Filtering Account Fields in BCM


G

Guest

I imported about 6,000 Accounts into BCM from CSV files (mapped fields) and
it worked. Now I'm wondering how do I filter or sort all of my Accounts for
values in a specific field in these Accounts?

As an example, I have a field in the Details section of my Accounts that I
created for asset value (with a number). How would I filter or search for
all accounts over a certain value (like $10,000).

Thanks,
 
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L

Lon Orenstein

Look at the help file for Search Folders and Customize Views. You are able
to customize an Outlook view to Filter In/Out records that you want to see.
A search folder creates a dynamic group of contacts based on your filter
criteria.

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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