Export Accounts properly

[Jamie]

I have already spent 16 hours copying my 345 contacts from my contact folder
to my Business Contact in BCM, then moving the contacts from the contact
folder to Accounts, going into accounts and retyping the company name over
the names to save me from having to retype address info, etc. again., and
then linking the accounts to the business contacts.

On my screen my accounts database in BC looks perfect, but when I export it
as BCM data to my coworkers computers all of the account names are coverted
to first and last name format.

Example: "Model Homes of Hilton Head Island" becomes "Island, Model Homes of
Hilton Head"

As a result, the linked contacts for all 345 accounts are no longer there
because they couldn't be applied properly.

I tried exporting it as a CVS form, but in mapping the fields it does not
include the fields "primary contacts" and business contacts, which is the
entire point of having this.

I'm praying you have a way for me not to have to spend another 16 hours
manually retyping the names of 340 accounts and manually linking them all
over again, on every single computer!

 

[Leonid S. Knyshov]

I have already spent 16 hours copying my 345 contacts from my contact
folder
to my Business Contact in BCM, then moving the contacts from the contact
folder to Accounts, going into accounts and retyping the company name over
the names to save me from having to retype address info, etc. again., and
then linking the accounts to the business contacts.

Why aren't you sharing the database?

You shouldn't be exporting data as that will cause your BCM databases to get
out of sync very quickly.

Make sure you have the V2 update installed and follow the instructions to
share the database.

Secondly, when you create a business contact, in V2, you can choose to link
it with a contact right from that form instead of manually copying it to
accounts. This is not very intuitive, but it does work rather well.

 

[Jamie]

Hopefully you will have saved me from a ton of work.

I knew about linking the Business Contacts to the Accounts. However, you
can't do that unless the account(s) are created. Since the account had the
same address, phone numbers, web site address, etc., as the Business Contact
I did not want to have to type it all over again.

To create the account I copied the Business Contact to the Account and then
went inside the account, changed the Account name to the business name, and
linked it to the Business Contact.

The first time I had the Business contacts installed I used the [...] button
to link it to a "new account" and had to create/retype all of the same info
(address, etc.) into the Account.

Thanks again for all of your help. I'll check on the V2 update.

 

[Leonid S. Knyshov]

Hopefully you will have saved me from a ton of work.

I knew about linking the Business Contacts to the Accounts. However, you
can't do that unless the account(s) are created. Since the account had the
same address, phone numbers, web site address, etc., as the Business
Contact
I did not want to have to type it all over again.

In V2, if you create the account from the Business Contact page, it
pre-fills that data in Account fields.

It's a free update, so be sure to get it as it's far more useful. The
database sharing is probably the feature you are looking for.