Apply a filter to a list of Business Contact Manager records

If the list on a tab is really long, you might want to apply a filter to reduce the number of records in the list. You can specify criteria to show only the records that you want to work with.

Apply a filter to a list

  1. In the Navigation Pane, under Business Contact Manager, click one of the following folders to display the workspace:

    • Contact Management.

    • Sales.

    • Marketing.

    • Project Management.

  2. Right-click a tab, and then click Modify.

  3. Click Filter to specify the criteria for the records that you want to display.

    For information about how to apply a filter, see Filter records in Business Contact Manager.

    Note: To determine if a filter is applied to a tab, right-click the tab, and then click Modify. If the list has been filtered, Filter applied is displayed next to the Filter button.

Remove a filter

  1. In the Navigation Pane, under Business Contact Manager, click one of the following folders to display the workspace

    • Contact Management.

    • Sales.

    • Marketing.

    • Project Management.

  2. Right-click the tab that has a filter applied, and then click Modify.

  3. Click the Filter button.

  4. On the Simple Filter tab, select all the check boxes.

  5. If necessary, click the Advanced Filter tab, and then click Clear All.

  6. Click OK.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×