Newsgroup subject: Groups
Archived from: microsoft.public.outlook.bcm
Author: Smike
In the navigation pane is a command 'add new group' I have done so and named the group. For my purposes I would like to work with 'Suspect' 'Prospect' and Customer groups whilst using Categories to indicate market sectors.
I cannot seem to do anything with the newly created group nor can I find readily accessible information in BCM help.
Does anyone have an example of creating and using a new group?
Newsgroup subject: re: Groups
Archived from: microsoft.public.outlook.bcm
Author: Anjaconda
Hi,
do you mean the "add new group" option in the 'customize form' menu? It enables you to create new groups that consists of new fields. You want to name your group for example "General Information" and then you add new fields to this group (for example: # of employees, sales...) The new group just places the new fields that you create for it together, it is more a headline for a collection of fields that belong together.
Hopefully this is helpful for you. :)
Best regards,
A
Newsgroup subject: re: Groups
Archived from: microsoft.public.outlook.bcm
Author: Smike
Hi Anjaconda, thank you for your answer - I have located the route you suggest. However, it is not what I'm referring to. In the navigation pane on the left hand side of the screen there is a line toward the bottom, just above 'Mail' 'Calendar' 'Contacts' and 'Tasks' which says 'Add New Group' - when you click on this, a 'New Group' button is created just above 'Current View'.
If you right-click on this button, it can be renamed, removed or moved up or down the list, above or below 'Business Contact Manager' in the navigation pane.
When you click on this, the screen to the right of it remains the same - that is, if you were looking at 'Accounts' that is what still shows in the main window.
I cannot see what can be done in the 'New Group' created.
Newsgroup subject: re: Groups
Archived from: microsoft.public.outlook.bcm
Author: Anjaconda
Ok, thank you for the explanation, i found the field that you are talking about. I have tried this before (because i see new Groups created there) but I could never figure out how to use this either.
Hopefully someone else can help with this.
Newsgroup subject: re: Groups
Archived from: microsoft.public.outlook.bcm
Author: Smike
Anjaconda, Your answer is reassuring to me because I thought I was missing something obvious.
I have tried a different route to posting my query and it has appeared on this page again! (above)
Newsgroup subject: re: Groups
Archived from: microsoft.public.outlook.bcm
Author: LB
It's funny that you just posted this because I was pondering the same thing today and thought it was the most useless feature ever. "Look at me, I can move my group around - look at it lay there - LOL." However, after much fiddling I have determined the following:
The "Group" that is being created is a way to organize "Contacts" folders. For example, if you create a new group you can move your contacts folder into it from the "My Contacts" group, which is just another group. If you open the folder list in a new window you can drag any Contacts folder into your new group or any other group. I hope this helps!
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