J
John Creech
I have all my Business Contacts linked to Accounts. I log all my business
history items (phone logs, notes, meetings and files) with the Account
instead of the Business Contact. When I bring up BCM on the Pocket PC, the
Accounts view does not show any account details except a list of contacts
linked to that account.
It seems the only way to get the history details is to link them to the
Business Contact also; then the details show in the Business Contact History
tab on the Pocket PC. The problem this leaves me with is that if I list all
my history items with the Business contact, then I lose the association with
the Account if that Business Contact leaves the company (Account). If I link
the history item to both the Business Contact AND the Account, then all my
Business History reports show double entries on every item, (one for each
link.)
Is there a way to:
a) hide the duplicates on the Business History report, OR
b) get the Pocket PC version of BCM to show Business Histories linked to
Accounts?
history items (phone logs, notes, meetings and files) with the Account
instead of the Business Contact. When I bring up BCM on the Pocket PC, the
Accounts view does not show any account details except a list of contacts
linked to that account.
It seems the only way to get the history details is to link them to the
Business Contact also; then the details show in the Business Contact History
tab on the Pocket PC. The problem this leaves me with is that if I list all
my history items with the Business contact, then I lose the association with
the Account if that Business Contact leaves the company (Account). If I link
the history item to both the Business Contact AND the Account, then all my
Business History reports show double entries on every item, (one for each
link.)
Is there a way to:
a) hide the duplicates on the Business History report, OR
b) get the Pocket PC version of BCM to show Business Histories linked to
Accounts?