BCM / Word Integration

  • Thread starter Thread starter DWF
  • Start date Start date
D

DWF

Hi

I often need to send a letter based on a template - albeit slightly modified
from within the open contact.

In other CRM's there are usually shortcuts / buttons to launch the Wp
program which is auto completed with details from the open contact.

I cannot find how to do this from within BCM, (option is there ofr email).

Has anybody got any tips / tricks that will help me

Thanks in advance
 
This is an important question for me too. We are evaluating the replacement
of ACT with Outlook BCM. Everything I've been reading thus far has given me
the impression that Outlook BCM doesn't have this capability. I've tagged
myself to this thread also to see what I can learn.

However, I only have the trial version of Outlook 2007, and can't figure out
how to get the BCM add-on.
 
Christi have you tried downloading the 2 files from the Office 2007 Free
Trail on the MSFT site? If you have, with Outlook installed, run the second
file (the smaller one - about 250Mb) and it should then install BCM on top
of the Outlook 2007.

Regards, Tim
 
I have actually done the full download twice, both downloads. It appears to
be a successful download, but when I check my installed programs list, it
does not appear.
 
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