Greg do you have time to explain how you've configured BCM for multiple
users?  I know it can be done, but I thought the database had to run on a
workstation.

 

From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] 
Sent: Friday, February 08, 2008 6:00 AM
To: NT System Admin Issues
Subject: RE: Small Office Collaboration Using Action Pack Software

 

 

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

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