|
Yikes, I don't remember, sorry. What I can tell you though is that I gave up
on Business Contact Manager completely. It created more problems than it
saved! Sorry.
Sue
"Sherry" wrote:
on Business Contact Manager completely. It created more problems than it
saved! Sorry.
Sue
"Sherry" wrote:
> I need to know the process Sue used to get connected to the Exchange server
> to define views there so the same views are available to everyone. Can
> someone help me?
>
> "Sue C" wrote:
>
> to define views there so the same views are available to everyone. Can
> someone help me?
>
> "Sue C" wrote:
>
> > Well you know what, they may have tried to gotcha me but you gotcha them.
> > The server idea seems to work perfectly. Thanks for your help.
> >
> > Sue
> >
> > "Lon Orenstein" wrote:
> >
> > The server idea seems to work perfectly. Thanks for your help.
> >
> > Sue
> >
> > "Lon Orenstein" wrote:
> >
> > > Well, you've just found one of the gotchas with Outlook. No, you have to
> > > recreate this on each user's PC. The view is actually stored in the Outlook
> > > PST file, not the BCM file. If everyone is connected to an Exchange server,
> > > you may be able to define it there and everyone else will see it but I'm not
> > > an Exchange expert...
> > >
> > >
> > > 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
> > > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > www.pinpointtools.com
> > >
> > >
> > > "Sue C" <SueC@discussions.microsoft.com> wrote in message
> > > news:F37F3B54-68C2-4C5C-BF54-E71D5DDB62B1@microsoft.com...
> > >
> > > recreate this on each user's PC. The view is actually stored in the Outlook
> > > PST file, not the BCM file. If everyone is connected to an Exchange server,
> > > you may be able to define it there and everyone else will see it but I'm not
> > > an Exchange expert...
> > >
> > >
> > > 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
> > > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > www.pinpointtools.com
> > >
> > >
> > > "Sue C" <SueC@discussions.microsoft.com> wrote in message
> > > news:F37F3B54-68C2-4C5C-BF54-E71D5DDB62B1@microsoft.com...
> > > > Thanks Lon
> > > >
> > > > This worked very well, and seems to remain in place when I re-open
> > > > Outlook.
> > > >
> > > > Taking it a step further, is there a way to define a view so that it is
> > > > automatically shared with all other users of a shared database? This will
> > > > save me having to set the view up on several machines.
> > > >
> > > > Thanks again.
> > > >
> > > > Sue
> > > >
> > > > "Lon Orenstein" wrote:
> > > >
> > > > > > >
> > > > This worked very well, and seems to remain in place when I re-open
> > > > Outlook.
> > > >
> > > > Taking it a step further, is there a way to define a view so that it is
> > > > automatically shared with all other users of a shared database? This will
> > > > save me having to set the view up on several machines.
> > > >
> > > > Thanks again.
> > > >
> > > > Sue
> > > >
> > > > "Lon Orenstein" wrote:
> > > >
> > > >> Sue:
> > > >>
> > > >> When you customize a view to add columns, it's better to start from the
> > > >> main
> > > >> Outlook menu and choose View, Current View, Define Views. I like to take
> > > >> one of the views that is close to what I want, make a copy of it, and
> > > >> then
> > > >> customize it further.
> > > >>
> > > >> That said, during your work with Outlook, maybe you clicked on a column
> > > >> heading to sort by that column. Whenever you close Outlook and come back
> > > >> to
> > > >> it, it will go back to the way you had defined it. That sounds like what
> > > >> is
> > > >> happening.
> > > >>
> > > >> Hope that helps,
> > > >> 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
> > > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > >> www.pinpointtools.com
> > > >>
> > > >>
> > > >> "Sue C" <SueC@discussions.microsoft.com> wrote in message
> > > >> news:0E085973-1268-42C6-B077-A380106C765E@microsoft.com...
> > > >>
> > > >>
> > > >> When you customize a view to add columns, it's better to start from the
> > > >> main
> > > >> Outlook menu and choose View, Current View, Define Views. I like to take
> > > >> one of the views that is close to what I want, make a copy of it, and
> > > >> then
> > > >> customize it further.
> > > >>
> > > >> That said, during your work with Outlook, maybe you clicked on a column
> > > >> heading to sort by that column. Whenever you close Outlook and come back
> > > >> to
> > > >> it, it will go back to the way you had defined it. That sounds like what
> > > >> is
> > > >> happening.
> > > >>
> > > >> Hope that helps,
> > > >> 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
> > > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > >> www.pinpointtools.com
> > > >>
> > > >>
> > > >> "Sue C" <SueC@discussions.microsoft.com> wrote in message
> > > >> news:0E085973-1268-42C6-B077-A380106C765E@microsoft.com...
> > > >> > Update: I've now worked out how to add the Company field into the
> > > >> > display
> > > >> > when I sort my Contacts by Account. However, I can't work out how to
> > > >> > make
> > > >> > it
> > > >> > stay that way permanently. Surely I don't need to re-set it every time
> > > >> > I
> > > >> > want to look something up?
> > > >> >
> > > >> > Thanks.
> > > >> >
> > > >> > "Sue C" wrote:
> > > >> >
> > > >>> > > >> > display
> > > >> > when I sort my Contacts by Account. However, I can't work out how to
> > > >> > make
> > > >> > it
> > > >> > stay that way permanently. Surely I don't need to re-set it every time
> > > >> > I
> > > >> > want to look something up?
> > > >> >
> > > >> > Thanks.
> > > >> >
> > > >> > "Sue C" wrote:
> > > >> >
> > > >> >> I am just starting to set up a database using 2007, and want to ensure
> > > >> >> the
> > > >> >> format I choose will work in the long-term.
> > > >> >>
> > > >> >> I am using Account to name the over all commercial unit. Once that is
> > > >> >> set
> > > >> >> up, I am adding individual Contacts, and using the Company field to
> > > >> >> indicate
> > > >> >> divisions etc. I would like to take this a level further, and notice
> > > >> >> that
> > > >> >> when I sort my Contacts By Account, there is a field called
> > > >> >> Department.
> > > >> >> But
> > > >> >> I can't find where to enter information into this field.
> > > >> >>
> > > >> >> Also, when sorting By Account, the Company field doesn't appear. How
> > > >> >> can
> > > >> >> this be changed?
> > > >> >>
> > > >> >> Finally, does anyone know of a good BCM training course - I've
> > > >> >> searched
> > > >> >> the
> > > >> >> web and can't find anything, and get crashed out everytime I try to
> > > >> >> access
> > > >> >> the Microsoft Learning and Assessment website sections.
> > > >> >>
> > > >> >> Any suggestions to resolve any of the above will be very useful!
> > > >> >>
> > > >> >> Thanks.
> > > >> >> the
> > > >> >> format I choose will work in the long-term.
> > > >> >>
> > > >> >> I am using Account to name the over all commercial unit. Once that is
> > > >> >> set
> > > >> >> up, I am adding individual Contacts, and using the Company field to
> > > >> >> indicate
> > > >> >> divisions etc. I would like to take this a level further, and notice
> > > >> >> that
> > > >> >> when I sort my Contacts By Account, there is a field called
> > > >> >> Department.
> > > >> >> But
> > > >> >> I can't find where to enter information into this field.
> > > >> >>
> > > >> >> Also, when sorting By Account, the Company field doesn't appear. How
> > > >> >> can
> > > >> >> this be changed?
> > > >> >>
> > > >> >> Finally, does anyone know of a good BCM training course - I've
> > > >> >> searched
> > > >> >> the
> > > >> >> web and can't find anything, and get crashed out everytime I try to
> > > >> >> access
> > > >> >> the Microsoft Learning and Assessment website sections.
> > > >> >>
> > > >> >> Any suggestions to resolve any of the above will be very useful!
> > > >> >>
> > > >> >> Thanks.
> > > >>
> > >
| 27 Jul 2009 | Re: Account / Company / Department (2007) | .Sherry |
| 28 Jul 2009 |  Re: Account / Company / Department (2007) | .Sue C |
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