Right click sender's email does not allow create new Business Contact

[Nigel Freeney]

Having installed BCM in Outlook 2007 I would have expected to have the
option to add a Business Contact from the right click menu which appears
clicking on an email sender's email address - I don't have this option. Am I
missing something?

Cheers,

Nigel

 

[Luther]

Having installed BCM in Outlook 2007 I would have expected to have the
option to add a Business Contact from the right click menu which appears
clicking on an email sender's email address - I don't have this option. Am I
missing something?

Cheers,

Nigel

I have menu option Create|Business Contact.

 

[Nigel Freeney]

Hi Luther,

This option is not onmy menu and I can't see anyway of adding it.

Cheers,

Nigel

 

[Lon Orenstein]

Nigel:

Right click on the email message, select Link to Record, and then click the
New button. It will enter the name and email address.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Nigel Freeney]

Hi Lon,

Not for me :-(

I can bring up link to record but when I click on new it simply opens up a
blank new record without any details entered in.

I've got to set up a new machine coming in a couple of weeks and will be
loading everything from scratch. I will try out the the things that don't
work before I import my existing Outlook and BCM data files. If it works at
this point I will import my data files and see if they break it or whether
perhaps there is something inherently wrong with my existing installation.

Thanks for the help,

Nigel

 

[bsharp]

Nigel -

Mine does the same thing.

There are two workarounds I've found. One is to right-click and create a
regular contact in Outlook (not BCM), then go to Contacts and drag it to your
BCM contacts. That will move it, not just copy it.

Or a faster way is to just drag the email message itself to your BCM
contacts and it will create a new record, and fill out the name and email for
you.

Should be a right-click, I agree.

Brian