News & Articles
Tips & Tricks
Add-On Products
CRM & Contact Mgt
MX-Contact
Download the free Personal Edition of MX-Contact, the complete Outlook CRM, Contact Management and Sales Automation System

 


 

 

 

 

 

 

 

 






1 Profiling Contacts with the Outlook Forms Designer - 2

This article is the second in a series of articles aimed at taking you through the functionality in Outlook that allows us to profile our contacts by adding custom fields, and then view and take actions on a selected group of contacts.

In the 2005/01 OutlookWise newsletter we looked at the basics of the Outlook Forms Designer.

If you missed the first article in the series, you may want to review this first by clicking on the link below, before continuing:

Profiling Contacts using the Outlook Forms Designer - 01

This article shows you how to create views to enable you to query your data, say for the purposes of sending a direct mailing or e-mail to selected contacts in your list.

We look at:

The Task at Hand

Importing the Sample Data

Identifying the Filter Conditions

Creating the View

Summary

MX-Contact: Managing Contact Lists inside Outlook/Exchange

Note: This article is available in PDF Format for easier reading. Click here to open this.

 

1
2
3
4
5
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9
6
7