Google Groups no longer supports new Usenet posts or subscriptions. Historical content remains viewable.
Dismiss

Re: BCM 2007 in combination with OneNote 2007?

5 views
Skip to first unread message

Lon Orenstein

unread,
Mar 19, 2008, 5:38:15 PM3/19/08
to
runner:

OneNote is a great option to keep notes about your contacts or accounts.
Just right click on a BCM contact or account and choose Contact Notes.
OneNote will create a link between BCM and OneNote so that you can move
to/from the other pretty easily. The great thing about OneNote is the
storage of unstructured data. BCM is great at structured data. Searching
for something in OneNote is real easy!

From within OneNote, you can also type in some text, then click to make it
an Outlook task. If you open up that task, you can link it to a BCM contact
also.

HTH,
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
www.pinpointtools.com

"runner" <run...@discussions.microsoft.com> wrote in message
news:B1C8E72D-C1C0-43FB...@microsoft.com...
> Can someone describe how BCM 2007 works together with OneNote 2007? It
> seems
> that there are differences to Outlook 2007 without BCM.

Lon Orenstein

unread,
Mar 20, 2008, 4:06:18 PM3/20/08
to
I would create the contact in BCM first, then link it to OneNote. I have
both applications up all the time so it's a couple of clicks...

HTH,
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
www.pinpointtools.com

"runner" <run...@discussions.microsoft.com> wrote in message

news:5095EEAE-52C0-4777...@microsoft.com...
> But there seems no way to create a BCM contact from OneNote, or? I have to
> create an Outlook contact and then make a BCM contact out of it, or?

0 new messages