CRM Forum » Outlook with BCM

How to export a single business contact from BCM 2007

(2 posts)
  1. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Export A Single Business Contact
    Archived from: microsoft.public.outlook.bcm
    Author: Logan Summers

    So I have a Lead, stored as a Business Contact in BCM 2007, that did not pan out so I want to delete it from BCM. However, I would also like to store all the old information, history, etc so that a year down the road I could revisit it.

    I fear if I just leave it in BCM and make it inactive or something then overtime this will cause my files to swell too much so I would like to export just that one Business Contact.

    Is this possible, if so how? If there is a better way to go about doing what I want to do then please let me know. Thanks.

    Posted 1 month ago #
  2. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: re: Export A Single Business Contact
    Archived from: microsoft.public.outlook.bcm
    Author: Luther

    Go to the Business Contacts folder. Right click on the Business Contact you want to expoort, select Export.

    Posted 1 month ago #

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