J
just tere
Although this program is for a business, and we ARE a business, our clients
are NOT businesses; they are individuals. We are a law firm. However, we DO
need the ability to see all the people on a particular "account". I have had
success (it looks like I'm one of few who have) getting BCM installed and
working. Now, I need to get a REPORT (MS says there's over 100 to choose
from? HA!) which will have all the contacts for that account. For example:
Client -- all information
Opposing counsel -- phone number
clerk of court -- phone number
state agency involved -- phone number
If, for example, the client is a business, all well and good. If the
client, however, is an individual, and I stress most of ours ARE individuals,
I don't get their phone number, because I have it in the home phone.
Another example: if I am opening a closing file (with buyer and seller and
LENDER) and don't have a person's name in the lender's payoff department, I
don't get the information printed on the Account/Contact report.
How can I modify this report to be actually USEFUL? I know that there are
many, many ways to modify/create reports in Outlook, do these reports work in
BCM?
TIA, I hope (I've noticed there's weeks here where no one answered the
questions!)
Tere
are NOT businesses; they are individuals. We are a law firm. However, we DO
need the ability to see all the people on a particular "account". I have had
success (it looks like I'm one of few who have) getting BCM installed and
working. Now, I need to get a REPORT (MS says there's over 100 to choose
from? HA!) which will have all the contacts for that account. For example:
Client -- all information
Opposing counsel -- phone number
clerk of court -- phone number
state agency involved -- phone number
If, for example, the client is a business, all well and good. If the
client, however, is an individual, and I stress most of ours ARE individuals,
I don't get their phone number, because I have it in the home phone.
Another example: if I am opening a closing file (with buyer and seller and
LENDER) and don't have a person's name in the lender's payoff department, I
don't get the information printed on the Account/Contact report.
How can I modify this report to be actually USEFUL? I know that there are
many, many ways to modify/create reports in Outlook, do these reports work in
BCM?
TIA, I hope (I've noticed there's weeks here where no one answered the
questions!)
Tere