[SOLVED] Optimizing Outlook 2010 BCM

D

DHK

I’ve been working with this tool off and on, and now I’m HOOKED! Since I haven’t seen any other really useful tips on using BCM (anywhere, except this forum), I thought I’d add a new topic.

1) Keep in mind that BCM is a separate program within Outlook. If you don’t click on it, it’s too easy to forget it’s even there. And it can be somewhat difficult to navigate. So, I had Outlook open DIRECTLY into the Contact Management section. Go to File – Options – Advanced – “Start Outlook in This Folder” & choose BCM’s Contact Management. Now, when you open it, you’ll see your tabs for Accounts & Business Contacts in a LIST VIEW.

1a) Get rid of those gadgets while you’re at it. They simply take up space and aren’t that useful. If you want to view your gadgets, use the “Dashboard” view by clicking directly on the “Business Contact Manager” folder.

1b) I really like that pane on the right that gives you a “contact summary”. However, I would take out the “Communication History” (that stores Outlook-type events linked to the contact) and have it show your own Comments instead. Just click “Select Sections” and pick what you want shown.

2) Create an “Inactive” tab for those contacts or leads that are no longer active (but you still want to retain the record and send out correspondence). Click to create the tab, name it, and choose filters. Go to Advanced Filter – Field Name (Active) and choose “Is Not Selected”. Now you can look up all your inactive leads and contacts! (Of course, that means you’ll actually have to USE that feature…)

3) Move your BCM folder to the top above your email .pst folders. It just makes it easier to find and navigate to when you need it. Just click and drag it.

4) Create different kinds of custom accounts and business contacts to help you further classify your contacts. Note that when you do this, BCM will automatically create a new tab in your Contact Management folder! That’s cool!

4a) You can choose different icons to represent different accounts and contacts. Search online for other icons (.ico) when the ones presented don’t quite match what you’re looking for.

5) Project Management is great for managing recurring projects with checklists and timelines. This is great for managing all the timelines and tasks related to putting on seminars, trade shows or other promotional events that are more involved.

6) I really can’t stand the “Linking” thing that this program makes you do with files and notes that are outside of Outlook.

You can either:

a) Drag and drop the file into an appropriate .pst file in Outlook

b) Use OneNote to link to the contact. In OneNote you can store just about anything there for future reference.

c) Add a field for an online document storage URL (like Box.net). In Box.net, you can set up a folder to “share” and have it generate a URL. Just name a file after your contact/account and copy/paste the URL into the new field you generated.

7) Don’t forget that you can “right click” on all the other sections of Outlook 2010 to have them open up in another window. This is very handy so you can keep your contacts and contact notes open and in front of you at all times.

This is one of the few CRM programs that can work really well on a NETBOOK! I tried Act! 2011, SugarCRM and some other ones. Each has it’s pluses and minuses. Now that I can get Outlook to actually ACT like a CRM program… I think I’ve got a keeper!<!-- google_ad_section_end -->
 
Outlook version
Outlook 2013 64 bit
Email Account
Office 365 Exchange
Great thread, kudos.

Could you glance over my threads and see if you know something about them? Thx.
 
Similar threads
Thread starter Title Forum Replies Date
S Help with optimizing Outlook (With BCM and more) Using Outlook 3
I Outlook for Mac 2019 using on desktop and laptop IMAP on both need help with folders Using Outlook 1
A Reminder duplication Outlook and Outlook.com Using Outlook.com accounts in Outlook 5
F Moving Outlook to new PC Using Outlook 0
mll persistently customise columns in outlook advanced search Using Outlook 3
Ken Pascoe Outlook Categories Quick List Using Outlook 0
M All fonts in Outlook emails display with exaggerated character spacing Using Outlook 1
talla Can't open Outlook Item. Using Outlook 0
C Can't Locate an Unread Message in my Outlook view pane Using Outlook 0
C Outlook 2007 Removing then adding account restores junk email processing Using Outlook 0
P Importing other e-mail accounts into Outlook Using Outlook 1
J Read Outlook Form fields Outlook VBA and Custom Forms 3
B Inconsistent handling of message read/unread status by Outlook Using Outlook 3
R Rogue Outlook Rule ? Using Outlook 2
S vba outlook search string with special characters Outlook VBA and Custom Forms 1
F Wishlist Outlook suddenly began synchronizing deleted items every time I delete a single email. Using Outlook 2
U Outlook 2019 VBA run-time error 424 Outlook VBA and Custom Forms 2
K Outlook 2019 Randomly Disconnecting from Gmail Servers Using Outlook 8
P Outlook calendar and contacts sync problem-outlook disconnects Using Outlook.com accounts in Outlook 2
HarvMan Toggle between calendar and email in Outlook 365 Using Outlook 7
V Outlook error 500 Using Outlook 2
F Email being marked as Spam by Gmail and not being visible in Outlook Using Outlook 5
S Mac Outlook 365 Questions Using Outlook 1
M Outlook calendar is missing Using Outlook 2
G Save and Rename Outlook Email Attachments Outlook VBA and Custom Forms 0
G Trigger script without restaring outlook Outlook VBA and Custom Forms 7
T Have you written an articles about Outlook? Using Outlook 3
V Compound IF, OR, AND in Outlook form Outlook VBA and Custom Forms 4
A Any way to make Outlook Calendar invitations look right to Gmail/Google Calendar users? Using Outlook 3
R Outlook 365 update sets delete from server flag Using Outlook 1
M How to setup outlook after importing old account information - Entering email account info creates with "(1)" after the account! Using Outlook 1
P Prevent Outlook 2016 from using DASL filter Using Outlook 4
I Button PDF in Outlook Contact custom form Outlook VBA and Custom Forms 1
G VBA to save selected Outlook msg with new name in selected network Windows folder Outlook VBA and Custom Forms 1
X Outlook automation pull from PDF Using Outlook 5
O Outlook 365 - How to create / copy a new contact from an existing one? Using Outlook 3
M Gmail address associated with Outlook on new phone Using Outlook 9
D Cannot populate certain UserProperties in Outlook from Excel Outlook VBA and Custom Forms 2
F Excel VBA to move mails for outlook 365 on secondary mail account Outlook VBA and Custom Forms 1
G Outlook 2016: Want IMAP Data Files on My D: Drive and Not C: Drive Using Outlook 1
V Validating Outlook form with "OR" and "AND" Outlook VBA and Custom Forms 1
D Outlook 2016 64bit, Cannot Save in 'HTML', format Using Outlook 1
J Connect outlook to office365 exchange _without_ signing in office apps Using Outlook 4
D Outlook launch email showing new unread email in reading pane Using Outlook 11
M Convertor for Outlook Express Mail Store (.dbx) to Outlook Mail Store (.pst) Using Outlook 0
K Outlook adds space to rows in HTML email signatures viewed on mobile Using Outlook 1
L Outlook 2010 Outlook 2010 Outlook VBA and Custom Forms 2
V Outlook behaving oddly Using Outlook 2
M HTML email signature in Outlook Using Outlook 3
C What folders are needed when reinstalling Outlook 2010 Using Outlook 0

Similar threads

Top