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.

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

--
With Regards

Raul Thomas
"FluidpowerDave" <(E-Mail Removed)> wrote in message
news:5FDFFB20-7374-4EAB-A7BE-(E-Mail Removed)...
> 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.

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.

"FluidpowerDave" wrote:

> 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.

Thanks for the update
--
With Regards

Raul Thomas
"FluidpowerDave" <(E-Mail Removed)> wrote in message
news:60C779EC-FDB1-42A7-B2D1-(E-Mail Removed)...
> 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.
>
> "FluidpowerDave" wrote:
>
>> 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.

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