How do I collect all contacts from same company in one Account?


G

Guest

I want to convert my business contacts from Outlook 2003 to BCM and put
’companies’ into ‘accounts’. So I did by exporting OL Contacts to Access and
imported the mapped companies into Account in BCM. But how do I collect all
contacts from same company in one Account?
 
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G

Guest

I think you have to do this manually. First you import your accounts, then
you import your contacts. Then when you go to add contacts to an account, all
the contacts should appear in the drop down window (you can sort them by
company). Then I think you need to select each contact required for each
account. This is the only way I found to do this. It's a slow process, so I
hope someone else responds with a better method for you.

All the best.

Ian
 

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