Anonymous
August 28, 2008
I am using BCM/MS Accounting in my home office, but travel alot with my Smartphone (6.0). I'm thinking the best way leverage the available applications is to synchronize my BCM contacts BACK to my Outlook contact folder regularly, then use the Outlook/Office tools for the Smartphone.One problem this overcomes is the callerID issue if I only use the BCM plugin for the smartphone, inbound calls are not recognized.Thoughts?Some additional questions: Do BCM and Outlook use the same calendar? (If I take this approach will calendar be up to date?) Will I have to worry about creating dupes back in my Outlook Contacts if I take this approach? Is there a better way to meet the needs of having email/contacts/calendar available through my Motorola Q? Thanks!
Anonymous
August 28, 2008
Hi Kirkh28We are aware of the callerID problem with our smartphone application and we appreciate your feedback on that. we'll definately consider it for our future releases.Answers to your questionsAll the appointments/Meeting Requests associated with your business contact on your desktop would get synced to you device as history items.2.In order to get caller id you might want to do that.Pocket Outlook would manage all that for you. Business Contact Manager for Smartphone would manage your business contacts.Let me know if you have any other questions.ThanksVinit [MSFT]
Anonymous
September 01, 2008
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Anonymous
September 02, 2008
HiIs there a way that i call pull a report purely based on phone logsMy sales team have a set of KPI's which include a certain amount of phone calls per day.I would like the ability to go through this with them through BCM if possible.Thanks
Anonymous
September 03, 2008
HiYou can open Activity by Business Contact or Account report. Then use Filter Report button to filter only Phone Logs. Save it and you can use it as a Phone Log report. Only disadvantage is phone logs linked to accounts and business contacts will be in separate reports.ThanksVinit [MSFT]
Anonymous
September 08, 2008
Thanks Vinit, I didn't think of that. Works a charm. I have another question. I really like BCM as it is very intuitive and simple to use. However I would like to put some restrictions on my sales staff in regards to what they can and can't do to the database. Other CRM programs have this feature using different 'access rights" etc. Is there a way of doing this in BCM and if not will there be? I ask as I was looking at the Microsoft Dynamics CRM which seems more powerful but with power comes complexity that I would like to avoid!. But as a growing company this is the reality that I will have to upgrade. It also seems that Dynamics is virtually impossible to import ALL data from BCM in one go. Any thoughts? Cheers
Anonymous
September 09, 2008
Hi BCM is currently not designed to have special restrictions on the database. If one has access to the database, he/she can probably do anything with it. As for upgrade from BCM to dynamics, we have had some requests on new group and other forums for that as well and we may consider these features for our future releases. Thanks Vinit [MSFT]
Anonymous
September 09, 2008
Vinit, Can you expand on upgrade please. I.E do you mean if you have BCM now then there will be a charge to get a software upgrade to Dynamics. Or will there be better support for migration to Dynamics from BCM . Thanks
Anonymous
September 11, 2008
Hi Team, I am trying to generate custom reports for my business contacts and I can't seem to find a way to create a report that includes information that is stored in the "comments" field on the details page. If there is a way to do this, I would greatly appreciate the help. Thanks, Arthur
Anonymous
September 12, 2008
Some of my customers are reporting this error dialog: Title: Business Contact Manager failed to load Message: An outgoing call cannot be made since the application is dispatching an input-synchronous call. (Exception from HRESULT: 0x8001010D (RPC_E_CANTCALLOUT_ININPUTSYNCCALL)) I believe this is related to Vista/Outlook2007/BCM. Why is this error occurring, and how can it be corrected? f spafford at chapura dot com
Anonymous
September 12, 2008
Hi Is this on desktop or mobile? -Vinit [MSFT]
Anonymous
September 12, 2008
Desktop. I have seen customer screenshots where Outlook is open in the background or Windows Mobile Device Center is open in the background.
Anonymous
September 12, 2008
Need to set up recurring automatic system of renewals for subscription service, and I don't know whether to code BCM or Accounting 2008 to do it. Thanks, Susan
Anonymous
September 14, 2008
Vinit, Can you expand on upgrade please. I.E do you mean if you have BCM now then there will be a charge to get a software upgrade to Dynamics. Or will there be better support for migration to Dynamics from BCM . Thanks
Anonymous
September 15, 2008
Hi CRM actually supports data migration from BCM to CRM. You should probably try CRM blog for more information. Thanks Vinit [MSFT]
Anonymous
September 15, 2008
HI Vinit Yeah I knew that it does but there are many deficiencies with the way it handles this. I was after any information regarding your update comment. I will try CRM blog as well Cheers
Anonymous
September 25, 2008
Hi - I'm using Outlook 2003 with BCM. I'm trying to customize a view with a filter showing any appointments made for the coming week. But looking at the drop down list of fields under Appointments, it lists every field on the Appointment screen except StartTime and EndTime. I've tried adding this as a custom field, but no luck and can't find any references to this problem on this site. Anyone have any suggestions?
Anonymous
September 25, 2008
Hi Have you looked in to User Defined Fields in the drop down menu ( i.e. Customize Current View | Fields | User Defined Fields (drop down)). Start Time and Endtime should be there. Thanks Vinit [MSFT]
Anonymous
September 26, 2008
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Anonymous
September 28, 2008
We are big fans of Business Contact Manager and use it for managing all our projects. Our projects involve about 30 individual tasks. Can you tell me if there is a way that we can set up a template to enter all of these tasks at once? Thanks
Anonymous
September 29, 2008
Hi Currently we dont support this feature. We have got quite a few customers requesting that and we'll definately consider it for our future releases. let me know if you have any other question. Thanks Vinit [MSFT]
Anonymous
September 30, 2008
Hi, Chez: As Vinit pointed out we currently do not have template feature for project management. Can you tell us in more detail about your scenarios and what you are trying to accomplish? It would help us to address your needs if we have more information. Thanks, Yi [MSFT]
Anonymous
October 02, 2008
A group of around 5 to 6 people in my office have been using BCM with Outlook 2007 for around a year now. Randomly every 3 to 6 weeks all the contacts/companies will show up as reminders when a user opens up their Outlook client. It doesn't affect everyone as a whole at the same time, just individual instances that appear to be random. I have done numerous things to try to fix the problem: moved the BCM data into a separate SQL Server 2005 Express database outside of my Outlook profile, dismissed all of the reminders when they've come up, gone through and marked every BCM contact/company's followup flag as complete, ran "outlook.exe /cleanreminders", disabled every unneeded add-in in COM Add-Ins and Exchange Client Extensions, and also uninstalled and then reinstalled Office and also BCM on every person's computer. The problem continually comes back and I have no clue what is causing it or how to fix it. I have found numerous similar posts on forums where people have had the identical problem. Can the BCMTeam provide any insight into how to fix this problem plaguing are installations?
Anonymous
October 02, 2008
My company is currently in the process of migrating from Maximizer 9 to Outlook 2007 BCM. So far we like what we've seen with BCM there is only 1 issue i need to figure out though. In maximizer, we have thousands of notes attached to contacts and opportunities. Is there any way to import those notes into BCM either through the BCM interface or through the database back-end. We don't want to lose these notes! Thanks
Anonymous
October 02, 2008
Hi Yi [MSFT] We currently set up 30 individual tasks as soon as we get a new project. We number them so that we can get them to appear in order in the Project screen. We then work through these, allocating them to the appropriate person as each step/task becomes due. It works really well... just very time consuming setting each project up (and we can be setting up up to 10 per week). I hope this is the info that you need. I have looked for other project management software, but nothing else is as good as BCM, except for this one aspect. Let me know if there is anything else that you need. Thanks Chez
Anonymous
October 03, 2008
Hi, Chez: Thanks for the details on your scenario, it is very helpful! We are definitely looking at templates for next version. For now, my colleague Alex provided a workaround you can use. Let us know if you have any questions. Create a template:

Create a new Account, call it ‘Template Account’. It can be empty, we’re not going to use it for anything but this scenario
Create a new Project, associated to ‘Template Account. Call it ‘Template Project’.
Within ‘Template Project’ fill out all required information that is going to be used for the project, i.e., priorities, duration
Add required project tasks to the project (such as the 30 tasks that are going to be repeated).
Go to Accounts and right-click on the ‘Template Account’, select ‘Export’
Give export file a name ‘TemplateProject.bcm’, select to export ‘All History’ and proceed with export. The steps above need to be done only once, now you have ‘TemplateProject.bcm’ file that can be imported every time project needs to be created. Apply the template
Click File -> Import and Export -> Business Contact Manager
Select ‘Import a file’ and in next dialog select Business Contact Manager date (.bcm).
Select file to import (‘TemplateProject.bcm’) and choose the following options: a. Select ‘Import duplicates’ b. Check ‘Include communication history’ c. Check ‘Include customizations’
At this point you’re going to have a duplicate contact named ‘Template Account’ and duplicate project name ‘Template Project’
Rename the project and reassign it to proper account or business contact and you’re done! Thanks, Yi[MSFT]

Anonymous
October 04, 2008
I am a "lite" user ie single user. Using hotmail accounts with "outlook connector" Outgoing mails are saved to the sent folder, but not linked to the contact, only incomming are linked. Any ideas?
Anonymous
October 06, 2008
Hi Yi Please tell Alex that he is an absolute marvel!! I have just tried setting up a template. It worked! and it will save us heaps of time. Thanks so much!! Now another question for you. Is there a way that we can archive completed projects, so that they no longer appear in our Projects list, but so that we can still access them in the future if we need to refer back to them? We currently have about 400 projects in the Projects list. Thanks very much Chez
Anonymous
October 07, 2008
Chez: Alex and I are very happy to hear that this solution works for you! As to your second question, projects cannot be archived, however, when a project is marked as completed, then it will be grayed out and you can sort by status to keep completed projects at the bottom of the list. You can also select view ‘By Status’ and collapse ‘Completed’ group within project folder. Thanks, Yi [MSFT]
Anonymous
October 08, 2008
Is there anyone out there that can help me with scripting some VBA to work with my BCM database? I have been making little progress on this as i try to figure it out for myself.
Anonymous
October 12, 2008
Ever since i loaded the bcm - outlook 2007 and added contacts - i get 115 reminders going off every day - how do i stop this? part of them are from the names that got loaded with the program - the others are the contacts i put in myself - i don't remember setting a follow up reminder for any of them. how do i turn the reminder OFF? thanks, BRion
Anonymous
October 12, 2008
fyi: i have tried dismissing them & snoozing them - they just come back.. Brion
Anonymous
October 13, 2008
I have the same problem as seagull1, except i'm using IMAP accounts. The received email is shown on the contact history, but sent emails doesn't show up. I'm using a shared DB from another PC, and all records have email link selected.
Anonymous
October 13, 2008
Hi yani1shu, Here is a link to the complete documentation of BCM SDK http://msdn.microsoft.com/en-us/library/aa431857.aspx . Hope this will be helpful. Thanks, bcmteam
Anonymous
October 15, 2008
Is there a list somewhere of all the userproperties associated with BCM objects? I need to know how to reference certain properties such as the "Initiated By" field and others. Thanks.
Anonymous
October 15, 2008
When working in VBA i can display the EntryID of a contact just fine (eg. 00000000557E48D98E440B42AC8FD4FE67DF75380200000013579B70288E1C8B4E86F2A2D1E99AC2D4) When going through SQL Server, if i find that same Contact in the "ContactFullView" i don't find an EntryID but rather an EntryGUID (eg. 28709B57-1C8E-4E8B-86F2-A2D1E99AC2D4). I am trying to loop through a table of contact names and link them to specific accounts on the "referredby" field, but this field relies on the ReferredEntryID value which is the EntryGUID. So how do i go from the EntryID to the EntryGUID? and why is the db and Outlook MAPI using two different unique values for what appears to be the same person?
Anonymous
October 22, 2008
Hi, i currently use the bcm-tool on my smartphone with windows mobile 6 and it's working fine. Now I will order a windows mobile 6.1 phone and will need my bcm-contcts on this one too. Is 6.1 supported by the actual version? Thanks
Anonymous
October 22, 2008
Hi Alex Yes, the Business Contact Manger for Smartphone should work fine on Windows Mobile 6.1 as well. Thanks Vinit [MSFT]
Anonymous
October 23, 2008
I have two questions for the group:

For a user to have admin rights on the BCM database (eg. customize forms and user fields), can i just add the domain user account to the local admin group on the server that hosts the BCM database?
My BCM add-on freezes constantly when i try to do anything in the software. When i change views, open an account/contact, scroll down in a view. What causes this and how do i fix it? I have installed all updates. I have uninstalled/reinstalled BCM. I used to have SQL Server 2005 installed on my machine, i removed that and reinstalled BCM so that i only have Express installed. That didn't help. My other users don't experience the amount of hang-ups i have, though they experience some. Any ideas? Thanks

Anonymous
October 24, 2008
Hi Answer to your questions 1.Yes. That would work. 2.Do you have Email Auto Linking enabled? Can you opt out some email addresses and try again? Or wait till all linking is completed, then performance might be back up. Thanks Vinit [MSFT]
Anonymous
October 24, 2008
Hi, I'm late to upgrading from BCM 2003 to BCM 2007, and the conversion has not gone well. After restarting Outlook: a) Get "finalizing configuration" clock b) Receive error: "BCM cannot save this item because it does not recognize some of properties" c) Outlook opens, and BCM folder is shown d) Clicking BCM folder adds BCM to menu items and opens BCM home page e) Switching to view Accounts, lists all the accounts by name with address, etc. f) Clicking on an Account brings up error: "Could not load some objects because they are not available on this machine" g) Once account opens...no data is shown. Can anyone provide ideas on how to rescue this upgrade so that all of my data is brought together in the 2007 version? Thanks!
Anonymous
October 24, 2008
Hi So i believe your upgarde installation from BCM 2003 to BCM 2007 went fine. Can you create a new Outlook profile and try to attach to your 2003 database? Thanks Vinit [MSFT]
Anonymous
October 24, 2008
Thanks Vinit, Ok, I created a dummy profile in Outlook without e-mail (since I have an exchange server account), and the installation of BCM worked. Now, what do you suggest that I do to correct the issue in my regular Outlook profile to bring the BCM data and Outlook data together? thanks for any feedback. Cheers, Myles
Anonymous
October 24, 2008
Vinit, thanks for the response. Adding my user to the local admin group worked. Thanks. As for all the hang ups. I closed the BCM db and readded it. And made sure all e-mail linking and folder linking is disabled but it's still hanging whenever i go to a new view.
Anonymous
October 24, 2008
One other thing, after doing some searching on the internet about this problem I see lots and lots of posts on different sites about this exact problem with no fixes or any comment by Microsoft. Is MS aware of this problem or just ignoring it?
Anonymous
October 27, 2008
Trying to use Opportunities to track all our new business...it's good, but I've run into one snag right now. Why can't I just go to "New History Item" and select mail message like I can if I'm in a contact...that would write the message, send it and link it to the opportunity? It seems so basic...I have an opportunity and that New History Item should have everything I could do with that Opportunity (email being a biggie). I really wish I could create user defined things for New History Item (though email is the only one that comes to mind right now). Thanks!
Anonymous
October 27, 2008
Hi Unfortunately, this is not directly supported in BCM 2007. You can always send a mail message and Link it to your opportunity by clicking Link To button on your Mail Message Form. But,we do appreciate your feedback and will consider this for our next releases. Thanks Vinit [MSFT]
Anonymous
October 27, 2008
Hi Myles Can you go to Business Contact Manager Menu item --> Database Tools --> Create or Select a database.In the dialog select the bcm 2003 database and follow the wizard? See if this solves the problem? Thanks Vinit [MSFT]
Anonymous
October 27, 2008
One problem with the current view of Business Contacts at the bottom of the Account General form is inactive Business Contacts. Even if a Business Contact has the tick removed from the Status / Active field on the Business Contact's General page, as that field is not visible on the General page for the Accounts, you do not know if any of the Business Contacts are inactive without drilling down into the Business Contacts. Could the Status / Active field for each Business Contact be displayed at the bottom of the Accounts General form? (I know, it is getting crowded already). Alternatives would be to not display inactive Business Contacts in the Accounts General form or to unlink the Business Contact from the Account - both much less preferable options. Thanks Andy
Anonymous
October 28, 2008
Hi, I hope this question isn't a duplicate - I've tried searching for the exact answer but couldn't find it. I just set up my PC to send the Business Contacts to my Palm Tungsten T3 via Bluetooth as vcards. But I am concerned about what will happen when I synch, since the Tungsten will then will copy those contacts into my personal contacts. Does it create any problems to have some contacts appear both in the personal and business folders? Does it affect the history, etc.? And if so, is there a workaround to this? Thanks in advance! CM
Anonymous
October 28, 2008
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Anonymous
October 29, 2008
Folks, Do you think there is a way to write SQL security script to have users only display certain types of Accounts or Contacts and not all? Thank you, Michael.
Anonymous
November 02, 2008
Hi CM, I myself has never tried sending a business contact to Palm Tungsten T3 via vcard since it runs Palm OS and we only support Windows Mobile phones. Regarding your other question, i'm not sure what caused outlook to create two shortcuts on your desktop, but you should try outlook forum for it. Thanks Vinit [MSFT]
Anonymous
November 02, 2008
Hi Michael Concept of “roles” is not present in BCM.The contact/account tables would have to support the role which can define who should view(/change) it. You might want to try Microsoft CRM for all those functionlities. Thanks Vinit [MSFT]
Anonymous
November 02, 2008
Just checking for a update on the sent email linking. The problem is that sent emails doesent appear in contact history using IMAP accounts. The received email is shown on the contact history, but sent emails doesn't show up. I'm using a shared DB from another PC, and all records have email link selected.
Anonymous
November 03, 2008
Hi Oteacher For IMAP, you need to make sure you're subscribing to 'Sent Items' folder (In Outlook toolbar it's Tools -> IMAP folders...). Also, make sure all folders are selected for linking. To check that in the click Business Contact Manager -> Manage E-mail Autolinking... and 'Select All...' under folder E-mail and Folders tabs. Thanks Alex [MSFT]
Anonymous
November 06, 2008
Question, I run a dumby outlook session on my server with BCM and share database to all users. Can I setup another BCM database on Sharepoint 2007 and use the pipeline template to pull records from a BCM database from another outlook sessions database that is syncing with the dumby database that I use as the share? I want to be able to manage the database from a sharepoint template to provide a web based CRM so to speak that is integrated with outlook users who connect to the shared database? please send email if someone has done this.
Anonymous
November 07, 2008
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Anonymous
November 12, 2008
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Anonymous
November 13, 2008
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Anonymous
November 13, 2008
How can remote salespeople replicate a subset of the business contact database on their systems? They don't need to see each other contacts, but we don't want to set up separate databases for each others' territories. I know in SQL Server replication, the subscription can be filtered. How does one setup BCM to do it?
Anonymous
November 13, 2008
Hi StephenY1968, With BCM you can share a database (on a server) and have multiple people connect to it. This inturn would create a local database on your machines, which basically replicates the main shared database. You can read more about sharing a bcm database at http://office.microsoft.com/en-us/outlook/HA102258501033.aspx Thanks Vinit [MSFT]
Anonymous
November 14, 2008
Hi Oteacher, BCM only links e-mails if they are in the default store, which is your Personal Items folder. Email linking does not work in the IMAP store. To work around this, use the Rules Wizard to create a rule that copies all sent messages from the IMAP Sent Items to the Sent Items in the personal folders (.pst) file. Make sure to enable Email Auto Association for that folder. This way you can keep your email in IMAP folder and have them linked to BCM items on the local machine. Thanks, Alex [MSFT]
Anonymous
November 16, 2008
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Anonymous
November 16, 2008
Hi Ricky, In BCM, a contact can only be linked to just one account. This is the reason why already chosen contacts don't show up in the selection/link to dialog. We do appreciate your feedback and we may consider this for our feature releases. Thanks -Vinit[MSFT]
Anonymous
November 18, 2008
Hiya all i have user "A" who has setup an account and has assigned it to user "B" however user "A" is still getting the reminders. Is there anything else that needs to be done for an account to assigned to someone else? much appreciated
Anonymous
November 19, 2008
Hi Gigsy, When you assign reminders to an account,it gets assigned to the same outlook profile and not to the user that account is assigned to. This is due to design limitations. Well you can work around this by creating project tasks assigned to the user the account is linked to and the reminders would show up under that user's outlook profile. I hope this helps Thanks Vinit [MSFT]
Anonymous
November 20, 2008
Create a Rule? How Didn't i think of that? That will solve the problem. I was manually copying the sent messages... Thanks!
Anonymous
November 21, 2008
I'm using BCM 2007 with the database shared on a SQL2005 server. 2 questions:

like most companies I have sales empoyees and a sales manager. I want to limit the viewing of opportunities to the assigned user, and the sales manager. This is so other users can't open or change opportunities not assigned to them. Can this be done, and if so how?
I want to change the canned views for Opportunities (and in the future probably Accounts and Contacts too). For example I need to add and remove fields displayed on the Opportunities default view. I tried "Customize the Current View" and "Define View" but the changes do not stick once I switch to a different screen. I created a new view which is now on the list, but cannot figure out how to make it the default view. Can this be done and if so how? Thanks!

Anonymous
November 24, 2008
Hi Vreiner, Answers to your questions -

Unfortunately BCM is designed such that once you give access to someone to a database you give access to all the data in the database. I would recommend looking in to MSCRM for that.
We have had some other customers requesting the same and we'll definately consider this for our next release.
Can you make sure you have all the updates for outlook and BCM. Also try this, a) Go to Contacts/Business Contacts b) In the toolbar click View->CurrentView->Define Views c) Click ‘New’ d) Enter the name for the view, select type “Table” and check radio button “Visible for everyone” e) In the appeared dialog select fields and add required fields f) Click ‘OK’ g) Then ‘Apply View’ h) This view should be available now Thanks Vinit [MSFT]

Anonymous
November 25, 2008
While trying to import ACT data I get the following error message during conversion: Type,Message,RowKey Contact, System.OutOfMemoryException: Exception of type 'System.OutOfMemoryException' was thrown.
Anonymous
November 25, 2008
We have set up BCM on our exchange server. Everything is working great. I use a secondary software to sync my Blackberry with BCM Contacts. The software name is Companion Link. It work fantastic until we grouped all of our contact together on the server. The problem is that when I proform a sync all the business contacts are pulled over. Is there some way to separate the contacts so that I only sync my contacts?
Anonymous
November 25, 2008
Hi Hoosiertim, So did you make a copy of your business contacts in the outlook contact folder? If thats the case exchange server would have made a copy for the same on the server side. I'm not sure how companion link works, so you might want to touch base with them regarding your mobile sync. Thanks Vinit [MSFT]
Anonymous
November 27, 2008
I've got a question about the reminders. Where are the reminders stored? I have created reminders for contacts in the laptop, using a shared DB. On the server PC no reminders are shown. How can i show the reminders in both PC and laptop? Another issue is that reminders created when the DB is online are not shown when the DB is offline. Thanks
Anonymous
November 30, 2008
Hi oteacher, The reminder are stored in user's pst. So when you set reminder through BCM , which in turns creates it in outlook under that particular outlook profile. So, in case of a share database with different users if a BCM item is assinged to a different user and you create a reminder for the same, the reminder would still not show up for that user whom the item is assigned to, but to the user the profile is associated with. This is something by design and we'll definately consider this for our future releases. But,you might want to use Project tasks to achieve this. Thanks -Vinit [MSFT]
Anonymous
December 02, 2008
Feature Request 1

Allow printing of Contacts and BCM Contacts to Mailing Labels and Envelopes without the MAIL MERGE function and MS WORD. Dosent make any sense to add the extra step od word. Feature Request 2
Compose a Fax Cover Sheet from BCM Contacts info. Maybe an Action under the Actions menu. Thanks, TJ Havens

Anonymous
December 02, 2008
Are you using Active Directory? If you created the tasks with a USER that exists in AD then I believe no matter what instance of BCM you are logged into, you will see that users Task, etc. bcmteam is right, since 2 machines belong to workgroup, there are 2 different USERS, one on each machine, you just got the same credentials. Hope this explains a little....... TJ Havens
Anonymous
December 04, 2008
I have applied sp1 and tried to use the new feature: Custom field support in Mail Merge marketing campaign. (Requested here on this blog by you) How is this used? I can not find my custom fields when creating a mail merge from the marketing campain screen.
Anonymous
December 05, 2008
Outlook 2007 with Business Contact Manager..... A few clients have asked me if Business Contacts can be the default that is shown when they click on the Contacts button (bottom left in Outlook) By default the users own contacts are displayed and they have to then click on Busines Contacts every time. Can this be done easily????
Anonymous
December 05, 2008
@AlwaysPC You can setup your view by doing this in outlook

Click on the Tools pull down and chose Options
Click on the Other Tab
Click on Advanced Options
Click the Browse Button and choose your default startup view for outlook Hope this helps ~S

Anonymous
December 05, 2008
Sorry I miss read your post... :( From what I can tell there is not an easy way to change the default Contacts View that displays when first selecting the contact in the Navigation Pane. After you switch and change though it will default to that contact list until you close Outlook... I of course am not the experts though and would like to hear if there is a way to do this
Anonymous
December 09, 2008
Can an Opportunity reminder be made to show on the calendar when it is updated? Maybe from the reminder field Or How would I write a script that from a button or running in background that would take the reminder and make it a calendar event or appointment automatically filling in the information? Any suggestions? Thanks, S
Anonymous
December 11, 2008
Vinit, thanks for responding to my post. I don't know how to add a folder to the utility we added to our server. How do I add the folder?
Anonymous
December 17, 2008
How do I drag and change a task to an appointment and add the contact information as an attachement? I am looking for a right click drag and drop option for "address new meeting"
Anonymous
January 13, 2009
I noticed that when I auto-link an email to a project, it actually auto-links all the emails with the same subject to that project (no matter who sent the email) ! Obviously I am using very often the same subject for different clients on many different projects, like "follow up" and "updates". Is there a way to control / disable this ? The history of my projects is such a mess now... Thank you for your help
Anonymous
January 14, 2009
Hi We really appreciate your feedback and will consider changing this in our future releases. But for now you can try the following, 1)If you only need to link a few e-mails to the project, ‘Link to Record’ might work better (the button in the toolbar next to E-mail Auto Association). ‘Link to Record’ will only link an individual e-mail to the project, so further e-mails with same subject would not get linked. 2)You can also turn off e-mail linking for the projects. Start by selecting an e-mail with the subject that you no longer want to be linked. Click ‘E-mail Auto Association’ in toolbar, select ‘Business Contact Manager Projects’ tab and uncheck all the projects. -Alex [MSFT]
Anonymous
January 14, 2009
Hi, *** Fix for Email Autolinking *** I've posted a recent project of mine which fixes the email autolinking issues with Business Contact Manager, specifically with automatic autolinking being disabled in a shared database environment. The link above provides access to the software download (free version), which must be installed on the Business Contact Management server, and runs as a service. The software adds autolinking for each user (added in config file), so that users no longer need to run the Email Autolinking tool everyday. This was developed primarily for our own purposes, however whilst trying to come up with a fix we noticed many other businesses who had the same problem. regards, Mark H
Anonymous
January 14, 2009
Hi, *** Fix for Email Autolinking *** I've posted a recent project of mine which fixes the email autolinking issues with Business Contact Manager, specifically with automatic autolinking being disabled in a shared database environment. https://sourceforge.net/projects/businesscontact/ The link above provides access to the software download (free version), which must be installed on the Business Contact Management server, and runs as a service. The software adds autolinking for each user (added in config file), so that users no longer need to run the Email Autolinking tool everyday. This was developed primarily for our own purposes, however whilst trying to come up with a fix we noticed many other businesses who had the same problem. regards, Mark H
Anonymous
January 28, 2009
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Anonymous
January 30, 2009
Hi Alex, thank you for your suggestions. Unfortunately, I need to auto-link many projects at the same time (about 50) and they all contain emails with similar subjects as explained before ("follow up", "updates"). I probably receive at least 40 emails per day related to projects, so Link to Record is not a solution as I would spend most of my time doing just that... Please let me know if there is something else possible or if a fix is on its way...soon hopefully ! :) Thank you for your help. Yannick
Anonymous
January 30, 2009
The comment has been removed
Anonymous
February 03, 2009
Alex... you are a marvel! This has worked perfectly! Thank you so much Chez
Anonymous
February 03, 2009
Hi, I've been playing around with BCM 2007 and have a couple of questions..

Is there any facility or 3rd party app around that I can use to sync my BCM contacts with my normal contacts? I keep some of the same contacts in both and don't want to have to keep on updating both.
When viewing contact history I can see any way of customising the view to show me whether the linked messages are from me or the contact - Ideally I would only want to display an icon to show the type of contact, the subject, the sender and a received time/date stamp. I have tried customising the view, but the fields don't get populated. ANy help with these would be appreciated.

Anonymous
February 09, 2009
Hi Yannick, E-mail linking for projects only looks at subject lines. So there is no way to differentiate whether e-mails are going to different addresses if they have the same subject. If you need differentiation by address, you can try using Business Contacts or Accounts E-mail Auto Linking. I hope this helps Thank Alex [MSFT]
Anonymous
February 10, 2009
I am importing a database of Accounts and Contacts into Business Contact Manager. Both Accounts and Contacts are listed in seperate Excel spreadsheets and no custom fields are required. I noticed that the contacts are not automatically linked to the accounts during the import process. I also noticed a post dated July 2008 where a user Vinit [MSFT] mentions a SQL query with instructions to achieve this. I would really appreciate if someone would please send to me the details in order to auto link contacts to accounts during the import process. I need to import 3000 Contacts. Thanks very much
Anonymous
February 13, 2009
I am in the process of converting an old database to Outlook BCM with sql server. I have seen some very helpful hints here for cleaning up the import process. Specifically you have provided some sql code to connect the contacts list to their primary account in the accounts list. This worked really well for me. However, in that post, you mentioned that the same thing could be done to automatically assign the primary contact. I have been unable to figure this out. Could someone please provide a sql script instruction to assign the primarycontacts to each account? Thanks very much.
Anonymous
February 13, 2009
I use BCM 2003. Is it possible to customize the list of options under "sources of lead" on the Opportunity form. I would like to use my own list.
Anonymous
March 05, 2009
How do I print a list of Business Contacts who do NOT have Phone Logs dated within the past 3 months? I'd like that so that I know who I need to touch base with! Thanks, Carolyn
Anonymous
March 05, 2009
Hi Carolyn, Unfortunately there is no direct way to achieve this.But, if your contacts have atleast one communication item this could work. 1)Go to Business Contact Manager Menu --> Reports -->Business Contacts --> Activity by Business Contact 2)Click on Filter Button 3)Go to advanced Tab on the dialog 4)Select under Field Name - Created,Comparision- less than and compare to as any date you like. 5)On the Simple Filter tab you can un-select all the other communications type, so that it takes only phone logs for consideration. Let me know if you have any other questions Thanks Vinit [MSFT]
Anonymous
March 06, 2009
Because almost all my contacts have older phone logs too, I think it might be better to use "greater than" and wait to call the ones on that report. I can't be the only one who would find such phone log report helpful, though, so maybe in the next version? What are the criteria that make up the "Neglected Business Contacts" report?
Anonymous
March 13, 2009
Is it possible to send a "Marketing Campaign" email to very few people? I just want to check off a few to send one to--the benefit being that they each get an individual email with their name in the "To:" field. When I try to do this, BC tells me that I am excluding hundreds of contacts and to try using the Simple or Advanced Filter. Why? Thanks again!--Carolyn
Anonymous
March 16, 2009
BCM wont recognize my HTC Pro smart phone. Phone = MS Mobile 6.1 PC = Vista 64 bit w Outlook 2007 The windows mobile screen shows business contacts but it can't be checked (the same goes for files) My Verizon phone installed correctly w the desktop and outlook 2007 works fine. When I run the BCM install program is says the phone is not a recognized device. The one weird thing is BCM install says outlook is running, and will have to be restarted for this to take effect. Outlook isn't running, and I've run the task manager to verify this. What should I do? dryhumor1@hotmail.com
Anonymous
March 18, 2009
Hi dryhumor1, You need to install BCM for Pocket PC (Touch Screen Application) for you HTC Pro. http://www.microsoft.com/downloads/details.aspx?familyid=7BC78C14-7143-41D9-84A9-BD628DB7B6A0&displaylang=en Let me know if this helps. Thanks Vinit [MSFT]
Anonymous
March 31, 2009
Hello, This question may have been asked before and I apologize if it was. I couldn't find it in the archives. Why doesn't the BCM either take over the Contact's folder or at least provide autosynch between the Business Contacts and the Contacts? Currently I have to keep my contacts in 3 places:

Contacts (so I can sync with my BB)
BCM
Office Accounting Since BCM is using SQLServer rather than .pst file, it would be great if it provided better integration with Outlook. After all , it is possible to drag and drop contacts between BCM and Outlook Contacts, so why not sync them in the background? Other, 3rd party products such as Prophet5 already does it and I wonder what is the limitation in BCM to do the same. Thanks, Eyal

Anonymous
April 01, 2009
I too am trying to import linked information from access. I have a table of companies which is linked to a table of individuals. There is a company account number that is unique for each company. The individuals are linked to this company account number - multiple individuals to each company. Anyway, I have tried importing the companies as accounts, but cannot import the individuals as linked business contacts. I want the individuals business contacts to pull their business address from the address on the account to which I want them to be linked. also, i am the owner of this database - how do i change which columns are shown in default views of the accounts and business contacts? how do i change default sort order?
Anonymous
May 01, 2009
I have tried to install SP2 for BCM 2k7 but it cannot access the mapisvc.inf file, I also cannot change any permissions on this file....please help (I am running Vista Ultimate SP1)
Anonymous
May 04, 2009
Hi Teicneoir, This sounds like an office setup issue. I researched a little bit online and found some information on this issue. You should try the following click mapisvc.inf and goto properties -->security tab-->advanced -->owner tab-->hit edit and change yourself to the owner of the file. Hope this helps. Thanks Vinit [MSFT]
Anonymous
May 18, 2009
I have 4000+ record excel spreadsheets. However the accounts and contacts are in separate Excel files (they were provided to us from an outside source), how do we link the contacts to the accounts on import? I have been trying to figure out how to do this. It sounds like there may be a work around using SQL Server. From earlier posts I see that possibly someone here can assist us in this update. Please advise. Many Thanks, Neal
Anonymous
May 19, 2009
Hi Neal, I have written VBA code that you can run in your outlook session to link your contacts to accounts. This will only work if the Company Field in Business Contacts Matches with an Account. Please make a back up of your data before you try this. Since, you have over 4k contacts it might take a little bit of time to run. So in outlook press Alt + F11. Microsoft Visual Basic editor will launch. Copy the code below and paste it in the ThisOutlookSession editor. If you dont want to create an Account for all the compnay names that do not have a match, you should comment out the code as explained below. After you are done copying press F5. '///////////////////////////////////////////////////// 'Link Contacts to Accounts using Company Name Sub LinkContactsToAccounts() Dim olApp As Outlook.Application Dim objNS As Outlook.NameSpace Dim bcmRootFolder As Outlook.MAPIFolder Dim olFolders As Outlook.Folders Dim bcmAccountsFldr As Outlook.MAPIFolder Dim newAcct As Outlook.ContactItem Dim userProp As Outlook.UserProperty Dim bcmContactsFldr As Outlook.MAPIFolder Set olApp = CreateObject("Outlook.Application") Set objNS = olApp.GetNamespace("MAPI") Set olFolders = objNS.Session.Folders Set bcmRootFolder = olFolders("Business Contact Manager") Set bcmAccountsFldr = bcmRootFolder.Folders("Accounts") Set bcmContactsFldr = bcmRootFolder.Folders("Business Contacts") Set oConItems = bcmContactsFldr.Items 'We iterate through each business contact For I = 1 To oConItems.Count If Not oConItems.Item(I).CompanyName = "" Then Set newAcct = bcmAccountsFldr.Items.Find("[FileAs] = '" & oConItems.Item(I).CompanyName & "'") 'Now if Account doesn't exist we create one. If you dont want to create a new account comment the next 6 lines If TypeName(newAcct) = "Nothing" Then Set newAcct = bcmAccountsFldr.Items.Add("IPM.Contact.BCM.Account") newAcct.FullName = oConItems.Item(I).CompanyName newAcct.FileAs = oConItems.Item(I).CompanyName newAcct.Save End If SetAccountPropertyForContact userProp, oConItems.Item(I), "Parent Entity EntryID", OlUserPropertyType.olText, newAcct.EntryID End If Next End Sub Sub SetAccountPropertyForContact(ByRef userProp As Outlook.UserProperty, contact As Outlook.ContactItem, prop As String, OlUserPropertyType, accountentryid As String) If contact.ItemProperties(prop).Value = "" Then contact.ItemProperties(prop).Value = accountentryid contact.Save End If End Sub '///////////////////////////////////////////////////// Hope this helps. -Vinit [MSFT] This posting is provided "AS IS" with no warranties, and confers no rights
Anonymous
May 20, 2009
Hi: I cannot seem to find a way to use the BCM 2007 reports feature to output a simple list sorted by Company Name. I can point and shoot a selection to output by rating, by birthday, and a dozen other ways, but not by company name! Is it simply not an option? Please Respond, Steve Hurley hurley@networknomads.org
Anonymous
May 21, 2009
Thank you VERY much! The script worked like a charm except for the name O'neil. The apostrophy! Thank you! Thank you! Thank you!
Anonymous
June 16, 2009
Hi, Can you tell me please if BCM 2007 SP2 and SQL Express 2005 SP3 work smoothly together - any known issues..? Thanks.
Anonymous
June 16, 2009
Hi Parkynz, There shouldnt be any issues upgarding your BCM to SP2 and SQL express to SP3. Thanks -Vinit [MSFT]
Anonymous
June 18, 2009
I have installed the BCM SP2 (3.00.8619.01) on my computer. I'm also connected to a SQL 2005 shared database which works great. What would like to know is there any way to speed up the screen repaints when switching from HOME, SALES, MARKETING & PROJECT TABS? I've reduced the number of contents on each and removed graphs.
Anonymous
June 18, 2009
Hi CGil, There are a couple of things you could try: 1.Purge some history items – if the communication history folder is huge, deleting as many history items as possible would speed things some. 2.Since your are in a shared mode, you could try increasing the polling interval. The default value is 60 sec. May be increase it to 2 or 5 minutes: create a DWord called ‘PollingInterval’ under ‘HKLMSOFTWAREMicrosoftBusiness Solutions eCRM’ and set it to 120 etc (in seconds). Hope this helps -Vinit [MSFT]
Anonymous
June 26, 2009
Hi, this post addresses a problem that occurs with indexing BCM after WDS 4.0 is installed (reverting to v3.01 does not fix the issue). If you find after installing v4 that the "Business Contact Manager" folder is missing under the Microsoft Office Outlook provider from the Index Locations page (after clicking the Modify button) then you need to make a registry modification and restart the WDS service to rectify the problem. The key to add is: [HKEY_LOCAL_MACHINESOFTWAREMicrosoftWindowsWindows SearchPreferences] "{EE06454B-B1F0-47A1-AA05-57297D0A084A}"=dword:00000001 Past resolutions to this issue have suggested reinstalling BCM after WDS, this is not necessary. Cheers.
Anonymous
July 16, 2009
Hi, how to deny access to specific database on the remote SQL server? I can not use Admin Tool becouse I have a Polish language software. For each user I have a different database on the SBS SQL Server 2005. I created those databases according to "Deploying Outlook 2007 with Business Contact Manager in a Remote Database Configuration". I can not list them in Outlook BCM until I give the user sysadmin role. Each user must see only its own database. Please help.
Anonymous
July 23, 2009
Hi, Can someone please tell me the purpose of the BCM 2007 cache files (.cache) held under the user profile in the %USERPROFILE%Local SettingsApplication DataMicrosoftBusiness Contact ManagerCache<DBname> folder? I have users with up to 3,500 of these types of files in that folder which seems excessive. Some of the file extensions also contain ".searchroot.cache" and ".associated.cache" in addition to the ".cache" files. I'm wondering if I should clear these files out and also if they should be clearing themselves out? Please explain, thanks.
Anonymous
July 23, 2009
Parkynz- These files are database cache file. The cached files improve overall database performance. Generally, you would see large number of these files if you are frequently creating new databases. Not sure if that is the case. Said that, you can safely delete these files. BCM will recreate cache files but youl would have large number of these files unless there are many databases on the machine. -Mukesh
Anonymous
July 24, 2009
Thanks for the reply. I only have a single BCM 2007 database on the machine. So what could possibly be causing the huge number of cache files in that case? The environment is Windows 2003 Server R2 SP2 with Outlook/BCM 2007 SP2 and SQL 2005 Express SP2. For example I closed Outlook, deleted all the cache files, reopened Outlook and simply went to the BCM Home page and that alone created 19 new cache files in that directory..? See the file list below... 061ee10b-1427-4de5-a89f-70528d4bdd9e.associated.cache 061ee10b-1427-4de5-a89f-70528d4bdd9e.cache 06bdbcbe-332d-46c8-8ba7-b84acc447fbb.cache 20937c8a-787b-466f-aa09-0fd0e7987c03.cache 20937c8a-787b-466f-aa09-0fd0e7987c03.searchroot.cache 380b0d06-732a-4b51-bbe4-0760e21afe5b.cache 46bb98fd-6fba-4719-a1e5-0f292e163ac6.cache 56fa205e-3f55-4e90-ac00-6d6bcce3714b.associated.cache 56fa205e-3f55-4e90-ac00-6d6bcce3714b.cache 9a0a56ac-cde7-4957-aa1b-d59e8f9e04f6.cache a6e8f15b-1164-426e-818b-a0d7f538eacd.associated.cache a6e8f15b-1164-426e-818b-a0d7f538eacd.cache ba45b381-e12c-438b-b045-a6c8e79e6285.cache bc4a1c95-bbcf-4f06-8920-97b00a8685f7.cache c59bce1c-9ba0-4874-8ee4-d87599554983.cache ce6c0dcb-aac7-4231-98ce-ec2981f2075d.cache d7345bb7-d138-4e7c-98bd-4e74e49f8933.cache db741667-4776-489e-9de5-d70a97556373.cache dd0a7b09-d9d4-4858-b552-e48ee0d51c93.cache File sizes are small 1-10 KB and the "associated.cache" ones have larger file sizes up to about 100 KB. Is this strange behaviour? Thanks.
Anonymous
August 03, 2009
I have BCM 2007. I am importing over 4000 Accounts and over 20,000 associated Contacts from an excell spreadsheet. How can I easily link Contacts to associated Accounts in BCM 2007 without doing it manually one by one?
Anonymous
August 03, 2009
I have BCM 2007. I am uploading from an excell spreadsheet over 4,000 Accounts with associated contacts of over 23,000. Is there a way to link the related Accounts and Contacts automatically so to avoid doing them one-by-one manually for the list of 23,000 contacts???
Anonymous
August 03, 2009
my email is dgennrich@cox.net. Please send solutions to my question above if you have one. Thx!
Anonymous
August 25, 2009
Hi, Can someone please tell me if the BCM 2007 cache files (*.cache) held under the user profile in the %USERPROFILE%Local SettingsApplication DataMicrosoftBusiness Contact ManagerCache<DBname> folder can be pointed to a different location or the caching turned off somehow? I'm asking because I'm trying to minimize the number of unnecessary write operations to my SSD hard drive and Outlook seems to be pretty intensive on HDD writes unfortunately... Thanks.
Anonymous
November 23, 2009
Hi, I have a basic question: in the history section of BCM 2007, it lists all emails sent or received for a given contact. It there any way to identify which is a message I sent versus one I received. The only way I've come up with is by opening each one. There must be an easier way...right?
Anonymous
November 23, 2009
Here's another question, In the notes section of a normal contact, I'm able to insert a picture. However, I can't do this in the Comments section of the BCM contacts. Is there any way to add a field that will accept a picture? I can add normal text, currency, yes/no, etc. fields, but none for images. Any way to do this?
Anonymous
December 30, 2009
I have just purchased a smart phone with Windows Mobile 6.5. I know you can sync with 6.0 and 6.1. I don't see any information about if I am able to sync my Business Contacts with this phone. Is this possible or in the works?
Anonymous
January 06, 2010
I hope someone can help. I am doing a Marketing Campaign in BCM 07. The problem is that after I create ba filter, the default view has only "File As" and "email" displayed. I need to see the "Company". Can I change this and if so, how? Thanks!
Anonymous
January 22, 2010
I am trying to write a report showing all the activities under a particular Opportunity and show who on the team has been assigned responsibility for that particular task, like so: Opportunity1Name Opportunity1AssigntedTo Opportunity1Task1 Opportunity1Task1AssignedTo Opportunity1Task2 Opportunity1Task2AssignedTo Opportunity1Task3 Opportunity1Task3AssignedTo I can see how to show the AssignedTo for the particular Opportunity, but I have been unable to figure out how the particular ActivityID in the ActivitiesTable ties back to AssignedTo in the ContactMainTable. Any help would be appreciated.
Anonymous
July 06, 2010
Hi I wish to do a simple report in Business Contact manager 2007 – [Activity by Account] ....or it could be by Business Contact, doesn’t matter. The problem I have is, in the “Linked to” column, the Account name appears again and NOT the Business Contact that the activity is associated with. I have tried using the modify report option, but I whatever I do, I can’t seem to get the contacts to appear on the report If anyone could assist, that would be much appreciated! Also apologies in advance if I am in the wrong area. Best Regards Geoff, Melbourne Aust
Anonymous
July 27, 2010
I cannot install BCM 64b- it states that it cannot be installed without having istalled MS Outlook 2010. It wnats me to input CD 1. The problem is that i have installed MS Outlook 2010. It was installed via web service...Can you help me please?
Anonymous
August 03, 2010
Hi, we have a 1000+ contacts in BCM. Now we want to start a marketing campain, but we want to do that in more batches. How can i select the first 200 contacts, then the contacts 201-400, then 401-600 etc.? Can you please help me? Thnx, Reinout
Anonymous
August 16, 2010
I want to create a Quick List of Business Contacts that includes the name of my contact's company. "Company" is not one of the available columns when I click Modify Report. Is there a way to add "Company" to the report?
Anonymous
October 15, 2010
Is the bcm team still around.. ?? I need help!
Anonymous
October 18, 2010
The comment has been removed
Anonymous
October 29, 2010
I imported a bunch of Accounts and Contacts into BCM in Outlook 2010. I then directly updated the table 'EntityReferences' with all the relationships between accounts and contacts on user-defined relationship fields. They linked up ok, but when I open a contact in a form on the 'destination' side of the relationship, it opens a different contact from the list. For example: I have a relationship field 'Committees' with 'Committee Contacts' as the destination field. When I open a committee, I see the list of contacts linked to that committee. When I double-click a contact in that list to view it, it actually opens a completely different contact from the same list. It seems like it is using the 'EntryGUID' to sort the list of relationship (Committee Contact) records, but when retrieving the contact it somehow re-sorts in the background on 'ContactServiceID' and grabs the specific position in the list that was double-clicked (i.e. List[1]) to open the record itself. It does the same thing when I step through the Help system's 'add a relationship field' example using the Sample Database included with BCM; it opens the wrong record. Is there anyway to fix this? Thanks for any help you can give
Anonymous
November 09, 2010
Is it possible to send a "Marketing Campaign" email to very few people? I just want to check off a few to send one to--the benefit being that they each get an individual email with their name in the "To:" field. When I try to do this, BC tells me that I am excluding hundreds of contacts and to try using the Simple or Advanced Filter. Why? These contacts have nothing in common - I just want to create marketing campaigns to random distribution lists that I create. Thanks again!
Anonymous
November 09, 2010
The comment has been removed
Anonymous
May 05, 2011
Office 10 / BCM 10 The Business Contact Manager Home Screen (the page that has the 4 tabs.) is now blank. I can click on the 4 tabs, but there is nothing on any of them... Please help.
Anonymous
May 19, 2011
Has the limit of only one Account link per Business Contact been resolved? Like other users, I have sales reps that service multiple accounts for us, and I'd like to be able to link the Business Contact to more than one Account. The only work-around I can think of right now is to create multiple copies of the Business Contact and assign each one to their account, but that seems like it would muck up our tracking. Also, have they built in a way to track if someone modifies and/or deletes a record? I'm looking to recommend BCM 2010 to my company, but these are two hurdles that they might not make it over. Thank you for a quick response to beth@profilefilms.com or here in the blog.
Anonymous
September 04, 2011
Hi BCM Team, Our Company is trying to use BCM for some Marketing Campaign but there are challenges that i can't seem to get over with. Any help would be greatly appreciated. First, is there a way to create custom reports that are grouped based on user-defined fields that can be used for charts? Another is that there was a vba code provided in this thread for linking contacts to their parent accounts. sadly it does not work on bcm 2010. can you provide a modified code for it to work on bcm 2010? Lastly, is there a way to come up with some kind of ratios of accounts based on some user-defined fields? Many Thanks in advance. Emory
Anonymous
December 26, 2011
BCM 2010 does not show up as an option in the Outlook address book. I have followed the procedure to add it but BCM is not an option in the list. I only use BCM for contacts so at this point the address book is useless and finding an infrequently used email address is very difficult. All of the suggestions on searches I have done lead down dead end roads. Maybe someone at your blog can actually give me useable information. Please email me at jim@soundconceptsllc.com
Anonymous
April 26, 2015
Hi BCM Team, we use in our company the BCM 2010 and now we have seen last week a phenomenon. The display of the history element among the BCM contacts adjusts itself automatically in a time scale . Previous only solution to this is to disable the plugin BCM and to reactivate . After that, the view is back to normal. Sporadically since then but it comes again and again to this Altered view. There is to be a better solution method?
Anonymous
July 29, 2015
My Business contact Manager 2013 does not show the accounts linked with the Business contact. Only the contact card shows when either are opened. How do I get the Business contact card to show and NOT just the contact card.

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