BCM 2007 in combination with OneNote 2007?

  • Thread starter Thread starter runner
  • Start date Start date
R

runner

Can someone describe how BCM 2007 works together with OneNote 2007? It seems
that there are differences to Outlook 2007 without BCM.
 
runner:

OneNote is a great option to keep notes about your contacts or accounts.
Just right click on a BCM contact or account and choose Contact Notes.
OneNote will create a link between BCM and OneNote so that you can move
to/from the other pretty easily. The great thing about OneNote is the
storage of unstructured data. BCM is great at structured data. Searching
for something in OneNote is real easy!

From within OneNote, you can also type in some text, then click to make it
an Outlook task. If you open up that task, you can link it to a BCM contact
also.

HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
But there seems no way to create a BCM contact from OneNote, or? I have to
create an Outlook contact and then make a BCM contact out of it, or?
 
I would create the contact in BCM first, then link it to OneNote. I have
both applications up all the time so it's a couple of clicks...

HTH,
Lon


___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
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