Ah, I played with it some more based on your comment and now see how linking works. Thanks for the tutorial and field notes.
Any issues for hosting the MSSMLBIZ SQL server on SBS 2003? (anyone?) Carl From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] Sent: Thursday, October 30, 2008 11:21 PM To: NT System Admin Issues Subject: RE: BCM - manage customer appts. on alternate calendars BCM doesn't care about where the calendar is or whom. You link the record to an account or contact. Once it is linked there are many tabs available to search based on various criteria, all in the Outlook Ribbon. The horror is mostly speed and usability. It worked great for the first few months, but after our database continued to grow it got really slow and practically unusuable. We do link it with Office Accounting to track time and generate invoices. We even moved it to a dedicated 2005 SQL Std Server with 4 GB ram and its own Raid 10 array just to see if the performance would increase, and it was so marginal I couldn't believe it. Its just slow. For just doing BCM stuff and non Accounting stuff I would imagine you would be fine. We are entering about 100 calendar items a week, tracking at least 300 to 400 emails to those clients a week and generating all of the invoicing and relevant material to go with it. I think we just outgrew it. From: Carl Houseman [mailto:[EMAIL PROTECTED] Sent: Thursday, October 30, 2008 3:12 PM To: NT System Admin Issues Subject: RE: BCM - manage customer appts. on alternate calendars Hmm... feel free to post some cliff notes on the horror... meanwhile... How do you tell BCM to use a public calendar? The application is keeping track of client information and appt. history. There will one person using BCM and all of the employees who have appts. with clients are using just Outlook and checking their personal calendars for these appts. The BCM-person wants to look at a client record and see the appt. history regardless of which employee is responsible for that client. thanks much, Carl From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] Sent: Thursday, October 30, 2008 1:45 PM To: NT System Admin Issues Subject: RE: BCM - manage customer appts. on alternate calendars BCM..how may I tell you the horror. But to answer your question. We use a Public Calendar and then we invite the individual to whom is required to do the work. This way the admin has a centralized calendar that we can see easily and each person gets it on their own, which is advantageous for BB, Windows Mobile, etc.. using categories and such you can easily create multiple views for different people on the centralized calendar. You can do a reoccurring calendar appt, but you cannot bill it if you are using Office Accounting to track time and generate invoices. From: Carl Houseman [mailto:[EMAIL PROTECTED] Sent: Thursday, October 30, 2008 1:03 PM To: NT System Admin Issues Subject: BCM - manage customer appts. on alternate calendars I've got all of 15 minutes of BCM use under my belt, but I'm not seeing a way to select the calendar that business contacts will use for appointments. This is the Outlook 2007 BCM. For example, an assistant using BCM and managing a calendar for several other people. Each contact should be able to specify which calendar that contact's appointments would appear on. Is that possible, and if so where/how? thanks all... Carl ~ Finally, powerful endpoint security that ISN'T a resource hog! ~ ~ <http://www.sunbeltsoftware.com/Business/VIPRE-Enterprise/> ~
