CRM Forum » Outlook with BCM

1. UG Bot
   

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   Joined: Jul '08
   Posts: 2,034

   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

   Posted 1 year ago #

2. UG Bot
   

   admin
   Joined: Jul '08
   Posts: 2,034

   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.

   Posted 1 year ago #

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