Is There An Easier Way to Access a Business Contact Record?

Status
Not open for further replies.
A

apx_31088

With 2003 Professional,it's wonderful that appointments and tasks
associated with a Business Contact record are easily be accessed from the
"Business Contact History" pane.
I set follow-up appointments using the Add button from "Business
Contact History". When the appointment reminder occurs, I view the
appointment record and find there is not a link from that appointment record
to the Business Contact record. So, to find out the background information
about the contact, I end up accessing the Business Contact record then search
for the contact's name.
Is there a means to link an appointment to a Business Contact record in
the same way that BCM now links a Business Contact record to each item in the
Business Contact History so that each of the linked items can be accessed
with a single click? The goal is to have single-click access to the Business
Contact record associated with appointments and tasks associated with that
Business Contact record.

 
when you create the appointment, put the contact name contact field at the
bottom of the form. If that field is not there, you have to turn it on in
the options tab for outlook.
I know it seems redundant, but that is one way to make it work. you can
select contacts from your regular contact list or scroll down till you see
the Business Contacts and search through there.

you can then click on the contact name at the bottom of the appointment form
through the reminder window, and it will take you directly to the contact.

"apx_31088" wrote:

> With 2003 Professional,it's wonderful that appointments and tasks
> associated with a Business Contact record are easily be accessed from the
> "Business Contact History" pane.
> I set follow-up appointments using the Add button from "Business
> Contact History". When the appointment reminder occurs, I view the
> appointment record and find there is not a link from that appointment record
> to the Business Contact record. So, to find out the background information
> about the contact, I end up accessing the Business Contact record then search
> for the contact's name.
> Is there a means to link an appointment to a Business Contact record in
> the same way that BCM now links a Business Contact record to each item in the
> Business Contact History so that each of the linked items can be accessed
> with a single click? The goal is to have single-click access to the Business
> Contact record associated with appointments and tasks associated with that
> Business Contact record.
>

 
How do you turn this field on in office 2007?

"bwbob" wrote:

> when you create the appointment, put the contact name contact field at the
> bottom of the form. If that field is not there, you have to turn it on in
> the options tab for outlook.
> I know it seems redundant, but that is one way to make it work. you can
> select contacts from your regular contact list or scroll down till you see
> the Business Contacts and search through there.
>
> you can then click on the contact name at the bottom of the appointment form
> through the reminder window, and it will take you directly to the contact.
>
> "apx_31088" wrote:
>
> > With 2003 Professional,it's wonderful that appointments and tasks
> > associated with a Business Contact record are easily be accessed from the
> > "Business Contact History" pane.
> > I set follow-up appointments using the Add button from "Business
> > Contact History". When the appointment reminder occurs, I view the
> > appointment record and find there is not a link from that appointment record
> > to the Business Contact record. So, to find out the background information
> > about the contact, I end up accessing the Business Contact record then search
> > for the contact's name.
> > Is there a means to link an appointment to a Business Contact record in
> > the same way that BCM now links a Business Contact record to each item in the
> > Business Contact History so that each of the linked items can be accessed
> > with a single click? The goal is to have single-click access to the Business
> > Contact record associated with appointments and tasks associated with that
> > Business Contact record.
> >

 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
Victor_50 Problem - Google Workspace will stop "unsafe" access to Outlook end 2024 Using Outlook 3
A Quick Access Toolbar Not Showing Description Using Outlook 0
W Outlook 365 File access denied attempting to import .pst Using Outlook 6
J Recover server side rules from OST/PST without access to the server Using Outlook 2
richardwing Outlook 365 VBA to access "Other Actions" menu for incoming emails in outlook Outlook VBA and Custom Forms 0
V How to add 'Previous Item' and 'Next Item' to the Quick Access Toolbar Using Outlook 1
J Text icon in Quick Access toolbar ? Using Outlook 2
Z Import Tasks from Access Using VBA including User Defined Fields Outlook VBA and Custom Forms 0
klpconsulting Programmatic Access Office 365 Pro Plus & RDS Using Outlook 1
Fozzie Bear Shared Public Folders Access and Use Exchange Server Administration 0
G How to add a folder shortcut to outlook quick access toolbar? Using Outlook 6
D Lost Access to Custom Form Outlook VBA and Custom Forms 4
Jennifer Murphy Grant R/W (update) access to a friend Using Outlook 3
O The page that you are trying to access cannot be loaded. Using Outlook 0
T Render Outlook emails in MS access as they appear in Outlook Outlook VBA and Custom Forms 2
T Outlook "A program is trying to access Outlook" Using Outlook 3
GregS Can't access archive file Using Outlook 5
J What is the best EntryID format to set on MS Access table Outlook VBA and Custom Forms 3
J No access to a Database BCM BCM (Business Contact Manager) 3
R How can I access my emails from corrupt offline files of MS Outlook ? Using Outlook 1
V Change default default save location to Quick Access Using Outlook 1
R Quick Access view in File Explorer when saving attachments Using Outlook 0
D Disable or hide "reply" and "reply to all" and "forward" in email from access vba Outlook VBA and Custom Forms 1
J Open an outlook email by Subject on MS Access linked table with VBA Outlook VBA and Custom Forms 10
G Windows Update Causes BCM Database Access Problem? BCM (Business Contact Manager) 4
D populating listbox on custom form from Access Outlook VBA and Custom Forms 7
O Synchronize safe persons Outlook 2016 -> Outlook Web Access (OWA) Using Outlook 30
K How to access emails found to be located in "Top of Outlook data file"? Using Outlook 3
R Categorize Button in Quick Access Toolbar Disappears on New Email Using Outlook 1
O Outlook Web Access - how to disable spam filter Using Outlook 6
T Lost access to remote BCM database BCM (Business Contact Manager) 4
F Outlook 2016 bulk email from access Outlook VBA and Custom Forms 3
J Programmatic access grayed out Using Outlook 10
Diane Poremsky Synchronize Quick Access Toolbar and Ribbons? Using Outlook 0
G Can't open .pst. Message could not access default folder (Outlook 2010 (.pst). Before that was backi Using Outlook 0
D Creating an outlook session from Access vba but run silently. With A specific profile Outlook VBA and Custom Forms 1
T Cannot access outlook.com accounts in Outlook 2016 Using Outlook 1
B Can't expose sender email address when linking outlook to access Using Outlook 3
Diane Poremsky Change Outlook's Programmatic Access Options Using Outlook 0
S how to access the properties of a contact given distlist.member object Outlook VBA and Custom Forms 1
C OWA External Access - No URL / URL Invalid Exchange Server Administration 2
G Adding a contact to Outlook with a custom form using Access VBA Outlook VBA and Custom Forms 1
C Merging Word and Access into Outlook Using Outlook 4
I Outlook 2016 and Slow access to Outlook.com IMAP Using Outlook 0
B No permission to access Outlook.pst file Using Outlook 1
Norbert VBA Flag that would indicate the email was sent from Outlook to Access. Outlook VBA and Custom Forms 2
M Cannot access the Form Editor BCM (Business Contact Manager) 1
R The changing way to access information in Office 365 Using Outlook 0
M Modifying BCM Database using Access BCM (Business Contact Manager) 1
iwshim Skype tool bar in quick access ribon Using Outlook 1

Similar threads

Back
Top