barcode font generator vb.net Figure 19-14. A business contact item includes several elds not found in a standard contact item. in Visual C#

Maker PDF417 in Visual C# Figure 19-14. A business contact item includes several elds not found in a standard contact item.

Figure 19-14. A business contact item includes several elds not found in a standard contact item.
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Working with Business Contacts
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Most of the elds on the General page are the same as those found in a standard Outlook 2007 contact item.
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See 18, Creating and Managing Your Contacts, if you need more information on working with contacts and these standard elds.
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A new set of elds on the General page for a business contact item is grouped under the Classi cation section, which provides check boxes and drop-down lists that enable you to specify information about the contact s status:
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Mark As Use this option to specify whether the contact is a lead for a sales follow-
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up. This eld can be useful in reports to separate active sales leads from other business contacts.
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Status Use this option to specify whether the contact is active or inactive. You can
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use this eld in reports to separate active from inactive contacts.
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Payment Status Use this option to choose between Current and Overdue for the
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contact s account status.
Contact Rating Use this option to select an overall nancial rating for the contact
from this drop-down list.
Payment Status Use this option to select the current payment status for the
contact from this drop-down list. There are other new elds on the General page grouped under the Source Information section:
Source Use this option to specify how the contact was made (Advertisement, Direct Mail, and so on). This eld can be useful in reports to assess marketing efforts. Initiated By Use this option to select the Account, Business Contact, or Marketing Campaign responsible for initiating the business contact. Areas Of Interest Use this option to select interests shared with this business
contact, such as products, services, joint marketing efforts, or any other share interest category you have con gured. This section of the chapter focuses on creating and working with business contact items.
See the section Attaching Items later in this chapter for details on linking items to your contacts.
The Details page for a business contact item, shown in Figure 19-15, provides several additional elds you can use to track various items of information about a business contact.
19
19 Using Microsoft Business Contact Manager
19
Figure 19-15. Use the Details page to add more information to the contact.
The elds on the Details page are generally self-explanatory. Note that the four check boxes under the Preferred Method drop-down list (Do Not Call, Do Not E-Mail, Do Not Fax, and Do Not Mail) are informational elds only and do not actually prevent these actions. If you select the Do Not E-Mail check box for the contact, for example, Outlook 2007 does not honor that setting if you attempt to send an e-mail. The message will go through without any prompts to the contrary. You can, however, use these elds to lter your contacts list prior to sending an e-mail to the contacts list. The History page, shown in Figure 19-16, shows all the items that are linked to the contact, including e-mail messages, notes, opportunities, tasks, appointments, phone logs, and les. Some of these items you must link yourself through the contact item, whereas others are linked automatically. For example, if you send an e-mail to a business contact, Business Contact Manager automatically links the e-mail to the contact and includes it in the Communication History list. The View drop-down list enables you to see these History items according to the following sort criteria: By Linked To, Chronological, Communication History Item List, and Created By.
Figure 19-16. Use the History page to review interaction with the contact.
Working with Business Contacts
How to use views to honor contact settings
If you want to honor the intent represented by these elds (for example, not calling someone if Do Not Call is selected for their contact item), you should make it a habit of checking them before taking the actions speci ed by them. An alternative is to create a custom view that lters the items based on the pertinent eld. 27, Creating Custom Views and Print Styles, discusses how to create custom views, but it is brie y discussed here because these elds are user-de ned elds, which are not speci cally mentioned in 27. The following example shows how to create a view that shows only those contacts whose Do Not Call check box is cleared:
1. In Business Contact Manager, open the Business Contacts folder and click View,
Current View, and then De ne Views.
2. In the Custom View Organizer dialog box, click New. Enter the name OK to Call,
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