BCM: Questions. Linking & Adding fields.

F

Frankie

I've been learning a bit about business contact manager for Outlook 2007 and
have a few questions.

1. With outlook, I used to link appointements to my contacts via the
'contact link' on the bottom left of the appointement form.

Now that I've installed BCM, I have a new 'Link to record' tab in the ribbon
which I'm assuming I should use that from now on.

To link appointements to my non-BCM contacts do I also use the new 'link to
record' tab in the ribbon or do I use the old 'contact link' as I used to do
before?

I have the two linking options now in my appointement form and am not sure
if they are 'inter-usable' between non BCM contacts and BCM contacts.

Question: 2

Is it a good idea and safe to delete fields I don't use in the
general/Details tabs? Is this even possible? Eg: I don't need 'departement'
'office' 'profession' 'manager's name' 'assistant' etc. Is it possible/good
practise to delete that entire group?

Also. In the 'Source' pulldown under the 'Source information' Group. Can I
go ahead and delete the fields in that pulldown?

Thanks and sorry for asking too many questions in the same post Smile


-Frankie
 

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