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    smithdoug maby you need to install Outlook Beta...

    smithdoug maby you need to install Outlook Beta 2007 and then install BCM on top of it. If you want a great CRM solution for Outlook take a close look at Avidian Prophet 3 works great as CRM...
  2. You might be able to if you use a tool like...

    You might be able to if you use a tool like chapura keysuite which allows to sync many fields over to Palm and Treo 650.
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    I am loving it too still missing the ability to...

    I am loving it too still missing the ability to do sub-tasks, but with the OneNote integration, I keep my projects in one note and send tasks from OneNote to Outlook. This eliminates the need for...
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    Outlook 2007 and GTD

    Hi just wondering if anyone is testing Beta 2 of OL 2007 and implementing GTD with it.

    I am interested in people's feedback and if they think it lessens the need for the GTD add-in, when used in...
  5. Probably not the perfect solution, but a program...

    Probably not the perfect solution, but a program which will do this nicely with some major additional features would be MindManager from Mindjet.

    http://www.mindjet.com/us/

    They have a free...
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    I use the LW 310 and I have no problems, I don't...

    I use the LW 310 and I have no problems, I don't label too many file folders but, but this one does the job for me no problem.
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    I used the Act support forums they seemed pretty...

    I used the Act support forums they seemed pretty active, and also give you a great overview of how crappy their product has become. (just my opinion).

    But honestly I used to find good support...
  8. I agree Keysuite works great, and for e-mail I...

    I agree Keysuite works great, and for e-mail I use Chatter.
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    Treo 650 all the way

    Hi I have been using my 650 for some time now, absolutely love it if I lost it I would buy another one in a second.

    I don't know what all of the user complaints have been, (as I got mine after...
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    I meant it is a good inbox, for ideas quick notes...

    I meant it is a good inbox, for ideas quick notes etc, I use the note feature in Keysuite for that purpose. That way it syncs back to my outlook and I can catch it during my weekly review.
  11. Thread: Salesforce.com

    by joeycan
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    Cuffy, That is the great thing about Prophet...

    Cuffy,

    That is the great thing about Prophet as it uses standard task, contact, and calendar forms in Outlook, if you have the add-in you will get the GTD Add-in task form when you create a task...
  12. Thread: Salesforce.com

    by joeycan
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    Cuffey I edited my post after playing with your...

    Cuffey I edited my post after playing with your scenario, I think this will work for you.

    Yes OL 2003, GTD Add-in (for projects etc.), prophet as sales dashboard, this is my mind like water...
  13. Thread: Salesforce.com

    by joeycan
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    Cuffy_meigs, I think I understand what you...

    Cuffy_meigs,

    I think I understand what you are doing, you have a group in Act i.e. Doctors and then you schedule a task for the group, such as call or, send letter etc for the whole group and Act...
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    Hi Kevin, If you are using Outlook and want...

    Hi Kevin,

    If you are using Outlook and want complete sync I recommend you take a look at KeySuite it uses its own Palm Apps not the built in ones, thus you can have as many categories as you want...
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    Considering that I recently went from T3 to a...

    Considering that I recently went from T3 to a Treo 650 I will take a crack at giving you input on some of your questions.

    1) If you are willing to invest a bit of time in getting used the...
  16. Thread: Salesforce.com

    by joeycan
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    I agree with you Salesforce is highly adaptable,...

    I agree with you Salesforce is highly adaptable, but like you I find it pricey and being web app it is hard to use while on the road.

    On Avidian's website they have a chat feature with a sales...
  17. Thread: Salesforce.com

    by joeycan
    Replies
    11
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    6,328

    thr61, I went through the same troubles as...

    thr61,

    I went through the same troubles as you. My recommendation is If you like outlook and you want to add more of a CRM capapbility to it. I would take a close look at Avidian Prophet as it...
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    You should not have any problems with plain...

    You should not have any problems with plain vanilla Palm set-up probably it is the best way to get started with GTD and Palm.

    Palm is not great for project management that is were LifeBalance,...
  19. Thread: Act! 2006

    by joeycan
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    Stay away from ACT...

    John,

    I was an Act 2000 user and liked the product, but my understanding is that Act 2006 has major problems, specially when used in conjunction with Outlook. Take a look at the Act user forums...
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    Occasional issue

    Once in awhile I get an error "To help prevent malicious code from running, one or more objects in this form were not loaded. For more information contact your administrator" Normally by restarting...
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