One Click business contact record creation - From an E Mail?

Status
Not open for further replies.
R

RC

I purchased Outlook 07 with BCM, looking to have everything integrated and

wanting to dump ACT!!

BCM seems a bit disperse to me, but what surprised me was what I think is a

MAJOR DESIGN FLAW.

BCM has lots of useless little stuff, and is missing a crucial element. They

built a house full of stuff inside and forgot to put a DOOR!!!!. You have to

get in through the window!!!!

There is a reason BCM is part of Outlook, and its because one of your main

contact points with Business Contacts is E Mail. So you would think you could

create a Business Contact from an E Mail - And you would be mistaken!!!!!!!

you cant!!!!!!

You have to create a Contact, Go to your contact screen, search for the

contact you just created and move it to your business contacts folder!!!!. I

lost count of how many clicks that takes.

I guess this is fine if you get one lead a week, but if you want to use this

to manage business contacts and manage your sales, forget it!!! Might as well

go back to paper files!!!!

I don't know who the product manager is for this product, but you should

call him back from vacations and ask him to take some stronger coffee in the

morning. Come on guys!!! This is BASIC Stuff? No sales guys in Microsoft to

talk to? Or does everyone in Microsoft just take orders? Maybe they just use

ACT!

I have more if anyone is interested.
 
There is a way to do this (though it is not obvious without reading the

manual).

Open the e-mail, select E-MAIL AUTO LINK, check the box then select OK. This

creates a BUSINESS CONTACT record within Business Contact Manager. Now, from

within the e-mail, double click on the e-mail address in the FROM line and it

will automatically open the BUSINESS CONTACT. Now, just tidy up the record.

Jay Garland :)

"RC" wrote:


> I purchased Outlook 07 with BCM, looking to have everything integrated and
> wanting to dump ACT!!

> BCM seems a bit disperse to me, but what surprised me was what I think is a
> MAJOR DESIGN FLAW.

> BCM has lots of useless little stuff, and is missing a crucial element. They
> built a house full of stuff inside and forgot to put a DOOR!!!!. You have to
> get in through the window!!!!

> There is a reason BCM is part of Outlook, and its because one of your main
> contact points with Business Contacts is E Mail. So you would think you could
> create a Business Contact from an E Mail - And you would be mistaken!!!!!!!
> you cant!!!!!!

> You have to create a Contact, Go to your contact screen, search for the
> contact you just created and move it to your business contacts folder!!!!. I
> lost count of how many clicks that takes.

> I guess this is fine if you get one lead a week, but if you want to use this
> to manage business contacts and manage your sales, forget it!!! Might as well
> go back to paper files!!!!

> I don't know who the product manager is for this product, but you should
> call him back from vacations and ask him to take some stronger coffee in the
> morning. Come on guys!!! This is BASIC Stuff? No sales guys in Microsoft to
> talk to? Or does everyone in Microsoft just take orders? Maybe they just use
> ACT!

> I have more if anyone is interested.
 
Status
Not open for further replies.
< Distribution List | Desperate hours >
Similar threads
Thread starter Title Forum Replies Date
B How to create a button that sorts and selects the most recent message with ONE click Using Outlook 2
S mouse right click options Using Outlook 2
F Jump to Inbox folder when click on Favorite Using Outlook 8
M White square in body of Outlook Messages (O2016 Version 2012 32bit Click To Run) Using Outlook 4
Eike Move mails via macro triggered by the click of a button? Outlook VBA and Custom Forms 0
P Unread Until Click Another Message? Using Outlook 2
O On click,I want to change subject line of selected mail and then reply to particular email and move Using Outlook 3
Diane Poremsky Using Scanpst in Outlook Click to Run Using Outlook 0
J Can Click to Drag Custom Form Field But Cannot Drop When Designing in Outlook 2007 Outlook VBA and Custom Forms 2
B Open a folder / subfolder of a PST in single click Outlook VBA and Custom Forms 4
C Reminder for single-click appointment Using Outlook 2
Diane Poremsky Contacts are missing when you click the To button Using Outlook 0
M Office 365 Click to run BCM (Business Contact Manager) 0
B Auto name checking upon Tab or Click off To field(s) Using Outlook 19
F Jump to Inbox folder when click on Favorite Using Outlook 0
D Must now "View on Facebook" for Mentions/Comments-Outlook 2013 click-to-run Using Outlook 2
I BCM Opportunity: click on "new op" opens a "new tasks" BCM (Business Contact Manager) 0
M Automatically move Outlook message to the specific folder when click on reply to all Using Outlook 4
M Blank Pop-up Window when click "Manage Sharing" BCM (Business Contact Manager) 1
Emerogork How do I remove "Delete Folder" from the right-click menu? Using Outlook 1
R click to toggle quick click category reasigns to where ? Using Outlook 2
L Add to Right Click Menu Using Outlook 10
T Is the standalone Outlook 2013 click-to-run or msi? Using Outlook 1
A Uninstall Click and Run Exchange Server Administration 2
B Right click-drag no longer creates hyperlinks Using Outlook 2
A email folders appear empty, at first click Using Outlook 2
S How to add a new menu item to a right click context menu of a link Using Outlook 5
L Outlook 2010 Instant Search Pops When I Click Using Outlook 6
M When I click “new message” in outlook, my cursor defaults to the body of the m Using Outlook 6
B right click outlook objects in OL2010 acts on current inbox mailitem Using Outlook 6
T Click "A" to see all email from people with names starting with A... etc Using Outlook 3
V Can't click on embedded link in Outlook e-mails--error message "not allowed" Using Outlook 6
M right click contact to create an appointment Using Outlook 4
T drag drop/opening drop down/single click acts like double/highlighting Using Outlook 7
F When I click on link in email nothing occurs Using Outlook 7
M Programatically click the Send button. Outlook VBA and Custom Forms 5
K call a help file when click on a button xml ribbon Outlook VBA and Custom Forms 1
M auto click hyperlink?! Outlook VBA and Custom Forms 1
M Auto click a hyperlink Outlook VBA and Custom Forms 2
H Program "Click on Ribbon Button" Using VBA Outlook VBA and Custom Forms 1
J Macro to open email (like double click) in Outlook Outlook VBA and Custom Forms 4
M How to provide custom functionality on click of "New"? Outlook VBA and Custom Forms 1
M How to resize the instant search pane on click on the icon to expand/ Outlook VBA and Custom Forms 1
Z Right click menu Outlook VBA and Custom Forms 4
N Right-click an address -&gt; add to BCM? [OL2007] BCM (Business Contact Manager) 1
P Contact Manger locks up Outlook when I click on folder? BCM (Business Contact Manager) 2
M Outlook2007 and VSTO, handle the Click on the Save Button in the IPM.Note dialog HOWTO? Outlook VBA and Custom Forms 4
V List Click Outlook VBA and Custom Forms 1
U Adding multiple menu Items. Problems handling the click events Outlook VBA and Custom Forms 1
R SEND does not work first click Outlook VBA and Custom Forms 7

Similar threads

Back
Top