Group:  Microsoft Outlook ยป microsoft.public.outlook.bcm
Thread: Competing Appointments

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Competing Appointments
Nozmo 20.09.2006 13:19:01
I am a little confused as to the best way to use appointments. If I schedule
an appointment, the appointment happens and I want to sumarize what happened,
what is the best way to record this in the contact record? Do I go ahead and
delete the appointment after it happens and make either a business note or
phone log? Or is there a better way. Thanks in advance.
RE: Competing Appointments
Guy Lapierre 22.09.2006 01:42:01
Record you notes in the appointment dialog and then link it to the contact.
It will then show in the history of the contact.
--
Guy Lapierre
Forefront Business Solutions
Automotive Shop Management
http://www.forefrontbusinesssolutions.com


"Nozmo" wrote:

[Quoted Text]
> I am a little confused as to the best way to use appointments. If I schedule
> an appointment, the appointment happens and I want to sumarize what happened,
> what is the best way to record this in the contact record? Do I go ahead and
> delete the appointment after it happens and make either a business note or
> phone log? Or is there a better way. Thanks in advance.
Re: Competing Appointments
"Luther" <enowning[ at ]gmail.com> 22.09.2006 14:47:52
Deleting the Outlook appt won't delete the BCM appt activity, but BCM
will only preserve the first X number of bytes of the notes, so I'd
rec'd not deleting the original Outlook Calendar item if the notes are
important, nor if you've added attachments to it.

Guy Lapierre wrote:
[Quoted Text]
> Record you notes in the appointment dialog and then link it to the contact.
> It will then show in the history of the contact.
> --
> Guy Lapierre
> Forefront Business Solutions
> Automotive Shop Management
> http://www.forefrontbusinesssolutions.com
>
>
> "Nozmo" wrote:
>
> > I am a little confused as to the best way to use appointments. If I schedule
> > an appointment, the appointment happens and I want to sumarize what happened,
> > what is the best way to record this in the contact record? Do I go ahead and
> > delete the appointment after it happens and make either a business note or
> > phone log? Or is there a better way. Thanks in advance.

Re: Competing Appointments
Nozmo 26.09.2006 13:17:01
Okay, I can write some notes and link to contact. But how do you remove the
item from the calendar. I can't find any way that makes the appointment
"compete"? What am I missing?

"Luther" wrote:

[Quoted Text]
> Deleting the Outlook appt won't delete the BCM appt activity, but BCM
> will only preserve the first X number of bytes of the notes, so I'd
> rec'd not deleting the original Outlook Calendar item if the notes are
> important, nor if you've added attachments to it.
>
> Guy Lapierre wrote:
> > Record you notes in the appointment dialog and then link it to the contact.
> > It will then show in the history of the contact.
> > --
> > Guy Lapierre
> > Forefront Business Solutions
> > Automotive Shop Management
> > http://www.forefrontbusinesssolutions.com
> >
> >
> > "Nozmo" wrote:
> >
> > > I am a little confused as to the best way to use appointments. If I schedule
> > > an appointment, the appointment happens and I want to sumarize what happened,
> > > what is the best way to record this in the contact record? Do I go ahead and
> > > delete the appointment after it happens and make either a business note or
> > > phone log? Or is there a better way. Thanks in advance.
>
>
Re: Competing Appointments
"Luther" <enowning[ at ]gmail.com> 27.09.2006 15:17:49
To remove an item from the Outlook calendar, delete it.

Nozmo wrote:
[Quoted Text]
> Okay, I can write some notes and link to contact. But how do you remove the
> item from the calendar. I can't find any way that makes the appointment
> "compete"? What am I missing?
>
> "Luther" wrote:
>
> > Deleting the Outlook appt won't delete the BCM appt activity, but BCM
> > will only preserve the first X number of bytes of the notes, so I'd
> > rec'd not deleting the original Outlook Calendar item if the notes are
> > important, nor if you've added attachments to it.
> >
> > Guy Lapierre wrote:
> > > Record you notes in the appointment dialog and then link it to the contact.
> > > It will then show in the history of the contact.
> > > --
> > > Guy Lapierre
> > > Forefront Business Solutions
> > > Automotive Shop Management
> > > http://www.forefrontbusinesssolutions.com
> > >
> > >
> > > "Nozmo" wrote:
> > >
> > > > I am a little confused as to the best way to use appointments. If I schedule
> > > > an appointment, the appointment happens and I want to sumarize what happened,
> > > > what is the best way to record this in the contact record? Do I go ahead and
> > > > delete the appointment after it happens and make either a business note or
> > > > phone log? Or is there a better way. Thanks in advance.
> >
> >

Re: Competing Appointments
Nozmo 27.09.2006 17:45:01
Okay,

I can delete it the appointment, but if I want to keep a record of what
happened at the appointment, what is the best way to do this - a journal, a
note?

Thanks

"Luther" wrote:

[Quoted Text]
> To remove an item from the Outlook calendar, delete it.
>
> Nozmo wrote:
> > Okay, I can write some notes and link to contact. But how do you remove the
> > item from the calendar. I can't find any way that makes the appointment
> > "compete"? What am I missing?
> >
> > "Luther" wrote:
> >
> > > Deleting the Outlook appt won't delete the BCM appt activity, but BCM
> > > will only preserve the first X number of bytes of the notes, so I'd
> > > rec'd not deleting the original Outlook Calendar item if the notes are
> > > important, nor if you've added attachments to it.
> > >
> > > Guy Lapierre wrote:
> > > > Record you notes in the appointment dialog and then link it to the contact.
> > > > It will then show in the history of the contact.
> > > > --
> > > > Guy Lapierre
> > > > Forefront Business Solutions
> > > > Automotive Shop Management
> > > > http://www.forefrontbusinesssolutions.com
> > > >
> > > >
> > > > "Nozmo" wrote:
> > > >
> > > > > I am a little confused as to the best way to use appointments. If I schedule
> > > > > an appointment, the appointment happens and I want to sumarize what happened,
> > > > > what is the best way to record this in the contact record? Do I go ahead and
> > > > > delete the appointment after it happens and make either a business note or
> > > > > phone log? Or is there a better way. Thanks in advance.
> > >
> > >
>
>

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