> 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,

>>>
>>> --
>>> Message posted via OfficeKB.com
>>> http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1
>>>
>>>

>