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Cheat Sheet

Outlook 2007 Business Contact Manager For Dummies

From Outlook 2007 Business Contact Manager For Dummies by Karen S. Fredricks, Lon Orenstein

The Outlook 2007 Business Contact Manager (BCM) is just what you need if you’re a salesperson or a business manager. Along with the normal, helpful Outlook features, the BCM offers tools to help you stay on top of your business life.

How to Navigate in the Outlook 2007 Business Contact Manager Home Window

Using the Business Contact Manager (BCM) Home window in Outlook 2007 is a convenient way to get to most of BCM’s functions without going through the menu system or remembering keystrokes. The tabs at the top of the window give you access to the most common functions:

  • Home: This is where it all happens. Clicking the buttons in the middle of the screen takes you to the different parts of BCM: Accounts, Business Contacts, Opportunities, Business Projects, Project Tasks, and Marketing Campaigns.

  • Sales: This is the place to be, if you’re a salesperson, to create new Accounts, Contacts, or Opportunities. You can customize the Account Recent History section at the bottom to see what’s important to you at a glance.

  • Marketing: This is a good place to review marketing campaigns you’re working on, with a customizable section at the bottom for a quick glance at what’s happening.

  • Projects: If you do a lot of project work, you might want to spend lots of time on this tab. Customize the bottom section to reflect which Business Projects are in what status — then open them to update their progress.

The following figure show what all this looks like:

image0.jpg

How to Move around in the Outlook 2007 Business Contact Manager

Moving around the Outlook 2007 Business Contact Manager is easy. You can find what you want with the Business Contact Manager menu on the Outlook menu bar, shown in the following figure, or use one of the handy keyboard shortcuts, shown in the table, below.

The menu:

image0.jpg

The table:

Press This To Go Here
ALT+O BCM menu
ALT+M BCM Home window
ALT+O+U Accounts window
ALT+O+B Business Contacts window
ALT+O+O Opportunities window
ALT+O+P Business Projects window
ALT+O+T Project Tasks window
ALT+O+C Marketing Campaign window
ALT+O+H Communications History window

Useful Outlook 2007 Shortcuts for the Business Contact Manager

If you’re a sales person or business manager, Outlook 2007 Business Contact Manager is a step above plain old Outlook 2007, but that doesn’t mean you can’t make good use of the keyboard shortcuts available in both, and shown in the following table.

Press This To Go Here
CTRL+1 Mail window
CTRL+2 Calendar window
CTRL+3 Contacts window
CTRL+4 Tasks window
CTRL+5 Notes window
CTRL+6 Folder List window
CTRL+7 Shortcuts navigation bar
CTRL+8 Journal and Communications History window
CTRL+Y Folder List
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