CRM Forum Tag: business contact

CRM Forum Tag: business contact http://forum.crmreports.com/ User-to-user CRM related forums en Sun, 01 Aug 2010 01:38:04 +0000 cotillo on "Reports BCM" http://forum.crmreports.com/topic/reports-bcm#post-2142 Thu, 11 Dec 2008 11:45:57 +0000 cotillo 2142@http://forum.crmreports.com/ Hello, my question is if somobody knows how is possible to create marketing campaigne reports where I can see the proffesional contact name and the count where he is added? Thanks UG Bot on "Details on linking my Business Contact to an Account" http://forum.crmreports.com/topic/details-on-linking-my-business-contact-to-an-account#post-2121 Tue, 18 Nov 2008 18:52:25 +0000 UG Bot 2121@http://forum.crmreports.com/ Newsgroup subject: re: Business Contact detail linked to an Account Archived from: microsoft.public.outlook.bcm Author: Smike Lozzaw, I also expected an option to populate the contact with address information. I'm not sure of what you mean by "link the Business Contact from the Address record". What I do from inside the contact record is use the 'Account' button just below contact name to create the link and then double click on the company name from within the contact record - up comes the account and I then copy and paste the address into the address box and check formatting by clicking the button to the left. UG Bot on "Details on linking my Business Contact to an Account" http://forum.crmreports.com/topic/details-on-linking-my-business-contact-to-an-account#post-2120 Tue, 18 Nov 2008 18:51:54 +0000 UG Bot 2120@http://forum.crmreports.com/ Newsgroup subject: Business Contact detail linked to an Account Archived from: microsoft.public.outlook.bcm Author: Lozzaw Hi, I have linked my Business Contact to an Account. The Account record holds the company name and address details. When I link the Business Contact from the Address record, the Company and Address fields are NOT automatically populated from the Account, as I would have expected. This means that when running a Marketing Campaign/Mail Merge for the Business Contact, there is no address or company name shown. How am I meant to add the company name and address detail to the Business Contact? Thanks UG Bot on "How to export a single business contact from BCM 2007" http://forum.crmreports.com/topic/how-to-export-a-single-business-contact-from-bcm-2007#post-2112 Tue, 18 Nov 2008 18:44:48 +0000 UG Bot 2112@http://forum.crmreports.com/ Newsgroup subject: re: Export A Single Business Contact Archived from: microsoft.public.outlook.bcm Author: Luther Go to the Business Contacts folder. Right click on the Business Contact you want to expoort, select Export. UG Bot on "Deleting business contact breaks associations?" http://forum.crmreports.com/topic/deleting-business-contact-breaks-associations#post-2111 Tue, 18 Nov 2008 18:44:01 +0000 UG Bot 2111@http://forum.crmreports.com/ Newsgroup subject: re: Individual Who Is a A Lead/Contact, Later an Account Archived from: microsoft.public.outlook.bcm Author: Luther Yes, as a general rule, deleting a BCM entity will delete its children (e.g. deleting a Business Contact will delete its Opportunities, and so on). BCM considers Accounts to be legal entities with whom you have transactions, and Business Contacts to be people. To a BCM user the differences may only show up in subtle ways; e.g., an account may not have Home Phone. The usual recommendation, in the case of a single person customer, is to create create an Account from the Business Contact when the Business Contact changes from a lead to a customer, and make the Business Contact a child of the Account. UG Bot on "How to export a single business contact from BCM 2007" http://forum.crmreports.com/topic/how-to-export-a-single-business-contact-from-bcm-2007#post-2105 Fri, 14 Nov 2008 20:59:13 +0000 UG Bot 2105@http://forum.crmreports.com/ Newsgroup subject: Export A Single Business Contact Archived from: microsoft.public.outlook.bcm Author: Logan Summers So I have a Lead, stored as a Business Contact in BCM 2007, that did not pan out so I want to delete it from BCM. However, I would also like to store all the old information, history, etc so that a year down the road I could revisit it. I fear if I just leave it in BCM and make it inactive or something then overtime this will cause my files to swell too much so I would like to export just that one Business Contact. Is this possible, if so how? If there is a better way to go about doing what I want to do then please let me know. Thanks. UG Bot on "Deleting business contact breaks associations?" http://forum.crmreports.com/topic/deleting-business-contact-breaks-associations#post-2098 Thu, 13 Nov 2008 20:23:49 +0000 UG Bot 2098@http://forum.crmreports.com/ Newsgroup subject: Individual Who Is a A Lead/Contact, Later an Account Archived from: microsoft.public.outlook.bcm Author: Logan Summers So I'm using Outlook with Business Contact Manager 2007, integrated with Office Accounting Express 2008. Now "Accounts" in BCM correspond to "Customers" in Accounting (i.e. they are the same). And "Business Contacts" are associated with "Accounts" in BCM and they correspond as "Contacts" under "Customers" in Accounting. Now this is all well and good if all the clients you deal with are companies, and you have contacts within them. But a lot of my clients are individuals, like they might do landscaping or something, and they don't even have a company name. So when I am trying to get their business, and they are a "Lead" I list them under "Business Contacts". But then when it comes time to make them a real customer, in order to do any billing with them, I have to then add them to "Customers" in Accounting and that makes them popup as "Accounts" in BCM. So now, in BCM, John Smith is listed as both "Account" and "Business Contact". Is this right? Seems redundant. It might make sense if John Smith INC was the company name (thus an "Account") and John Smith was the "Business Contact", but this is just an individual with whom I am doing business. But if i delete the "Business Contact", will it break the association of all the files/emails/notes/appointments that were associated with that "Contact" that should now be associated with the "Account"? Am I going about this all wrong? If so, please share how you do it. Thanks in advance. UG Bot on "Move Spouse/Partner to the Business Contact group by customizing form" http://forum.crmreports.com/topic/move-spousepartner-to-the-business-contact-group-by-customizing-form#post-1756 Sat, 06 Sep 2008 15:54:46 +0000 UG Bot 1756@http://forum.crmreports.com/ Newsgroup subject: Re: Dealing with couples with different last names Archived from: microsoft.public.outlook.bcm Author: Byrun #For a full answer I would need to know what sort of mailings you send out but from my work dealing with about 3000 contact I have, a full mailing of general information on A4 sheet folded once (easier to put into envelope taking into account UK postal rates on size of envelope.) with a sticky address label attached. For individual letters what about window envelope rather than trying to match up address printed envelopes with the customized letter. How you hold the data? Well there are several ways, the easiest is to use 4 fields slightly different from their original purpose like you do for first name. field 1 john field 2 SMITH field 3 jane field 4 JONES ( That shouls give you Dear <field 1> & <field3> (possible for some condition if field 3 was blank! You would need to have conditions on the records within mail merge for address as well so (do you export the data to a comma separated file) IF <field2>=<field 4> then print <field 1> & <field 3> <field2> IF <field3>=<field4>="" (ie blank) then print <field1> <field2> just 1 person on mail shot etc i hope you get the idea. What you have to be consistent is the data for each fields Also are you not bothered with their initials or titles, another minefield mind you. As long as you are happy with the formality/informality of your letters you can use in your mailings I think there is a solution. If you want email me evans28vc[at]btinternet.com (CREWE UK) happy to help =============================================== UG Bot on "Create shortcut for folder within BCM contact screen" http://forum.crmreports.com/topic/create-shortcut-for-folder-within-bcm-contact-screen#post-1694 Thu, 04 Sep 2008 20:04:03 +0000 UG Bot 1694@http://forum.crmreports.com/ Newsgroup subject: Can I create a folder shortcut within a Contact screen in BCM? Archived from: microsoft.public.outlook.bcm Author: David I spend a good portion of my day switching between a business contact screen & a job folder that I create for each job. Is there a way to create a shortcut (or some kind of auto-link) on the Business Contact screen that points to the folder that I have assigned to it? I would like a different folder for each not job, not just a shortcut pointing to the top of the directory tree. Thanks. UG Bot on "Move Spouse/Partner to the Business Contact group by customizing form" http://forum.crmreports.com/topic/move-spousepartner-to-the-business-contact-group-by-customizing-form#post-1567 Wed, 03 Sep 2008 17:44:46 +0000 UG Bot 1567@http://forum.crmreports.com/ Newsgroup subject: Dealing with couples with different last names Archived from: microsoft.public.outlook.bcm Author: Jake I was wondering how other enter contacts with different last names? Right now, I enter spouses with the same last name like this: Last Name: Smith First Name: John & Jane So the name displays as: John & Jane Smith However, this does not work for couples who do not share the same last name. I thought about using the Spouse/Partner field under the details section. However, to make this a viable option, I need to be able to move that from the Personal Information Group to the Business Contact group in the Customize Form option. Is this possible? Does anyone have any better/other solutions? I do a lot of mail merges, so the solution must be able to display the full name of both contacts on letters/envelopes. First names only would be a plus too for letters.