Outlook® 2007 Business Contact Manager For Dummies®

Chapter 5. Setting Up Your Business Accounts

In This Chapter

• Adding an account record

• Making changes to an account record

• Knowing what you can do with an account record

An account is, quite simply, a group of business contacts that all hang out together at the same water cooler. In this chapter, you find out how to create an account record, as well as how to modify or delete it should the need arise. You also find out about some of the cool things you can do with an account.

Note

This chapter deals with entering account records manually instead of importing them in bulk — flip to Chapter 3 for more information about importing account records en masse.

Getting the 411 on Accounts

Face it: Bureaucracy is alive and well and living in most civilized countries. Actually, it probably lives in uncivilized ones as well. Your important-work-stuff database might contain the names of the head guy (also know as The Decision Maker), the lady you get in touch with the most, the guy who signs the checks, and the person who actually does all the work (the Administrative Assistant). Seems easy at first until the head guy gets fired, the check signer takes off for Brazil — and new people replace both of them.

You might think of an account as a company or a "super" business contact. Most companies do business with other companies or accounts, as opposed to with individuals or, in the case of BCM, business contacts. If you deal with really large companies (generally those that have their own cafeteria and a ...