We are using BCM 2007 on a SQL backend. We get everything but the link to the website. All of our schedules/calendar etc on a central public calendar. Our dispatcher assigns events to individuals through Outlook and when they are done they update the event with the Billable information. BCM link directly tied in. The guys/gals create time entries, assign the work they did and the billable code(or not) and submit the time. The accounting backend converts those time entries to invoices(Very easy) and then they are sent out as statements or Emails.
Outlook integration for Accounts and Contacts, not to mention a nice front end in Outlook for snapshot views on Financial status, client status, etc. The next step to this is CRM, since it essentially the baby version of it. You get a 10 license version of this with the AP. The only real drawback is you have to use Office Accounting 2007 which is not as refined as QB, Peachtree, etc. (No batch sending of invoices via Email, is one for example) The 2008 version is much nicer, did the beta for it; although it has not been released to the Action Pack yet. Greg From: Joseph L. Casale [mailto:[EMAIL PROTECTED] Sent: Thursday, February 07, 2008 11:03 PM To: NT System Admin Issues Subject: RE: Small Office Collaboration Using Action Pack Software Define integration between "exchange, outlook"? I used the MAP ages ago at a company I worked at but I think they give you the MS apps. Are you limited to a Windows application? jlc From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] Sent: Thursday, February 07, 2008 8:15 PM To: NT System Admin Issues Subject: Small Office Collaboration Using Action Pack Software Hi all, We have a small IT consulting company that is on the growth and bogged down. I need to implement some sort of solution for collaboration and synchronization with the software that come with the Action Pack. We are currently testing Exchange 2003, and will probably end up using it, but also need a web based solution to: Keep track of companywide calendar including where techs are when for the coordinator. Keep track of leads that come in. Follow up with customers. Be reminded to create invoices for customers. Be reminded to follow up with customers due for checkups. Be expandable. Ideally, all this would tie between exchange, outlook, web, and the magical solution. CRM come to mind but I know it's near impossible to setup and since not many use it, limited user support. Anyone have any ideas?! Dave =================================== Beach Computers Affordable Hosting Solutions http://www.beachcomp.com =================================== Cheap Domain Warehouse Get Your Own Dot! http://www.cheapdomainwarehouse.com ------------------------------------ Disclaimer and confidentiality note: The contents of this communication are intended/meant only for addressee(s) and may contain information that is privileged or otherwise confidential. If you are not the intended recipient you are hereby notified that any disclosure, copying, distribution or taking any action in reliance on the contents of this information is strictly prohibited and may be unlawful. The contents of this e-mail shall not be forwarded to any third party. If you have received this electronic mail transmission in error, please delete it from your system without copying or forwarding it, and notify the sender of the error by reply email, so that the sender's address records can be corrected. Views and opinions are solely those of the sender unless clearly indicated as being that of Beach Computers or any of it's affiliated companies. Beach Computers cannot assure that the integrity of this communication has been maintained or that it is free of errors, virus, interception or interference. ~ Upgrade to Next Generation Antispam/Antivirus with Ninja! ~ ~ <http://www.sunbelt-software.com/SunbeltMessagingNinja.cfm> ~
