In This Chapter
Creating a business contact
Editing and deleting business contacts
Managing duplicate business contacts
Looking at the Ribbon
Linking to Office Accounting
Creating business contacts is the raison d' etre for BCM. As its name implies, a business contact is someone that you do business with. This chapter deals with entering business contacts one byone instead of importing them in bulk — flip to Chapter 3 for that information. We also discuss how to create a new contact with just a few clicks from an e-mail you receive.
After you create a business contact, you might need to modify or even delete it; don't worry, you find out how to do all of that in this chapter. But how about those duplicate records? Not a problem; we show you how to deal with those pesky critters. And for the smart members of the audience, we even show you how to link your BCM data to your Office Accounting 2007 data.
There are all types of people you need to stay in touch with — prospects, customers, friends, enemies, vendors. And each one has information that is specific to just that particular person. You enter each piece of information about a contact — name, business phone, fax, mobile phone, e-mail address — into a field. All the fields for one contact are stored together as a record; so if you have 500 people in your BCM database, you have 500 records, each record holding many fields of data.
BCM comes configured, out ...