"BusinessContact" information from "Accounts"

[Guest]

I am coming to BCM from ACT! and having an incredibly hard time with some simple issues...
(1) Do I have to actually add an account and all the information and then all the information in the business contact field too? In ACT! when you add a contact to an account it automatically adds addresses, phone numbers etc. and you can just change things if needed.

(2)Why doesn't BCM automatically let me see contact information in a task? I know I can assign it a "business contact" and then click on it when I open the task but when I look at Outlook today it just shows things like "follow up". I should not have to type in a Contact name in the task field when I assign the task from the contact form. Help.

 

[Sue Mosher [MVP]]

1) Yes, if you want the information to be in both places.

2) I agree, but unfortunately, that's not the way Microsoft designed BCM. I
recommend that people add the name to the Contacts box manually.
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

I am coming to BCM from ACT! and having an incredibly hard time with some simple issues...
(1) Do I have to actually add an account and all the information and then

all the information in the business contact field too? In ACT! when you add
a contact to an account it automatically adds addresses, phone numbers etc.
and you can just change things if needed.

(2)Why doesn't BCM automatically let me see contact information in a task?

I know I can assign it a "business contact" and then click on it when I open
the task but when I look at Outlook today it just shows things like "follow
up". I should not have to type in a Contact name in the task field when I
assign the task from the contact form. Help.