Sharing BCM contacts and linking items to records

  • Thread starter Thread starter SharonD
  • Start date Start date
Status
Not open for further replies.
S

SharonD

I am new to BCM and had read that in the 2003 version you could not share
your BCM and continue to link items to individual contacts. I'm now running
on 2007 and would like to be able to share my BCM with certain users, but
want to retain the ability to link items (emails, etc.) to the individual
contacts.

Am I able to do that in BCM 2007?

Thanks for the help!
 
SharonD;96975 said:
I am new to BCM and had read that in the 2003 version you could not share

your BCM and continue to link items to individual contacts. I'm now running

on 2007 and would like to be able to share my BCM with certain users, but

want to retain the ability to link items (emails, etc.) to the individual

contacts.


Am I able to do that in BCM 2007?


Thanks for the help!



I may not be answering this right because I am not 100% sure of the question, but...


First you have to share your database to give users access. See Thread : https://forums.slipstick.com/showthread.php?t=28626


Then under a new contact go to the very top and press the little down arrow on the quick access tool bar. Add Attach, and Forward to the quick access tool bar, they will be there for all contacts now.


With these on you can easily attach files to a contact, also you can to go new history items and "Forward" history items, this places the sent item as an attached email in the history.


You can also attach emails to a contact by dragging and dropping and use the link to record, and email auto-link but these are only configurable while you are in your local files.
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
S Sharing BCM contacts within Workgroup, Leads and Projects BCM (Business Contact Manager) 5
M Sharing of BCM database across the internet BCM (Business Contact Manager) 2
Chris Grew Sharing BCM Database BCM (Business Contact Manager) 6
D Sharing BCM with laptop. BCM (Business Contact Manager) 4
D Sharing BCM data with Exchange BCM (Business Contact Manager) 1
D Sharing BCM Database with other computers on a network BCM (Business Contact Manager) 1
R BCM 2010 Beta - Sharing issues BCM (Business Contact Manager) 1
D 2d help request-problems sharing BCM database BCM (Business Contact Manager) 1
H Outlook/BCM hangs when using the assistent for sharing a database BCM (Business Contact Manager) 2
C No Hyperlink when Sharing an article from the Web Using Outlook 3
O Outlook on Android: after sharing / sending a news article, draft remains open. Why? Using Outlook 1
Fozzie Bear Sharing Birthday Calendar Using Outlook.com accounts in Outlook 3
L Sharing Calendar for Only Scheduling Using Outlook 2
GregS Simple calendar sharing doesn't work Using Outlook 6
B Sharing Outlook calendars gone wrong Using Outlook 0
D Sharing outlook.com calendars in Outlook 2016 Using Outlook 1
D Sharing calendars Exchange Server Administration 1
Diane Poremsky Sharing Outlook Calendar and Contacts Using Outlook 0
Diane Poremsky Sharing Outlook.com Calendars Using Outlook 0
Diane Poremsky More Tools and Utilities for Sharing Outlook Data Using Outlook 0
Diane Poremsky Sharing Outlook Calendar and Contacts over the Internet Using Outlook 0
O Calendar Sharing - From This Date On? Using Outlook 1
M Blank Pop-up Window when click "Manage Sharing" BCM (Business Contact Manager) 1
J DisablePST = 2 : Only Sharing-Exclusive PSTs can be added Using Outlook 1
J Outlook 2007 Error sharing Calendar: Error while preparing to send sharing message Using Outlook.com accounts in Outlook 2
J Sharing outlook, Office 2013 Home Premium Using Outlook 8
A Sharing calendar Using Outlook 1
M Workarounds for sharing custom Outlook 2007 forms? Using Outlook 3
B Sharing Multiple Outlook 2010 Calendars (Exchange) Exchange Server Administration 4
B Sharing Additional Calendars Using Outlook 1
A Need Help with BCM2010 Sharing on outlook 2013 Scenario! BCM (Business Contact Manager) 1
S Sharing Outlook 2013 without a server Exchange Server Administration 1
J Sharing Contact w/ a custom form Using Outlook 3
D Sharing Categories on Appointments Using Outlook 0
V Sharing Hotmail contacts / groups not working as expected Using Outlook.com accounts in Outlook 1
B Sharing Contacts via Live Using Outlook 2
J Company calendar sharing problems Using Outlook 2
R Sharing Exchange 2010 calendars with people outisde our organization Exchange Server Administration 17
B Outlook Calendar Sharing - Multiple Time zones Using Outlook 1
R Simple Sharing of Outlook Profile Using Outlook 1
M Remove sharing icon from outlook contacts Using Outlook 6
L Sharing Outlook data Using Outlook 1
G Sharing Business contact manager BCM (Business Contact Manager) 5
A Network Permissions for sharing calenders between exchange severs Using Outlook 1
U Trouble for sharing Calendar Using Outlook 3
S Calendar sharing problmes between Outlook 2007 & 2010 Exchange Server Administration 0
H Outlook 2010 : Error while preparing to send sharing message Exchange Server Administration 8
J Joint Calendar Sharing - Editing Using Outlook 1
A sharing calendars Using Outlook 1
B sharing contacts BCM (Business Contact Manager) 1

Similar threads

Back
Top