Can I link a single project to multiple accounts / business contac

  • Thread starter Thread starter Jonathan Adams
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J

Jonathan Adams

I am reviewing BCM 2007 to see if it will meet our needs. We are attempting

to create a system that will allow us to track our accounts, contacts,

projects (in the sales department) and opportunities. Everything seems to

work well, except one major problem. It appears that I cannot link a project

or opportunity to multiple accounts& business contacts. I can add "Related

accounts & business contacts" to a business project, but this does not show

up in the history of the accounts or business contacts that I've added. The

history will only show up if it is linked, and best I can tell, you can only

link one business project to one account / business contact.

Am I missing something? Is there a workaround to this?

If this is in fact the case, THIS MUST BE ADDRESSED IN FUTURE RELEASES. If I

can't find a workaround, we will not be able to use BCM.
 
"Jonathan Adams" <Jonathan Adams> schreef in

bericht news:963EDB70-BAA0-4577-83A2-E16029AB4ADF@microsoft.com...
> I am reviewing BCM 2007 to see if it will meet our needs. We are attempting
> to create a system that will allow us to track our accounts, contacts,
> projects (in the sales department) and opportunities. Everything seems to
> work well, except one major problem. It appears that I cannot link a
> project
> or opportunity to multiple accounts& business contacts. I can add "Related
> accounts & business contacts" to a business project, but this does not
> show
> up in the history of the accounts or business contacts that I've added.
> The
> history will only show up if it is linked, and best I can tell, you can
> only
> link one business project to one account / business contact.

> Am I missing something? Is there a workaround to this?

> If this is in fact the case, THIS MUST BE ADDRESSED IN FUTURE RELEASES. If
> I
> can't find a workaround, we will not be able to use BCM.


Well, I can only confirm that you are right. BCM is very limited in its

functionality. No workaround AFAIK
 
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