The task defined
for us is to get a listing of just those contacts that who are
owners or managers on the West Coast (of the United States).
My first challenge is to identify
the fields in my Outlook Contacts folder that equate to these individual
criteria.
So in this example how would
I identify “owners or managers”? Well this might be anybody that
has the word “Owner” or “Manager” in their Job Title.
In this case the criteria would
be as follows:
Job
Title contains “Owner”.
Job
Title contains “Manager”.
Notive we use the “Contains”
operator so that we include those contacts with Manager anywhere
in the Job Title, such as Sales Manager, Marketing Manager,
Manager – Northwest, etc. The next condition is contacts “located
on the West Coast” (of the United States). So here I would use the
State field to “home in” on the required contacts. So the
conditions would be:
State = “WA”
State = “OR”
State = “CA”
Having identified my criteria,
I’m now ready to create my view.
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