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Saturday, November 28th, 2009

Outlook 2003 and Business Contact Manager and ACT!

December 7, 2006 by Jason Bean  
Filed under Computers

Outlook 2003 and Business Contact Manager and ACT!

Pardon this post, I know it’s not directly related to Office 2007, but I’m in need of some assistance.
I’m working with a client who’s trying to import records from ACT into BCM. Everything’s gone fine so far but trying to get the “Notes” field of the ACT! contacts into the appropriate corresponding field in BCM. Has anyone done this? Do you have a map of what needs to go where and how to validate the right notes go to the right contacts?
Let me know by e-mail or in the comments.
Thanks.

Outlook Functionality

August 21, 2006 by Jason Bean  
Filed under Computers

Outlook Functionality

I just added some contacts to my Outlook Address book and I began thinking to myself, why in the world doesn’t Outlook let you link contacts to each other through some defined relationships? The main reason I think that is because the custom application we use at work to maintain tasks, contacts and case information does this to infinity and it’s very handy.
Here’s how it should work in Outlook
On the details page, if I can put in information such as an Anniversary date, why can’t I link that contact to their spouse in Outlook? If contacts are linked, I should …read more


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