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  #1  
Old 08-27-2009, 10:22 AM
cabinfever1888 cabinfever1888 is offline Set up multiple accounts or... Windows XP Set up multiple accounts or... Office 2007
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Please forgive my newness... If I have 2 businesses, and some clients are clients in both businesses, should I set up three accounts, biz1, biz2, and "both", for clients that are in both businesses? Or should I somehow "tag" each record in user defined fields to designate which business they belong in. I'm trying to make it as easy as possible for future mailing sorts, etc. Or should I simply have two accounts, and those clients that are in both accounts will have duplicate records?

THANKS!!

RB
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Old 08-27-2009, 06:09 PM
ryangiam ryangiam is offline Set up multiple accounts or... Windows XP Set up multiple accounts or... Office 2003
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differentiate into 2 accounts will be easy for you to maintaince the customers.
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Old 08-28-2009, 07:31 AM
cabinfever1888 cabinfever1888 is offline Set up multiple accounts or... Windows XP Set up multiple accounts or... Office 2007
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Thank you for your responses. I think I have my answer now.

Thanks!
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