Selection of business contacts by CATEGORY in BCM


G

Guest

I want to create a mailmerge/labels based on a selection of business contacts.
The contacts are "marked"with categoy code/description.
How doI create?

Alternatively base a selection on account (company) category and include all
businesscontacts i each account in the mailmerge selection.
How do I create?

Can't find any working way of selection based on Catetegory, execpt for
showing on the screen in the account view.
....Erik
 
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L

Lon Orenstein

Erik:

Check out Search Folders -- you can define a search folder based on category
and use that. Also, in Marketing Campaigns, the Review and Filter button
allows you to create the same filter, which you can save and use again in
other parts of BCM.

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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