Hi Lon,
Thanks for your reply. (I'm sitting here with your Dummies book next to me!)
Let me explain why I want to cascade information down ...
I am setting up a sales database to try to sell my company's language
training courses to corporate clients. I regularly contact Training Managers,
Training Co-ordinators etc. in these multinational companies and gather
information on what the company (as a whole) does in relation to language
training. (i.e. what languages do they teach their staff, how many courses do
they arrange each year, what is their spend, do they have a regular supplier,
etc.
To me it makes sense to store this information at the Account level because
it is common to the company. However, when I want to call one of the contacts
in a particular company, it is time-consuming to have to refer to both the
Account record and the Contact record. It would save time if I was able to
view the general information at the Contact level.
Perhaps I am missing something here because I am used to using GoldMine.
Maybe I just need to work my way through your book and figure out the best
way of using BCM.
Regards
Constantine
[quoted text clipped - 22 lines]