C
Cody Bates
I have a small company, upgraded to a real server with small business server
2007, upgraded everone to Office 2007 with BCM. I want to use BCM as my main
contact database for information on customers since we don't need a full
blown CRM type software. I have everyone set up where they can use it, and
it works fine, but I want to know how I can either link BCM contacts with my
Outlook contacts in everyone's OST folder. I have all of the OST's held on
the Exchange server, so all of the information is in one place, but would
like to know if there is something that I can do to have a change in one
reflect a change in the other one, or if there is third party software that
can do it.
Without going into too much detail, the reason for doing so is that we are
all going to Iphones or Windows based smart phones, and when we link them up
with our server, they defalt to updating our contacts with the contacts out
of our individual OST files. That is fine if I could get the OST contacts
and the contacts in BCM to mirror or update each other, but we (being me and
2 different tech guys) can't figure out how to do it.
In a perfect world, out BCM database could serve as our main contacts, but
we can't figure out how to make it happen.
The reason is that I want my people to use the BCM as the main database, and
then any updates that occur to the BCM would be reflected in the Contacts on
the OST (held on exchange and only cached locally), and then updated to the
main contacts in our phones.
Thanks for any help or light you can shed on it.
Cody
2007, upgraded everone to Office 2007 with BCM. I want to use BCM as my main
contact database for information on customers since we don't need a full
blown CRM type software. I have everyone set up where they can use it, and
it works fine, but I want to know how I can either link BCM contacts with my
Outlook contacts in everyone's OST folder. I have all of the OST's held on
the Exchange server, so all of the information is in one place, but would
like to know if there is something that I can do to have a change in one
reflect a change in the other one, or if there is third party software that
can do it.
Without going into too much detail, the reason for doing so is that we are
all going to Iphones or Windows based smart phones, and when we link them up
with our server, they defalt to updating our contacts with the contacts out
of our individual OST files. That is fine if I could get the OST contacts
and the contacts in BCM to mirror or update each other, but we (being me and
2 different tech guys) can't figure out how to do it.
In a perfect world, out BCM database could serve as our main contacts, but
we can't figure out how to make it happen.
The reason is that I want my people to use the BCM as the main database, and
then any updates that occur to the BCM would be reflected in the Contacts on
the OST (held on exchange and only cached locally), and then updated to the
main contacts in our phones.
Thanks for any help or light you can shed on it.
Cody