How can I set the default email address for a business contact?

[BobMac]

When I was using Outlook 2003 for email and ACT! 2000 (8) for the address
book, the email was alway autocompleted. I have just migrated to Outlook 2007
with BCM. Many contacts have multiple email messages. As a result, when I
look at Business Contacts in a list view I have duplicate records for each of
these contacts (each with a different phone or email address) and when I try
to address an email message, autocomplete does not work. Rather, I have to
click the TO button and there I see the same name with say, 3 different email
addresses to choose from.

1. How can I set a default email address?
2. Why to I see duplicate records in list view, but not in business card view?

TIA...

 

[Lon Orenstein]

BobMac:

It sounds like you've got duplicate contacts that came over from ACT or
maybe you synched from ACT and then imported. If there are dupes, you can
eliminate the extra contact records and copy the dupes email address into
the Email2 or Email3 address in the main contact record you would have left.

You can also train Outlook by pressing Delete for the email addresses you
don't want when it shows in Autocomplete. That will get rid of the second
or third address.

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
www.pinpointtools.com

 

[BobMac]

Thanks, Lon...

It was your great e-book that enabled me to get even this far. (I , too was
an early user of ACT for DOS back in the days when they were Conductor
Software.) For some reason, some record in ACT!2006 caused the import into
BCM to fail. That, plus all the history items and notes (when I tried a
smaller recordset) came out with a datestamp of the import, rather than the
date from ACT!

So I just did a CSV export from ACT! into BCM and am keeping the ACT! db for
reference when I need it. What a shame that third parties can do the
transition successfully (and expensivey), but MS cannot.

But, no there are not dupes when I look at the business card. Just when I
look at the list. But, still, when I have an Email 1, and 2, and sometimes 3,
there does not seem to be a way to have all of them in the contact record AND
allow me to designate which one I want to be the default for when I send the
person an email message.

Any clues?

 

[Lon Orenstein]

Thanks BobMac!

I use the Email1-3 addresses and can select which one I want when I click
the TO: button. When I start typing the address and want Outlook to
autocomplete for me, that's when I can't figure out how to select from
multiples -- it just uses the latest one stored in a cache somewhere.

I think the real answer is similar to outthinking a 3 year old -- you've got
to stay one step ahead of Outlook on this one, or resign yourself to using
the TO: button.

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
www.pinpointtools.com