Does anyone know how to filter out primary business contacts from all business contacts?
I'm in Contact Management in the Business Contacts tab.
When in Account you have to click which Business Contact you want as the primary contact so there must be a field for it somewhere but I can't find...
Microsoft is taking applications to join the beta program for their BCM replacement. You need to be using Outlook 2016 and need to use Office 365 Exchange. (Yes, i know this will leave a lot of people who use BCM out of the program... )
After extensive time and testing I can say with certainty that installing and using Office 365 Click to run (which is how all will install unless you use an enterprise edition or buy a stand alone downloaded copy) *doesn’t work properly*. There's a lot of talk about how it should work, but it...
One of the things we're using BCM for is to report on how much time we spend on each account. However when repeat calendar meetings are linked to an account we can only see the initial first meeting.
Has anyone else experienced this problem and identified a solution?