Assigned To / Initiated By Sue C 4/25/2007 2:08:05 PM Still trying to get the foundations in place for a really solid database. When setting up a new Account I see fields for 'Assigned To' and 'Initiated by'. Can anyone explain the difference between the two. If I wanted to allocate an Account to a salesman, which one would I be better off using? Or am I better of using a Category? If it helps to have more information, things I may want to do at a later date are: pull off reports by Salesman, move individual Accounts to another Salesman, update a Salesman's name (for example if one leaves and his area is replace en masse by a new Salesman), or view all Accounts for one particular Salesman. Thanks for any advice.

Re: Assigned To / Initiated By "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 4/25/2007 5:44:51 PM Sue, These are great questions as you do the all important up front work of thinking these matters through in order to create a more useful db for your business. I would use the "Assigned to" field to designate assignment to a salesperson. I believe that the design of this field is intended to be populated by other shared db users from an edited list you create. The "Initiated by" field can be where you link to someone who may have played a role in referring the business to you in the first place. -THP Sue C wrote: [Quoted Text] >Still trying to get the foundations in place for a really solid database. > >When setting up a new Account I see fields for 'Assigned To' and 'Initiated >by'. Can anyone explain the difference between the two. > >If I wanted to allocate an Account to a salesman, which one would I be >better off using? Or am I better of using a Category? > >If it helps to have more information, things I may want to do at a later >date are: pull off reports by Salesman, move individual Accounts to another >Salesman, update a Salesman's name (for example if one leaves and his area is >replace en masse by a new Salesman), or view all Accounts for one particular >Salesman. > >Thanks for any advice. -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200704/1

Re: Assigned To / Initiated By Sue C 4/26/2007 10:02:00 AM Thanks for your advice. Do you know if there is a way to do a global update of the Assigned To field - ie. select multiple Accounts and change them all in one go? "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > Sue, > > These are great questions as you do the all important up front work of > thinking these matters through in order to create a more useful db for your > business. I would use the "Assigned to" field to designate assignment to a > salesperson. I believe that the design of this field is intended to be > populated by other shared db users from an edited list you create. The > "Initiated by" field can be where you link to someone who may have played a > role in referring the business to you in the first place. > > -THP > > > > Sue C wrote: > >Still trying to get the foundations in place for a really solid database. > > > >When setting up a new Account I see fields for 'Assigned To' and 'Initiated > >by'. Can anyone explain the difference between the two. > > > >If I wanted to allocate an Account to a salesman, which one would I be > >better off using? Or am I better of using a Category? > > > >If it helps to have more information, things I may want to do at a later > >date are: pull off reports by Salesman, move individual Accounts to another > >Salesman, update a Salesman's name (for example if one leaves and his area is > >replace en masse by a new Salesman), or view all Accounts for one particular > >Salesman. > > > >Thanks for any advice. > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200704/1 > >

Re: Assigned To / Initiated By Luther <enowning[ at ]gmail.com> 4/26/2007 4:26:24 PM On Apr 26, 3:02 am, Sue C <S...[ at ]discussions.microsoft.com> wrote: [Quoted Text] > Thanks for your advice. Do you know if there is a way to do a global update > of the Assigned To field - ie. select multiple Accounts and change them all > in one go? > > > > "mrtimpeterson via OfficeKB.com" wrote: > > Sue, > > > These are great questions as you do the all important up front work of > > thinking these matters through in order to create a more useful db for your > > business. I would use the "Assigned to" field to designate assignment to a > > salesperson. I believe that the design of this field is intended to be > > populated by other shared db users from an edited list you create. The > > "Initiated by" field can be where you link to someone who may have played a > > role in referring the business to you in the first place. > > > -THP > > > Sue C wrote: > > >Still trying to get the foundations in place for a really solid database. > > > >When setting up a new Account I see fields for 'Assigned To' and 'Initiated > > >by'. Can anyone explain the difference between the two. > > > >If I wanted to allocate an Account to a salesman, which one would I be > > >better off using? Or am I better of using a Category? > > > >If it helps to have more information, things I may want to do at a later > > >date are: pull off reports by Salesman, move individual Accounts to another > > >Salesman, update a Salesman's name (for example if one leaves and his area is > > >replace en masse by a new Salesman), or view all Accounts for one particular > > >Salesman. > > > >Thanks for any advice. > > > -- > > Message posted via OfficeKB.com > >http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200704/1- Hide quoted text - > > - Show quoted text - I believe that for global updates you are limited to doing them directly in the database, or perhaps exporting to a bcm file, updating that, and then reimporting.

Re: Assigned To / Initiated By Sue C 4/27/2007 9:34:03 AM Hi Luther I'm not sure I understand what you mean when you say "limited to doing them directly in the database". How do I do this? I would prefer not to have the aggravation of exporting and re-importing. Thanks. Sue "Luther" wrote: [Quoted Text] > On Apr 26, 3:02 am, Sue C <S...[ at ]discussions.microsoft.com> wrote: > > Thanks for your advice. Do you know if there is a way to do a global update > > of the Assigned To field - ie. select multiple Accounts and change them all > > in one go? > > > > > > > > "mrtimpeterson via OfficeKB.com" wrote: > > > Sue, > > > > > These are great questions as you do the all important up front work of > > > thinking these matters through in order to create a more useful db for your > > > business. I would use the "Assigned to" field to designate assignment to a > > > salesperson. I believe that the design of this field is intended to be > > > populated by other shared db users from an edited list you create. The > > > "Initiated by" field can be where you link to someone who may have played a > > > role in referring the business to you in the first place. > > > > > -THP > > > > > Sue C wrote: > > > >Still trying to get the foundations in place for a really solid database. > > > > > >When setting up a new Account I see fields for 'Assigned To' and 'Initiated > > > >by'. Can anyone explain the difference between the two. > > > > > >If I wanted to allocate an Account to a salesman, which one would I be > > > >better off using? Or am I better of using a Category? > > > > > >If it helps to have more information, things I may want to do at a later > > > >date are: pull off reports by Salesman, move individual Accounts to another > > > >Salesman, update a Salesman's name (for example if one leaves and his area is > > > >replace en masse by a new Salesman), or view all Accounts for one particular > > > >Salesman. > > > > > >Thanks for any advice. > > > > > -- > > > Message posted via OfficeKB.com > > >http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200704/1- Hide quoted text - > > > > - Show quoted text - > > I believe that for global updates you are limited to doing them > directly in the database, or perhaps exporting to a bcm file, updating > that, and then reimporting. > >