Muliple Accounts with business contacts

  • Thread starter Thread starter Craig
  • Start date Start date
C

Craig

I have 3 Accounts (Businesses) where a business contact owns all three
businesses.

How would this be set up?

Can you relate 1 business contact to all 3 accounts?

Craig
 
I have not found a way to do this. Once I assign a Contact to an Account,
that one is no longer available to use again. I tried one thing that worked,
but may not be feasible, I created three Contact records, one for each
Account, but used the Company field (not the Account field) and typed in each
different Company name. Then I opened the File As box and chose LN, FN,
(Company Name) as the File As.
So now when I search for JONES, I get Jones, Ralph (Company A); Jones, Ralph
(Company B) and Jones, Ralph (Company C). Because the Company field is
different for each one, I have not yet overwritten this info when I check for
dups (like when I'm importing more/new data). And you can associate one of
Jones, Ralphs to an Account, just repeat that info in the Company field. Not
elegant, but it works for me, for now.
 
This feature is not possible with BCM V1 and V2.

From what I have heard, looks like this feature will be incorporated in BCM
V3.

Let's wait and watch!!!
 
I could be wrong but from what I have seen in the beta this is not the case.
I can only link a business contact to a single account.
 
Back
Top