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Old 04-21-2007, 12:40 AM
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Saodavi Saodavi is offline
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Default Outlook with Business Contact Manager

Okay, sorry to bring this back up again. My Treo kicked the bucket and it looks like I'm going to be giving in to the dark side (Microsoft Outlook w/Pocket PC Phones). Based on a previous thread, I've decided to go with Outlook (over Act, Goldmine, Top Producer, pen and paper, etc.). This is largely because it's free with Office and due to its popularity, has lots of support. Plus, it should work well with my Pocket PC.

I've been using Outlook for a little while. It seems to get the job done. But I've been hearing about the free Business Contact Manager add-on for Outlook. I've done some research and I can't seem to find out any useful information about it.

For those of you who use it, can you please explain its advantages over Outlook w/o BCM? Is it worth installing BCM and does it have features that you need and use?

If it matters, we'd like to have multiple people sharing the contact database and appointments on their PC's and Phones. We don't have an Exchange Server ... just a peer-to-peer network.

Any advice would be appreciated.
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Old 04-22-2007, 08:42 AM
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Default Re: Outlook with Business Contact Manager

It lets you keep better notes about your contacts. I'm really hoping to get away from Top Producer and am considering Outlook BCM but so far nothing gets close to Top Producer for managing real estate contacts.
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Old 04-22-2007, 09:23 AM
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Default Re: Outlook with Business Contact Manager

I like it but I never used the basic Outlook, I went straight from TP to Outlook BCM. I haven't gotten it to work with multiple computers, I have heard that the newest version does it and tech support told me you can use the remote palm type devices to synch it (which I don't have, I have a tablet PC). The other quirk is that it doesn't really have a good ability to store information about couples (separate work numbers etc) each client is unique, so when I am sending out mailings it was difficult to get a mailing lable that goes to MR and MRS XYZ. I finally solved it but it was a pain in the @ss.
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Old 04-22-2007, 09:48 AM
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Default Re: Outlook with Business Contact Manager

I know what you mean about the Couples. The way we're doing it is...

First Name: Joe and Susan
Last Name: Smith

Then you can just do "Dear [firstname]" or "Dear [lastname] Family" and it seems to work. If you have unmarried (or gay) couples, it becomes more difficult. If you only have a single person on file it's also hard because you can't use the prefix "Mr. and Mrs." or "Smith Family". It's still a kludge though and I've had this problem with every contact manager I've tried.
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Old 04-22-2007, 10:30 AM
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Default Re: Outlook with Business Contact Manager

That's what I did, TP would merge them together on the addresses, so I had to go through my database and set up a new addresses on each client so they would print addresses correctly. It was a pain in the neck but now that's that is fixed I don't have any complaints.
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