Thanks for the fast answer. I have tried working with the Journal but it is not quite enough if you want to track mails, meetings, phone talks and other information on the clients. I have 150-200 people to keep track of and I can't remember what I have talked to everyone about, when to call...
I am about to give up on this piece of c*** BCM software! After installing my Outlook 2013 just hangs at loading profile.
Then I got it working yesterday by reinstalling BCM and I started to input the first couple of BCM contacts and get to know the system. Today it hangs again at loading...
Suddenly I can't even load Outlook, it just hangs at the 'loading profile' startup page.
I can only load it in safe mode now, do I really have to start from scratch and install everything again?
thanks for any ideas
JimR
I got Office 2013 installed (what a terribly boring look it has!) and installed BCM. Everything seems to work and now I am starting the process of getting a few hundred contacts into BCM.
I am confused about the copy/move concept, it seems that Outlook contacts and BCM contacts are in different...
Hello all, new forum user here!
I have a one-man engineering consultant business with about 150 (existing and potential) clients and I would like to get a better CRM tool than I have today (which is nothing really except the note field in contacts and attempts to use the Journal with mixed...
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