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Managing Your Business with Outlook 2003 for Dummies 9

Managing Your Business with Outlook 2003 for Dummies 9. Trong cuốn sách này, các bạn có thể biết cách làm thế nào để tổ chức, lãnh đạo nhóm của bạn và doanh nghiệp của bạn bằng cách tạo ra các thủ tục cho các mục tiêu kiểm soát, thông tin liên lạc thông qua e-mail, kiểm soát bán hàng, hoạt động tiếp thị, nhiệm vụ, và chia sẻ thông tin. | Chapter 4 Creating an Awesome Customers and Suppliers Database 61 Displaying the fields in your order The fields sequence can be shuffled and displayed in any order but you have advantages of choosing certain sequences. For example if you ask to check your customer record the operator has to read and confirm the person s name the company name job title address phone and e-mail in the sequence and retype them whenever they change. The fields sequence is important and can be different depending on the application. The Show Fields box allows you to customize the fields sequence. 1. Select the Phone list in the Navigation Pane. 2. Click the Customize Current view in the Navigation Pane. The Customize View Phone List is displayed. 3. Click the Fields button. 4. Drag and drop the desired field into position in the list. For example the Decision Maker field is at the end of the list but you can move it so that it appears after the Full Name field see Figure 4-14 . This notation helps remind you who the person is before you call. Understanding views how to create fields and the way to display the fields in a practical manner helps you and your team work in a more focused way without losing time looking for information. Figure 4-14 The Decision Maker field was moved below the Full name field to provide additional information in the view. 62 Part II Managing Contact Information_ Developing a Customer or Company Profile Checklist Who is your customer A person or a company You can record personal information in the Contact record as well as the company information in the same record. If you have two people in the same company as customers you ll have the same company profile for both and a different customer profile for each person. Say that Microsoft is your customer so you have to build a Microsoft company profile. Who is ordering or using your product at Microsoft You have to create the customer profile for each person to remind you who .