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MS Office Forum / Outlook / Business Contact Manager / March 2008list of selected contacts
For social services, I use category filtered searches to find certain services for clients, such as healthcare, crisis line, etc. Often a client needs more than one type of service. What I want to do is run my filtered search, and then add them to a list that, when I am all done, I will print for that client. BCM only allows me to filter by one category at a time. There is not boolean provision for AND, OR , etc. Does anyone know how I can do this? BTW - when I print the new contact sub-list, I will need to print only name, address & phone fields. Thanks - Pat in Cheney You might try Search Folders. You could create one with ALL the services and then modify the criteria for each person to filter in/out the categories you want. You could also define a Contact report with the right fields and use Filter Report to create the same criteria. Once you create the criteria, you can save those as a BCM query file (on the Advanced Filter tab) and reuse it. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com > For social services, I use category filtered searches to find certain > services for clients, such as healthcare, crisis line, etc. Often a client [quoted text clipped - 6 lines] > only name, address & phone fields. > Thanks - Pat in Cheney You could also use Aladdins - CategorieZ which allows one-click filtering by categories, including searching by two or more categories, using both AND or OR searching. Makes it easier as you don't have to have seperate folders (search folders) and way quicker than using the filters dialog. http://www.software-solutions.co.nz/aladdins_co/alcoabout.asp Jason > For social services, I use category filtered searches to find certain > services for clients, such as healthcare, crisis line, etc. Often a client [quoted text clipped - 6 lines] > only name, address & phone fields. > Thanks - Pat in Cheney |
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