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MS Office Forum / Outlook / Business Contact Manager / May 2008Create account from contact
It would be nice if you had a right-click context menu item to create Account from Contact which would default the account name to the company in the contact and add the contact to the contacts list. I think natural daily workflow is to create contacts first as you talk to people and gather their info. Then you may want add Account. Another reason I have currently is ACT imported everything as a contact. Now I have setup 500+ accounts manually. On Apr 14, 11:04 pm, "William Stacey [C# MVP]" <william.sta...@gmail.com> wrote: > It would be nice if you had a right-click context menu item to create > Account from Contact which would default the account name to the company in [quoted text clipped - 3 lines] > ACT imported everything as a contact. Now I have setup 500+ accounts > manually. I believe there's a way to do what you're asking, and it seems obvious once you learn it, but I've, sadly, forgotten it. Perhaps someone else knows, or you can search this newsgroup for that nugget. I don't have a PC in front of me with BCM loaded but, as I remember... Go into the contact record, click on the Account button, and click on New. Some of the contact's data will populate the account record. 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 > It would be nice if you had a right-click context menu item to create > Account from Contact which would default the account name to the company [quoted text clipped - 3 lines] > currently is ACT imported everything as a contact. Now I have setup 500+ > accounts manually. Over here, nothing populates. It would make sense if company name, address, phone and email populate at least. >I don't have a PC in front of me with BCM loaded but, as I remember... > [quoted text clipped - 19 lines] >> currently is ACT imported everything as a contact. Now I have setup 500+ >> accounts manually. On Apr 15, 5:50 pm, "William Stacey [C# MVP]" <william.sta...@gmail.com> wrote: > Over here, nothing populates. It would make sense if company name, address, > phone and email populate at least. [quoted text clipped - 24 lines] > > - Show quoted text - Try this: http://beyng.blogspot.com/2008/04/create-account-from-business-contact.html I had the problem where I couldn't print a report based on company so I turned all of my Contacts into Accounts. I just opened the BCM contacts folder, clicked onto one of my contacts, hit CTRL-A to select them all and then dragged them into my accounts folder. It imports all of the information with the same fields... which is pretty much everything. If you had any user-fields you created on the BCM form, then just create them onto the Accounts General form as well. > On Apr 15, 5:50 pm, "William Stacey [C# MVP]" > <william.sta...@gmail.com> wrote: [quoted text clipped - 29 lines] > Try this: > http://beyng.blogspot.com/2008/04/create-account-from-business-contact.html |
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