Just starting to use BCM 2007 , I have a lot of Dr. clients. (eg. Dr. Joe
Happy) I file them as accounts and anyone within there office is added as an
business contact eg. office manager, receptionist etc...
However, because I have quite a few client I find it difficult to quickly
find them in the address book to insert in word. Must search via Dr. and not
Happy.
If I change Account name to "Happy, Joe" the problem now becomes how the
name is laid out in the address book when inserted into word or if I print
labels etc...
Happy, Joe
Anystreet
Anytown
This is not a problem in regular outlook or for business contacts since I
can file by last name and insert or print labels properly.
Am I properly categorizing my contacts?
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