list of selected contacts

  • Thread starter Thread starter Social Worker
  • Start date Start date
S

Social Worker

For social services, I use category filtered searches to find certain
services for clients, such as healthcare, crisis line, etc. Often a client
needs more than one type of service. What I want to do is run my filtered
search, and then add them to a list that, when I am all done, I will print
for that client. BCM only allows me to filter by one category at a time.
There is not boolean provision for AND, OR , etc. Does anyone know how I can
do this? BTW - when I print the new contact sub-list, I will need to print
only name, address & phone fields.
Thanks - Pat in Cheney
 
You might try Search Folders. You could create one with ALL the services
and then modify the criteria for each person to filter in/out the categories
you want. You could also define a Contact report with the right fields and
use Filter Report to create the same criteria. Once you create the
criteria, you can save those as a BCM query file (on the Advanced Filter
tab) and reuse 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
www.pinpointtools.com
 
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