Business Contact Manager’s tight integration with Outlook makes it easy to create custom folder views and search folders to sort and manage all of your business data. Creating a new Outlook view is a great way to save your frequently-used filters and sort orders. To do this from the main Outlook window, select “View | Current View | Define Views”. From this dialog, you can copy, modify, and rename views.
For quick access to your views, select “View | Navigation Pane | Current View Pane”. This will display the list of views in the Navigation Pane so you can easily switch among them.
As an example, you can filter your Communication History to show only Business Notes. One way to accomplish this is with a new Outlook view. To do this from the main Outlook window:
1.) From the menu, select “View | Current View | Define Views…”
2.) Select an existing view (defaults to the current view)
3.) Click the “Copy…” button and type a view name such as “Business Notes”
4.) Click the “Filter…” button and click on the “Advanced” tab
5.) Click “Field | All Journal Fields | Entry Type”
6.) Select “Is (exactly)” from the drop-down list
7.) Type “Business Note” (without the quotes) in the “Value” textbox
8.) Click “OK”, “OK”, “Apply View”
Business Contact Manager also supports creation of search folders. You can use a search folder to quickly find a term or keyword within communication history for a specific Business Contact.
1.) From the main Outlook window, click the “Mail” button in the left-hand Navigation pane.
2.) Expand the “Business Contact Manager” folder by clicking the plus sign next to the folder name.
3.) Right-click on the “Search Folders” folder and choose “New Search Folder…”
4.) Type a name for this filtered list, select “Business Contact History” from the drop-down list and then click “Filter…”
5.) Select the contacts whose history you’d like to see (NOTE: if you have too many contacts to easily uncheck all the unwanted contacts, go to the “Advanced Filter” tab, select “Linked To” from the “Field name” drop-down, then choose “Equals”, “Begins with” or “Contains” and type your contact’s name in the “Compare to” field)
6.) Click on the “Review Results” tab to ensure that your filter is correct.
7.) Click “OK”
8.) Click “OK”
9.) Type your search term in the search bar at the top right and press ENTER Now scroll down to find the relevant item. This search folder can be added
to your Business Contact Manager home page by going to the home page and clicking “Add or Remove Content”, scrolling down to the bottom of the list
and checking the box.