Account / Company / Department (2007)

[Guest]

I am just starting to set up a database using 2007, and want to ensure the
format I choose will work in the long-term.

I am using Account to name the over all commercial unit. Once that is set
up, I am adding individual Contacts, and using the Company field to indicate
divisions etc. I would like to take this a level further, and notice that
when I sort my Contacts By Account, there is a field called Department. But
I can't find where to enter information into this field.

Also, when sorting By Account, the Company field doesn't appear. How can
this be changed?

Finally, does anyone know of a good BCM training course - I've searched the
web and can't find anything, and get crashed out everytime I try to access
the Microsoft Learning and Assessment website sections.

Any suggestions to resolve any of the above will be very useful!

Thanks.

 

[Guest]

Update: I've now worked out how to add the Company field into the display
when I sort my Contacts by Account. However, I can't work out how to make it
stay that way permanently. Surely I don't need to re-set it every time I
want to look something up?

Thanks.

 

[Guest]

Sue C:
Please seem my response to LUCIA in:

"Integrating BCM with Accounting 2007" - 4/21/07

then go to: http://www.avidian.com/ and look at "PROPHET" program.
You'll save yourself a lot of grief trying to get BCM to work well (it does
not, IMHO)

 

[Lon Orenstein]

Sue:

When you customize a view to add columns, it's better to start from the main
Outlook menu and choose View, Current View, Define Views. I like to take
one of the views that is close to what I want, make a copy of it, and then
customize it further.

That said, during your work with Outlook, maybe you clicked on a column
heading to sort by that column. Whenever you close Outlook and come back to
it, it will go back to the way you had defined it. That sounds like what is
happening.

Hope that helps,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[Guest]

Thanks Lon

This worked very well, and seems to remain in place when I re-open Outlook.

Taking it a step further, is there a way to define a view so that it is
automatically shared with all other users of a shared database? This will
save me having to set the view up on several machines.

Thanks again.

Sue

 

[Lon Orenstein]

Well, you've just found one of the gotchas with Outlook. No, you have to
recreate this on each user's PC. The view is actually stored in the Outlook
PST file, not the BCM file. If everyone is connected to an Exchange server,
you may be able to define it there and everyone else will see it but I'm not
an Exchange expert...


Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[Guest]

Well you know what, they may have tried to gotcha me but you gotcha them.
The server idea seems to work perfectly. Thanks for your help.

Sue

 

[Sherry]

I need to know the process Sue used to get connected to the Exchange server
to define views there so the same views are available to everyone. Can
someone help me?

 

[Sue C]

Yikes, I don't remember, sorry. What I can tell you though is that I gave up
on Business Contact Manager completely. It created more problems than it
saved! Sorry.

Sue