HELP with first time BCM database creation. (Account, BC, Projects

[HrM]

I would like to know what is the best way to start a new database with BCM.

I am a lawyer who needs to create a database that would match my files.

Each file have a client, an opposing party and opposing lawyer.

I would like to track (communications, documents, appointments, court
proceedings) everything I do with those people (client, opposing party and
opposing lawyer) and be able to link them to one "source" - whether it is an
account, a project, or whatever you may suggest.

I am an ACT! user and the only work around I found was to create an infinite
number of custom fields (with client, opposing party and opposing lawyer and
reference numbers, etc.) .under the same "contact". It does not work.

I may have the same client (contact) with multiple files and each file has a
different opposite party and lawyer - therefore I end up with the same
contact up to 20 times in my database. You can imagine what my iPhone looks
like once I sync the contacts and appointments.

I am certain that Outlook w. BCM can manage my situation.

PLEASE HELP. Thank you.

 

[JanK]

HrM schreef:

I would like to know what is the best way to start a new database with BCM.

I am a lawyer who needs to create a database that would match my files.

Each file have a client, an opposing party and opposing lawyer.

I would like to track (communications, documents, appointments, court
proceedings) everything I do with those people (client, opposing party and
opposing lawyer) and be able to link them to one "source" - whether it is an
account, a project, or whatever you may suggest.

I am an ACT! user and the only work around I found was to create an infinite
number of custom fields (with client, opposing party and opposing lawyer and
reference numbers, etc.) .under the same "contact". It does not work.

I may have the same client (contact) with multiple files and each file has a
different opposite party and lawyer - therefore I end up with the same
contact up to 20 times in my database. You can imagine what my iPhone looks
like once I sync the contacts and appointments.

I am certain that Outlook w. BCM can manage my situation.

PLEASE HELP. Thank you.

I'm not certain that outlook with BCM can manage your situation. BCM is
primarily made for sales, sales, sales. Other types of businesses, like
yours, where the main entry to a database is not a person but a project
or a case are so rare, no need to focus on those. Sorry.
Hope someone can prove me wrong...

 

[Kalim]

It seems to me the best way to handle things is to setup each client as
either an account or contact. You can then setup a project for each case and
link it to the appropriate account/contact (client). This will enable you to
only have one point of contact for multiple projects (cases). You would then
need to setup each opposing party and lawyer as separate contacts/accounts
and link them to the project in the "Related accounts and business contacts"
field. You can then use the "History Item" functionality to keep track of all
correspondence on that case.

Kalim

 

[Kalim]

It seems to me the best way to handle things is to setup each client as
either an account or contact. You can then setup a project for each case and
link it to the appropriate account/contact (client). This will enable you to
only have one point of contact for multiple projects (cases). You would then
need to setup each opposing party and lawyer as separate contacts/accounts
and link them to the project in the "Related accounts and business contacts"
field. You can then use the "History Item" functionality to keep track of all
correspondence on that case.

Kalim