User Defined fields from ACT2005

[Guest]

I have been using ACT for a long time & am trying to setup Outlook BCM.
My ACT database is tracking Company, Contact, and Equipment (multiple user
defined fields).
The way I use ACT to tract the Equipment individually is to create one
Company and create a contact for each piece of Equipment. This create a lot
of duplicate contacts to tract each piece of Equipment.
I understand to use Outlook, I should use Accounts for each Businesses,
Business Contact for each Contact, but what about using Business Projects to
track the Equipment (it has multiple custom fields)?
I want to setup OBCM to tract my needs without limiting the features of
mailings and quotations.

 

[Lon Orenstein]

That's a good way to do it, ExactService. Forget that they're Business
Projects and just make believe they're Equipments. What you're looking for
is a one-to-many relationship between the Contacts and the Equipments,
right?

You're on the right track...

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

 

[Guest]

Thank you Lon. I wanted to ask before I load the data into OBCM and then
discover it was the wrong way to go.
I will let you know how it works out.
ExactService