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Thread: Accounts vs Company

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Accounts vs Company
Matthew Kernodle - Sacramento, CA 2/7/2007 7:03:00 AM
Business Contact Manager suggest storing compaines as accounts. However
there is also a company field in the database.

Is there some value to the user in also keeping the company name in the
company field? Other reports? Something?

Having a hard time determining if I should just store each company as an
ACCOUNT.


Re: Accounts vs Company
"Luther" <enowning[ at ]gmail.com> 2/7/2007 4:23:57 PM
On Feb 6, 11:03 pm, Matthew Kernodle - Sacramento, CA <Matthew
Kernodle - Sacramento, C...[ at ]discussions.microsoft.com> wrote:
[Quoted Text]
> Business Contact Manager suggest storing compaines as accounts. However
> there is also a company field in the database.
>
> Is there some value to the user in also keeping the company name in the
> company field? Other reports? Something?
>
> Having a hard time determining if I should just store each company as an
> ACCOUNT.

I believe the Company field in the database is for Business Contacts
(people), and not for Acounts (companies).

Re: Accounts vs Company
"Lon Orenstein" <Lon[ at ]pinpointtools.com> 2/7/2007 4:32:31 PM
Matthew:

Accounts are best used when you deal with customers who (1) you want to link
to Office Accounting (a Customer in Accounting equals an Account in BCM), or
(2) you have multiple contacts at the account and want to see a "roll up"
view of who did what to whom at the account. Looking in Communication
History, you'll see all the entries from all the contacts who are linked to
that account.

The Company field you mentioned is more for "show" -- it's the Account field
that makes the contact part of the account.

HTH,
Lon

_________________________________________________
Lon Orenstein
pinpointtools
Lon[ at ]pinpointtools.com
www.pinpointtools.com


"Matthew Kernodle - Sacramento, CA" <Matthew Kernodle - Sacramento,
CA[ at ]discussions.microsoft.com> wrote in message
news:44E8AF88-39EB-4FAB-BD3A-796E2D90B38F[ at ]microsoft.com...
[Quoted Text]
> Business Contact Manager suggest storing compaines as accounts. However
> there is also a company field in the database.
>
> Is there some value to the user in also keeping the company name in the
> company field? Other reports? Something?
>
> Having a hard time determining if I should just store each company as an
> ACCOUNT.
>
>

Re: Accounts vs Company
Matthew Kernodle - Sacramento, CA 2/8/2007 3:56:00 AM
THanks very much. Each reply adds to the clarity and its usage.

"Luther" wrote:

[Quoted Text]
> On Feb 6, 11:03 pm, Matthew Kernodle - Sacramento, CA <Matthew
> Kernodle - Sacramento, C...[ at ]discussions.microsoft.com> wrote:
> > Business Contact Manager suggest storing compaines as accounts. However
> > there is also a company field in the database.
> >
> > Is there some value to the user in also keeping the company name in the
> > company field? Other reports? Something?
> >
> > Having a hard time determining if I should just store each company as an
> > ACCOUNT.
>
> I believe the Company field in the database is for Business Contacts
> (people), and not for Acounts (companies).
>
>

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