(1) Outlook, Create account from contact

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Subject: Re: Create account from contact
Author: Lon Orenstein
Date: 15 Apr 2008
References: 1

I don't have a PC in front of me with BCM loaded but, as I remember...

Go into the contact record, click on the Account button, and click on New.
Some of the contact's data will populate the account record.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

"William Stacey [C# MVP]" <william.stacey@gmail.com> wrote in message
news:F5DDB0F8-E4AF-4B41-BA87-C862BF1DD12B@microsoft.com...

> It would be nice if you had a right-click context menu item to create
> Account from Contact which would default the account name to the company
> in the contact and add the contact to the contacts list. I think natural
> daily workflow is to create contacts first as you talk to people and
> gather their info. Then you may want add Account. Another reason I have
> currently is ACT imported everything as a contact. Now I have setup 500+
> accounts manually.

Mark all as read

15 Apr 2008	Create account from contact	.William Stacey [C# MVP]
15 Apr 2008	Re: Create account from contact	.Luther
15 Apr 2008	$\$ Re: Create account from contact	.Lon Orenstein