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Using more than one company in SBA and BCM
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[QUOTE="Is., post: 3978176"] Im not sure exactly what would be the easiest way to handle this and I would like some suggestions on this... I have two companies in SBA and would like to use both companies in outlook with BCM. Currently I have a lot of business contacts in one company file and in bcm and I just started a new company with little business contacts. I was using bcm mainly to track emails to and from these business contacts in outlook before getting sba. Now that I added the 2nd company and also SBA I can only view one company, one database of bcm, and work in one instance of outlook at a time. This is really a big pain in the rear especially since i receive emails from both companies and now it will only track one at a time in outlook and bcm. I was thinking to merge the business contacts from the smaller company to the larger one in bcm so that I can continue to track the emails for both sets of business contacts at once. I would then tag the smaller company in a group or something to know which contacts are for each company. I have linked the company accounts from sBA into BCM and would just switch the company i am linking to each time i need to get financials for a particular contact instead of switching databases, linked to sba etc. Does anyone have any other way of doing this or is this my only option at this time. I am open to suggestions. Thanks in advance and sorry for the long post. [/QUOTE]
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Using more than one company in SBA and BCM
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