contact linking

  1. B

    Linking contact to an Appointment

    Please excuse me if this has already been covered somewhere, I am trying to help my friend set up Outlook365 to run his small plumbing business, but I have been unable to link an existing customer’s contact details with an appointment. What I understand would be ideal for him, is from the...
  2. S

    Display PF contact folder items to select contact to link to appointment

    Set-up: Windows 7 Pro/Outlook 2010/Office 365 Exchange Goal: I have a custom appointment form. We are heavy users of contact linking and have a number of contact folders. When we go to link a record, we have to navigate to the correct contact folder in order to select the contact record to...