Can I create a parent/child account relationship in BCM?

  • Thread starter Thread starter bobo
  • Start date Start date
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bobo

Hello all, I would like to create an account tree structure within BCM and
can't see how to do this. I want to start at the parent and then relate the
divisions and sub-divisions of the account. Can do?
 
bobo:

In a word, No. BCM has accounts that hierarchically relate to business
contacts but you can't have sub-accounts or sub-contacts. Check out MS CRM
Online for that... A workaround might be to use categories to denote your
hierarchies and then customize a view to see them by category.

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
www.pinpointtools.com
 
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