Mitdasein in the experience of encountering the customer in our common having been cast into the opening of beyng

Wednesday, April 16, 2008

Create an account from a business contact

"With the Business Contact Record open, click on the "Account" button under the section lettered "Linked Account" (just above where the phone #'s are. This will open a dialog box enabling you to create a new Account to link to Bob. Click on the "New" button inside of this dialog box and BCM will automatically create a new Account record linked to Bob with most of the data fields populated from Bob's record."

Hat tip: mrtimpeterson

0 Comments:

Post a Comment

<< Home