BCM 2007

  • Thread starter soja via OfficeKB.com
  • Start date
S

soja via OfficeKB.com

Hello I'm currently working with business contact manager 2007 for outlook
2007.
I would like to print a list of all the "account in Business contact" as
adress cards which also includes the full name of the "business contact".
The problem: I've tried to add the name of the contact with "customize
current view" --> fields --> Full name --> add, but unfortunately it is the
name of the account which appears instead of the business contact one.
Can anyone help me? Thank you in advance.
 
P

Poohbear

If you want a list of your accounts or business contacts you can go to the
business contact tab, go to reports and select from there what catergory you
want to chose from (business contact by accounts) gives you a list by .
either, by zip code or by active account or by lead account.

This is how you add an Account or Business Contact.

How you add an account open outlook please make sure BCM is open as well;
chose if you want to use either accounts or business contacts; once you have
decide which one, you can click on the top left corner for "new contact", and
then put your information in there.

Also you can add the account name or business Contact by what name you use.

I hope this helps..good luck!
 

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