Outlook 2003 with BCM add-in

  • Thread starter Thread starter Thorbjorn Sundboe
  • Start date Start date
T

Thorbjorn Sundboe

Hi,

I run Outlook 2003 with the Business Contact Manager add-in. I have done
some imports into this database
from Excel, and its behavior is strange. Here are some of the
issues/questions:

- Import into the field "Primary Contact" does not work - the field is just
not imported, but it appears as selectable in the "Map fields" dialog

- Same problem as above for the fields Account state and Account status

- Is there a way to import several fields from the source into one field in
the database. I am referring to the destination field "Comment" which has
support for carriage return

- Is there a way to create a new history item like a "Business Note" or
"Phone Log" during an import, taking info from a field in the source file?

Any help would be appreciated.

Cheers, Thorbjorn
 
Comments inline.
I run Outlook 2003 with the Business Contact Manager add-in. I have done
some imports into this database
from Excel, and its behavior is strange. Here are some of the
issues/questions:

- Import into the field "Primary Contact" does not work - the field is just
not imported, but it appears as selectable in the "Map fields" dialog
Click to expand...

I'm not surprised, since this is the field that sets the database link
between contacts and accounts.
- Same problem as above for the fields Account state and Account status
Click to expand...

Did the source file contain values for those fields that match the available
values on the drop-down lists on the BCM account form?
- Is there a way to import several fields from the source into one field in
the database. I am referring to the destination field "Comment" which has
support for carriage return
Click to expand...

Maybe if you concatenate them in the source document. Definitely if you
write your own import code.
- Is there a way to create a new history item like a "Business Note" or
"Phone Log" during an import, taking info from a field in the source file?
Click to expand...

I don't think so. Like Primary Contact, it's a database relationship issue.
What you can do is import those history items into some other Outlook
folder, like Journal, then link them manually with the BCM contact or
account.
 
Thanks again for helpful advice. See inline:
I'm not surprised, since this is the field that sets the database link
between contacts and accounts.
Click to expand...

Eh, but it cannot possibly satisfy the business requirements of most
businesses that this is not importable, it certainly does not satisfy mine.
Maybe a workaround is to import these separately as business contacts and
link them manually?
Did the source file contain values for those fields that match the available
values on the drop-down lists on the BCM account form?
Click to expand...

I discovered that the values of these fields are unchangable in BCM, this
explains it. I had other source values.
Maybe if you concatenate them in the source document. Definitely if you
write your own import code. file?

I don't think so. Like Primary Contact, it's a database relationship issue.
What you can do is import those history items into some other Outlook
folder, like Journal, then link them manually with the BCM contact or
account.
Click to expand...

I'll try that, might be worth the effort.

Cheers Thorbjorn
 
You certainly would need to have the business contacts in place first
anyway. Manual linking will work just fine.
 
Back
Top