First,
let’s talk about how Business Contact Manager interacts with Microsoft
Office Outlook 2003. Although they are technically two separate
applications, there are many ways that you can use both products
together to make a lot of tasks easier. One of
the first things people want to do after they install Business Contact
Manager is to move their Outlook contacts into business contacts. This
is really easy as both folders are contacts folders. If you want to move
contacts, you can drag and drop them from your regular contacts folder
into business contacts (or vice-versa). If you want to copy contacts,
follow these steps: -
Open your contacts folder. -
Select the contacts you want to move. -
Click the Edit menu and click Copy. -
Click the folder you want to place the contacts in. -
Click the Edit menu and click Paste. Here’s a
visual example:
Another great feature is that your business contacts and accounts are
automatically added to the Outlook Address Book. So, when you’re
creating an e-mail and you click the To button, you can select from your
Business Contact Manager folders as well:
You can
also right-click on a business contact or account and see options for
Outlook items (such as tasks, journal entries, mail messages, and
appointments):
Last but
not least, you can link any Business Contact Manager to the same
categories we have available for Outlook items. Just select the item,
click the Edit menu, and click categories:
Once you
click the Categories option, you’ll see the exact same screen as you
would for an Outlook item. (You can see a sample on the right hand
side.) Just check a category to place the item in it. Or, type in the
text box at the very top and click Add to add a new category. Remember
that Outlook has a limit of 50 categories; this remains the same even if
Business Contact Manager is installed. And, if you add a category while
in a Business Contact Manager folder, it still counts towards that
limit.
There are many other
ways to use Outlook and Business Contact Manager together, but those are
the tools you’ll probably use most often.
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