Microsoft Business Contact Manager | Microsoft Dynamics CRM | Consulting, Training, from pinpointtools pinpoint Marketing tool

Project Tasks don't appear on Calendar

DavidH — Tue, 06 Apr 2010 08:15:21 GMT

After a re-install of PPT, Project Tasks created by PMT don't appear on Calendar.
The problem appears to be that they are not "assigned" -

the new Project is created properly
The new Project tasks are created and appear in BCM Project Tasks list

After assigning each new Project task to the current user, they DO appear in Calendar.
Note: the re-install was to a new laptop and the username has changed.

pointpoint and swiftpage integration

abcme — Wed, 17 Feb 2010 12:18:01 GMT

I am struggling to find any information on how pinpoint marketing and swiftpage services integrate.

I am using outlook and have registered for a swiftpage account but I would like some more information on:
How they work? e.g. what is actually does when i put my logins in
How to get them to work? settings to change, how to integrate them

the only information i could find in the pinpoint manual took me to a dead link

and the swiftpage website was not a lot of help as it shows screen shots of ACT:
http://www.swiftpage.com/partners/aem.asp?partner=PinPointTools.Marketing

Is working with outlook different to working with act.

I want to make sure I am SPAM compliant and customers can opt out before i send out any major mailings.

Any help or information to read would be greatly appreciated as I would love to start mailing my list :)

Regards.

Lucy

Registration

M Freeman — Sat, 16 Aug 2008 08:44:44 GMT

I have misplaced my registration code. How do I retrieve that code?

Latest Build No. for PPT for Financial Advisors?

Teddie — Mon, 04 May 2009 09:25:27 GMT

Hi, Lon,

Just browsing through the forums to see if I can pick up any tips and caught your answer to somebody where you suggested downloading the software again to ensure getting the latest build version.

So I'm wondering if my FA has the latest build. He's got #1060. Do you happen to have a newer version out?

Thanks a zill!
Teddie

searches for marketing plan

frank — Mon, 19 Oct 2009 02:08:36 GMT

Is there a way to save a search for contacts to apply a marketing plan to. Everyday I have to search by category after about 5 or 6 mouse clicks. Also is their a way to add more searchable fields to the Apply plan look up? Like user-defined fields. Thanks.

Move PinPoint database to new Windows 7 computer

Traci — Fri, 02 Oct 2009 13:10:47 GMT

I'm looking for the steps to move my PPT for BCM 2007 from my WinXP machine to my Win7 machine. I tried to install PPT on the Win7 machine and received an error: "Unable to save file C:\\Windows\Downloaded Installations\{80CCC562-0376-436A-8BA2-4D6F29 Marketing tool.msi The system cannot find the path specified." Can you help? Thanks!

Installation Error 1335

Lora Davis — Fri, 02 Oct 2009 03:42:08 GMT

I have tried numberous times to download program after purchase, but keep getting installation error 1335.

user defined outlook merge codes

frank — Wed, 23 Sep 2009 23:53:48 GMT

Hello, I created a user-deined field "Import Date" in BCM in my business contacts that I want to use in a marketing plan to make tasks. I found the section in the instructions that says how to enter the code into ACTFIELDS.XML so I can use [[Import Date]] in the merge codes. I can't however find the .XML file to modify is it the same name in ACT and BCM? Again I am using BCM not Act. Thanks

Active X Error

DavidN — Thu, 13 Aug 2009 09:26:02 GMT

I am using XP Pro. All updates are installed. I am running Outlook 2007. I just downloaded a trial of the Pinpoint Marketing Tool and have installed. When I try to launch I am receiving an Active X error that reads.

Active X Component Cant Create Object

Please advise.

Error - re-install after migration and Pinpoint RE

DavidH — Wed, 12 Aug 2009 13:56:23 GMT

I successfully re-installed BCM to a new computer. I restored BCM to a backup file from the previous installation (which included Pinpoint RE contact field additions and other modifications).

At this point BCM looks and works just like the backup database which was modified using Pinpoint RE (but is not yet re-installed) except without the PMT tool. I can open and close Outlook 2007 with BCM with no problems.

Here's the problem: after next rinstalling Pinpoint RE (and EXITing the setup WITHOUT making field customizations) I cannot close Outlook 2007 and re-open without a re-boot (and error "did not close properly"). After re-boot it works fine, except needs re-boot before each re-opening.

this series of steps brings me back to a fully workable Outlook/BCM:
Uninstall Pinpoint
Uninstall BCM
Reinstall BCM (using existing BCM database)

I think at this point I need to re-install only the PMT tool without the RE component - is that possible using ppresetup.exe?

Please advise,
Thank you!
David

HTML Email

Gourami — Thu, 06 Aug 2009 01:47:19 GMT

Hi, I'm using Act 10 and outlook 2007 with your pinpoint marketing program. I can send plan text emails created in Word without any problems, but as soon as I try to use HTML email template from Dreamweaver or even one of Swiftpages templates the system stops working and I just get blank emails in my draft folders with any images connected to the email as attachments. No text or email data is shown. Have you any suggestions how to fix this? I have even opened the html file in word and saved it as a .doc file but the same thing happens.

PinPoint marketing tool

Mick — Tue, 28 Jul 2009 09:38:24 GMT

I have PPM Tool Build 976 using it with ACT 2000. I tried moving ACT 2000 to a new 64 bit VISTA computer but it only works on 32 bit. Will PPM tool work on a 64 bit computer with VISTA? If so I will ugrade ACT to 2009 that does work on 64 bit. If PPM tool will not work on 64 bit what do you suggest? Thanks, Mick

Outlook crashes/error message

Othyz — Wed, 01 Jul 2009 02:49:06 GMT

Since installing PMT, my outlook has been either crashing, giving me an error message or both. When ever i click on BCM contacts I get a message - "BCM for Oulook can not complete your last action or actions. Please try again" Ideas?

How to remove contact from marketing plan

Othyz — Mon, 15 Jun 2009 03:07:53 GMT

OK, maybe i just have gone blind, but I am not seeing where or how to remove a contact froma marketing plan. Or change them to a new one. Once someone has gone from prospect to client, the drip campaign will be different. How can the change/removal be accomplished?

Email as HTML

Shawna — Thu, 28 May 2009 03:04:09 GMT

I have been sending out a series of emails with flyers and promos as PDF attachements; however, I would like the flyer that I create to be in the body of the email. How do I do this? I have tried several different ways of saving the file and it doesn't seem to work for me. Any thoughts?

MIgrated from Laptop to New Desktop-Can't Find/Load PMT

Bill Mack — Wed, 01 Apr 2009 08:14:08 GMT

I recently abandoned my old laptop (XP, MSO2007Small Business with BCM, PMT) in favor of a new desktop. My IT guy moved everything over, including the PMT folders. However, I don't see any way to get PMT hooked up with Outlook BCM in the new environment. Can anyone help?

Bill

linking PMT generated tasks to Business Conact

fleethaul — Sun, 29 Mar 2009 07:27:29 GMT

Tasks generated by PMT reminding me to make telephone calls etc are not linked to a Business contact so that I know I have to ring someone I just don't know who. How do I make tasks generated by PMT automatically link to the contact they were created for? Thanks Jeff

Can't get e-book from your website

DL — Sun, 11 Jan 2009 06:32:43 GMT

Hi Lon,

Two things -

1) I am trying to download your free ebook and I followed all the prompts but it wont submit for some reason.
2) I am a RE Agent and I need a good contact Management program. I am trying to avoid using Top Producer because of the monthly fee and other issue I don't like about it. I bought the BCM upgrade to Outlok, but there is a HUGE learning curve. The software you seel for $179 seems like it might make it easier, but I'm still unsure. Can you help me find the right solution for a RE Agent?

Thanks

Diamond

pinpoint marketing tool for sage

Gourami — Thu, 08 Jan 2009 23:28:42 GMT

Hi
How do I purchase the marketing tool for sage act I cant see any way on your site of doing this?
Regards
Mark

Pinpoint Delivery Question

MichelleC — Wed, 17 Dec 2008 07:22:29 GMT

Hello,

Can someone tell me how Pinpoint Delivery works? Does Pinpoint Delivery sent email using the local Outlook client on the workstation, or does it send email via some other means?

Also, is any of the data that a user enters within the Pinpoint Marketing tool available on the internet or sent to the vendor's servers? I need confirmation that all data is ONLY stored locally on the workstation (unless it is sent out via email of course).

Thanks,
MichelleC