Business Contact Manager 2007

B

Benja

Hi,


I'm thinking of implementing BCM 2007 and Accounting Pro 2007 in our
company, thus I've read BCM 2007 for Dummies to get some basic
knowledge of all the opportunites that lies within this software.
But I've stompled across 1 major concern that I'm unsure off.

What's the real difference between an Account and a Business Contact?

As I see it an Account is the company and Business Contacts are the
contacts within an Account.
So far so good - then my major concern to be as effecient and
organised as possible.

Where should I enter all the history logs phone calls, E-Mails etc.
regarding a customer???

For me It makes more sence to add that under the Account but then
again you can't really see in the log who you have been talking to
unless you write it manually.

Any one out there who could help me with this concern of mine?

Another question:
Is it possble to attach a specific E-Mail account to BCM?
I'm thinking of when you create an E-Mail marketing campaign there's
really no where to specify which E-Mail account you want to use as a
sender. Is my observation correct - or is it possible to switch/change
E-Mail account?


Cheers,
-Ben
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top