Account Name versus Company Name

G

Geoffry

As I use BCM, I am not quite understanding the intended use of Account Name
versus Company name. Is there some place that describes this in more detail
than the limited help?

As I create Accounts, the company name is blank unless I go manually and
enter it. That seems wasteful, but maybe I am just using it wrong.

Is there any better examples anywhere of the intended workflow here, besides
the short video that runs.
 
G

Geoffry

SSinha,

The link is the standard BCM help link and the document was more of a
marketing document than anything else. The BCM product is very intuitive, so
I understand why there isn't an actual manual. I am just trying to get a
deeper understanding of what the intended use of Account Name vs. Company
Name relationship is.

As I use and add entries, I just don't want to find out that I created the
wrong structure after the fact. Kind of like when I used to use Personal
Address Book for everything, instead of contacts. It wasn't until a MS
person that I was working with told me, no don't use Personal address book
for anything, MS is trying to kill its use, use contacts because all new
features will key off of them.

Geoffry
 

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