Multiple Categories?????

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Randallj

Member
Outlook version
Outlook 2010 32 bit
Email Account
POP3
As a small insurance broker, we'd like to keep track of multiple different contacts; personal lines clients, prospects, realtors, loan officers and business insurance clients. What is the best way to do that in BCM? Should I set up a database for each type of contact?
 

KFarchmin

New Member
Outlook version
Outlook 2010 64 bit
Email Account
Randallj - I would create subcategories for each of your contact types so you can categorize them that way. You can do this by "editing your lists" and modifying your database that way.
 
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