New to Business Manager and Need Help

[BillK]

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.

 

[Lon Orenstein]

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
(e-mail address removed)
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]

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

 

[emilh]

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