To-Do list

[David]

Hi

The to-do list is handy, because I can see everything that I need to do,
which can include tasks and follow-ups on contacts/accounts/opportunities.
However, I want to see in the to-do list what the name of the company is.
However, because there are different record types, ie: task vs. contact. vs
account, vs opportunity, I end up having to add 4 different columns. Is
there a way to showing the company name regardless of the record type?

Thanks
David

 

[mrtimpeterson via OfficeKB.com]

David,

You could adopt the practice of including the company name in the subject
line of each of your To-Do (Tasks & Appointment) record items.

Ex: On your Task record you could type the following: "Call Joe Smith to
follow up-Acme Co." Or, an appointment record's subject line could read:
"Lunch with Joe Smith-Acme Co."

I always like to hypenate the company name at the end of my subject line
because it enables an easy find when doing a search for the item. This also
provides a quick and handy visual on any tasks lists, etc. Sometimes the the
simplest solution is the best.

Hope this suggestions helps.

Best regards,

-THP

 

[tmcar]

is it possible to get the basic functionality like ACT! where the contact
name is automatically populated with (appt, todos, etc)

 

[Luther]

is it possible to get the basic functionality like ACT! where the contact
name is automatically populated with (appt, todos, etc)










- Show quoted text -

Packing information into the subject is a good Outlook practice.
Beyond BCM, in the Outlook calendar and task views, it helps to have
the name of the associated company or person in the item's title.

 

[Lon Orenstein]

Do a search in this group for "BCM Nexus" -- Bill has written some code that
will put the contact name and their phone number on the task list.

HTH,
Lon


___________________________________________________________
Lon Orenstein
pinpointtools, llc
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Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
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