Business Contact Manager

[Adi]

Office 2007 has business contact manager also, but not all editions, maybe you can add BCM to your exiting office 07?

think its a few hundred quid to add on.

there is.

but who would know

as to original question, BCMis a an absolute memory hog. virtually unusable.

That scares me, even on a decent machine?

[digitalwitness]

think its a few hundred quid to add on.

Ouch! Not worth that then.

That scares me, even on a decent machine?

I can see what Cubit is saying here, I thought it was maybe my setup but BCM is buggy for me. Reminders I have never set popping up and hanging outlook for a while, I cannot seem to find where to turn them off either :'( My overall experience with BCM, It does leave me believing there must be a better software for doing it, its not a high priority for me so I have not looked.

[hpotter]

still on 2003 here.

outlook for what we call our 1-31 & access for customer info. most of customer records are paper with scan for backup to bt server updated end of each day.

all rm's are booked by telephone call.

been looking again at AM only really for quotes & stock control, not so sure want a steep learning curve nor complex system. Our V simple system works for us & our customers (& we do ask), & being simple, mistakes are easy to correct quickly.

most accts done by ddm or bp, again checked daily.

[Adi]

dont think id rely on software for quotating unless someone can prove me wrong.

I can use MA to do it if i set it up, but as each site can be different i reckon pen and paper is best BUT BUT BUT

im getting increasingly (do not bypass the bwf) with trying to find quotes ive done or part done or have ended up on ten different bits of paper, then cant find them all quick enough, me office has gone to pot lately, i used to alright and on top of everything.

I did do an excel quote sheet, but never use it. By the time ive openned it, typed in what i want then a price each item, i may as well just wrote it down.

Anyway got to get it sorted soon, get back on top of things, stress is giving me head aches the last few weeks.

[Guest Oxo]

In another guise I set up Sage to cross reference with prices and units.

Just set up templates, sure you can do it with Excell.

[hpotter]

dont think id rely on software for quotating unless someone can prove me wrong.

I can use MA to do it if i set it up, but as each site can be different i reckon pen and paper is best BUT BUT BUT

im getting increasingly (do not bypass the bwf) with trying to find quotes ive done or part done or have ended up on ten different bits of paper, then cant find them all quick enough, me office has gone to pot lately, i used to alright and on top of everything.

I did do an excel quote sheet, but never use it. By the time ive openned it, typed in what i want then a price each item, i may as well just wrote it down.

Anyway got to get it sorted soon, get back on top of things, stress is giving me head aches the last few weeks.

bog std quotes no probs with paper unfortunately getting more complex ones & turning up on site with item(s) forgot (composite to vga converter today - to make use of server monitor not one we supplied), hence looking around.

what i like about paper (all in own folder) is i can spread the lot out and get overall view, whereas on pc, one, maybe two sheets at a time. dont just mean installs, also looking at history of site if issues. thats prob just me working in old money .

[Adi]

In another guise I set up Sage to cross reference with prices and units.

Just set up templates, sure you can do it with Excell.

i can do that in microsoft accounting, i add more but not in public, dont why i started the post here, i wont again.

And then for time, each site is different so you couldnt have a set time per item.

This is why i cant see software quoting working unless your a big firm with big customers who expect big bills

[Guest Oxo]

Sage had a "factor" which could be applied. For variations, time could be another.

[alterEGO]

i can do that in microsoft accounting, i add more but not in public, dont why i started the post here, i wont again.

And then for time, each site is different so you couldnt have a set time per item.

This is why i cant see software quoting working unless your a big firm with big customers who expect big bills

It works mate, it all depends how many quotes you are doing.

We got to a stage where i was doing over 20 SDP a week(and we are a very small firm), i've had to hold back on some of the contractors as i couldn't keep up. Alot were off plan.

I know alarm master will sort alot of this out for me, as for rates etc, you can have all different labour rates to cover all these issues.

It can and does work, and the bigger you get, the more you will need it. Try that servicelife trial.

[Adi]

i downloaded it last night mate, i think you have shown us that before, quite a while ago.

There are a few bits in there that seem ok, things that ive seen or heard of in the bigger software that you all use.

But alot of it, is what i already have.

I wouldnt use it for invoicing.

If i was going to use quoting software, i have MA.

Outlook looks after me services with reminders 2 weeks before.

Site details would maybe benefit me.

and some other bits, its on me lappy, i'll have a look again later and post.