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MS Office Forum / Outlook / Contacts / February 2005

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Outlook Contact Manager: Account vs Company Name???

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PCMurphy51 - 16 Feb 2005 12:55 GMT
I am using Outlook CRM and I have read over the Help and viewed the Tour a
few times and I cannot see the significant differance between what and when
to add an "Account", or to just add a "Company Name" to a a "Contact"?

Thanks,
Kevin Murphy
A Microsoft Product user since 1988
Sue Mosher [MVP-Outlook] - 16 Feb 2005 13:45 GMT
You mean you are using Business Contact Manager? The newsgroup for that
product is microsoft.public.outlook.bcm.

You can use an account to make it easy to view all contacts, opportunities,
history related to a single company.

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Sue Mosher, Outlook MVP
Author of
    Microsoft Outlook Programming - Jumpstart for
    Administrators, Power Users, and Developers
    http://www.outlookcode.com/jumpstart.aspx

>I am using Outlook CRM and I have read over the Help and viewed the Tour a
> few times and I cannot see the significant differance between what and
[quoted text clipped - 4 lines]
> Kevin Murphy
> A Microsoft Product user since 1988
PCMurphy - 16 Feb 2005 14:35 GMT
Sue,
Thanks for the response.
I understand that an Account can group Contacts, but also a Company
Indentification is also a logical grouping for Contacts.  It seems redundant
that you would choose a Company for Contact and then also an Account.
Still a little puzzled?
Thanks,
Kevin Murphy

> You mean you are using Business Contact Manager? The newsgroup for that
> product is microsoft.public.outlook.bcm.
[quoted text clipped - 10 lines]
> > Kevin Murphy
> > A Microsoft Product user since 1988
Sue Mosher [MVP-Outlook] - 16 Feb 2005 15:11 GMT
It's not redundant at all, because you can't assume that the contact's
company and the account are the same. Here's an example: Let's say you run a
web site and have a lot of advertisers. Some advertisers do their own media
buys, while others outsource it to an ad agency. The ad agency contact would
have their own Company name, but might be stored in BCM with a pointer to
the Account for the actual advertiser.
Signature

Sue Mosher, Outlook MVP
Author of
    Microsoft Outlook Programming - Jumpstart for
    Administrators, Power Users, and Developers
    http://www.outlookcode.com/jumpstart.aspx

> Sue,
> Thanks for the response.
[quoted text clipped - 22 lines]
>> > Kevin Murphy
>> > A Microsoft Product user since 1988
 
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