Chapter 3. Getting Down to Business Contact Manager

In This Chapter

  • Creating a new database

  • Adding contacts to a database

  • Exporting information to other products

After you start learning the ins and outs of BCM, you're probably ready to go prime time — or at least to create a database. If you've been using another software program, you might prefer to simply import those contacts directly into your new BCM database, which is certainly quicker than typing hundreds of contact records. At that point, you might be satisfied to rest on your laurels — or you might consider creating another database to house another segment of your life. Finally, you might have a need to export all of that information to another source. You can find out how to do all of those things in this chapter.

Creating a New BCM Database

There are two reasons to create a new BCM database:

  • You've installed BCM but you're not seeing the BCM toolbar, folders, or menu items.

  • You want separate databases for totally separate aspects of your life.

One database is probably more than enough to run your business or organization. However, you might want to have multiple databases if you

  • Run two or more totally separate companies.

  • Keep track of the records for an organization that you're associated with, such as a soccer team or networking group.

  • Purchase a rather large list of prospects that you don't want to mix with your existing clients.

To create a new database, follow these steps:

  1. From the Outlook menu bar, choose Business Contact Manager ...

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