G
Guest
Im not sure exactly what would be the easiest way to handle this and I would
like some suggestions on this...
I have two companies in SBA and would like to use both companies in outlook
with BCM. Currently I have a lot of business contacts in one company file
and in bcm and I just started a new company with little business contacts. I
was using bcm mainly to track emails to and from these business contacts in
outlook before getting sba. Now that I added the 2nd company and also SBA I
can only view one company, one database of bcm, and work in one instance of
outlook at a time. This is really a big pain in the rear especially since i
receive emails from both companies and now it will only track one at a time
in outlook and bcm.
I was thinking to merge the business contacts from the smaller company to
the larger one in bcm so that I can continue to track the emails for both
sets of business contacts at once. I would then tag the smaller company in a
group or something to know which contacts are for each company. I have
linked the company accounts from sBA into BCM and would just switch the
company i am linking to each time i need to get financials for a particular
contact instead of switching databases, linked to sba etc.
Does anyone have any other way of doing this or is this my only option at
this time. I am open to suggestions.
Thanks in advance and sorry for the long post.
like some suggestions on this...
I have two companies in SBA and would like to use both companies in outlook
with BCM. Currently I have a lot of business contacts in one company file
and in bcm and I just started a new company with little business contacts. I
was using bcm mainly to track emails to and from these business contacts in
outlook before getting sba. Now that I added the 2nd company and also SBA I
can only view one company, one database of bcm, and work in one instance of
outlook at a time. This is really a big pain in the rear especially since i
receive emails from both companies and now it will only track one at a time
in outlook and bcm.
I was thinking to merge the business contacts from the smaller company to
the larger one in bcm so that I can continue to track the emails for both
sets of business contacts at once. I would then tag the smaller company in a
group or something to know which contacts are for each company. I have
linked the company accounts from sBA into BCM and would just switch the
company i am linking to each time i need to get financials for a particular
contact instead of switching databases, linked to sba etc.
Does anyone have any other way of doing this or is this my only option at
this time. I am open to suggestions.
Thanks in advance and sorry for the long post.