Customize Account View

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Guest

Account View - I'd like to sort accounts by Account rating, then by
alphabetical account. I've tried all the customize view options and can't
find a way to sort by this account field. This allows me to view accounts by
client group size. Is there a better way to sort accounts? I've tried this
and categorizing by color, and can't seem to get the view to reflect changes.
 
Hi

You can generate a report that will group your accounts by rating (then it
also subsequently sorts by alphabetical order by default). This can be done
by selecting the 'Business Contact Manager' menu > Reports > Accounts >
Accounts by Rating.

Thanks
Monica Tsang [MSFT]
 
Annaa:

When you're choosing fields to Sort by, choose User Defined Fields in Folder
at the bottom of the dialog, and then you can choose Rating from the
dropdown. It's hidden pretty well, isn't it?

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
 
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