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  • Import and export business data in Business Contact Manager 2007 - Outlook with Business Contact Manager - Microsoft Office Online

    Again, something I have been asked before - how to get data into and out of BCM - have a look at Import and export business data in Business Contact Manager 2007 - Outlook with Business Contact Manager - Microsoft Office Online Import and export business data in Business Contact Manager 2007 You can use the Business Data Import and Export wizard to import (import: To bring information from one system or program into another. The system or program receiving the data must somehow support the internal format or structure of the data.) data into or export (export: To copy your Business Contact Manager for Outlook business data to a file of a different format for use in a database, a spreadsheet, or another program.) data from Business Contact Manager for Outlook 2007. What do you want to do? Import data Export data Use the wizard to update an existing database with information from another database ttfn David Technorati Tags: Microsoft , BCM , Business Contact Manager , Office 2007 , Office System , CRM , Small Business

  • How to add a trade-in line item (i.e. give cash back to discount a deal) to BCM 2007

    Someone asked me how to do this and I discovered that you can't have a negative discount percentage, negative quantity or negative price. So this makes it impossible to do... well, no, but it is not quite as easy as we would like. To make it work you need to create a Product and Service csv file to import to make it work. Here are the step by step instructions on installing it and using it. Installing the trade-in items Go to the BCM menu and select the Product and Services menu item Press the import button at the bottom of the dialog to get the screen shown on the left Create a csv file on your desktop called tradein.csv (start / run "notepad %homepath%\tradein.csv") Copy and paste the text below into the text file and save Trade In (10000), Trade in, -10000 Trade In (1000), Trade in, -1000 Trade In (100), Trade in, -100 Trade In (10), Trade in, -10 Trade In (1), Trade in, -1 browse the csv file on your desktop and press import Job done Using the trade-in items in an opportunity Now we have these...

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