business notes report

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Guest

Hi does anyone know how I can create a business notes report on all my
contacts in BCM? We have a small customer service and would like to create a
report on any we made contact with in the past month/week.

So I'm basically looking one of two things.
1.What is the best way to accomplish this task.
2. How to gain access to the raw SQL data where I can write the report myself.

I tried to access the SQL via the osql -U -P command, but my administrator's
username and password does not work. I also tried using sa to see if there
is a blank there, but there is not. Help here is appreciated also.

Thanks,
Damian
 
Hi does anyone know how I can create a business notes report on all my
contacts in BCM? We have a small customer service and would like to create a
report on any we made contact with in the past month/week.

So I'm basically looking one of two things.
1.What is the best way to accomplish this task.
2. How to gain access to the raw SQL data where I can write the report myself.

I tried to access the SQL via the osql -U -P command, but my administrator's
username and password does not work. I also tried using sa to see if there
is a blank there, but there is not. Help here is appreciated also.

Thanks,
Damian

With osql, use the same username you use when running BCM.
 
Yeah, I tried that. Maybe I have the convention wrong. I used osql -U
username -P password

I get back
[Shared Memory]SQL Server does not exist or access denied.
[Shared Memory]ConnectionOpen (Connect()).

Does anyone know the right command?
 
Yeah, I tried that. Maybe I have the convention wrong. I used osql -U
username -P password

I get back
[Shared Memory]SQL Server does not exist or access denied.
[Shared Memory]ConnectionOpen (Connect()).

Does anyone know the right command?



With osql, use the same username you use when running BCM.- Hide quoted text -

- Show quoted text -

Don't specify -U or -P, just run osql with the same Windows login as
you use when running BCM, osql will use the current user's
credentials.

If that still returns an access denied error, then there's some wacky
going on. BCM and OSQL use the same plumbing to access sql databases;
if one process can connect, then so should another process with the
same credentials.
 
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