Business Contact Manager Account

[Guest]

I am trying to add / specify an Account in BCM. I double clicked on my
contact to open it and tried to create a new account by clicking on the box
next to the Account Name. However, when I click on the "box", nothing occurs.

 

[Luther]

Try adding an Account from the Accounts folder.
If you can create a new Account, then try linking it to the Contact.

 

[Guest]

Luther,

Thank you for your reply. I tried adding an account from the Accounts
folder, however, I couldn't add a primary contact. In fact, the drop down
field, where it would appear that you select a contact, was blank. When I
saved the record I received the following message, "The File As field for
this contact is empty. You may not have entered a name or company. Do you
want to save the contact with an epty File As field?".

RickM

 

[Tim P via OfficeKB.com]

Rick,

I believe that you need to populate all of your name fields on the Business
Contact Record form in order for the "File As" field to fully contain this
information in the database. Try that and see if you get something to pick
from in your drop down list when creating an Account.

-THP

 

[Luther]

Just the Account Name should be sufficient to get something into
FileAs.

Looking at an Account in the database (ContactNamesTable), it appears
that value gets copied into FullName, Subject, and FileAs fields.