How do I template account data for new contacts in Outlook?

[Guest]

When adding a new contact in Business Contact Manager to an existing account
I have to re-enter all of the base data such as address, phone numbers,
website etc. is there a way of templating this redundant data? I have WinXP
with Microsoft Office 2003.

 

[Raul]

I am afraid that BCM was not designed to work that way

 

[Guest]

Actually, I was able to find a way to do this. After the first contact has
been populated with the account data. The contact must be pulled up-click on
Actions-Then New Business Contact From the Same Company to generate the next
contact. Once this is saved you need to go into the Account and click on Add
Contacts-then click on existing contacts to double-click on the contact you
made in order for the contact to be listed on the account. By the time I
have all of my Accounts configured with their contacts and associated data,
my competition will have had plenty of time to work on taking my business.

 

[Raul]

Thanks for the update

 

[Luther]

You can also try copying the Account to the Business Contacts folder
and then updating the new Contact with the person's info.