Microsoft Office Tutorials and References
In Depth Information
Working with Existing
Record Information
When you have a bunch of records, you can view them all at once, or you can
view them in a more detailed form format. If you’re looking at a list you can
sort them to your heart’s content, using existing views or your own views.
For example, you can sort and view accounts by location, by payment status,
or by assigned sales representative. If you decide that some of your
information is incorrect or no longer needed, you can edit or delete an item.
The following sections show how to edit individual records. If you need to
add, edit, or delete lots of records in one fell swoop, see the “Working with
Datasheets” section later in this chapter.
Viewing your lists
All the lists work in essentially the same way. For simplicity, I use the Accounts
list. Feel free to substitute contact , opportunity, or product anywhere.
Follow these steps to view your Accounts list:
1. Click Business Contact Manager from the Office Live Home page
Navigation bar.
The Business Contact Manager dashboard opens.
2. Click the Accounts tab.
Your Accounts list appears in its full glory.
3. Click on one of the Account names.
You can view your accounts in two ways: individually with a lot of detail
or in a list with just a few of the most pertinent details. Clicking the
Account name allows you to examine the Account in minute detail. You
can click on any of the Account tabs to see even more information. The
only thing you can’t do is change your information.
4. Click your browser’s Back button to return to the Accounts list.
At this point, you might be finished snooping around in your accounts. If
not, you can click another account name to get the 411 on that
particular account. If you decide to stick around in the Accounts list for a while,
you’ll want to continue with the next steps.
5. Click a column heading to sort your information by that field.
Want to see your Accounts sorted by city? No problemo — just click the
City header. Bet you’ve already guessed how to sort your accounts
according to their zip code; that’s right, click on the Zip/Postal code header.
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