Install/Setup/Navigation

[BBVoffice]

I just downloaded a trial copy of Outlook 2007 with Business Contact Manager.
I tried other contact management software, but was less than impressed. I
have been trying to customize a layout because I have so much information
that I need to maintain on each client that I need more than the allowed
number of fields on the "user-defined fields" page (apparently 40?). My
first question is, can I add multiple layouts (pages of information)?
Second, can I name the layout. Right now, it just says "User-defined".
Third, the program runs VERY slowly as compared to Outlook 2003. Fourth,
every once in a while, when I try to access the Business Contact Manager, I
get an error message saying "Cannot display the folder. This action cannot
be completed because Business Contact Manager cannot access the database.
The database is currently stopped." When I go to select the database, the
operation fails; then it opens the 'create or select a Business Contact
Management datbase' dialog box and when I select the database and click
"Connect", it fails. Any possible reasons? Fifth, how do you view the other
forms or pages in the preview pane? I can only get General. Finally, if I
don't want to stay with this program, how can I revert back to Outlook 2003
and make sure I retain my data? I need help.

 

[Luther]

I just downloaded a trial copy of Outlook 2007 with Business Contact Manager.
 I tried other contact management software, but was less than impressed. I
have been trying to customize a layout because I have so much information
that I need to maintain on each client that I need more than the allowed
number of fields on the "user-defined fields" page (apparently 40?).  My
first question is, can I add multiple layouts (pages of information)?  
Second, can I name the layout.  Right now, it just says "User-defined".  
Third, the program runs VERY slowly as compared to Outlook 2003.  Fourth,
every once in a while, when I try to access the Business Contact Manager, I
get an error message saying "Cannot display the folder.  This action cannot
be completed because Business Contact Manager cannot access the database.  
The database is currently stopped."  When I go to select the database, the
operation fails; then it opens the 'create or select a Business Contact
Management datbase' dialog box and when I select the database and click
"Connect", it fails. Any possible reasons?  Fifth, how do you view the other
forms or pages in the preview pane?  I can only get General.  Finally,if I
don't want to stay with this program, how can I revert back to Outlook 2003
and make sure I retain my data?  I need help.

When connections fail, check to see that the Sql service for BCM is
running.

There is no secret way to get extra customization in BCM.

Outlook 2003 is much faster than Outlook 2007, in my experience too.

You may be able to export data from BCM v3 and import it with BCM v2
(it will complain about v3 fields it doesn't know about, but import
the rest), but I've never tried that.