Address handling with BCM 2003/2007 Beta - really need assistance!

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I might be "blind" (and apologize if so), but not anywhere on the net I can
find some good answers to my struggling with hos BCM handles addresses. One
of the most usual issues that occurs in daily business life is that an
Account changes some information (address, telephone or something), that of
course needs to be reflected on the associated Contacts to that Account. Is
it really so that BCM is based on manually updating all the Contact records
with the same information that has changed on the Account? (I hope I'm wrong
and would appreciate if someone can tell me how to best handle this). If it
so, do you now about any third party add ons that can handle this in a way
that is mess ineffective? Looking forward to some input on this.
 
Gieri said:
I might be "blind" (and apologize if so), but not anywhere on the net I can
find some good answers to my struggling with hos BCM handles addresses.
One
of the most usual issues that occurs in daily business life is that an
Account changes some information (address, telephone or something), that
of
course needs to be reflected on the associated Contacts to that Account.
Is
it really so that BCM is based on manually updating all the Contact
records
with the same information that has changed on the Account? (I hope I'm
wrong
and would appreciate if someone can tell me how to best handle this). If
it
so, do you now about any third party add ons that can handle this in a way
that is mess ineffective? Looking forward to some input on this.
Click to expand...

I would not want that behavior with my accounts.

I have business contacts in multiple branch offices. How would the software
know which office to update?

I'll look into a way to update that information though :)
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
 
Thank you for your reply Leonid!

I can see your point there, however I would argue that since BCM currently
doesn't support branch offices (grand parent handling), each branch office
should be a different account. You get much redundant data with the current
handling, and very quickly I see inconsistencies in data and risk for errors
(in addition to much work.) Do you know if BCM has plans for incorporating
branch offices (grand parent handling) in the future? (I can see that they
have the nessecary fields in the ContactMainTable for this.)

The best way to handle this today to take take of both our needs and wants
is a check box functionality in the interface of BCM where you can tell the
the spesific Contact's Business Address should be linked to the Account's
Business Address (interface wise equal as you do for the mailing address.) As
I see it, this would not comprimise either yours or my wants and needs in
this.

I made a code yesterday that in an Access application updates all Contact'
Business Address with the Accounts Business Addresses, but I am not
comfortable with this as a sollution in the long run (especially since I
don't have the database layout documentation at hand.) Do you know if I risk
comprimising any data (making BCM unstable) doing this? (for info I only
update in the tables ContactBusinessAddress table for type 2 (Contacts) and
for ContactPostAddress for same.) (Btw: using 2007 Beta).

Thank again for your response!
 
Back
Top