In Customers view (in SBA). Make sure you have "Current View: All" selected
in upper right. This will show you all the Accounts (not contacts) in BCM.
You can then open a contact and click save and close. This "activates" the
contact in terms of SBA. Account created in BCM will show up right away as
long as you view All and not just "Active". hth
--wjs
"WightByte"
discussions.microsoft.com> wrote in message
news:A9966FCF-2B3B-4502-B5AC-F4781F3FACA7@microsoft.com...> Just stumbled across you post and although I do not profess to understand
> some of the contecnt, I am struggling with what I consider would have been
> one of the basic functions of Outlook/BCM/MSAccounting and that is once I
> had
> installed BCM and integrated it into MSAccounting, I would be able to
> select
> a client in MSAccounting from the Outlook Business Contacts. I have tried
> several installation methods with the assumption that I am doing something
> fundementally wrong but all to no avail. My hopes to switch from QuikBooks
> are being dashed a t the moment. Any input here would be greatly
> appreciated
> as I am losing sleep over this now. :)
>
> "mrtimpeterson via
OfficeKB.com" wrote:
>
>> Joel,
>>
>> The "upset" does subside over time with MS. The crazy-maker is that you
>> even
>> have to be able to figure this out in the first place!
>>
>> Another suggestion for you (and I will be brief!) is to keep using your
>> Business Contact records as you have been and if they become a customer,
>> link
>> them to an Account record and then just redundantly name the linked
>> Account
>> Record the exact same as the linked Business Contact who is your
>> customer.
>> This way you can have the best of both worlds: You can still sync your
>> Business Contact record to your PDA and you can still link your Account
>> record to Office Accounting.
>>
>> BTW, what kind of PDA and software sync opton are you currently using
>> that
>> only allows 1 way sync?
>>
>> -THP
>>
>>
>>
>> JoelHaggar wrote:
>>>Thanks for this very detailed description. I can't say I followed all
>>>of it
>>>but I thing I understand and actually think this is what I figured out
>>>for
>>>myself.
>>>
>>>For me the key is how to sync with my PDA phone because Active Sync only
>>>works with “Business contacts” … of course. Anyway what I figured out
>>>is
>>>that I can use the "Accounts" for all my customers and when I want to
>>>update
>>>my PDA I simple delete all the current "Business Contacts" then drag and
>>>drop
>>>all the "Accounts" into the now blank "Business Contacts" then sync my
>>>phone
>>>and I'll have all the updated customer info on my phone. Of course this
>>>only
>>>works for one-way syncing which is fine for me.
>>>
>>>I'm not quite as upset now that I figured this out but still hope the
>>>integration is improved.
>>>
>>>Joel.
>>>
>>>> Joel,
>>>>
>>>[quoted text clipped - 108 lines]
>>>>>
>>>>>Thanks,
