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.

Add to Technorati Favorites


// Related Posted - GOOGLE!

Loading



Related Websites
No comments yet.

Leave a comment

XHTML: You can use these tags: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>