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 TitleDate AddedCompany
whitepaper Restore Deleted Items in Business Contact Manager2007-12-01 Microsoft
  The user can restore a deleted communication history item by dragging it from the Deleted Items folder to the History folder. To restore a communication history item linked to a deleted record, one must first restore the record. The Deleted Items folder stores deleted items until the user empties it. After the Deleted Items folder has been emptied by the database owner, all items that were in the folder are permanently deleted. However, if a communication history item linked to a record exists elsewhere as a file or Outlook appointment, task, or e-mail message, it can be accessed and, if one wants, linked to another record. Phone logs and business notes are special cases, and only exist if they are linked to records.

Tags: E-Mail Client
  
whitepaper Import and Export Business Data in Business Contact Manager 20072007-12-01 Microsoft
  One can use the Business Data Import and Export wizard to import data into or export data from Business Contact Manager for Outlook 2007. One can import the following types of data files from other applications and programs for use in Business Contact Manager for Outlook: Business Contact Manager for Outlook data (.bcm), Business Contact Manager Customizations (.bcmx), Microsoft Office Outlook 2007 with Business Contact Manager E-mail Marketing Service contacts (.bcm), Comma-separated values (.csv), Access database (.mdb, .accdb), Excel Workbook (.xls, .xlsx), Outlook Contacts (.pst), Microsoft Sales Leads (.bcm), ACT! (.dbf, .pad), QuickBooks (.iif), Other types of files.

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whitepaper Troubleshoot Importing and Exporting Business Data in Business Contact Manager2007-12-01 Microsoft
  If ones data is saved in a file format that is not listed in the Business Data Import and Export wizard, save the data as comma separated values file (comma separated values file: A text file that contains data that is separated by commas (also known as a comma-delimited file). The user can create and save a .csv file in programs such as Notepad or Excel.), and then import it into the Business Contact Manager database (Business Contact Manager database: The database that stores information about Accounts, Business Contacts, Opportunities, Business Projects, and other items.) by using the Business Data Import and Export wizard.   
whitepaper About Filtering Records in Business Contact Manager2007-12-01 Microsoft
  In Business Contact Manager for Outlook, the user can filter the information provided in the standard reports to produce only the information one wants to use. For example, by using the Simple Filter the user can refine the standard report named Accounts by city to show only Accounts that are Active and have a rating of Excellent. The user can further refine the reports by using the Advanced Filter to combine multiple field values into comparative expressions that produce a single result.

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whitepaper About Business Contact Manager Reports2007-12-01 Microsoft
  In Business Contact Manager for Outlook, the user can use one of the more than 50 reports to see the state of the Accounts, Business Contacts, leads, Opportunities, activities, Business Projects and Marketing. User can create reports to help to sort and filter data, organize and track business activities, and define the business goals. If Business Contact Manager for Outlook is integrated with an accounting system (accounting system: The accounting program.), the user can also run financial reports.

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whitepaper Sharing Your Business Contact Manager Data With Other Users2007-12-01 Microsoft
  With Business Contact Manager for Outlook 2007, the user and their coworkers can share the business data that is important to all. Information in Accounts, Business Contacts, Opportunities, or Business Projects is kept as records in the Business Contact Manager database. The creator of this database is also the database owner, and can grant or deny access to other users who are on the same network. For a greater level of security, all data that is transmitted between the shared database and the local database is encrypted.

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whitepaper Instructions for a Computer Administrator to Add a User in Business Contact Manager2007-12-01 Microsoft
  To complete granting access to a user who is not using the same computer on which the database is located, the database owner must also grant him or her access to the computer on which the database is located, unless the computer is part of a domain. If it is not part of a domain, and the database owner cannot log on to the computer as an administrator, then an administrator for the computer needs to grant the new user this access. If the computer is part of a domain, the domain administrator can grant the user access to the computer.

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whitepaper Restore Data to a Business Contact Manager Database2007-12-01 Microsoft
  If one is the database owner, one can use a backup file to restore that database to an earlier version, or replace the data in that database with data from another database. For example, if one uninstalls Business Contact Manager for Outlook and later want to reinstall it, the user can use the backup file to restore their data. The user can restore a database from any version of Business Contact Manager for Outlook, including restoring from a backup database that was created during migration from an earlier version.

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whitepaper Working Offline in Business Contact Manager2007-12-01 Microsoft
  If the user connects to a shared database that is located on a remote computer, then he or she might not have access to Business Contact Manager for Outlook when the user is away from the office. However, now the user has the option of taking a copy of the Business Contact Manager database with them on their portable computer. The user can edit existing data and add new data in this offline database, and then synchronize the changes with the shared database when the user goes back online or reconnect to the remote computer.

Tags: E-Mail Client
  
whitepaper About Accessing Financial Data in Business Contact Manager2007-12-01 Microsoft
  The user can integrate the accounting system with Business Contact Manager for Outlook so that the user and his or her co-workers can access the customers' financial information while using Business Contact Manager for Outlook. The financial information remains in the accounting system. To integrate the accounting system with Business Contact Manager for Outlook, one must be the database owner (database owner: The person who created the database, and has full control, including granting access permissions or deleting records. When a database has been restored, then the person who restored it becomes the owner.)

Tags: E-Mail Client