Managing Your Business with Outlook 2003 for Dummies 14. 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 7 Working with BCM Reports 111 an easily modified one may provide you with exactly the information you need and even be more detailed than similar reports. Because the view options bring the information to the screen rather than to the printer you can copy the information from the screen to Word or Excel for printing. Before using any report explore the available views in the Current View window. The Current View options provide listings like By Category By Rating and Quick Accounts. If you need a quick view for a certain decision changing the view can be faster and easier than using reports. Figure 7-11 The Opportunities list view By Sales Stage looks like the Opportunity funnel report. Refining your views The BCM reports aren t so flexible as the BCM views to create new reports. I use the BCM view to create my own reports refine the data and collect the information I need as in the following example. When your company exists for several years your database accumulates history. A view to list only the opportunities created or changed in the last 30 days is available. Adding different fields can supply information for a specific time period generating a concluding report 1. With the Opportunities list open select a view. Selecting the Recently Modified view displays the opportunities created or modified in the last 30 days. You can add the Source Of Leads field to the same list if you like. 112 Part II Managing Contact Information 2. Select Customize Current View in the Navigation Pane. The Customize View Recently Modified appears. 3. Click the Fields button. The Show Fields dialog box appears. 4. Select Forms on the Select Available Fields From drop-down list. The Select Enterprise Form dialog box for this folder opens. 5. Double-click the Business Contact. The Business Contact now is in the Selected Forms list box. 6. Click Close. The Show Fields dialog box re-appears with the Business Contacts Entry Form fields available to select more. 7. Select .
