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Microsoft Outlook BCM 2010 - Help on creating groups

    質問

  • Hi all,
    really need some help on this....in business contact manager in Outlook 2010, I really need to know an efficient way of creating groups. At the moment, you can create a new business contact, and allocate that contact to an account - this is normally the name of a company etc. How do I creat seperate groups....for example I might want to have a group of all the HR Managers within England, and another group for all HR Managers within in London? There must be a simple way of doing this but I cant find it......would really appreciate some help on this!
    2011年4月19日 14:34

回答

すべての返信

  • Hi

     

    Thank you for using Microsoft Office for IT Professionals Forums.

     

    From your description, I understand that you want to differentiate contact list in Business Contact Manager . If there is any misunderstanding, please feel free to let me know.

     

    You can use Business Contact records to organize and store lots of information about the people you do business with.

    This article describes how to create new records and complete the Business Contact form.

    Use Business Contacts in Business Contact Manager

    http://office.microsoft.com/en-us/outlook-help/use-business-contacts-in-business-contact-manager-HP010262517.aspx?CTT=1#BM32

     

    More additional article

    Business Projects in Business Contact Manager

    http://office.microsoft.com/en-us/outlook-help/about-business-projects-in-business-contact-manager-HA010110848.aspx?CTT=1

     

    Please take your time to try the suggestions and let me know the results at your earliest convenience. If anything is unclear or if there is anything I can do for you, please feel free to let me know.

     

    Hope that helps.

     

    Sincerely

    William Zhou CHN
    2011年4月22日 5:38
  • Hello William,

    Thank you for the response. I know how to set up a new contact, and that you can allocate it to an account name....so if you have 10 employees all from the same company, the account name would be the company name.

    Im asking how you set up groups. So for example, say I have 2000 company Managing Directors (all from different companies) on my BCM.....and I want to create a group for all MD's that live in a certain area......how do I set up a group so that I can do mail-outs to them etc. 

    We previously used ACT - is was very easy to a create new groups and allocate existing contacts into as many groups as we wanted.

    I look forward to hearing from you

    Chris Sturrock

    2011年5月3日 9:31