Contents -- Introduction -- Chapter 1 Installing Business Contact Manager -- Installing and updating Business Contact Manager -- Task A: Determining whether Business Contact Manager is already installed on your computer -- Task B: Installing Business Contact Manager -- Task C: Checking for updates -- Managing databases -- Task A: Creating a standalone database -- Task B: Creating a networked database -- Task C: Connecting to an existing database on your network -- Chapter 2 Working with Business Contacts and Accounts -- Working with business contacts -- Task A: Creating a new business contact -- Task B: Resolving duplicate business contacts -- Task C: Deleting a business contact -- Task D: Restoring a deleted business contact -- Working with accounts -- Task A: Creating a new account -- Task B: Creating a new account from an existing business contact -- Task C: Deleting an account -- Task D: Restoring a deleted account -- Linking business contacts and accounts -- Task A: Linking business contacts with accounts -- Task B: Removing the link between a business contact and an account -- Adding additional information for accounts and business contacts -- Task A: Specifying the first, middle, and last name for a business contact -- Task B: Adding a picture for a business contact -- Task C: Adding additional field information for a business contact -- Adding communication history items -- Task A: Viewing communication history items for a record -- Task B: Inserting a business note -- Task C: Linking a file -- Task D: Using the Communication History view -- Chapter 3 Viewing Your Data -- Business Contact Manager Home -- Task A: Getting to the Business Contact Manager Home screen -- Task B: Options in the Business Contact Manager Home screen -- Task C: Using the Business Contact Manager menu -- Understanding views.

Task A: Navigating through the standard views -- Task B: Viewing business contacts -- Task C: Viewing accounts -- Task D: Viewing opportunities -- Task E: Viewing communication history -- Customizing your views -- Task A: Customizing the views -- Task B: Changing the default sort for a view -- Task C: Changing the fields that show in a view -- Task D: Changing conditional font size for items in a view -- Chapter 4 Categorizing Business Contacts, Accounts, and Opportunities -- Creating and editing categories -- Task A: Creating a new category -- Task B: Editing an existing category -- Task C: Deleting a category -- Task D: Setting the Quick Click category -- Categorizing database items -- Task A: Categorizing new business contacts, accounts, or opportunities -- Task B: Categorizing existing business contacts, accounts, or opportunities -- Task C: Viewing database items by category -- Task D: Removing category assignment -- Chapter 5 Finding Your Data -- Simple searches -- Task A: Finding a business contact -- Task B: Finding an account -- Task C: Specifying simple search options -- Using the Query Builder -- Task A: Opening the Query Builder -- Task B: Finding database items using the Query Builder -- Task C: Modifying fields in the Query Builder -- Applying filters -- Task A: Applying a simple filter -- Task B: Applying an advanced filter -- Working with Search Folders -- Task A: Creating a Search Folder -- Task B: Modifying an existing Search Folder -- Task C: Adding a Search Folder to the Business Contact Manager Home screen -- Chapter 6 Managing Your Calendar and Tasks -- Viewing and navigating the calendar -- Task A: Viewing and printing the calendar -- Task B: Viewing details for an appointment on the calendar -- Task C: Using the To-Do Bar to navigate -- Task D: Printing your calendar.

Linking appointments with business contacts and opportunities -- Task A: Scheduling an appointment with an existing contact or opportunity -- Task B: Linking an existing calendar item to a business contact, account, opportunity, or business project -- Task C: Scheduling events -- Task D: Unlinking a calendar entry -- Adding appointment details -- Task A: Setting reminders -- Task B: Scheduling a recurring appointment -- Task C: Inviting others to participate in your meeting -- Task D: Attaching files to a meeting request -- Task E: Rescheduling activities -- Task F: Setting calendar preferences -- Categorizing activities -- Task A: Categorizing an appointment -- Task B: Viewing appointments by category -- Finding activities -- Task A: Viewing activities scheduled with a business contact or opportunity -- Task B: Searching the calendar -- Task C: Viewing other users' calendars -- Working with tasks -- Task A: Creating a task linked to a business contact -- Task B: Creating a task not linked with anyone in the database -- Task C: Creating a recurring task -- Task D: Editing a task -- Task E: Deleting a task -- Task F: Assigning a task to another user -- Task G: Marking a task as complete -- Task H: Looking at your tasks in the task views -- Chapter 7 Opportunity Management -- Adding and removing opportunities -- Task A: Entering a new opportunity -- Task B: Editing an existing opportunity -- Task C: Deleting an opportunity -- Task D: Closing an opportunity -- Adding communication history items -- Task A: Adding a note for an opportunity -- Task B: Recording a phone log for an opportunity -- Task C: Creating a task for an opportunity -- Task D: Creating an appointment for an opportunity -- Task E: Attaching a file to an opportunity -- Viewing opportunities -- Task A: Viewing a list of opportunities -- Task B: Filtering the opportunity list view.

Task C: Removing filters from the opportunity list view -- Task D: Viewing communication items associated with an opportunity -- Managing products and services -- Task A: Adding a new product or service -- Task B: Deleting a product or service item -- Task C: Importing a list of product or service items -- Chapter 8 Writing Letters and Campaigns -- Creating a mail merge in Microsoft Word -- Task A: Creating a mail merge template -- Task B: Choosing contacts to include in the mail merge -- Task C: Filtering contacts to include in the mail merge -- Task D: Adding mail merge fields to the template -- Task E: Completing the mail merge -- Implementing marketing campaigns -- Task A: Creating a marketing campaign for selected accounts or business contacts -- Task B: Creating a marketing campaign using search folders -- Task C: Creating a marketing campaign from a report -- Task D: Creating a marketing campaign in Word -- Task E: Creating a marketing campaign in Publisher -- Task F: Using the Outlook e-mail marketing service -- Task G: Tracking the results of a marketing campaign -- Chapter 9 E-mail -- Sending e-mails to a business contact -- Task A: Sending an e-mail to a business contact -- Task B: Linking a previously sent e-mail message to a Business Contact Manager record -- Task C: Linking items in your Inbox to a business contact -- Task D: Linking an e-mail message to a business project -- Auto-linking -- Task A: Auto-linking e-mail messages from a business contact record -- Task B: Auto-linking e-mail messages from an account record -- Task C: Auto-linking e-mail messages from an incoming e-mail message -- Task D: Auto-linking e-mail messages with a business project -- Task E: Managing e-mail auto-link options -- Task F: Unlinking an e-mail message from a record -- Task G: Using the e-mail auto-link feature to create new business contacts.

Chapter 10 Managing Projects -- Creating a project -- Task A: Adding a new project -- Task B: Entering information about a project -- Task C: Editing an existing project -- Task D: Deleting a project -- Task E: Restoring a deleted project -- Working with project tasks -- Task A: Adding project tasks -- Task B: Completing project tasks -- Task C: Adding communication history items for a project -- Task D: Viewing communication history items for a project -- Tracking business projects -- Task A: Viewing and filtering projects -- Task B: Viewing and filtering project tasks -- Task C: Viewing the task timeline -- Chapter 11 Reports -- Basic reports -- Task A: Running an account report -- Task B: Running a business contact report -- Task C: Running a lead report -- Task D: Running an opportunity report -- Task E: Running an activity report -- Task F: Running a business project report -- Task G: Running a marketing campaign report -- Working with reports -- Task A: Refreshing a report -- Task B: Running a saved report -- Task C: Filtering a report -- Task D: Exporting a report to Excel -- Task E: E-mailing a report as an Excel attachment -- Customizing a report -- Task A: Adding a field to an existing report -- Task B: Removing a field from an existing report -- Task C: Changing the order of columns in an existing report -- Task D: Changing the sort order of an existing report -- Task E: Modifying the header and footer on an existing report -- Chapter 12 Creating a Dashboard -- Viewing your dashboards -- Task A: Viewing the standard dashboard -- Task B: Navigating the dashboard sections -- Customizing your dashboard -- Task A: Adding a dashboard section -- Task B: Hiding dashboard sections -- Task C: Removing existing dashboard sections -- Task D: Customizing fields shown on a dashboard section -- Task E: Changing the order of sections on your dashboard.

Task F: Automatically open Outlook 2007 in the dashboard view.