BCM 2003 Account contacts


G

Guest

I have a client that is using BCM and wants to list contacts within an
account by the contacts account name.

When you have an account you can associate contacts. There are columns with
info regarding the contact, like name, email etc... Is there a way to
display the contacts account name?

Thanks!
 
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L

Lon Orenstein

I think what will work is to customize the view, if I understand your
question correctly. Go to the Business Contacts view, then click on View,
Current View, Define Views and you'll see a list of all the views available.
I recommend copying one and then modifying that one. You'll see where you
can change columns and even filter which data appears in that view. This is
a very powerful feature in BCM and Outlook...

HTH,
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
 

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