BCM Features

BCM Features found in Office Documents

Aladdins Office Documents has a few special features especially for BCM users.

Opportunity Reporting

One of the many features found in BCM is the ability to create opportunities and link them to your Accounts or Business Contacts. Until now the reporting for BCM Opportunities has been rather basic.

Office Documents allows you to easily create Word Documents and Excel spreadsheets based on the selected BCM Opportunities.

The documents that are created can include information from the BCM Opportunity (including the Products and Service table) and from the linked Account or Business Contact, click here to read more.

 

Opportunity Communication History

Office Documents provides instant Journal creation, linking contacts and documents, well in BCM Journal items are stored in the Communication History folder.

Office Documents detects BCM Accounts or Business Contacts and automatically created Journal items in the Communication History folder.

 

  


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Important User Information:

Aladdins are companion products to Microsoft® Office Outlook® 2007/2003/XP(2002)/2000 and integrate tightly into the Outlook® environment.
They are easy to install and uninstall and will not affect your current Outlook® settings.
Aladdins operate in the Windows 98, ME, NT 4.0, 2000, XP, 2003 and Vista® environments.
To run Aladdins you must have previously installed Microsoft® Outlook® 2007/2003/XP(2002)/2000.
Please Note: Aladdins do not work in Outlook Express.