F
Frankieplus
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
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