| Topic |
 |
RE: saving salutation
Jeff: I'm not quite sure what's going on -- can't remember seeing that error before! Is that all of the error message? Could you attach a screenshot? Thanks, Lon
by Lon in pinpoint Marketing tool on 15 May 2011 11:58 AM
|
|
|
RE: No longer selling PMT for outlook with BCM
Hi Jeff: Thanks much -- we appreciate your support! Yes, please call Belinda at x6110 and she can process your card and get you another license. She can also explain where we're going... Take care, Lon
by Lon in pinpoint Marketing tool on 20 Dec 2010 11:42 AM
|
|
|
RE: Registration Code not working
Stephen: Please call Belinda at 800.238.0560 x6110 and she'll be glad to reset the code. Thanks, Lon
by Lon in pinpoint Solutions for Business Contact Manager on 18 Nov 2010 11:56 AM
|
|
|
RE: Simple VPN for BCM
I wish I could help but that's off my radar -- I just don't have experience with networks and infrastructure. Lon
by Lon in pinpoint Solutions for Business Contact Manager on 06 Aug 2010 11:17 AM
|
|
|
RE: Simple VPN for BCM
ejkpf: Yes, there are some simple software solutions out there plus more robust hardware solutions that are integrated with routers. You could find a network or infrastructure specialist in your area that could help you get it going pretty inexp ...
by Lon in pinpoint Solutions for Business Contact Manager on 05 Aug 2010 12:13 PM
|
|
|
RE: Outlook 2010
Thanks for the question, fglaush. The truth is "we haven't tested it" yet -- we're busy working on some new things for Microsoft CRM. The database customizations for Business Contact Manager should convert just find but I don't know about the pinp ...
by Lon in pinpoint Solutions for Business Contact Manager on 13 May 2010 12:12 PM
|
|
|
RE: Project Tasks don't appear on Calendar
David: Here's what is happening here. If you reinstalled to a new laptop and the username has changed, then the entries in pinpoint Marketing tool's .MDB file will be incorrect. That's why they don't show up. If you have Microsoft Access, you ...
by Lon in pinpoint Marketing tool on 07 Apr 2010 11:51 AM
|
|
|
RE: Updating contacts with new information
AdminAnn: There is a strategy you can try and probably get to work -- the email address is one of the toughest fields to update, however. In order to make this work, you'll have to create a new BCM database and import the "changed contacts" into t ...
by Lon in Using Business Contact Manager on 26 Feb 2010 12:16 PM
|
|
|
RE: pointpoint and swiftpage integration
Thanks Lucy! We'll fix the dead link -- thanks for pointing it out... Our pinpoint Marketing tool can use SwiftPage to send its emails directly without putting them into the Outlook Outbox (which is Plan A for PMT). Once you Apply a Plan to conta ...
by Lon in pinpoint Marketing tool on 18 Feb 2010 12:41 PM
|
|
|
RE: Latest Build No. for PPT for Financial Advisors?
Thanks Teddie! We haven't made any changes to the FA customizations. To give yourself a new "clean" BCM database, I would create a new BCM database, then go to Start, Programs, pinpointtools -- choose the option Deploy Customizations. This will a ...
by Lon in pinpoint Marketing tool on 10 Dec 2009 01:10 PM
|
|
|
RE: Upgraded to SBS 2008 and Windows 7 and cant connect to BCM database anymore
Stephen: The best thing to do is call Belinda Flowers in our office and let's start with that. There are too many issues to figure out on this Forum. I don't want to put the number on here because it gets crawled but you can find it by clic ...
by Lon in Using Business Contact Manager on 12 Nov 2009 06:42 PM
|
|
|
RE: Converting Act 6.0 contacts
Thanks Mike! No, I don't have any experience pasting the import utility into the XP PC but it sounds like it's worth trying. That would get you the .BCM file as you say and sounds workable. I just haven't tried it... The best and most accurate c ...
by Lon in Using Business Contact Manager on 24 Oct 2009 01:25 PM
|
|
|
RE: Move PinPoint database to new Windows 7 computer
teduez12:This error is usually due to User Account Control permission being ON. Go into the Control Panel and User Accounts and turn it off. Next, make sure you download PMT and Save it to your PC, instead of choosing Run when it starts to downloa ...
by Lon in pinpoint Marketing tool on 03 Oct 2009 02:50 PM
|
|
|
RE: user defined outlook merge codes
Cool -- thanks for using pinpoint Marketing tool!Take care,Lon
by Lon in pinpoint Marketing tool on 24 Sep 2009 12:33 PM
|
|
|
RE: user defined outlook merge codes
Check in this folder:C:\Program Files\Pinpoint Marketing Tool\ADDINSorry for naming it actfields -- it's a holdover for when PMT worked only with ACT.HTH,Lon
by Lon in pinpoint Marketing tool on 24 Sep 2009 11:59 AM
|
|
|
RE: Updates
No, there's no backup inside PMT. The pinpoint Marketing tool.MDB file is in your My Documents\My pinpoint Messages folder. Just copy it to somewhere safe. Thanks, Lon
by Lon in pinpoint Solutions for Business Contact Manager on 23 Sep 2009 12:03 PM
|
|
|
RE: Updates
fglaush: Yes, we do periodic updates... The latest one was in June 2009. The best way to get the new version is to signup for a 10 Day Trial version on the pinpoint Marketing tool page on this website. Uninstall your older version, then reinsta ...
by Lon in pinpoint Solutions for Business Contact Manager on 22 Sep 2009 11:15 AM
|
|
|
RE: Registration
Sure thing, Shamun! Just call Belinda Monday morning at x6110 and she'll get it handled for you. She's out of town over the weekend.Take care,Lon
by Lon in pinpoint Marketing tool on 20 Sep 2009 12:16 PM
|
|
|
RE: Registration
Hi Shamun! I hope all is well with you and yours! Send an email to Belinda, please, and she'll reset your code. Take care, Lon
by Lon in pinpoint Marketing tool on 12 Sep 2009 01:03 PM
|
|
|
RE: Adding BCM contacts via ODBC from MSAccessDB
Jeff: We used the Outlook/BCM SDK (Software Developer's Kit, available for free from Microsoft) and wrote code to allow our pinpoint Marketing tool to work with BCM. So, that's the way to completely automate the process... That said, you should b ...
by Lon in Using Business Contact Manager on 09 Sep 2009 11:24 AM
|