Managing contact lists in Biz Contact Manager

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Nona - 28 Mar 2008 00:27 GMT

Is there any way you can divide lists in the Accounts folder or Business
Contacts folder so that you can quickly create a merge e-mail to be sent to
those specific contacts?

For example, we have Active and inactive accounts in our Accounts folder.
Is there a way to filter the list so that we only send our message to the
Active accounts? If so, how would this be done?

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Nona

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Lon Orenstein - 29 Mar 2008 23:24 GMT

Nona:

Check out Search Folders -- this is exactly what they're designed to do.
Learn how to Filter and save the Filters as .BCMQ files so you can reuse
them. They'll even work for reports.

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

> Is there any way you can divide lists in the Accounts folder or Business
> Contacts folder so that you can quickly create a merge e-mail to be sent
[quoted text clipped - 4 lines]
> Is there a way to filter the list so that we only send our message to the
> Active accounts? If so, how would this be done?

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kenago - 16 Jun 2008 22:13 GMT

Lon,

Could you give a little more detail on Search folders?

I have been searching all over the net and can't find a clear explaination
as to how bcm would functionally provide for "groups" of Business Contacts or
Accounts

Some CRM systems functionally separate "LEADS" (people who may be interested
in prod/svc) vs. "Contacts" (more detailed contact records and those who may
be qualified). They may or may not be contained in 2 separate databases.

If someone wishes to operate BCM using LEADS & CONTACTS, what would be the
optimal way to use BCM to accomplish this?

It appears users are unable to create new or additional "folders" in the BCM
data store (as in the pane view on left).

How would you then create these 2 separate data stores (with each input form
containing different fields & layouts)in the same database? Is the only way
to have 2 separate databases? This would would make it operationally
cumbersome to keep opening and closing 2 db's.

Are they any other issues you know of that would cause challenges in using
BCM?

TIA for your insight & response.

> Nona:
>
[quoted text clipped - 21 lines]
> > Is there a way to filter the list so that we only send our message to the
> > Active accounts? If so, how would this be done?

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