Married business contacts

[Guest]

I am a mortgage loan officer so the majority of my business contacts are
married couples...is there a way to create one record for the couple but have
both of their information in the record. It will only let you put in one
first name and one birthdate.

Thanks!
April

 

[Lon Orenstein]

April:

You can add additional fields in BCM and customize them for your business.
Click on Business Contact Manager, Customize Forms, Manage User Defined
Fields and you'll see the different item types you can customize.

Or, <commercial plug starting>, you can buy our pinpointMortgage that's
already customized for loan officers and includes our pinpoint Marketing
tool to help you build better relationships through drip marketing. Check
it out on our website. <commercial plug ending>

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com