Search OutlookPower's 9,600 Outlook and all-things-email article archive 
Home
EasyPrint
News details Click here for the RSS feed's XML code. This is not a browser URL.
Articles-only Click here for the RSS feed's XML code. This is not a browser URL.
Twitter Feed Click here for the Twitter feed.
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
Get Weekly Email Updates
Subscribe to our regular weekly email newsletter. It's packed with tips, reviews, deep analysis, and the latest news.
 
Recent OutlookPower Articles
The strange case of Outlook losing notes and requiring passwords
Why I'm choosing to stick with Outlook 2007
Three ways to avoid email distraction and take back control of your time
Twenty ways to use email to commit career suicide
The two most motivational words in the English language
Diagnosing corrupted email headers
Email offenders
OutlookPower News Center
Paul Allen's patent madness not worth single penny
Hotmail Suffers Hours-long Outage on Thursday
How mobile will kill off Microsoft Office
Overcome 5 common Windows problems
New Filing Assistant from Allometa
Dropbox bridges gaps in Microsoft's mobile sync
SmartBear Software Releases AQtime 7.0 Pro
>> Read all the news
More from the ZATZ journals
Computing Unplugged: Smartphone smarts for a mobile world
David Gewirtz Online: CNN commentary and analysis
DominoPower: It's time for Lotus to double-down on Linux and open source
-- Advertisement --

Centrally managed library houses boilerplate template for repetitive person-to-person email
COPY-and-PASTE from SENT ITEMS is a crude approach to repetitive email tasks, yet we all do it at times. Now, a slick online alternative saves time for senders, assures brand consistency, and greatly improves the quality of outgoing written communications. This service is built around a powerful integrated mail-merge functionality and is super easy for users and administrators. Use it internally, with home-based employees, or externally with dealers, distributors, service-reps, etc.

Learn more and try our LIVE DEMO.
ZATZ Home  ·  News  ·  Back Issues  ·  Credits/Trademarks ·  Link To Us
The Power Magazine for Microsoft Outlook and Exchange Users at OutlookPower.com
Copyright © 1998-2010, ZATZ Publishing. All rights reserved worldwide.
Outlook is a trademark of Microsoft Corporation.
Editor's Login