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Setting up Business Contact Manager RRS feed

  • Question

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    Hi,

     

    Forgive me if this is not the correcct place to post this question. 

     

    I'm converting to Outlook and Outlook Business Contact Manager from ACT!  I have a Tax business and a Financial Planning business.  For illustration, lets say each has 200 clients.  Some are clients of one business and some are clients of the other, and some are from both.  What is the best way to structure my database?  Should I put everyone in one DB and then make Tax and FP accounts with clilents in each account?  Then further catagorize them as long form/short form clients?  Or should I make a separate database for each business?  And what about a friend who is a client in both businesses as well as a friend?  Would I have to maintain three separate records in a tax db, fp db, and friends db if I used separate databases?

     

    I'm trying to anticipate any hassles on down the road and avoid having to re-enter data.  Any suggestions would be greatly appreciated.

     

    Thanks

     

    Dave

    Thursday, January 22, 2009 9:24 PM