Group by Account

[bokee88]

In BCM for Outlook 2003 you could customize your view to "Group by Account"
so when you opened the BCM Contacts page, all of your contacts were grouped
under each of their respective Accounts.

I upgraded to 2007 (which is much more robust than 2003) but I can't figure
out how to "Group by Account" in 2007. Well, I can set the settings to
"Group by Account" but it doesn't actually group them. Even stranger is that
if I add "Account" as a field that shows up in the view, all of my contacts
are blank in the Account column. Yes, if I open one of the contacts it is
clearly assigned to an Account.

Any ideas? Does anyone else use this view? If so, how did you get it to
work in 2007?

Thanks,

-Brian

 

[Eddie H.]

Go to the Field Chooser under User-defined fields in folder.
Choose Parent Account Name.
Then Right Click, and click Group By this Field.

I think this should give you the results desired.

 

[bokee88]

Eddie,

That is exactly what I wanted. I wonder why they changed that? It was
simply called "Account" in the last few versions of BCM. I am sure there
must be a reason but it is not intuitive.

Thanks again.

-Brian