Business Contact Manager

[laney]

Does anyone know how I can enter accounts in my BCM such as a University that
has multiple departments and each department has a separate business contact.
I want to be able to link them into groups with each one having their own
address and phone number but I only want to put them under one account name.
In example lets say University of Georgia would be my Account name but I need
to be able to have multiple mailing addresses and business contacts with in
the single account. Is this possible or do I have to have a separate account
for each divison of the university. Also this would apply to banks that have
several branches.

 

[Russell]

I agree with Laney, I posted a question about adding a custom field. At the
moment you can only attach either a Business Contact or an account to an
opportunity. It coudl be as Laney suggests below that you have a single
account with multiple contacts and opportunities. I can see that this woudl
apply to almost any reasonable sized organisation.

 

[Luther]

Does anyone know how I can enter accounts in my BCM such as a University that
has multiple departments and each department has a separate business contact.
I want to be able to link them into groups with each one having their own
address and phone number but I only want to put them under one account name.
In example lets say University of Georgia would be my Account name but I need
to be able to have multiple mailing addresses and business contacts with in
the single account. Is this possible or do I have to have a separate account
for each divison of the university. Also this would apply to banks that have
several branches.

I think this is where the Company Name field becomes useful. You
create different Accounts for each department or branch, but they all
have the same Company Name, so you can run reports, etc., where
Company Name = "University of Georgia".

 

[TJ]

The product is a mess. I have spent 9 months converting data from ACT to BCM
only to learn that everything is a chore. Some things I have learned that
might help: work in contacts then move (drag them to BCM). You can create
several copies of a contact in Contacts (Control +C, Control +V) and make
each one an individual contact or email address. You can then add to BCM and
group. The other option is to create an excel spreadsheet with the data and
import into BCM or Contacts. You can also right click in an email message and
add to contacts. The contact will be open and then add the Company or contact
fields necessary to separate by departments.