Can I link a single project to multiple accounts / business contac


J

Jonathan Adams

I am reviewing BCM 2007 to see if it will meet our needs. We are attempting
to create a system that will allow us to track our accounts, contacts,
projects (in the sales department) and opportunities. Everything seems to
work well, except one major problem. It appears that I cannot link a project
or opportunity to multiple accounts& business contacts. I can add "Related
accounts & business contacts" to a business project, but this does not show
up in the history of the accounts or business contacts that I've added. The
history will only show up if it is linked, and best I can tell, you can only
link one business project to one account / business contact.

Am I missing something? Is there a workaround to this?

If this is in fact the case, THIS MUST BE ADDRESSED IN FUTURE RELEASES. If I
can't find a workaround, we will not be able to use BCM.
 
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J

Jan K

Jonathan Adams said:
I am reviewing BCM 2007 to see if it will meet our needs. We are attempting
to create a system that will allow us to track our accounts, contacts,
projects (in the sales department) and opportunities. Everything seems to
work well, except one major problem. It appears that I cannot link a
project
or opportunity to multiple accounts& business contacts. I can add "Related
accounts & business contacts" to a business project, but this does not
show
up in the history of the accounts or business contacts that I've added.
The
history will only show up if it is linked, and best I can tell, you can
only
link one business project to one account / business contact.

Am I missing something? Is there a workaround to this?

If this is in fact the case, THIS MUST BE ADDRESSED IN FUTURE RELEASES. If
I
can't find a workaround, we will not be able to use BCM.

Well, I can only confirm that you are right. BCM is very limited in its
functionality. No workaround AFAIK
 

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