Moving groups of contacts into an Account.

[Windsaloft]

I brought my Business Contacts over from Outlook Contacts. Each of these
contacts has a "Department" entry. I want to move all entries with the same
Department into an Account. So I displayed them in Phone List style, grouped
them by department, highlighted each one, left-click dragged them into
another grouping of "ACCOUNT". It said "Adding to ACCOUNT", as is usual.
When I released the left click, BCM asked if I wanted to copy or move the
entries (as is normal). I selected 'move', but *nothing happened*. No error
message, no move, no nothing!

How can I move large numbers of contacts into a given Account?"

 

[Tim P via OfficeKB.com]

You can't move Business Contacts "into" any Accounts. You can only link them
in the BCM data base. The BCM Business Contact Record is a separate object
item from the BCM Account Record. From your comments I am not clear on what
you mean by a "grouping of Account." The Business Contacts can be grouped
and displayed by the department field but you have to individually link each
Business Contact record to either an existing or newly created Account record.


You might want to click on the Master Business Contact Manager folder in your
folder list and this will bring you to the Business Contact Manager Learning
Center to review how to link various BCM objects, etc.

-THP

 

[Windsaloft]

Thanks Tim, this helps. I'm disappointed that Business Contacts must be
linked to accounts *individually*. I brought in over 2000 contacts , so this
will be very a very tedious process. I think Microsoft should consider a
more efficient way to link contacts. For instance, being able to select
mulitple (filtered) contacts from the Account record.