Thanks Constantine!
Yes, I agree that it would be ideal to store the account related data at the
account level. I think you can do that and even though it might be more
clicks than Goldmine, you can still get where you want to get to.
Here's Plan A: When it's time to call an account, open the account record
so you can see the information about the company. Click on the New History
Item button and choose Business Note. Now you have a note that is linked to
the account. To add the contact's link, click inside the note on the Link
To button and add the contact. This way, you save the clicks of opening the
contact record, yet the note is linked to both. Even though it's redundant,
it might be fewer clicks and more palatable to you.
Or, Plan B: Open the account record, review the fields of data, then double
click to open the contact's record, then click on New History Item, Business
Note and that will link to the contact. As Tim said, this will
automatically rollup into the account record when you look in history for
the account. I know it's inconvenient but it sounds like you're making
longer calls than a telemarketer selling auto warranties so it shouldn't
impact your overall performance. Still not optimal, but maybe OK.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
(E-Mail Removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
"constantine" <(E-Mail Removed)> wrote in message
news:46908087-697B-4C1B-8622-(E-Mail Removed)...
> Hi Lon,
>
> Thanks for your reply. (I'm sitting here with your Dummies book next to
> me!)
>
> Let me explain why I want to cascade information down ...
>
> I am setting up a sales database to try to sell my company's language
> training courses to corporate clients. I regularly contact Training
> Managers,
> Training Co-ordinators etc. in these multinational companies and gather
> information on what the company (as a whole) does in relation to language
> training. (i.e. what languages do they teach their staff, how many courses
> do
> they arrange each year, what is their spend, do they have a regular
> supplier,
> etc.
>
> To me it makes sense to store this information at the Account level
> because
> it is common to the company. However, when I want to call one of the
> contacts
> in a particular company, it is time-consuming to have to refer to both the
> Account record and the Contact record. It would save time if I was able to
> view the general information at the Contact level.
>
> Perhaps I am missing something here because I am used to using GoldMine.
> Maybe I just need to work my way through your book and figure out the best
> way of using BCM.
>
> Regards
>
> Constantine
>
> "Lon Orenstein" wrote:
>
>> Constantine:
>>
>> No, BCM doesn't do that. I'm curious -- what's your reason for wanting
>> this?
>> What are you trying to accomplish?
>>
>> Thanks,
>> Lon
>>
>> ___________________________________________________________
>> Lon Orenstein
>> pinpointtools, llc
>> (E-Mail Removed)
>> Author of Outlook 2007 Business Contact Manager For Dummies
>> Author of the eBook: Moving from ACT! to Business Contact Manager
>> www.pinpointtools.com
>>
>>
>>
>> "constantine" <(E-Mail Removed)> wrote in message
>> news:2C60CBC5-E14C-4AE0-84D3-(E-Mail Removed)...
>> > Hi
>> >
>> > I'm new to BCM. I want to know if it is possible to create user-defined
>> > fields at the Account level such that when you enter data into them,
>> > the
>> > same
>> > data is cascaded down to the corresponding user-defined field of a
>> > business
>> > contact linked to that account.
>> >
>> > Constantine
>>
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