Using Microsoft Business Contact Manager in C#.NET

Painting PDF-417 2d barcode in C#.NET Using Microsoft Business Contact Manager

19

19

5. Click Field, User-De ned Fields In Folder, and ParentDisplayName. 6. Click in the Value eld and type Wingtip Toys, click Add To List, and click OK. 7. Click OK, and then click Apply View to view all items associated with the Wingtip Toys account.

Because the Communication History folder shows all items by default, it s not usually the best place to go to nd items associated with a particular business contact, account, or opportunity. Although you can create custom views that will locate these items for you, a better approach is to simply open the account, contact, or opportunity, and view the associated items there. Viewing the links from the item s form saves you the trouble of creating a view to locate the linked items.

In most cases, Business Contact Manager adds items to the Communication History folder automatically. For example, send an e-mail to a business contact; Business Contact Manager links the e-mail to the contact, and it shows up in the Communication History folder. Or create a Call Contact task for a contact, and Business Contact Manager adds that to the contact. You can also link items manually. For example, you might want to add a phone log item to an account when you receive a call from one of the account s contacts, attach a document to the account, or schedule an appointment for a contact. You can add the following to each of the Business Contact Manager item types (except project tasks and marketing campaigns) by right-clicking the item and selecting Create:

Business Note Use this option to add a note containing a subject, comments, and information about who created the note and when it was created. Task Use this option to add a standard Outlook 2007 task to the selected item. Appointment Use this option to add a standard Outlook 2007 appointment to 19

start time, duration, subject, and comments. The Business Phone Log form includes a timer you can start and pause during the call to time the call.

Linked File Use this option to add any type of le to the selected item. For example, you might add an Of ce Word 2007 document, a Microsoft Of ce Excel 2007 worksheet, or a brochure in Portable Document Format (PDF) format.

You can also add the following to business contacts and accounts:

Opportunity Use this option to add a new sales Opportunity item to the business contact or account. Business Project Use this option to add a new Business Project item to the business contact or account. Marketing Campaign Use this option to add a new Marketing Campaign item to the business contact or account.

To add an item to an account or business contact, select that item from its folder, rightclick it, and then select Create. Choose from the menu the type of item to add. Business Contact Manager opens a form that varies depending on the type selected. Enter the needed information in the form and click Save & Close to associate it with the selected item. The linked item then shows up in the Communication History folder.

What would a CRM system be without reports Business Contact Manager includes a range of prede ned reports that you can use as is or customize to suit speci c needs. There are reports for accounts, business contacts, business projects, opportunities, leads, and marketing campaigns, as well as activity reports by account, business contact, and opportunity. To create a report, click the Business Contacts Manager menu, choose Reports, and then choose the report category and speci c report you want to view. A report window opens and displays the report, as shown in Figure 19-33.