Outlook and BCM Filters for Mindjet based on multiple fields

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  • Updated 3 years ago
I have found some great articles, comments on integrating outlook and MindManager, but I have not been able to use categories and BCM ( Business Contact Manager).  The Mindjet team has asked me to post here and hopefully get some support in getting Categories supported for Business Contact Manager which is a free addon for Microsoft Outlook 2010 and 2013.  Highly recommended, but the integration of categories with Mindjet would really make it so much more powerful as we could create queries based on specific categories - ie,top customers, top vendors, vendors by topic, customers by speciality, etc etc.  

The other 'missing' I find with the outlook filters/queries, is that it only filters by category and by subject but no other field in Outlook and BCM of course.

For example, imagine being able to to create a Mindmap of all your customers in New York that are Females or all the customers in Atlanta that have have a specific area code.. or even better.. all your customers in Paris that have revenues ( custom field) that are greater than 10,000  or all your prospects that (add your own criteria).  

Sure this could be done with a database, but it would not have the ability to link back with outlook.   I can't imagine it being that difficult for the Mindjet team to :

1. Provide the ability to query/filter by more than just the category/subject fields
2. The ability to further filter by and/or fields
3.  The ability to have multiple and/or fields
4. The ability to select not only the default fields in outlook records, but also custom fields


5. And most urgently for now, having the ability to use categories with Business Contact Manager ( BCM) https://www.microsoft.com/en-us/download/details.aspx?id=36513

Here is a video on reproducing the problem in  BCM and categories- http://screencast.com/t/96if2oToo


 

 
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albertovoli

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  • frustrated

Posted 3 years ago

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Alex Gooding, Champion

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Unfortunately I don't use BCM but I had always assumed that it shared Outlook's categories table. Obviously it doesn't or if it does it is in such a way that MM doesn't recognise it. Therefore it is difficult to think of a workaround (incidentally thanks for the video which explains the problem very well). In addition since Microsoft have discontinued BCM from Office 2016 onwards I suspect a fix to deal with this might not be high on Mindjet's to-do list.

The other problems you identify also apply to MindManager-Outlook syncing generally. MM recognises a limited set of fields in Outlook queries - Subject, Category and (where relevant) Date and Follow-up. Similarly if you already have Outlook items in MM which you are syncing between the two you can power filter only on this same group of fields (minus Follow-up). You can however use the search tool on already-synced items with a wider set of parameters including topic text, notes, property values and tags.

Even with the search tool though you can find text only if it is in the limited subset of Outlook fields recognised by MM - job title, company, phone etc. Custom fields created in Outlook are not recognised in MM, and text tag or icon groups apart from Categories applied in MM aren't synced with Outlook. If you want to include additional material that both programs recognise your only hope is the Notes field which is synced between them, but even that is not recognised in either the Outlook Query or Power Filter in MM - only the search facility can be used in MM.