Duplicate Business Contact

J

jwnparadise

Anydoby know how to create a new business contact from an existing Business
contact? Seems like it ought to be a defualt feature but I can't seem to find
it. This is needed when you have multiple contacts at the same business.

Thanks,

Jon
 
J

Jerry Blake (MSFT)

Hi Jon,

The BCM contact store doesn't allow copy/paste directly in it. However, you
could copy your base contact into your outlook contact store, then copy that
back to BCM.

We don't support direct copy paste because of our history linking and
account interactions.


--
 
J

jwnparadise

Thanks Jerry, at least I know I am not crazy.

Your work around is what I will do going forward, but interestingly enough,
if I could copy a business contact I wouldn't want the history to go anyways.

Any chance this gets updated as it is a useful feature from other CRM's I
have used?

By the way love the BCM product.

Thanks again,

Jon

Jerry Blake (MSFT) said:
Hi Jon,

The BCM contact store doesn't allow copy/paste directly in it. However, you
could copy your base contact into your outlook contact store, then copy that
back to BCM.

We don't support direct copy paste because of our history linking and
account interactions.


--
--
Jerry Blake [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights



jwnparadise said:
Anydoby know how to create a new business contact from an existing Business
contact? Seems like it ought to be a defualt feature but I can't seem to find
it. This is needed when you have multiple contacts at the same business.

Thanks,

Jon
Click to expand...
Click to expand...
 
Top