Anyone using Business Contact Manager 2007

[Lon Orenstein]

I did a search in this group but didn't find any "Business Contact Manager" or "BCM" entries.  Is anyone using BCM 2007 with OneNote?  If so, how?  What do you love and can't live without?

 

I'm all about BCM and just getting into OneNote -- a great program with huge potential to keep track of unstructured data that BCM users would put into Notes or Comments.

 

Thanks,

Lon

 
___________________________________________________________
Lon Orenstein
pinpointtools, llc
L...@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook:  Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only)  +1 214.905.0401 x6104
www.pinpointtools.com

 

 

[Jonathan use numbers]

Lon,
I plan to do this. I am an elementary school teacher now but was in sales
and loved ACT. I bought the BCM version of Outlook (as part of Office2007) to
allow the hooks between my contacts and the many documents I have to
create/use every week with my class , their families, and the school office.

As an ACT user, I was really disappointed in the lack of integration between
Outlook and Office. I had become used to ACT instant merge of data into a
document as needed. (I stopped using ACT in about 2001, so has reached
v5.something.)

Schools still sail on a sea of paper. I usually have to show who got the
paper and when it came back. at lest 7/8 of my families don't have reliable
e-mail or any computer access, so I can't depend on e-mail or web-based
notices. I wish we were an Outlook/Exchange site, but the whole state DOE
uses Notes without significant integration so I'm going to roll my own.

So I look forward to starting the SQL database and learning the BCM-specific
processes when school winds down for our short summer (new schedules for our
state cut the break!) I did switch over to Outlook for non-school e-mail (POP
account) and may program the Lotus interface to forward everything to my
Outlook to allow triage and tracking.
Please let us all know where you will "hang out": here or in one of the
Outlook forums (fora?).

Jonathan Rawle

"Lon Orenstein" wrote:
Is anyone using BCM 2007 with OneNote? If so, how? What do you love and
can't live without?

[Lon Orenstein]

Thanks... Going back a decade plus, I used Windows 2.0 to switch between
ACT! and Lotus Agenda. OneNote is the closest thing I've found to that and
am trying to figure out how to use it with BCM. I was hoping more people
were using both. I did receive one call from a lady who is doing what you
are. I'll keep hanging around this forum and the BCM one and report on my
findings...

Take care,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
L...@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104

www.pinpointtools.com

"Jonathan" <jonathan7zerozero7(use numbers) at yahew dot usual domain> wrote
in message news:DC3D0661-9C0B-4936...@microsoft.com...

[BlueRev]

Lon,
Im on the same mission. Wanting to use OneNote with BCM. Haven't a clue and
I am new to BCM so learning how to use basic functionality right now. If you
find the answer to this, please forward to my email address at
mun...@itrus.com. Best of luck....if I find anything< ill post as well.
Best regards,
Mike Unruh
--
mu

[Lon Orenstein]

Thanks Mike...

This is a link from Daniel Escape's blog that shows a video on how
salespeople can use OneNote for account management.

http://blogs.msdn.com/descapa/archive/2007/05/14/onenote-training-video.aspx

Being an old ACT! Certified Consultant, I spent years teaching people how to
link data to contact records so you could search for it later, or include it
in a report. OneNote has great potential for team account selling because
you can search for things so quickly and it's "live", not in a report. So,
you can see all the surrounding things in a notebook page(s) that might
pertain to that account. This is just one application that could be useful
with BCM and ON...

The fact that you can link a business contact or account into ON has great
potential. If we can come up with some use cases for the developers, they
might be willing to include the functionality down the line. They've been
focused on the education and tablet markets since day one and haven't gotten
"our kind" of input.

Let's keep posting...

Thanks,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
L...@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

"BlueRev" <Blu...@discussions.microsoft.com> wrote in message
news:C3CF6D06-8F7D-4478...@microsoft.com...

[Bryan]

Interesting to see you talking about this. I was just thinking it would be
nice to have the send or link to 1note icon in BCM like it is in Outlook.

[billsa...@gmail.com]

I use CardFila.com to collect all his business cards on iPhone. You can do this on Android, computer, laptop. It is an useful business card holder.
So easy to collect, find and use any contact at any time.
You can access the contacts everywhere without Internet connection by using CardFila for Mobile (iPhone or Android phones). If you like, you can try it on http://cardfila.com/ http://blog.cardfila.com/

[julia.k...@gmail.com]

Vào 01:03:43 UTC+7 Thứ hai, ngày 14 tháng năm năm 2007, Lon Orenstein đã viết:

I am using iPhone so I am introduced to visit online business card holder( http://cardfila.com) to manage all my cards. Especially with its newest app: CF 2.0, I can make a call with any format of phone number, easily search card photos without internet connection.

[bren...@gmail.com]

Lon,

Are you still around on this forum?

- Brent