Setting up integration with Outlook with Business Contact Manager
|
 |
| Applies to : Office Accounting Express, Professional |
|
|
|
Office Accounting integrates deeply with Outlook 2007 with Business
Contact Manager.
|
 |
|
Outlook 2007 with Business Contact Manager
|
|
Business Contact Manager is a feature of the Professional, Small
Business and Ultimate editions of Outlook 2007. Using the same database as Office
Accounting, it converts outlook into a customer relationship management package
with features such as accounts, business contacts, communication history, opportunities,
opportunity and sales funnel, marketing campaigns, and business projects.
|
Note Outlook 2003 with Business Contact Manager
Update also integrates with Office Accounting. However the older version has less
features and uses a different database instance so it may end up taking up most
of you memory and processing power unless Office Accounting is installed on a different
computer. The integration with the earlier version is therefore mostly recommended
for employees who won’t be using Office Accounting on a daily basis.
|
Enabling the Integration
|
|
In Office Accounting it is very easy to set up the integration with
Outlook 2007 with Business Contact Manager. Simply select Integrate with Business
Contact Manager in the Company menu.
|
 |
|
Starting the Integration with Business Contact Manager
|
|
This will open up the integration wizard:
|
 |
|
Integrate with Outlook 2007 with Business Contact Manager Wizard
|
|
Click Next.
|
 |
|
Integrate with Outlook 2007 with Business Contact Manager Wizard
|
|
Select the Outlook with Business Contact Manager database you want
to integrate and click Next.
|
 |
|
Back up databases
|
|
Review the location of the two databases backups before they are
merged. Add an optional password if you want to. Click Next.
|
 |
|
Email auto-linking
|
|
If you share the database, consider if you want to share emails
as well. Select you email auto-linking preference and click Next.
|
 |
|
Merge duplicate customers and accounts
|
 |
|
Review permissions
|
|
Make sure that the multi user permissions are set up properly (if
applicable) and click Next.
|
 |
|
Create a new shortcut
|
|
Click on the Browse button to create a new shortcut
for the integrated company and click Next.
|
 |
|
Ready to integrate
|
|
Click Integrate.
|
 |
|
Integrating
|
|
Integrating the two databases may take a few minutes depending on
the amount of data in Office Accounting and Business Contact Manager.
|
 |
|
Integration completed
|
|
The integration is now completed and Office Accounting and Business
Contact Manager share the save database. Click Finish.
|