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THIS WEEK'S POWERTIP
Using Business Contact Manager with Exchange
By David Gewirtz

Office 2003 introduced a new, very interesting feature for those who need to stay in touch with their business relationships: Business Contact Manager (or BCM). BCM integrates into Outlook 2003 and offers many of the same relationship/CRM (Customer Relationship Management) features you'd find in ACT! or GoldMine.

Unfortunately, BCM is explicitly not supported for those users who get their email via an Exchange server. As a result, if you're an Exchange user, you're not going to be able to use BCM.

Until now. It turns out, you can install Business Contact Manager, even if you're an Exchange user. You just can't install it into the Outlook Profile that is connecting to the Exchange server.

To get around this restriction, create a new profile. This will create a new, local .PST file on your computer. Then install Business Contact Manager and select the local, non-Exchange profile. You'll wind up creating a separate block of contacts in this local profile, but since you can copy and paste contacts between the profiles, it's a small price to pay to be able to use this very helpful CRM tool.

David Gewirtz is the author of How To Save Jobs and Where Have All The Emails Gone? For more than 20 years, he has analyzed current, historical, and emerging issues relating to technology, competitiveness, and policy. David is the Editor-in-Chief of the ZATZ magazines, is the Cyberterrorism Advisor for the International Association for Counterterrorism and Security Professionals, and is a member of the instructional faculty at the University of California, Berkeley extension. He can be reached at david@zatz.com and you can follow him at http://www.twitter.com/DavidGewirtz.


Other articles you might like
Home > Exchange > Business Contact Manager (3 articles)
   Using Business Contact Manager with Exchange, revisited
   Backing up Business Contact Manager
Home > Using Outlook > Contacts & Address Book > Business Contact Manager (2 articles)
   Backing up Business Contact Manager
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