Can I create an account from a business contact?

[JustinB]

In bcm 2003 I could create an account from a business contact and it would
fill in the company name, address, phone number and website info for me. I
can't figure out how to do that in bcm 2007. Am I missing something?

 

[Redsback55]

Open the contact, go to the button on the upper left, scroll down to move.
click other folder, highlght the folder you want it to go in. done.

 

[JustinB]

Bah its still not as good. It automatically closes both the business contact,
and the new account. How am I supposed to edit it if it automatically closes?
Even more annoying: it fills in the account name (inside the account) with
the contact's name, not the company name. That's not very intuitive.

Bob is a business contact who works for Jones Inc. When I create an invoice,
I make it out to Jones Inc., not Bob. The only way to make an invoice for
Jones Inc. is to have an account for Jones Inc. and Bob should be listed as a
business contact connected to the account.

It seems simple to me. Allow me to make an account 'from' a business contact
and automatically drag all that business contact info into the account. Do
you know how much that would simplify my life?

 

[mrtimpeterson via OfficeKB.com]

Justin,

With the Business Contact Record open, click on the "Account" button under
the section lettered "Linked Account" (just above where the phone #'s are.
This will open a dialog box enabling you to create a new Account to link to
Bob. Click on the "New" button inside of this dialog box and BCM will
automatically create a new Account record linked to Bob with most of the data
fields populated from Bob's record.

-THP

 

[DLK]

I have the same issue, tried what is suggested, but the campany name does not
poulate (the most importnant link)

 

[mrtimpeterson via OfficeKB.com]

DLK,

There is no Company name field in an Account Record. The Account name does
not automatically populate because the Account name can differ from the
Company name field of a Business Contact Record. The Account name very often
is the same as the Contact's company name but it doesn't have to be. BCM
leaves you this option to name the Account record accordingly.

-THP

I have the same issue, tried what is suggested, but the campany name does not
poulate (the most importnant link)

Justin,

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