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  1. K

    Reducing data input, how to auto-fill Account form info into Contact form

    I have Contacts within an Account. I want to assign a salesperson to the Account, and then have that salesperson "filter down"/automatically populate within the "Assigned To" field of the Contact form. I want to enter information once into the Account form and have it filter down into the...
  2. K

    Show field from account on contact form - possible?

    E37bjorn - did you figure out how to do this? I need to accomplish the same thing! Please post how you did it! Thanks!
  3. K

    Multiple Categories?????

    Randallj - I would create subcategories for each of your contact types so you can categorize them that way. You can do this by "editing your lists" and modifying your database that way.
  4. K

    How to create fields that will use the same value on different record types

    JLC - did you figure out how to do this? I need to accomplish the same thing. Thanks!
  5. K

    Excel Import Option: Need Help Updating Existing Records

    I’m working to clean up my 2010 BCM database and update e-mail opt outs from my Constant Contact account, etc., which is very time-consuming going contact-by-contact. That being said, I have a long list of opt outs from my Constant Contact account. I would like to go in and update each contact...
  6. K

    Color Categories for Accounts and Contacts

    Hi, I'm working up making bulk edits to some contacts within BCM 2010. To do this, I have categorized some Accounts with "red". When I pull the Contact list, display the "Category" field, nothing is showing up. In theory, I would be able to filter to show only those contacts whose Accounts are...
  7. K

    Need help concerning emails linking to BCM.

    Hello, I’ve scoured the internet and all of the BCM support forums (both sponsored by Microsoft, and by general users) and I cannot find the answer to my questions. Is the BCM a program / system that receives any attention at all from Microsoft support? Everything I’ve come across that...
  8. K

    New to BCM - trouble importing contacts & accounts

    Woot woot! I'm seriously overjoyed because after 2.5 hours of troubleshooting this, I figured out my own problems/solutions for the Business Contact Manager import challenges I've been struggling with! I'll write my solutions here in case anyone else can use this information as a reference...
  9. K

    New to BCM - trouble importing contacts & accounts

    Thanks for your reply, Diane. I was hoping you'd answer as I saw your frequent commentary throughout the forum. Concerning the system not automatically linking Account and Contact - that seems like a major design flaw! What's the point of uploading a large list and not being able to make...
  10. K

    New to BCM - trouble importing contacts & accounts

    I'm brand-new to BCM (though I'm very familiar with other CRM systems). I've watched the video tutorials and have scoured the internet and this forum for some answers. Even after trying those recommended solutions, I cannot seem to get my imports to load correctly. First, a question: as I...