Business Contact Manager

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Guest

Hi, I am comparing ACT with the new Outlook Contact Manager. I have the 30 day trial software. I am in real estate and need to print out individual client reports with dates and histories. Is this possible right from Business conact mgr. or do I have to go through other office programs? How does it work?
Also, I can see that the calendar has been improved to put at least a subject/date directly into individual accounts but I cannot get an individual account to print a customer oriented report or even include the notes/history section. Is this because I have the trail version
I have all my clients in Outlook 2002...will I be able to import them as Business Accounts? I have about 800 active customers.
 
I have been a long time ACT user and have been trying
BCM. BCM is nice, but I have found ACT to be a heck of
allot easier. With BCM, you can do reports within BCM.
If your an Outlook 2002 user, your better off to move to
2003 with BCM. BCM is a decent basic CRM package.
-----Original Message-----
Hi, I am comparing ACT with the new Outlook Contact
Click to expand...
Manager. I have the 30 day trial software. I am in real
estate and need to print out individual client reports
with dates and histories. Is this possible right from
Business conact mgr. or do I have to go through other
office programs? How does it work?
Also, I can see that the calendar has been improved to
Click to expand...
put at least a subject/date directly into individual
accounts but I cannot get an individual account to print
a customer oriented report or even include the
notes/history section. Is this because I have the trail
version?
I have all my clients in Outlook 2002...will I be able
Click to expand...
to import them as Business Accounts? I have about 800
active customers.
 
If you're running the trial version, you should try out the Reports options
on the BCM menu.
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers



Joan said:
Hi, I am comparing ACT with the new Outlook Contact Manager. I have the
Click to expand...
30 day trial software. I am in real estate and need to print out individual
client reports with dates and histories. Is this possible right from
Business conact mgr. or do I have to go through other office programs? How
does it work?
Also, I can see that the calendar has been improved to put at least a
Click to expand...
subject/date directly into individual accounts but I cannot get an
individual account to print a customer oriented report or even include the
notes/history section. Is this because I have the trail version?
I have all my clients in Outlook 2002...will I be able to import them as
Click to expand...
Business Accounts? I have about 800 active customers.
 
-----Original Message-----
Hi, I am comparing ACT with the new Outlook Contact
Click to expand...
Manager. I have the 30 day trial software. I am in real
estate and need to print out individual client reports
with dates and histories. Is this possible right from
Business conact mgr. or do I have to go through other
office programs? How does it work?
Also, I can see that the calendar has been improved to
Click to expand...
put at least a subject/date directly into individual
accounts but I cannot get an individual account to print
a customer oriented report or even include the
notes/history section. Is this because I have the trail
version?
I have all my clients in Outlook 2002...will I be able
Click to expand...
to import them as Business Accounts? I have about 800
active customers.
 
If you want to customize your data information, or add new
fields for your specific needs, you can not do it in BCM.
ACT is the best program for client data customization.

Ric Lager
 
Is there any way to customize the ACT! contact screen when you double
click on a contact? I would like to add fields in that view but can't
figure out if it's possible. I know I can add fields in other views.

I also understand that there's now a pocket PC interface for ACT! and
Outlook 2002-2003.

Mike
 
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