D
daved
Is small business easy to create and use eser defined fields? Can I track
sales by customer and product with this?
sales by customer and product with this?
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L
Lon Orenstein
Dave:
No, just get Office 2007 and install that...
Yes, it's easy to create user defined fields. From the main menu in
Outlook, click on Business Contact Manager, Customize Forms, Manage User
Defined Fields, and choose which kind of record to customize.
You could use BCM only to track sales by customer and product, or add Office
Accounting and get more details.
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
No, just get Office 2007 and install that...
Yes, it's easy to create user defined fields. From the main menu in
Outlook, click on Business Contact Manager, Customize Forms, Manage User
Defined Fields, and choose which kind of record to customize.
You could use BCM only to track sales by customer and product, or add Office
Accounting and get more details.
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
D
daved
I am currently using Act 2007. I was hoping to use BCM to track my customers
activities including sales. Plus I want to sync them with my Smartphone.
You think Office 2007 will work but I would need the Small Business version
correct.
activities including sales. Plus I want to sync them with my Smartphone.
You think Office 2007 will work but I would need the Small Business version
correct.
L
Lon Orenstein
Yes Dave, either the Small Business or Professional Edition -- the
difference is that MS Access (database program) is included with
Professional. You might want to add Companionlink for $49 to handle the
synch with your Smartphone.
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
difference is that MS Access (database program) is included with
Professional. You might want to add Companionlink for $49 to handle the
synch with your Smartphone.
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
D
daved
Thanks a lot. I read on BCM's web page it won't import Act 2007.
L
Lon Orenstein
There is a Service Pack 1 that's supposed to be coming out today, Dec. 11,
and they have fixes in it for ACT. I'm not sure of all the details but keep
your fingers crossed.
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
and they have fixes in it for ACT. I'm not sure of all the details but keep
your fingers crossed.
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