Accounting for Your Accounts
Business Contact Manager includes the capability to add both accounts and contacts. An account record contains all the pertinent details about a company or an organization. A contact record collects information about an individual person. You can associate contacts with an account if you have a number of contacts in one company.
You might think of an account as an “uber-contact” because it represents the master contact. Some of your clients may be smaller businesses and you’ll find that one contact record is sufficient. However, if you’re dealing with larger organizations — those with a bunch of cubicles and a cafeteria — you might be dealing with several people in an organization. And chances are that the contacts working for a company might be “here today and gone tomorrow.” The account record holds the critical information for the company, including a list of all the contacts associated with it.
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