T
TLK
New to Outlook 2007 and BCM, but know my way around 2003 okay, however i find
a lot of the features in 2003 either do not work in 2007, or there is a labor
intensive workaround.
Problem. When i initiate a Task from within the Contact from Business
Contact Manager,ie New History Item and pick Task, once i have exited the
contact and go to view my Task List, the Task is there, but it does not tell
me who the contact is. The same goes if i have a reminder for the Task as
well. I cannot tell who the Task belongs to, nor can i see that from within
the Task List or the To do List ? I understand i can put the "show contact
linking on all forms", however i then have to do a heap of more clicks to
link the task to the Contact. I have read previous discussions on this, but
have not found a suitable solution?
Note, when i initiate a Task from within a Contact (not business contact),
then the Task and Contact Linking occur automatically and everything behaves
as it should. Arrghhh, i have spent many hours trying to get workarounds in
BCM, but to no avail. Any help appreciated.
a lot of the features in 2003 either do not work in 2007, or there is a labor
intensive workaround.
Problem. When i initiate a Task from within the Contact from Business
Contact Manager,ie New History Item and pick Task, once i have exited the
contact and go to view my Task List, the Task is there, but it does not tell
me who the contact is. The same goes if i have a reminder for the Task as
well. I cannot tell who the Task belongs to, nor can i see that from within
the Task List or the To do List ? I understand i can put the "show contact
linking on all forms", however i then have to do a heap of more clicks to
link the task to the Contact. I have read previous discussions on this, but
have not found a suitable solution?
Note, when i initiate a Task from within a Contact (not business contact),
then the Task and Contact Linking occur automatically and everything behaves
as it should. Arrghhh, i have spent many hours trying to get workarounds in
BCM, but to no avail. Any help appreciated.