reclassifying "dead" leads

[Sandy-DTS]

How do I unclutter my Business Contact Manager by moving the "dead" leads,
which I have flagged as dead? I would like them to be out of my active
contacts, but I do not want to delete them in case any become active again.
Can I create a folder that everyone else can see?

 

[Luther]

How do I unclutter my Business Contact Manager by moving the "dead" leads,
which I have flagged as dead? I would like them to be out of my active
contacts, but I do not want to delete them in case any become active again.
Can I create a folder that everyone else can see?

You could leave them in the deleted items folder. But they'll still be
in the database, so anyone can find them in that folder if they need
to bring one back.

You could also consider archiving them to database backups, and then
deleting them from the database. The fewer records in a database, the
faster it performs. Restoring a contact from an archive will be a
lengthy procedure, so what solution is best will depend on how often
you expect to restore dead leads. Perhaps it's cheapest to just
recreate them.

 

[Lon Orenstein]

Sandy:

You could leave them in your BCM database and assign them to a Category
called Dead Leads. You'll have to then filter your views to show all
contacts NOT in the Dead Leads category.

Another option is to move them into a different BCM database by doing File,
Export, and choose .BCM format. After exporting from one db and importing
into the archive, go back to the original db and delete them.

If you're using Exchange, you could move them from BCM to a public folder
for Dead Leads. Then, they'd be out of BCM and others could see them.

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
www.pinpointtools.com

 

[Sandy-DTS]

Thank you

Sandy:

You could leave them in your BCM database and assign them to a Category
called Dead Leads. You'll have to then filter your views to show all
contacts NOT in the Dead Leads category.

Another option is to move them into a different BCM database by doing File,
Export, and choose .BCM format. After exporting from one db and importing
into the archive, go back to the original db and delete them.

If you're using Exchange, you could move them from BCM to a public folder
for Dead Leads. Then, they'd be out of BCM and others could see them.

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
www.pinpointtools.com

 

[Sandy-DTS]

Thank you

You could leave them in the deleted items folder. But they'll still be
in the database, so anyone can find them in that folder if they need
to bring one back.

You could also consider archiving them to database backups, and then
deleting them from the database. The fewer records in a database, the
faster it performs. Restoring a contact from an archive will be a
lengthy procedure, so what solution is best will depend on how often
you expect to restore dead leads. Perhaps it's cheapest to just
recreate them.

 

[Big D]

What happened to Active checkbox? In BCM 2007 there was a check box for
active and non-active BCM contacts?