Re: Account / Company / Department (2007)

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S

Sherry

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:

> 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:
>
> > 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> 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:
> > >
> > >> 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> 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:
> > >> >
> > >> >> 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.
> > >>
> > >>

> >
> >

 
S

Sue C

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:

> 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:
>
> > 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:
> >
> > > 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> 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:
> > > >
> > > >> 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> 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:
> > > >> >
> > > >> >> 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.
> > > >>
> > > >>
> > >
> > >

 
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