How do I split an account up by divisions? waterskyle 6/27/2007 2:30:02 AM I want to split a Business Account up by offices, is there a way to use the office field on the accounts page to do this?

Re: How do I split an account up by divisions? "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/27/2007 6:56:29 PM waterskyle, I have wrestled with this one myself. You can use the office field on the Account record but its usefulness to you will only be available after you create a customized view that displays records sorted by this field. Your standard BCM views will not be useful because all of your various Account office locations will all still list under only 1 Account record unless you were to create duplicate named Account records. -THP waterskyle wrote: [Quoted Text] >I want to split a Business Account up by offices, is there a way to use the >office field on the accounts page to do this? -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: How do I split an account up by divisions? waterskyle 6/27/2007 7:50:04 PM Thanks, Mr. Peterson, I did this very thing, I was only hoping to have the office field hold the answer to this, thinking that it was actualy meant for this. "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > waterskyle, > > I have wrestled with this one myself. You can use the office field on the > Account record but its usefulness to you will only be available after you > create a customized view that displays records sorted by this field. Your > standard BCM views will not be useful because all of your various Account > office locations will all still list under only 1 Account record unless you > were to create duplicate named Account records. > > -THP > > > > waterskyle wrote: > >I want to split a Business Account up by offices, is there a way to use the > >office field on the accounts page to do this? > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 > >

Re: How do I split an account up by divisions? "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/27/2007 9:29:41 PM A more robust Parent-to-Child organization hierarchy is currently possible only in the MS CRM application. I would like to see this capability change to also include BCM in the future. -THP waterskyle wrote: [Quoted Text] >Thanks, Mr. Peterson, I did this very thing, I was only hoping to have the >office field hold the answer to this, thinking that it was actualy meant for >this. > >> waterskyle, >> >[quoted text clipped - 9 lines] >> >I want to split a Business Account up by offices, is there a way to use the >> >office field on the accounts page to do this? -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1