Newbie BCM questions...

  • Thread starter Thread starter George
  • Start date Start date
G

George

I just upgraded to Outlook 2003 BCM, and wondered if anyone could help with
this elementary question:

1) Do I need to "import" my Outlook contacts? Down the left side under "My
Contacts", it has several things like "Contacts", "Accounts in BCM", and
"Business Contacts in BCM"....but when I click on the last two, they are
empty. What are selections to make after File > Import > ????
 
You can Ctrl+drag your contacts to the Business Contacts folder to copy them
into the BCM database.
 
Now it would be nice that I could use ActiveSync to sync my contacts in
the BCM contacts and the ones in my default contacts for Outlook to one
device. This way I would not have to copy them into two different
folders.

Sue, do you know if this will be addressed?
Thanks
Mark
 
Thank you Sue,

Does this mean that, under 'My Contacts' in Outlook, I will now have TWO
databases...one for "Contacts" and one for "Business Contacts in BCM?"

If so, isn't that sort of a violation of the database rule...the same info
in TWO places? It looks like if I update Sam Jones' phone number in
Contacts, it DOES NOT get updated in "Business Contacts in BCM". Am I doing
something wrong? So that's really two separate databases.

I just wondered, if this is the case, how others manage this delima. One of
reason's I got BCM was to *consolidate* my papers, ACT!, Outlook, Palm...
all into one ...and the idea is that the *one* would be Outlook along with
BCM's capability to also record things like business notes, accounts,
opportunities, etc.

Thanks,
George
 
Yes, exactly. You can use it however you like -- putting all the data in one
or the other; or part in one, part in the other; etc.

I'm not consolidation is BCM's strong suit. Tracking, yes, but not
consolidation.
 
Then It is almost totally useless. I will not manually keep two
databases updated. This is just not exceptable. What were the
developers of this product thinking? What were the managers of this
product thinking?

If I designed "integrated solutions" like Microsoft did my company
would be out of business.

I hope they fix this bad design soon.
 
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