> Justin,
>
> With the Business Contact Record open, click on the "Account" button under
> the section lettered "Linked Account" (just above where the phone #'s are.
> This will open a dialog box enabling you to create a new Account to link to
> Bob. Click on the "New" button inside of this dialog box and BCM will
> automatically create a new Account record linked to Bob with most of the data
> fields populated from Bob's record.
>
> -THP
>
>
>
> JustinB wrote:
> >Bah its still not as good. It automatically closes both the business contact,
> >and the new account. How am I supposed to edit it if it automatically closes?
> >Even more annoying: it fills in the account name (inside the account) with
> >the contact's name, not the company name. That's not very intuitive.
> >
> >Bob is a business contact who works for Jones Inc. When I create an invoice,
> >I make it out to Jones Inc., not Bob. The only way to make an invoice for
> >Jones Inc. is to have an account for Jones Inc. and Bob should be listed as a
> >business contact connected to the account.
> >
> >It seems simple to me. Allow me to make an account 'from' a business contact
> >and automatically drag all that business contact info into the account. Do
> >you know how much that would simplify my life?
> >
> >> Open the contact, go to the button on the upper left, scroll down to move.
> >> click other folder, highlght the folder you want it to go in. done.
> >>
> >> > In bcm 2003 I could create an account from a business contact and it would
> >> > fill in the company name, address, phone number and website info for me. I
> >> > can't figure out how to do that in bcm 2007. Am I missing something?
>
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>