L
liz
Hi all,
I just started using BCM after a lot of trials with other CRM
programs. So far I am happy with BCM, but am worried I am going to
have to find work arounds for Plaxo and LinkedIn.
Am I correct that, as of now, neither Plaxo or LinkedIn will recognize
my BCM contacts folder? I wrote Plaxo - no response. I use Plaxo
mainly for keeping addresses up-to-date and de-duping. LinkedIn is
less of a worry at the moment.
Now, I suppose I could periodically move all of my BCM contacts to an
Outlook folder and run the synch with Plaxo - but, I imagine I will
lose some data, correct? Also, I have tried to move some BCM contacts
into the Outlook folder, and it puts them there, but does not remove
them from the BCM folder, so it is a copy, not a move.
Lastly, it seems the best thing to do is keep personal and business
contacts totally separate, even though there may be some overlap.
Could anyone advise me on what I am saying above? Am I overlooking
any tools or fixes or features that could help.
Thanks,
Liz
I just started using BCM after a lot of trials with other CRM
programs. So far I am happy with BCM, but am worried I am going to
have to find work arounds for Plaxo and LinkedIn.
Am I correct that, as of now, neither Plaxo or LinkedIn will recognize
my BCM contacts folder? I wrote Plaxo - no response. I use Plaxo
mainly for keeping addresses up-to-date and de-duping. LinkedIn is
less of a worry at the moment.
Now, I suppose I could periodically move all of my BCM contacts to an
Outlook folder and run the synch with Plaxo - but, I imagine I will
lose some data, correct? Also, I have tried to move some BCM contacts
into the Outlook folder, and it puts them there, but does not remove
them from the BCM folder, so it is a copy, not a move.
Lastly, it seems the best thing to do is keep personal and business
contacts totally separate, even though there may be some overlap.
Could anyone advise me on what I am saying above? Am I overlooking
any tools or fixes or features that could help.
Thanks,
Liz