Is there a way to save a search for contacts to apply a marketing plan to. Everyday I have to search by category after about 5 or 6 mouse clicks. Also is their a way to add more searchable fields to the Apply plan look up? Like user-defined fields. Thanks.

Are you using PMT with Business Contact Manager? If so, the easiest way to do this is to use the BCM Search Folders. This allows you to use whatever criteria, including user-defined fields, to create 'groups' of contacts. Then in PMT lookup by Search Folder and select the appropriate one. One of the ways we keep the cost of our software low is by not 're-creating the wheel'. Since BCM has this capability built in, we can link to the Search Folders instead of re-writing more code. Let us know if you need help in using the BCM Search Folder function.

Hope this helps,
Belinda

Yep using BCM. You're suggestion worked great. Made Serch Folder it is just odd that the serach folder for contacts is in the Mail items but that's microsoft. Thanks again for your help.

I've had the same thought about the location of the search folders! Glad we could help.

Belinda