Account or business contact?


M

mobilevet

I own a mobile veterinary service that sells products and services. My
customers are indivual pet owners and my patients are pets. Should the
customers be bc or a?
 
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C

Chad

I would suggest Business Contacts since their addresses will be different.
You may have accounts set up for your suppliers, for example.
 
L

Luther

I own a mobile veterinary service that sells products and services. My
customers are indivual pet owners and my patients are pets. Should the
customers be bc or a?
In BCM accounts are meant for entities you sell things to (paying
customers) and business contacts are intended for people. Features in
BCM follow that notion; e.g. Accounts can be linked to Office
Accounting and then you can see transactions on the Account form.

Although it is called "Business Contacts", to date BCM is really a
Customer Relationship Management or Sales Force Automation tool. It
isn't designed to manage other contacts like vendors, contractors,
employees, etc. You can enter them as Business Contacts, but there
aren't any vendor reports, employee folders, and so on.
 
R

Richard

Luther said:
On Dec 3, 12:15 pm, mobilevet <mobile...@discussions.microsoft.com>
wrote:
Although it is called "Business Contacts", to date BCM is really a
Customer Relationship Management or Sales Force Automation tool. It
isn't designed to manage other contacts like vendors, contractors,
employees, etc. You can enter them as Business Contacts, but there
aren't any vendor reports, employee folders, and so on.
Hmm, was going to install BCM over Outlook 2003, now I not so sure,
since it can't handle all types of contacts, like mention above.

Q. what can handle all contact types, as mention above for outlook 2003 ?

Rich
 
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L

Lon Orenstein

Richard:

Luther was referring to the use of BCM with Office Accounting -- there is no
designation in BCM that Accounting understands for a Vendor or Employee,
just Customer (Account in BCM).

You can use a field in BCM or a Category to separate clients, vendors,
employees, prospects, leads, relatives, friends, resources, et al. It
handles this just fine.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 

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