To save changes to the Home Page views, you can use a Search Folder as
described below:
1.) In the Outlook Navigation Pane, expand the "Business Contact Manager"
folder and right-click on "Search Folders"
2.) Click "New Search Folder..."
3.) Type "My Open Business Projects Search Folder" in the Name textbox
4.) Select "Business Projects" from the item type list
5.) Click "Filter..." to define which projects will be displayed
6.) Under the "Percent Complete" section, check the box next to "Condition",
select Less Than (<) from the drop-down list and type 100 in the Value box
7.) Click the "Review Results" tab to verify that the correct set of
projects is displayed, then click "OK"
8.) Click "OK" to create the search folder
9.) Once the search folder contents are displayed, you can create a new
custom view from the Outlook menu by clicking "View | Current View | Define
Views...."
10.) Click "Copy" and type a name for your view
11.) Click "Modify" to adjust the fields, groupings, sort order, etc.
12.) Click "OK", then click "Apply View"
13.) Now go to the BCM home page, select the Projects tab, then click the
"Add or Remove Content"
14.) Uncheck the box next to "Open Business Projects"
15.) Scroll down to the bottom of the list and check the box next to your
new search folder, "My Open Business Projects Search Folder", then click "OK".
Each time you change the view on the Search Folder, its changes will be
remembered and displayed in the home page. You can create additional search
folders to display other items and views in your BCM home page.
--
Visit team blog at http://blogs.msdn.com/bcm
This posting is provided "AS IS" with no warranties, and confers no rights
"Lon Orenstein" wrote:
[Quoted Text] > If you mean the Opportunity tab on the BCM Home Page, that's a bug that
> should be fixed in the next service pack. I got bitten by the same bug...
>
> HTH,
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon[ at ]pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> www.pinpointtools.com
>
>
> "Karl Hosten" <Karl Hosten[ at ]discussions.microsoft.com> wrote in message
> news:02EF5072-4BC4-437A-8E0B-2D17E535AEEF[ at ]microsoft.com...
> >I can change the opportunity tab view but lose the changes when I exit the
> > oppportunties tab. Any ideas?
>
>
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