#1
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Set up multiple accounts or...
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 |
#2
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differentiate into 2 accounts will be easy for you to maintaince the customers.
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#3
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Set up multiple accounts or...
Thank you for your responses. I think I have my answer now.
Thanks! |
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