Starting out with BCM - Customizing contact records

Status
Not open for further replies.

Nicb

Member
Outlook version
Outlook 2013 32 bit
Email Account
Exchange Server
Hello

I have recently installed the BCM add in into Outlook 2013 (Win 7 PC), and having watched a view videos online I am trying to plan the best way to organise my contacts and accounts. Before starting (and getting it wrong), I thought I would ask the experts (you!) for your advice.

The businesses I deal with can range from a small business with 1 or more contacts sharing the same address etc to national companies which have several branches nationwide all with numerous contacts passing work my way. In an ideal world, I would like to be able to have a head office record showing just the basic information (Co Name, address, web, contact numbers, account number), a branch office record which I can link with the head office record (giving slightly more detail) and the contact record which I can link with the branch office.

In the long run I would like to record financial information in BCM but be able to drill into those finances so that I can easily see how much a company as a whole has spent with me or narrow it down by branch or even an individual's spend. Before I get to that stage though, I guess need to ensure that my Account and Contact records are set up correctly initially?

Can anyone offer any advice on how to achieve this? Do I need to create 2 different account records and 1 business contact record? Or perhaps I am asking too of BCM or indeed, have completely misunderstood the video tutorials and I am over complicating it.

Any help you can give, is appreciated - I hope that the above makes sense!

Many thanks
 

tlassner

Senior Member
Outlook version
Outlook 2013 32 bit
Email Account
Exchange Server
In BCM you have two base contact types:

1. business contacts

2. account contacts

You can add a new contact type (administration rights required) and have to define it on one of the two base types.

For example an already defined "children" of the busines contact base type is "lead".

For every user defined contact type you can specify different fields in the form layout.

We have defined vendors and customers and customized the forms/ fields to our needs.

hope this could help
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
S Macro using .SendUsingAccount only works the first time, after starting Outlook Outlook VBA and Custom Forms 4
G Rule starting a VB macro against incoming email Outlook VBA and Custom Forms 3
B Trouble Starting Outlook 2010 after Crash Using Outlook 3
S Setup many personal calendars on outlook 2013 on new laptop- starting over Using Outlook 1
B Starting up outlook in Windows 8 Using Outlook 2
K Starting Outlook 2013 x64 minimized in Win 8 with or without Task manager Using Outlook 5
V Starting Fresh with a new PST file. Using Outlook 0
D Starting Outlook 2K3 without e-mail support Using Outlook 4
S Starting outlook in imap Inbox Using Outlook 7
C starting Outlook 2003 sp3 sets Junk Email setting to 'No automatic filtering' Using Outlook 3
T Click "A" to see all email from people with names starting with A... etc Using Outlook 3
J Problems starting Information Store Server in Exchange 2003 Exchange Server Administration 13
C Starting out and would like advice Outlook VBA and Custom Forms 1
T Outlook 2010 BCM Migration to Standard Contacts BCM (Business Contact Manager) 0
R Follow up button doesn't working neither the reminders in BCM BCM (Business Contact Manager) 0
P BCM conditional formatting BCM (Business Contact Manager) 5
B Outlook Business Contact Manager with SQL to Excel, User Defined Fields in BCM don't sync in SQL. Can I use VBA code to copy 1 field to another? BCM (Business Contact Manager) 0
D BCM 2013 not functioning as BCM 2010 Example no drop down for communications history Using Outlook 0
J No access to a Database BCM BCM (Business Contact Manager) 3
J Marketing task MS BCM BCM (Business Contact Manager) 10
S BCM Compulsory field, New opportunity Outlook VBA and Custom Forms 0
A BCM does not work anymore! BCM (Business Contact Manager) 1
G Windows Update Causes BCM Database Access Problem? BCM (Business Contact Manager) 4
A BCM does not work with Windows 10 1703 any more BCM (Business Contact Manager) 3
S BCM Auto Backup Data and Customizations BCM (Business Contact Manager) 6
S BCM Project Task Order BCM (Business Contact Manager) 1
T Lost access to remote BCM database BCM (Business Contact Manager) 4
crazyboy Problems connecting to BCM on Server Using Outlook 2
J Problems connecting to BCM BCM (Business Contact Manager) 16
T BCM 2010 randmoly going offline BCM (Business Contact Manager) 0
M At last a BCM alternative... Outlook Customer Mngr 365! BCM (Business Contact Manager) 0
S BCM view customization BCM (Business Contact Manager) 1
L Cannot Connect to BCM database BCM (Business Contact Manager) 9
A Cannot connect to BCM database BCM (Business Contact Manager) 3
K BCM Reports: Timeout Expired BCM (Business Contact Manager) 0
K BCM hide subfolders BCM (Business Contact Manager) 1
Diane Poremsky Restoring BCM Database After Upgrading Windows New Slipstick.com Articles 0
J Unable to link email messages in BCM using a single microsoft office 365 account in outlook 2013 BCM (Business Contact Manager) 1
Diane Poremsky Trial/Beta program for BCM replacement BCM (Business Contact Manager) 8
A BCM crashes immediately after start BCM (Business Contact Manager) 2
A Two Problems with BCM BCM (Business Contact Manager) 0
J BCM 2013 displays wrong form for account and business contact BCM (Business Contact Manager) 1
A Latest updates kill BCM 2013 BCM (Business Contact Manager) 0
C Where are BCM User Customizations located? BCM (Business Contact Manager) 9
Diane Poremsky Outlook 2016: No BCM New Slipstick.com Articles 0
Diane Poremsky Outlook 2016: No BCM BCM (Business Contact Manager) 17
wallisellener BCM and MSSQL2012 BCM (Business Contact Manager) 2
M Can I use BCM projects for this BCM (Business Contact Manager) 1
R BCM Reporting of repeat calendar entries BCM (Business Contact Manager) 0
Eduardo Macias BCM 2013 with SQL Express 2014 BCM (Business Contact Manager) 5

Similar threads

Top