Contact folders

Posted: Tuesday, May 18, 2010 4:34 PM Quote
I’m considering moving all Real Estate contacts back to Contacts folders as Outlook seems to have difficulty referencing this folder (for address checking, etc) without manually pointing to it every time. I’m interested in other’s suggestions/experiences with this – pros/cons of keeping these contacts separate. Also – I’d like some instruction as to how to make this move ….. Thanks, -kevin.
Posted: Tuesday, May 18, 2010 4:34 PM Quote
Two things here. 1) If you keep the RE Contact in a separate folder you need to make sure that Outlook knows that folder is a addressbook. To do that right click on the folder, select properties, Outlook addressbook and make sure the checkbox is checked to use that folder as an Outlook addressbook. 2) To use a separate folder or not. Personally I prefer one contact folder; mainly for simplicity. The reason we add the RE Contact folder is to add some new views, not to encourage you to keep them separate. If you want to consolidate the folders you should go to our website and checkout the FAQ's on copying the REContact's folders into the other contact folders. If you use use one folder you should use categories to segment your database. The most effective way that people typically use multiple folders is when they have two (or more) distinct lists of contacts (e.g., prospects, farm list, etc) and you do not want to mix them with the contact that you have a relationship with. Hope this helps. Jack
Posted: Tuesday, May 18, 2010 4:35 PM Quote
Jack – the FAQ’s address “How do I set a folder's contact form back to the normal Outlook Contact form?” but I want to retain the AA Outlook form, just move the contacts back to the normal Contacts folder. Is this an option? Thanks, -kevin.
Posted: Tuesday, May 18, 2010 4:35 PM Quote
Yes, the RE contact form is not specific to any one folder. You can convert any contact (regardless of where it is stored, which folder) to use the RE Contact form. You can (if they are still in the RE Contact folder) convert then back to the RE Contact form via the tools-convert all contacts option. Or if you want to be selective you can use the tools-convert contact option to hightlight (up to 20 at a time) and convert them to the RE Contact form, leaving them in the current folder. Jack