I have a question in the same area.
It seems that I have to "move" my contacts to Business Contacts in order to
add them to an account. If I do not copy them I cannot select or add to an
account?
Am I missing something? This makes the whole operation confusing. Contacts >
Business Contacts
"BillK" wrote:
[Quoted Text] > Lon - Thanks so much for the answer. Not exactly what I wanted to hear, but
> a solid answer nonetheless.
>
> Seems like a little forethought would have circumvented this process. It's
> like having to drive from New York City to Cleveland every time you want to
> go to the Bronx.
>
> Hopefully someone at the great MS is auditing these posts and a fix will be
> forthcoming.
>
> There just has to be an easier way to do this, like "Copy this entry" and
> "Edit this entry".
>
> Maybe I am just too used to using ACT!
>
> Thanks again.
>
> B
> --
> The Trade Show Marketing Guy
>
>
> "Lon Orenstein" wrote:
>
> > BillK;
> >
> > Yes, BCM will handle this. Create an Account called Harris Media. When
> > you're in the Account record, in the Business Contacts section click on the
> > Add button and you'll see a list of the existing business contacts in BCM.
> > Choose the ones that are a part of Harris Media and they'll be linked.
> >
> > If you haven't entered those contacts previously, Yes it will be a PITA to
> > get them all entered. Can you import them from what you were using before?
> >
> > Another idea is to enter them in the Comments area on the Details screen for
> > the Account record. If you never want to send emails to them or make notes
> > attached to their record, then don't setup a contact record for them.
> >
> > HTH,
> > Lon
> >
> > ___________________________________________________________
> > Lon Orenstein
> > pinpointtools, llc
> > Lon[ at ]pinpointtools.com
> > Author of Outlook 2007 Business Contact Manager For Dummies
> > Author of the eBook: Moving from ACT! to Business Contact Manager
> > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > www.pinpointtools.com
> >
> >
> > "BillK" <BillK[ at ]discussions.microsoft.com> wrote in message
> > news:09150783-1FC1-43CD-A105-6A53E197FCF8[ at ]microsoft.com...
> > > I'm new to this tool and have a major issue. I have multiple contacts for
> > > one company and want to know just how I enter this data. Here's an
> > > example -
> > > Harris Media has three major contacts, the COO, the Director of Business
> > > Development and the Mar/Com Manager.
> > > Is there any way to list the multiples under the Company framework or do I
> > > have to manually do three separate entries?
> > >
> > > This is a little cumbersome. I couldn't find an answer in the Help
> > > section
> > > and the web site is very difficult to navigate.
> > >
> > > Thanks in advance for your help.
> > > --
> > > The Trade Show Marketing Guy
> >
> >
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