http://forum.crmreports.com/ User-to-user CRM related forums en Wed, 07 Jan 2009 10:35:15 +0000 http://forum.crmreports.com/topic/why-do-most-crm-projects-fail#post-2144 Mon, 29 Dec 2008 01:42:15 +0000 Ben 2144@http://forum.crmreports.com/ <p>More CRM projects than you’d imagine fail because there’s an inability on the part of managers to recognize when they’re using the wrong software. My predecessor had tried countless fixes but I’d read about <a href="http://www.EnterpriseWizard.com" rel="nofollow">www.EnterpriseWizard.com</a> in a magazine and gave it a whirl. Since then we haven’t looked back. You should check out their website to see how they can help your bottom line too! </p> http://forum.crmreports.com/topic/reports-bcm#post-2142 Thu, 11 Dec 2008 11:45:57 +0000 cotillo 2142@http://forum.crmreports.com/ <p>Hello, my question is if somobody knows how is possible to create marketing campaigne reports where I can see the proffesional contact name and the count where he is added?</p> <p>Thanks </p> http://forum.crmreports.com/topic/how-to-create-an-wf-in-4-to-run-syncronic#post-2141 Sun, 07 Dec 2008 20:32:27 +0000 sls 2141@http://forum.crmreports.com/ <p>Is there a way ? </p> http://forum.crmreports.com/topic/customer-feedback-gets-visual-with-latest-release-of-responsetekcem#post-2140 Tue, 02 Dec 2008 18:09:59 +0000 Claudiu 2140@http://forum.crmreports.com/ <p>Vancouver, BC, Canada – December 1, 2008 – ResponseTek, the leading provider of customer experience management (CEM) software, today unveiled a visualization tool that allows companies to manage and respond to customer experiences through keywords used in customer feedback.</p> <p>ResponseTek Comment Visualization weights keywords that appear in customer feedback, providing companies real-time insights into the quality and frequency of customer-generated comments and concerns.</p> <p>“We’ve always focused on making customer feedback actionable and auditable, especially qualitative, open-ended feedback,” said Syed Hasan, ResponseTek CEO. “With comment visualization, we’ve added an important piece of the puzzle – accessibility. Reporting on and understanding customer concerns and issues from unstructured feedback is very important in today’s economy. Rather than making promises around future product releases, we’re giving our clients these product innovations today, so they can understand and respond to the needs of their own customers more effectively than ever before.”</p> <p>“Unlike survey data, unstructured customer feedback can come with reporting challenges,” said Gord Elder, Product Group Director at ResponseTek. “Comment visualization is a very powerful way for large companies to see broad themes that are affecting the customer experience. Our clients can see issues cropping up across their client base in real-time, and immediately work on resolutions.”</p> <p>Comment Visualization was introduced as part of today’s ResponseTek:CEM Fall 08 software release, along with a series of other reporting and workflow management enhancements. Further innovations focusing on the management and analysis of unstructured data will follow in 2009.</p> <p>For more information on ResponseTek:CEM and its Fall ‘08 release, call 1-866-484-2900 (toll-free in North America), or +1 (604) 484-2900 (toll worldwide).</p> <p>About ResponseTek<br /> ResponseTek is the leader in on-demand Customer Experience Management (CEM) solutions, transforming the voice of the customer into actionable business intelligence. ResponseTek provides its groundbreaking CEM solutions to Global 1000 corporations, including AAA, Aon Corporation, HSBC, lastminute.com, and Sabre. ResponseTek is headquartered in Vancouver, Canada, with offices in Toronto, Canada and London, UK.</p> <p>Media Contact:<br /> Colin Stein<br /> Director of Marketing<br /> +1 (604) 484-2900 x242<br /> <a href="mailto:colin.stein@responsetek.com">colin.stein@responsetek.com</a><br /> <a href="http://www.responsetek.com" rel="nofollow">www.responsetek.com</a> </p> http://forum.crmreports.com/topic/why-do-most-crm-projects-fail#post-2139 Wed, 26 Nov 2008 08:13:24 +0000 howaje 2139@http://forum.crmreports.com/ <p>24th November 2008 Is this headline is a mistake? Global <a href="http://www.salespush.com/">CRM</a> spend is estimated at US$ 14 billion annually (AMR Research). With such a huge amount of expenditure, can it really be possible that most CRM projects fail? In Barack Obama's words: "yes, it can".</p> <p>And the rate of failure is staggering. Gartner Group estimate that 65% of CRM projects fail. The Meta Group has suggested failure rates of between 55 and 70%.</p> <p>If we take Gartner's 65% failure rate and AMR Research's market size estimate this means that an amazing US$ 9.1 billion was completely wasted in corporate CRM spending in 2007 alone! If this continues, given AMR's projection of a US$ 22 billion global CRM market in 2012, this number will have risen to US$ 14.3 billion.</p> <p>In this research note we draw upon our own experiences of failed CRM projects to draw up a list of lessons learned from real world scenarios. We focus solely on the Sales sub-segment of the CRM market, which Gartmore has estimated as the biggest category - accounting for 40.5% of global CRM spending (or US$5.67 billion) in 2007.</p> <p>By far the most common CRM failure involves the wrong system being rolled out. Let's look at a couple of examples before we discuss what we learn from the mistakes management made:</p> <p>Buying an Inappropriate System is the Fastest Route to CRM Failure</p> <p>CRM Failures: Case Study 1: US Printing and Publishing Company</p> <p>A US-based printing a publishing firm failed to adopt Salesforce.com as it was too complex for their user base. As the organisation had a fairly high turn-over of staff, Salesforce was simply too complex and too expensive to adapt to the requirements of a rapidly changing sales call centre. As a result, the sales manager decided to move away from Salesforce, but struggled to find a solution on the market which could meet both requirements of functionality and simplicity.</p> <p>Lessons from Case Study 1:</p> <p>It sounds obvious, but so many companies still get it wrong. The system adopted must be flexible enough to 'breathe' with your organisation. If your company has a fast-pasted sales culture, with a high staff turnover rate, a complex 'enterprise' application (whether it is hosted locally or SaaS) is unlikely to be a good choice. By the time the sales staff have received sufficient training to be able to use it properly, they are likely to have moved on - wasting precious training budget and (even worse) meaning that the system is never properly implemented. If your average sales staff turnover is one year or less you must adopt a system which is simple and easy to adopt on day one. Most likely, this will be a Saas package delivered on-demand. Our advice would be to register online for a package which appears aimed at companies who need to get up and running quickly.</p> <p>CRM Failures: Case Study 2: UK Media Company</p> <p>We recently spoke to a media company in the UK. They had attempted two full Siebel implementations with little success. Each time, the company met with the sales force to determine the reasons behind their lack of CRM usage. Sales reps provided a list of reasons and requirements, and changes and modifications were made to accommodate the concerns expressed by the sales force. But even after investing further in development and training, the CRM usage by sales reps remained the same as before - zero.<br /> Lessons from Case Study 2:</p> <p>Our analysis of the problem revealed that there were two fundamental issues: 1) related to the complexity of the system itself, and to the time it took for the salespeople to move from one record to the next. Given the fast-paced nature of the salespeople's' work, the system was simply not able to keep up with their minute by minute requirements. This led to frustration and an inevitable decline in usage. 2) was more fundamental. On investigation we found that management had actually spent insufficient time and planning on really understanding what was needed from the system. This company actually needed to manage leads ('opportunities') and not 'clients'. The needed a sales process management system to track the progress of leads through a sales process, but instead had purchased a cumbersome contact management database. This had resulted in little but-in from the sales staff and even less value-added from management, because no meaningful analytics on the sales process were available.<br /> Conclusions</p> <p>Our investigations into CRM failures throw up a couple of crucial lessons. The first is that companies should not 'over buy' their CRM solution. Often times a less expensive and simpler SaaS solution will end up being more valuable if it is actually adopted and used by the people it is supposed to serve, i.e. the sales staff.</p> <p>The second vital lesson is that management has to understand clearly what kind of a sales CRM system they need. For many, relatively static, companies with a limited number of very deep and stable customer relationships, a contact management system with a sophisticated data structure may be the most appropriate. But for other companies who are essentially moving 'leads' rapidly through a sales process chain a very different system will be necessary, one that puts the sales 'opportunity' at the centre of the process.</p> <p>So in summary, management needs to be precise in its analysis of its own organisation, but also realistic and focused on what their sales staff will actually use and derive benefit from. </p> http://forum.crmreports.com/topic/business-contact-manager-has-encountered-an-internal-error-in-excel#post-2138 Thu, 20 Nov 2008 22:33:39 +0000 sophiavancouver 2138@http://forum.crmreports.com/ <p>Just switching from 97-2003 compatibilty mode fixed it for me. Thanks! </p> http://forum.crmreports.com/topic/attach-1-contact-to-different-accounts-that-you-create#post-2137 Wed, 19 Nov 2008 21:58:02 +0000 UG Bot 2137@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: BCM 2007<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>Larry, I have checked this site: <a href="http://blogs.msdn.com/bcm" rel="nofollow">http://blogs.msdn.com/bcm</a> which confirms my understanding and says the following under FAQ's: </p> <p>Can a Business Contact be linked to more than one Account? </p> <p>No, a Business Contact cannot be linked to more than one Account. A Business Contact can only be an unlinked stand-alone item, or linked to just one Account.&lt;&lt; </p> http://forum.crmreports.com/topic/attach-1-contact-to-different-accounts-that-you-create#post-2136 Wed, 19 Nov 2008 21:57:44 +0000 UG Bot 2136@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: BCM 2007<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>I know what you mean Larry, since I used to use ACT! I think the answer to your question is no, because a field in the Business Contact form called 'Account', under the description 'Linked Account' offers one link only. </p> http://forum.crmreports.com/topic/attach-1-contact-to-different-accounts-that-you-create#post-2135 Wed, 19 Nov 2008 21:57:11 +0000 UG Bot 2135@http://forum.crmreports.com/ <p><em>Newsgroup subject: BCM 2007<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: ljr2u</em></p> <p>Question: Can you attach 1 contact to different accounts that you create. I use to use ACT and was able to tag contacts in multiple groups. Cannot seem to figure this one out. thanks, Larry </p> http://forum.crmreports.com/topic/microsoft-office-small-business-setup-wizard-has-encountered-a-problem#post-2134 Wed, 19 Nov 2008 21:53:40 +0000 UG Bot 2134@http://forum.crmreports.com/ <p><em>Newsgroup subject: Installing Outllook 2007 BCM from CD 2 fails<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Fuse-ATV</em></p> <p>I've been trying to get BCM to install after successfully installing Office Pro 2007 from CD 1.<br /> When I insert the disk, it start to spin up, then the following error message appears on the screen.<br /> "Microsoft Office Small Business Setup Wizard has encountered a problem and needs to close. We are sorry for the inconvenience."<br /> I cannot get past this error. What should I do? </p> http://forum.crmreports.com/topic/example-of-creating-and-using-a-new-group#post-2133 Wed, 19 Nov 2008 21:52:23 +0000 UG Bot 2133@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Groups<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: LB</em></p> <p>It's funny that you just posted this because I was pondering the same thing today and thought it was the most useless feature ever. "Look at me, I can move my group around - look at it lay there - LOL." However, after much fiddling I have determined the following: </p> <p>The "Group" that is being created is a way to organize "Contacts" folders. For example, if you create a new group you can move your contacts folder into it from the "My Contacts" group, which is just another group. If you open the folder list in a new window you can drag any Contacts folder into your new group or any other group. I hope this helps! </p> http://forum.crmreports.com/topic/example-of-creating-and-using-a-new-group#post-2132 Wed, 19 Nov 2008 21:51:56 +0000 UG Bot 2132@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Groups<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>Anjaconda, Your answer is reassuring to me because I thought I was missing something obvious.<br /> I have tried a different route to posting my query and it has appeared on this page again! (above) </p> http://forum.crmreports.com/topic/example-of-creating-and-using-a-new-group#post-2131 Wed, 19 Nov 2008 21:51:26 +0000 UG Bot 2131@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Groups<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Anjaconda</em></p> <p>Ok, thank you for the explanation, i found the field that you are talking about. I have tried this before (because i see new Groups created there) but I could never figure out how to use this either. </p> <p>Hopefully someone else can help with this. </p> http://forum.crmreports.com/topic/example-of-creating-and-using-a-new-group#post-2130 Wed, 19 Nov 2008 21:50:50 +0000 UG Bot 2130@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Groups<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>Hi Anjaconda, thank you for your answer - I have located the route you suggest. However, it is not what I'm referring to. In the navigation pane on the left hand side of the screen there is a line toward the bottom, just above 'Mail' 'Calendar' 'Contacts' and 'Tasks' which says 'Add New Group' - when you click on this, a 'New Group' button is created just above 'Current View'. </p> <p>If you right-click on this button, it can be renamed, removed or moved up or down the list, above or below 'Business Contact Manager' in the navigation pane. </p> <p>When you click on this, the screen to the right of it remains the same - that is, if you were looking at 'Accounts' that is what still shows in the main window. </p> <p>I cannot see what can be done in the 'New Group' created. </p> http://forum.crmreports.com/topic/example-of-creating-and-using-a-new-group#post-2129 Wed, 19 Nov 2008 21:50:16 +0000 UG Bot 2129@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Groups<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Anjaconda</em></p> <p>Hi, </p> <p>do you mean the "add new group" option in the 'customize form' menu? It enables you to create new groups that consists of new fields. You want to name your group for example "General Information" and then you add new fields to this group (for example: # of employees, sales...) The new group just places the new fields that you create for it together, it is more a headline for a collection of fields that belong together. </p> <p>Hopefully this is helpful for you. :) </p> <p>Best regards, </p> <p>A </p> http://forum.crmreports.com/topic/will-all-users-of-the-database-be-able-to-autolink#post-2128 Tue, 18 Nov 2008 18:59:54 +0000 UG Bot 2128@http://forum.crmreports.com/ <p><em>Newsgroup subject: email autolinking<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Frustrated Pat</em></p> <p>With Outlook and BCM 2007 and a shared database in a Windows XP Pro Workgroup will all users of the database be able to autolink their email and files to Business accounts and users and will those emails and files be available for viewing to all users or only the database owner able to autolink and share emails and files. </p> <p>Pat </p> http://forum.crmreports.com/topic/deleting-the-wrong-bcm-item#post-2127 Tue, 18 Nov 2008 18:58:46 +0000 UG Bot 2127@http://forum.crmreports.com/ <p><em>Newsgroup subject: Deletions<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>It seem dangerously easy to click on 'delete' or 'clear' and possibly click the wrong item with no means to recover it. </p> <p>Of course, a contact record will be moved to the deleted items section of Outlook - but what if you accidentally 'clear all categories' when in the 'account group'? There is no Edit&gt;redo' Are these recoverable, other than from a back up copy? </p> <p>For me this would means hundreds of companies no longer designated as IT or Telecoms or Civil engineering etc. </p> <p>Have I correctly identified this 'no way back' possibility? </p> http://forum.crmreports.com/topic/example-of-creating-and-using-a-new-group#post-2126 Tue, 18 Nov 2008 18:57:37 +0000 UG Bot 2126@http://forum.crmreports.com/ <p><em>Newsgroup subject: Groups<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>In the navigation pane is a command 'add new group' I have done so and named the group. For my purposes I would like to work with 'Suspect' 'Prospect' and Customer groups whilst using Categories to indicate market sectors. </p> <p>I cannot seem to do anything with the newly created group nor can I find readily accessible information in BCM help. </p> <p>Does anyone have an example of creating and using a new group? </p> http://forum.crmreports.com/topic/problem-with-outlook-2003#post-2125 Tue, 18 Nov 2008 18:56:17 +0000 UG Bot 2125@http://forum.crmreports.com/ <p><em>Newsgroup subject: Outlook 2003<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: jever20</em></p> <p>Hi Community, </p> <p>I have an issue with Outlook 2003. I am only receiving some emails. It seems I am not receiving any reply emails or any forward email, in fact it seems I am not receiving any emails that come from an Outlook account. I can receive emails (as well as replies &#38; forwards) sent from a webmail account. </p> <p>My ISP's have never encountered the problem and have suggested I take it up with Microsoft. </p> <p>If anybody has encountered this problem some advice would be sincerely appreciated. </p> <p>Kind regards, </p> http://forum.crmreports.com/topic/summarized-view-of-data-of-bcm-users#post-2124 Tue, 18 Nov 2008 18:54:59 +0000 UG Bot 2124@http://forum.crmreports.com/ <p><em>Newsgroup subject: Tables of BCM<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>Hello,</p> <p>A client of mine wants to have a summarized view of data of BCM users.<br /> A SBS server with a central SQL database will be used.<br /> I managed to link an access mdb to a BCM Database and found more than 100 tables. Does there any documentation exist about these tables?</p> <p>Thanks and Regards<br /> Dieter </p> http://forum.crmreports.com/topic/cannot-sync-bcm#post-2123 Tue, 18 Nov 2008 18:53:55 +0000 UG Bot 2123@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Syncing<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>Ron, I think you are referring to connecting your PC with a PDA (Hand held device) but you don't make that clear, so I'm not sure that anyone could assist you without a more detailed explanation. </p> http://forum.crmreports.com/topic/cannot-sync-bcm#post-2122 Tue, 18 Nov 2008 18:53:25 +0000 UG Bot 2122@http://forum.crmreports.com/ <p><em>Newsgroup subject: Syncing<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: CarwashRon</em></p> <p>All of a sudden I can connect to my PC but I cannot sync. What can I do to correct the problem? </p> http://forum.crmreports.com/topic/details-on-linking-my-business-contact-to-an-account#post-2121 Tue, 18 Nov 2008 18:52:25 +0000 UG Bot 2121@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Business Contact detail linked to an Account<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>Lozzaw, I also expected an option to populate the contact with address information. I'm not sure of what you mean by "link the Business Contact from the Address record". </p> <p>What I do from inside the contact record is use the 'Account' button just below contact name to create the link and then double click on the company name from within the contact record - up comes the account and I then copy and paste the address into the address box and check formatting by clicking the button to the left. </p> http://forum.crmreports.com/topic/details-on-linking-my-business-contact-to-an-account#post-2120 Tue, 18 Nov 2008 18:51:54 +0000 UG Bot 2120@http://forum.crmreports.com/ <p><em>Newsgroup subject: Business Contact detail linked to an Account<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Lozzaw</em></p> <p>Hi,<br /> I have linked my Business Contact to an Account. The Account record holds the company name and address details. When I link the Business Contact from the Address record, the Company and Address fields are NOT automatically populated from the Account, as I would have expected. This means that when running a Marketing Campaign/Mail Merge for the Business Contact, there is no address or company name shown.<br /> How am I meant to add the company name and address detail to the Business Contact? </p> <p>Thanks </p> http://forum.crmreports.com/topic/cannot-connect-to-shared-database-from-vista#post-2119 Tue, 18 Nov 2008 18:49:45 +0000 UG Bot 2119@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Problems connecting to shared dbase from Vista Home Basic machine.<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Luther</em></p> <p>There are a bunch of settings that would reproduce what you are seeing. Generally Windows Home default settings favor most home users (e.g. run games) and Windows Pro favor business users (e.g. connect applications to database servers). The different settings have been covered in this newsgroup over the years, so searching earlier posts may help. </p> <p>In these situations I favor taking BCM out of the picture and trying to connect your client machine to the server database directly using sql software like Management Studio or sqlcmd.exe. BCM's database connection UI makes it easier for BCM users when everything's aligned, but Sql's tools will have better diagnostics when things don't work. </p> http://forum.crmreports.com/topic/cannot-connect-to-shared-database-from-vista#post-2118 Tue, 18 Nov 2008 18:49:15 +0000 UG Bot 2118@http://forum.crmreports.com/ <p><em>Newsgroup subject: Problems connecting to shared dbase from Vista Home Basic machine.<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: misschrisp</em></p> <p>Have Business Contact Manager on 3 machines. Sharing database from BCM on XP media center machine. 2nd machine (XP home) can connect but 3rd (Vista home) machine can't. Help says that you can't share from a Vista Home machine or an XP home machine. Since the XP home machine can connect, I thought the Vista home probably would too. Have the dbase shared with the right names and passwords as far as I can tell but get this message when I try to connect. "Cannot find any Business Contact Manager databases on computer (name). For more information about possible causes, click Help. I've tried to connect with all firewalls off and disabled virus programs but no luck. Is the Vista Home machine looking in the right place? There's no option to browse to the file location when connecting... Is there another way? </p> <p>Any ideas? </p> <p>Thanks </p> http://forum.crmreports.com/topic/1603-error-installing-bcm-2007#post-2117 Tue, 18 Nov 2008 18:48:03 +0000 UG Bot 2117@http://forum.crmreports.com/ <p><em>Newsgroup subject: re:error 1603 - tring to install BCM<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Smike</em></p> <p>Bohd, I 'Google' error codes to find out what they mean. In this case, one site suggests that you are installing to a substituted drive and Microsoft, at the following URL, gives a lot of information about configurations which won't work. </p> <p><a href="http://support.microsoft.com/kb/923100#Configurations" rel="nofollow">http://support.microsoft.com/kb/923100#Configurations</a> </p> <p>Whilst this information may give a clue, I have found it risky to assume that the correct problem/ solution is being identified for you - there always seems to be more than one answer. </p> http://forum.crmreports.com/topic/1603-error-installing-bcm-2007#post-2116 Tue, 18 Nov 2008 18:47:26 +0000 UG Bot 2116@http://forum.crmreports.com/ <p><em>Newsgroup subject: re:error 1603 - tring to install BCM<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Bohd</em></p> <p>Hi Luther, thanks for the response. Yes I am installing from a CD </p> http://forum.crmreports.com/topic/1603-error-installing-bcm-2007#post-2115 Tue, 18 Nov 2008 18:46:59 +0000 UG Bot 2115@http://forum.crmreports.com/ <p><em>Newsgroup subject: re:error 1603 - tring to install BCM<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Luther</em></p> <p>1603 is the general MSI error. Usually it means a file is missing. Are you installing off the CD? </p> http://forum.crmreports.com/topic/business-contact-manager-has-encountered-an-internal-error-in-excel#post-2114 Tue, 18 Nov 2008 18:46:12 +0000 UG Bot 2114@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Export Report<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Anna</em></p> <p>Goofy thing. Looks like the xlsm macro-enabled mode fixed it. Thanks. </p> http://forum.crmreports.com/topic/business-contact-manager-has-encountered-an-internal-error-in-excel#post-2113 Tue, 18 Nov 2008 18:45:52 +0000 UG Bot 2113@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Export Report<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Bert</em></p> <p>I was having the same problem. Did the same thing. Re-installed excel, no help. Kept messing with it. Removed all third party add-ins and reset it to save files in xlsm macro-enabled mode. Fixed it. If you are using 97-2003 compatibility mode it may be the problem. Just a suggestion, it worked for me. </p> http://forum.crmreports.com/topic/how-to-export-a-single-business-contact-from-bcm-2007#post-2112 Tue, 18 Nov 2008 18:44:48 +0000 UG Bot 2112@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Export A Single Business Contact<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Luther</em></p> <p>Go to the Business Contacts folder. Right click on the Business Contact you want to expoort, select Export. </p> http://forum.crmreports.com/topic/deleting-business-contact-breaks-associations#post-2111 Tue, 18 Nov 2008 18:44:01 +0000 UG Bot 2111@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Individual Who Is a A Lead/Contact, Later an Account<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Luther</em></p> <p>Yes, as a general rule, deleting a BCM entity will delete its children (e.g. deleting a Business Contact will delete its Opportunities, and so on). </p> <p>BCM considers Accounts to be legal entities with whom you have transactions, and Business Contacts to be people. To a BCM user the differences may only show up in subtle ways; e.g., an account may not have Home Phone. </p> <p>The usual recommendation, in the case of a single person customer, is to create create an Account from the Business Contact when the Business Contact changes from a lead to a customer, and make the Business Contact a child of the Account. </p> http://forum.crmreports.com/topic/delete-a-selected-user-when-trying-to-share-database#post-2110 Tue, 18 Nov 2008 18:42:49 +0000 UG Bot 2110@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Select Users in Shared Database<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Luther</em></p> <p>Sql Server is a database service installed as part of BCM. Its where BCM stores its data.<br /> If you remove that user from Windows, they may get dropped from the BCM database. </p> http://forum.crmreports.com/topic/delete-a-selected-user-when-trying-to-share-database#post-2109 Tue, 18 Nov 2008 18:42:19 +0000 UG Bot 2109@http://forum.crmreports.com/ <p><em>Newsgroup subject: re: Select Users in Shared Database<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: cindy</em></p> <p>We don't have an SQL server. We do have a windows server for the office, but my laptop is being used as the BCM server right now. Would I still do this from Windows? </p> <p>Thanks </p>