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Creating accounts from Business Contacts List

 
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BFFLLC



Joined: 25 Feb 2008
Posts: 6

PostPosted: Sun Feb 24, 2008 7:55 pm    Post subject: Creating accounts from Business Contacts List Reply with quote

I imported my ACT contact database to BCM. To create an account for my
contacts I have to retype all of the information on the new account page.
Why can I not just click on a contact that is already in my database and
retrieve the pertinant information from it. This is totally contrary to what
a computer is supposed to do which is save you time and effort so you can get
more work done. I am seriously considering going back to ACT.
--
M Harris

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Lon Orenstein



Joined: 13 Aug 2007
Posts: 40

PostPosted: Sun Feb 24, 2008 10:53 pm    Post subject: Re: Creating accounts from Business Contacts List Reply with quote

BFFLLC:

Open a Business Contact, click on the Account button, then click on New when
the Account find dialog comes up. BCM will copy basic info into the account
record for you.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com



"BFFLLC" wrote in message @microsoft.com...
>I imported my ACT contact database to BCM. To create an account for my
> contacts I have to retype all of the information on the new account page.
> Why can I not just click on a contact that is already in my database and
> retrieve the pertinant information from it. This is totally contrary to
> what
> a computer is supposed to do which is save you time and effort so you can
> get
> more work done. I am seriously considering going back to ACT.
> --
> M Harris
>
> ----------------
> This post is a suggestion for Microsoft, and Microsoft responds to the
> suggestions with the most votes. To vote for this suggestion, click the "I
> Agree" button in the message pane. If you do not see the button, follow
> this
> link to open the suggestion in the Microsoft Web-based Newsreader and then
> click "I Agree" in the message pane.
>
> http://www.microsoft.com/office/community/en-us/default.mspx?mid=67914fe3-32e5-47be-a2b0-5e61c753db54&dg=microsoft.public.outlook.bcm
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BFFLLC



Joined: 25 Feb 2008
Posts: 6

PostPosted: Sun Feb 24, 2008 11:20 pm    Post subject: Re: Creating accounts from Business Contacts List Reply with quote

Thank you.
--
M Harris


"Lon Orenstein" wrote:

> BFFLLC:
>
> Open a Business Contact, click on the Account button, then click on New when
> the Account find dialog comes up. BCM will copy basic info into the account
> record for you.
>
> HTH,
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon@pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> www.pinpointtools.com
>
>
>
> "BFFLLC" wrote in message
> @microsoft.com...
> >I imported my ACT contact database to BCM. To create an account for my
> > contacts I have to retype all of the information on the new account page.
> > Why can I not just click on a contact that is already in my database and
> > retrieve the pertinant information from it. This is totally contrary to
> > what
> > a computer is supposed to do which is save you time and effort so you can
> > get
> > more work done. I am seriously considering going back to ACT.
> > --
> > M Harris
> >
> > ----------------
> > This post is a suggestion for Microsoft, and Microsoft responds to the
> > suggestions with the most votes. To vote for this suggestion, click the "I
> > Agree" button in the message pane. If you do not see the button, follow
> > this
> > link to open the suggestion in the Microsoft Web-based Newsreader and then
> > click "I Agree" in the message pane.
> >
> > http://www.microsoft.com/office/community/en-us/default.mspx?mid=67914fe3-32e5-47be-a2b0-5e61c753db54&dg=microsoft.public.outlook.bcm
>

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