Multiple businesses in BCM 2010

[Brian]

Hi, I sell for two different companies and would like to run both from the
BCM 2010. I set company 1 up with new leads and accounts but, after creating
a new leads tab for company 2, I see the same data in Leads Tab 2 as the ones
I put into Leads Tab 1. How can I run two different companies from BCM?

 

[Leonid S. Knyshov // SBS Expert]

Hi, I sell for two different companies and would like to run both from the
BCM 2010. I set company 1 up with new leads and accounts but, after creating
a new leads tab for company 2, I see the same data in Leads Tab 2 as the ones
I put into Leads Tab 1. How can I run two different companies from BCM?

You may need to run more than one instance of BCM.

Please be a lot more specific how you setup your current BCM settings.
--
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
Please vote "helpful" if I helped you

 

[PlanetBrian]

I do not know what setup info that you want but, BCM 2010 is a on my new
laptop on the c: drive running Windows 7 Ultimate 64 bit. I upgraded to
Office 2010 Plus 32 bit from O2k7 and then installed BCM 2010 32 bit. I have
imported some leads for company 1 into the default Leads field and then
created a new Leads tab for company 2 but, the leads from company 1 are in
the Leads tab for company 2. I have not changed any default settings other
than adding that new Leads tab. I appreciate your help and I really like the
new Office 2010 w/ BCM. Win 7 is awesome too.

 

[PlanetBrian]

Any ideas?

I do not know what setup info that you want but, BCM 2010 is a on my new
laptop on the c: drive running Windows 7 Ultimate 64 bit. I upgraded to
Office 2010 Plus 32 bit from O2k7 and then installed BCM 2010 32 bit. I have
imported some leads for company 1 into the default Leads field and then
created a new Leads tab for company 2 but, the leads from company 1 are in
the Leads tab for company 2. I have not changed any default settings other
than adding that new Leads tab. I appreciate your help and I really like the
new Office 2010 w/ BCM. Win 7 is awesome too.

 

[Leonid S. Knyshov // SBS Expert]

Any ideas?

I am just getting up to speed on Office 2010 BCM (I don't work for
Microsoft) and not many others besides Raul Thomas support this product.

Will be testing this scenario shortly once my virtual lab is operational.
--
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
Please vote "helpful" if I helped you

 

[PlanetBrian]

I think I MIGHT have found a way to do this. Create a new user and add the
new user to the shared database. Right click on Company 2 Lead tab and click
modify then select filter and uncheck the Company 1 in the "Assigned to" box.
However, I do not know how to add a new user to the shared database. Will
this work and if so how to I add the user to the database?

I appreciate your help!

 

[Leonid S. Knyshov // SBS Expert]

I think I MIGHT have found a way to do this. Create a new user and add the
new user to the shared database. Right click on Company 2 Lead tab and click
modify then select filter and uncheck the Company 1 in the "Assigned to" box.
However, I do not know how to add a new user to the shared database. Will
this work and if so how to I add the user to the database?

Well, you can simply run two BCM database instances and two outlook
profiles.

Do you have to see both companies at the same time? Do they share any data?

I'll add this scenario to a list of things to test. Just too busy with
actually marketing my business.
--
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
Please vote "helpful" if I helped you

 

[PlanetBrian]

I figured out how to add a user and share its database...it's under
File>BCM>Manage Sharing. Form there I created a new user and shared it. What
I wrote bleow seems to work. I just import my leads into "Leads" then open
the lead then slect the user under the "Assign to" drop down section. THe
same for "Opportunities" and so on.

How do I do what you just mentioned? Maybe your way is better.

 

[PlanetBrian]

Also, both companies do not share the same data and I do not need to see both
companies at the same time.

 

[Raul Thomas]

If your using two database to share out the data , then you can access only
one database within Outlook at a given point of time .

There isn't a way to work around the same , the other option would be to see
if you can add some kind of a custom field that can

differentiate between both the companies on at a business contact level .
(You'll need to test this with your scenario in mind)

--
Regards

Rahul Thomas

MSFT