Defining Views

It is a great relationship building idea to acknowledge your clients birthday or anniversary. It is always so impressive, and with Outlook 2000 it is so easy.

Perhaps you would like to see a list of all the birthdays that occur this month. This criteria would be dynamic according to the month determined by your system calendar settings. Therefore at the beginning of the next month, the view would update to the current months birthdays.

Step by Step

  1. On the details tab of the Contact view, select the correct birthday from the drop down arrow. Complete this step for all your contacts.
  2. From the menu bar, select View, Current View and Define Views.
  3. Click the New button, and type “Birthdays this month”.
  4. Ensure that This folder, visible to everyone is selected.
  5. The View summary dialog box will automatically open.
  6. Click the Filter button. From the advanced tab, click the Field button, Personal Fields, and click birthday.
  7. In the Condition drop down list, select this month and click the Add to List button. This criteria will appear in the white box at the top of the dialog box.
  8. Click OK to accept this criteria.
  9. If you want to see the birthday date in the list view without opening the contact, then click the fields button on the View Summary dialog box and from the Select available fields from list, choose Personal fields.
  10. Click the birthday field from the list on the left and press the add button to move the field to the list on the right side of the dialog box.
  11. Click OK, and OK again and then Close to view this information.
  12. Click the drop down arrow on the current view field situated on the toolbar to see similarly defined views or default Outlook views.