Please...can someone help!!
We have just purchased Outlook 2007 with BCM for our 2 PC's. We have 1
server running MS SBS Premium 2003 with Exchange and XP Pro OP system, 2 pc's
- XP Pro Op Syst, and 1 laptop with Business Vista.
We are moving from an existing CRM called "TERRASOFT". This is an SQL
database that sits on the server that our 2 pc's access. Terrasoft imports
contacts, calender and tasks from Outlook, however only exports calender and
tasks. You can export the accounts and contacts via a csv file.
Our database consists of over 3000 accounts and over 6000 contacts.
PROBLEM -
Before I perform the initial import, I want to make sure i can "auto link"
the contacts to the relevant account. I have tried a dummy run and when I map
the field I cannot seem to get the contact to link to the account. Can this
be done? Or do I have to link them one by one???? I hope not!!!! If anyone
can shed some light on this for me that would be fantastic as I don't know
what else to do?
Thanks!