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Office Accounting 2007 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 2007, 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 2007. 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
Unless you have special integration needs (e.g. if the Business Contact Manager database is located on a network location) select Standard Integration 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 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.
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