About views in Business Contact Manager

In Business Contact Manager for Outlook, you can use views to sort information so that you can see the information that is most important to you — just as you can in any other Outlook folder. There are standard views for each Business Contact Manager folder but you can also create custom views.

Standard views

You can view the contents of Business Contact Manager folders by using standard views.

  1. On the Go menu, click Folder List.

  2. In each folder, on the View menu, point to Current View, and then click the view you want.

Customizing views

You can customize a view by changing the fields that appear and the order of their appearance; grouping, sorting, or filtering the view by a particular field; or by changing the font and table settings.

  1. On the View menu, point to Current View, and then click Customize Current View.

  2. Click one or more of the following buttons to customize your view. Not all of the buttons will be available, depending on the view you are customizing.

    • Fields      Click this button to add or remove fields to appear in the view.

      Tip: Some fields for Business Contact Manager for Outlook appear under the category User-defined fields in folder.

    • Group By      A group is a set of items with a common characteristic, such as Business Contacts from the same country or region, or Marketing Campaigns with the same due date. Click this button to expand or collapse the group headings to display or hide the items they contain.

    • Sort      Click this button to sort the items in a folder displayed in any view, based on one field or multiple fields, with the exception of the time-based views such as Day/Week/Month and timeline. For example, you can sort Business Project tasks by due date to see the order in which you should work on them.

    • Filter      Click this button to view only those items or files that meet conditions you specify. For example, you can filter your Marketing Campaigns by the date of creation. When a filter is applied to a selected folder, the status bar displays the words Filter Applied in the lower-left corner of the screen.

    • Other Settings      Click this button to change fonts, grid lines, and the way your Reading Pane is displayed.

    • Automatic Formatting      Click this button to change automatic font formatting for group headings and folder contents.

    • Format Columns      Click this button to set the display width for each column.

    • Reset Current View      Click this button to revert to the last formatting you had for this specific view.

Tip: For information about how to change the display of Accounts or Business Contacts to last name or first name format, see Display the Contacts list in last name, first name format.

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