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RE: searches for marketing plan
I've had the same thought about the location of the search folders! Glad we could help. Belinda
by Administrator Account in pinpoint Marketing tool on 19 Oct 2009 05:25 PM
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RE: searches for marketing plan
Are you using PMT with Business Contact Manager? If so, the easiest way to do this is to use the BCM Search Folders. This allows you to use whatever criteria, including user-defined fields, to create 'groups' of contacts. Then in PMT lookup by Searc ...
by Administrator Account in pinpoint Marketing tool on 19 Oct 2009 04:24 PM
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RE: Installation Error 1335
Are you clicking Save or Run? You should select Save and Save it to your hard drive. Don't try to run it over the internet. If you're using Windows Vista, be sure that User Account Control is turned off (click on Control Panel - Users - User Account ...
by Administrator Account in pinpoint Marketing tool on 02 Oct 2009 04:10 PM
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RE: Error - re-install after migration and Pinpoint RE
David, I'll send you an email with a download link and activation codes to install PMT as a standalone. Please send your email address to me at belinda@pinpointtools.com. Thanks, Belinda
by Administrator Account in pinpoint Marketing tool on 13 Aug 2009 03:26 AM
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RE: HTML Email
In the pinpoint Marketing tool, click on File - Options. On the General tab, there is an option box to allow html emails. Be sure that's selected, then try your templates again. If it still doesn't work, you can email one of the templates to me and ...
by Administrator Account in pinpoint Marketing tool on 06 Aug 2009 02:32 PM
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RE: activation
You can install the program as often as you wish and use it on the same CRM instance. However, the codes expire after 2 uses and you must contact us to reset them. Please email your codes to me - belinda@pinpointtools.com - and I'll reset them for y ...
by Administrator Account in GetLoaded - ACT! to MS Dynamics CRM on 13 Jul 2009 01:09 PM
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RE: Outlook crashes/error message
It sounds as though you may have some corruption in your Outlook pst file. There is a utility you can use to scan and repair the file. It's called Scanpst.exe and is located in the following path: C:\Program Files\Microsoft Office\Office12\scanps ...
by Administrator Account in pinpoint Marketing tool on 02 Jul 2009 08:25 PM
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RE: How to remove contact from marketing plan
Can you send me a screenshot? - belinda@pinpointtools.com Thanks!
by Administrator Account in pinpoint Marketing tool on 15 Jun 2009 08:43 PM
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RE: How to remove contact from marketing plan
If you are in Deliver Marketing Activites, in the Contact View, and a name is on the left, it is because there are undelivered items. If they are all deleted, the name goes away. I'm not sure what you're saying about the test group and a solid "No ...
by Administrator Account in pinpoint Marketing tool on 15 Jun 2009 08:25 PM
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RE: How to remove contact from marketing plan
You need to select the line items and right click on the selected items to display the delete option:
by Administrator Account in pinpoint Marketing tool on 15 Jun 2009 05:55 PM
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RE: How to remove contact from marketing plan
In the Deliver Activities View, the default view is by Calendar Date. Click the button to view By Contact and you'll see a list of all contacts with active plans. Select the Contact you wish to delete from the plan and all of the letters/emails for ...
by Administrator Account in pinpoint Marketing tool on 15 Jun 2009 03:35 PM
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RE: Email as HTML
Shawna, You can't really put a pdf file "in the body of the email". You can put a link to the pdf in your email and when they click on it, they can open, print or save the pdf document. In order to do that the pdf file must be hosted on a server so ...
by Administrator Account in pinpoint Marketing tool on 28 May 2009 09:49 PM
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RE: linking PMT generated tasks to Business Conact
Jeff,You have the ability to use merge codes in the subject field of the task or phone call. In this way you can include the contact name (and phone #, if desired). The pinpoint Marketing tool User Guide has a list of all the merge codes in Appendix ...
by Administrator Account in pinpoint Marketing tool on 30 Mar 2009 11:21 AM
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RE: Pinpoint Delivery Question
Pinpoint Delivery is an interface between pinpoint Marketing tool and Swift Page Email. They are the sending engine and the email would go out via their server instead of your Outlook account. The delivery is a monthly subscription, based on the num ...
by Administrator Account in pinpoint Marketing tool on 17 Dec 2008 07:31 PM
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RE: Cannot Run App as Non-Administrator
Michelle: Well, the first answer is Yes, you must be an Admin on the PC to run pinpoint Marketing tool. The second answer is that I've forwarded this to our developers to see if there is a workaround. Yes, you must have Outlook (ideally 2007) ...
by Administrator Account in pinpoint Marketing tool on 28 Nov 2008 04:11 PM
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RE: does not read contoacts
Ger: I think the problem is Dutch vs. English... We never tested with the Dutch version and there must be some differences that PMT never expected. I wish we could help but we don't have the resources to work on that.As for the BCM Backup, loggin ...
by Administrator Account in pinpoint Marketing tool on 24 Nov 2008 01:10 PM
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RE: does not read contoacts
I'm checking with our developers, Ger... I'll get back to you Tuesday AM.Thanks,Lon
by Administrator Account in pinpoint Marketing tool on 17 Nov 2008 08:19 PM
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RE: Installation Error
Please call me at 800-238-0560, ext 6110 and I'll help you get the program installed. Thanks, Belinda
by Administrator Account in pinpoint Marketing tool on 22 Oct 2008 05:49 PM
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RE: Multi-Line Address Imports/Exports
What you've identified is definitely an issue with BCM imports. We used the concatenation feature in Excel to combine address lines for the import, as you did. It does the import just fine, but like you discovered, when you need to export them, you ...
by Administrator Account in Using Business Contact Manager on 02 Sep 2008 12:55 PM
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