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Windows 7: BCM 2010 data entry challenge

30 Aug 2011   #1
clausule

Windows 7 Ultimate x64
 
 
BCM 2010 data entry challenge

Hi,

I am using Outloook 2010 and recently I have installed Business Contact Manager 2010. I have entered all my customer data and now I discovered that I made a some big mistakes:

I have modified the Business Contact form and filled the Company details in there and also the contacts belonging to the company. As a result of the modification I have many new fields (which is not a problem) and lost some important fields including email, address (i have replaced these for new fields that I created myself).

Of course, I should have kept the important fields such as address and email, etc. and I should have created an account for each company and fill in the details in the Account form. Then create a business contact and fill in the contact details in the Business Contact form and add these to the accounts.

I want to open each Business Contact Form and copy and paste the company details into a new created account via the Account form. Then I want to create a new business contact WITH THE STANDARD BUSINESS CONTACT FORM and copy paste the contact details from the MODIFIED BUSINESS CONTACT FORM into it.

My problem is: how can I have the standard business contact form and the modified business contact form at the same time? I could reset the modified form to get the standard form but then I lose the contact details before I pasted them into the standard form..

I hope someone knows a solution as I spent 60+ hours on this already.

I have attached a screenshot of the modified business contact form for a fictive account /contact that represents my real ones.

Clausule




Attached Thumbnails
-capture.jpg  
My System SpecsSystem Spec
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01 Sep 2011   #2
Irene

Windows 7 Home Premium 64bit
 
 

There is a wealth of information on using Business Contact Manager in the following link:
Business Contact Manager for Outlook 2010 - Outlook - Office.com

I hope you find an answer there.
My System SpecsSystem Spec
01 Sep 2011   #3
clausule

Windows 7 Ultimate x64
 
 

Hi Irene,

I have found a solution.

I customized the supplier form with the exact lay out (sections and fields, although only fields would be sufficient) and then converted my 500+ contacts from business contact to supplier. After that i resetted the business contact form to its default layout.

Now i can start copy paste the data from the supplier froms into a new account and business contact and link them.

I was lucky i didn't add any suppliers yet...
My System SpecsSystem Spec
.

01 Sep 2011   #4
Irene

Windows 7 Home Premium 64bit
 
 

Quote   Quote: Originally Posted by clausule View Post
Hi Irene,
I have found a solution.
Very pleased to hear that.
My System SpecsSystem Spec
Reply

 BCM 2010 data entry challenge




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