Show All

Hide All

In Business Contact Manager for Outlook, a Search Folder (search folder: A folder that is used to store searches and share them with other users. It is dynamically updated each time the query is reloaded.) is a virtual folder (virtual folder: A list of files that match specific search or filter information. You create a virtual folder by specifying the types of files you want to find and saving that search information.) that provides a view of the results for a specific query you created for a type of item, such as Accounts (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.), Business Contacts (Business Contact: A person with whom you do business at a company or organization.), or Opportunities (Opportunity: The chance to sell your products or services to an Account or Business Contact.). Use search folders to easily store and retrieve selected search queries you create or customize. For example, you can create a Search Folder named "Tier 1 Customers" to include only Business Contacts with a rating of "Excellent." Or you can customize Business Leads, the one default folder included in Search Folders, to include only new Business Contacts (Business Contact: A person with whom you do business at a company or organization.) who were added in the past two months, and then rename this folder New Business Contacts.

To quickly see the contents of a search folder, you can add it to a Business Contact Manager Home page. For more information, see About the Business Contact Manager home page.

 Note   By using search folders and Microsoft Office Publisher* or Microsoft Office Word*, you can use mail merge* to create personalized letters or e-mail messages, as well as mailing labels and envelopes from the data in your Account or Business Contact records. For more information about using mail merge*, see Personalize (with mail merge) documents, e-mail messages, and create labels and envelopes using Business Contact Manager records.

*Mail merge requires Publisher or Word. The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with the 2007 or 2003 versions of Publisher and Word.

Create a new Search Folder

The commands on the Search Folders shortcut menu

 Note   When you are using an offline database (offline database: A local working copy of a remote shared database in which you can make changes while you are disconnected. You can synchronize changes with the remote shared database when you reconnect.), you cannot add, delete, rename or customize your Search Folders.