How do I split an account up by divisions?

[waterskyle]

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?

 

[mrtimpeterson via OfficeKB.com]

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]

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]

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

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,

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