Choosing Account type - Customer or Vendor



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Choosing Account type - Customer or Vendor

Postby TS4gdmFuIERvcnA » Sun, 22 Apr 2007 17:44:02 GMT

I just installed Accounting Express 2007 and integrated this with BCM. All 
accounts are imported as Customers though, I would like to be able to make 
certain accounts vendors. 

Is there any way to do this in BCM, or otherwise in SBA after the accounts 
are imported?

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I inherited a multi-user, replicated client information database in Access, 
and am looking into a possible conversion to Outlook. If anyone can comment 
or direct me to resources that discuss a similar implementation, benefits and 
drawbacks, maybe sample forms or structures, I'd really appreciate it.

In executing such a conversion, my intent is to

1) take advantage of Outlook's contact management functionality
2) minimize slow performance caused by Access replication and some 
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In our offices, we use Office 2003, including Access 2003 and Outlook 2003, 
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The Access database contains three tables that I would like to convert 
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The first table has a one-to-many relationship with each of the second and 
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1) a Contacts folder for client account information
2) a Contacts folder for client and vendor contact information

Items in the second folder could be linked as appropriate to items in the 
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In its current state, the Access database serves 2 primary functions: 1) to 
maintain client account information and allow for simple reporting (total 
revenue per line of business, etc.); 2) to maintain client and vendor contact 

Given these 2 basic functions, BCM seemed like overkill. Furthermore, it 
would seem Outlook 2003 could easily handle these functions. Again, I would 
appreciate any help by way of insight as to advantages or disadvantages, as 
well as any examples of similar, simple implementation of a client 
account/contact management setup. I did read in this group somewhere, for 
example, that an import into an Outlook folder involving user-defined fields 
(which there would be many) is not necessarily straightforward. Any 
information like this that can help me assess difficulty of implementation 
and ongoing maintenance would be great.

Thanks much.

It would seem to me that Outlook could easily handle these tasks without the 
performance and maintenance issues. But can anyone refer me to a sample of a 
similar implementation, or provide insight as to what disadvantages there may 
be? For example, I understand that it will be difficult to import client 
account information into the Outlook folder, since 

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I have checked to make sure they are active.  


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I have 2 email accounts, both IMAP.

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