setting up accts in BCM

  • Thread starter Thread starter TonyaG
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TonyaG

We're using Outlook 2007 w/BCM, Windows XP Professional
I am very new to this program and would like to know if anyone has
suggestions in setting up accounts. It is my understanding that you cannot
link a contact to multiple accounts.

My first question is what do you use the accounts for? We'd like to set
something up where we list the consultants, clients and types of work that do
here. And then underneath each of those categrories we would list the
various people and vendors who are attached to those accounts. Would this be
the best way to set this up (even know you cannot link 1 contact to 2
accounts?) What if I have an architect who is also working for a developer?

Any advice you have on this would be helpful.
Thank you,
 
We're using Outlook 2007 w/BCM, Windows XP Professional
I am very new to this program and would like to know if anyone has
suggestions in setting up accounts.  It is my understanding that you cannot
link a contact to multiple accounts.  

My first question is what do you use the accounts for?  We'd like to set
something up where we list the consultants, clients and types of work that do
here.  And then underneath each of those categrories we would list the
various people and vendors who are attached to those accounts.  Would this be
the best way to set this up (even know you cannot link 1 contact to 2
accounts?) What if I have an architect who is also working for a developer?

Any advice you have on this would be helpful.  
Thank you,
Click to expand...

Generally Accounts are billing enitities (usually companies) and
Business Contacts are people, who work for the Accounts they are
parented by.
 
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