|
|
Sorry about the post blast - I'm new to BCM and in a hurry!
I know that I can link a task to a contact by clicking the 'Link to Record'
button in a task. But that is pretty laborious!! Surely there is a way to
automatically link the task to a contact record when you click on New ask for
Contact? At the very least I would want to link the task to that contact!!!
Or am I expecting too much because I am used to more comprehensive contact
managers like ACT! and Goldmine?
|
|
If you have the contact open, you can use the New History Item button on the
ribon to start a new task, etc. and it will be automatically linked and
recorded in the contacts history.
Hope this helps.
Jeff
"Geoff Baldwin_MM" wrote:
[Quoted Text] > Sorry about the post blast - I'm new to BCM and in a hurry!
>
> I know that I can link a task to a contact by clicking the 'Link to Record'
> button in a task. But that is pretty laborious!! Surely there is a way to
> automatically link the task to a contact record when you click on New ask for
> Contact? At the very least I would want to link the task to that contact!!!
>
> Or am I expecting too much because I am used to more comprehensive contact
> managers like ACT! and Goldmine?
|
|
Got that. Thanks!!
"Geoff Baldwin_MM" wrote:
[Quoted Text] > Sorry about the post blast - I'm new to BCM and in a hurry!
>
> I know that I can link a task to a contact by clicking the 'Link to Record'
> button in a task. But that is pretty laborious!! Surely there is a way to
> automatically link the task to a contact record when you click on New ask for
> Contact? At the very least I would want to link the task to that contact!!!
>
> Or am I expecting too much because I am used to more comprehensive contact
> managers like ACT! and Goldmine?
|
|
If you're in a list view, you can right click on the contact and choose
Create, New Task for Contact and it links that way too.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"Geoff Baldwin_MM" <GeoffBaldwinMM[ at ]discussions.microsoft.com> wrote in
message news:89AEFBC0-8469-4A0E-A52C-F6002BDFEDAC[ at ]microsoft.com...
[Quoted Text] > Got that. Thanks!!
>
> "Geoff Baldwin_MM" wrote:
>
>> Sorry about the post blast - I'm new to BCM and in a hurry!
>>
>> I know that I can link a task to a contact by clicking the 'Link to
>> Record'
>> button in a task. But that is pretty laborious!! Surely there is a way to
>> automatically link the task to a contact record when you click on New ask
>> for
>> Contact? At the very least I would want to link the task to that
>> contact!!!
>>
>> Or am I expecting too much because I am used to more comprehensive
>> contact
>> managers like ACT! and Goldmine?
|
|
Ah!
Now there you have hit a problem that I was about to post about :)
If you create a new task by 'New Task for Contact', either by right click or
from the toolbar, the contact appears in the 'Conatcts' lne at the bottom of
the task and when you open the task you can open the contact for the task
from that link. I need to do this to get the telephone number and to review
the history!
BUT... the task is not linked to the contact so you cannot see it in the
Business contact history items in the contact. So I have to link the task as
a second action.
If you create the task by clicking on 'New' alongside the Business contact
history it gates linked to the contact so that you see it in the History but
there is no way of caling up the Contact information when the task pops up
for action. Nor does a contact name apear in the task list for the that task.
So, I cannot easily call up the contact and their contact history.
SO...
it appears that to use tasks sensibly (?) I have to both Link the task to a
record AND get the contact into the 'Contacts' link bar. I.E two actions.
Very unsatisfactory. Surely their MUST be a way of crearting a task that is
both linked to the contact AND has that contact in the contacts link bar. It
seems to me that if there is not that this is a major failing in BCM!!
Any ideas anyone? Am I missing something basic?
"Jeff" wrote:
[Quoted Text] > If you have the contact open, you can use the New History Item button on the
> ribon to start a new task, etc. and it will be automatically linked and
> recorded in the contacts history.
>
> Hope this helps.
>
> Jeff
>
> "Geoff Baldwin_MM" wrote:
>
> > Sorry about the post blast - I'm new to BCM and in a hurry!
> >
> > I know that I can link a task to a contact by clicking the 'Link to Record'
> > button in a task. But that is pretty laborious!! Surely there is a way to
> > automatically link the task to a contact record when you click on New ask for
> > Contact? At the very least I would want to link the task to that contact!!!
> >
> > Or am I expecting too much because I am used to more comprehensive contact
> > managers like ACT! and Goldmine?
|
|
Lon,
I think that what is being described and lamented above is the need to
reverse link a BCM Business Contact Record in order to navigate TO it FROM
the native Outlook Task record. This topic has been discussed here a lot
over past years and the confusion remains due to the configured design nature
of BCM as a separate SQL db add-in to Outlook which has its own separate pst
native data file items. Because the Outlook UI is shared by these 2 apps and
appears seamless to the user, it can be confusing to grasp why the linking is
not automatically created as a 2 way navigatable link vs. an automatic 1 way
link. The assumed workflow usage behind the design of BCM seems to have been
that one will navigate only from the BCM record to the Task. Creating a
navigation link back to the BCM data item from the native Outlook item is
indeed still a required manual process after 4 years of BCM existance.
Perhaps a better job of documenting this required manual reverse 2-way
linking procedure would help users if it can't be changed to an automatic
linking.
-THP
Lon Orenstein wrote:
[Quoted Text] >If you're in a list view, you can right click on the contact and choose
>Create, New Task for Contact and it links that way too.
>
>HTH,
>Lon
>
>___________________________________________________________
>Lon Orenstein
>pinpointtools, llc
>Lon[ at ]pinpointtools.com
>Author of Outlook 2007 Business Contact Manager For Dummies
>Author of the eBook: Moving from ACT! to Business Contact Manager
>800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
>www.pinpointtools.com
>
>> Got that. Thanks!!
>>
>[quoted text clipped - 11 lines]
>>> contact
>>> managers like ACT! and Goldmine?
--
Message posted via OfficeKB.com
http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1
|
|
Spot On mrtim!!
Tho I cannot understand why MS got this so wrong. One creates a task and
sets a reminder in order not to forget the task. When the task pops up for
action why would you NOT want to review the BCM contact record??
Geoff
"mrtimpeterson via OfficeKB.com" wrote:
[Quoted Text] > Lon, > > I think that what is being described and lamented above is the need to > reverse link a BCM Business Contact Record in order to navigate TO it FROM > the native Outlook Task record. This topic has been discussed here a lot > over past years and the confusion remains due to the configured design nature > of BCM as a separate SQL db add-in to Outlook which has its own separate pst > native data file items. Because the Outlook UI is shared by these 2 apps and > appears seamless to the user, it can be confusing to grasp why the linking is > not automatically created as a 2 way navigatable link vs. an automatic 1 way > link. The assumed workflow usage behind the design of BCM seems to have been > that one will navigate only from the BCM record to the Task. Creating a > navigation link back to the BCM data item from the native Outlook item is > indeed still a required manual process after 4 years of BCM existance. > > Perhaps a better job of documenting this required manual reverse 2-way > linking procedure would help users if it can't be changed to an automatic > linking. > > -THP > > > > Lon Orenstein wrote: > >If you're in a list view, you can right click on the contact and choose > >Create, New Task for Contact and it links that way too. > > > >HTH, > >Lon > > > >___________________________________________________________ > >Lon Orenstein > >pinpointtools, llc > >Lon[ at ]pinpointtools.com > >Author of Outlook 2007 Business Contact Manager For Dummies > >Author of the eBook: Moving from ACT! to Business Contact Manager > >800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > >www.pinpointtools.com > > > >> Got that. Thanks!! > >> > >[quoted text clipped - 11 lines] > >>> contact > >>> managers like ACT! and Goldmine? > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1> > |
|
Geoff,
Conducting a greater level of "real-world" BCM user testing would proactively
detect these kinds of navigation patterns and issues. I am encouraged and
believe that more attention from MS is now being given to this than
previously in the past. The kind of workflow pattern that you describe in
your post is very standard, everyday stuff. I commonly will open a task and
then before acting on the task may need to easily navigate to the particular
BCM Record that the task is linked to. Making the Outlook Task and
Appointment links a 1 time operation that create an automatic 2-way
navigation path vs. having to currently complete this second linking manually
would certainly be welcomed as a positive improvement in a future BCM update.
Hopefully sooner than later.
Best wishes,
-THP
Geoff Baldwin_MM wrote:
[Quoted Text] >Spot On mrtim!!
>
>Tho I cannot understand why MS got this so wrong. One creates a task and
>sets a reminder in order not to forget the task. When the task pops up for
>action why would you NOT want to review the BCM contact record??
>
>Geoff
>
>> Lon,
>>
>[quoted text clipped - 37 lines]
>> >>> contact
>> >>> managers like ACT! and Goldmine?
--
Message posted via http://www.officekb.com
|
|
For what it is worth this is the first of several reasons that I have elected
not to change contact managers from ACT! to BCM in spite of the fact that I
own the Office 2007 and I am very motivated to leave ACT!. After many
hours of evaluation I have decided that Microsoft needs a little more time to
solve issues like this one if they really want convert ACT! users. I would
love to hear about it if this issue is solved.
"mrtimpeterson via OfficeKB.com" wrote:
[Quoted Text] > Geoff, > > Conducting a greater level of "real-world" BCM user testing would proactively > detect these kinds of navigation patterns and issues. I am encouraged and > believe that more attention from MS is now being given to this than > previously in the past. The kind of workflow pattern that you describe in > your post is very standard, everyday stuff. I commonly will open a task and > then before acting on the task may need to easily navigate to the particular > BCM Record that the task is linked to. Making the Outlook Task and > Appointment links a 1 time operation that create an automatic 2-way > navigation path vs. having to currently complete this second linking manually > would certainly be welcomed as a positive improvement in a future BCM update. > Hopefully sooner than later. > > Best wishes, > > -THP > > > Geoff Baldwin_MM wrote: > >Spot On mrtim!! > > > >Tho I cannot understand why MS got this so wrong. One creates a task and > >sets a reminder in order not to forget the task. When the task pops up for > >action why would you NOT want to review the BCM contact record?? > > > >Geoff > > > >> Lon, > >> > >[quoted text clipped - 37 lines] > >> >>> contact > >> >>> managers like ACT! and Goldmine? > > -- > Message posted via http://www.officekb.com> > |
|
I've whipped up a little vba that I think solves the majority (see the
caveat below) of the Task and Appointment linking complaints in BCM.
For convenience I'll just call this BCM Nexus (I like to name my bits
of vba for easy reference). When creating a new Task or Appointment
from a BCM Contact or Account record, BCM Nexus will automatically
insert the link back to the Contact or Account in the Contacts field
of the created Task or Apppointment. So when you open the Task or
Appointment from your default Tasks or Calendar folder, you can
navigate back to the BCM record (and associated History) by double-
clicking on the link in the Contacts field.
Here's what to do -- first, if you're running Outlook 2007, you may
need to "re-reveal" the Contacts field on your Task and Appointment
forms. Go to Tools | Options | Preferences Tab | Contact Options
Button | Check "Show Contact Linking on all Forms". Now insert the
following vba code in your ThisOutlookSession:
Option Explicit
Private WithEvents olInspectors As Outlook.Inspectors
-----------------------------------------------------------------------
Private Sub Application_Startup()
Dim olApp As New Outlook.Application
Set olInspectors = olApp.Inspectors
End Sub
Private Sub olInspectors_NewInspector(ByVal pInspector As
Outlook.Inspector)
Dim olApp As Outlook.Application
Dim objNS As Outlook.NameSpace
Dim objItem As Object
Dim strID As String
Dim bcmContact As Outlook.ContactItem
Set olApp = CreateObject("Outlook.Application")
Set objNS = olApp.GetNamespace("MAPI")
Set objItem = pInspector.CurrentItem
If objItem.Class = olTask Or olAppointment Then
If Not objItem.UserProperties("TemporaryParentEntryId") Is
Nothing Then
strID = objItem.UserProperties("TemporaryParentEntryId")
Set bcmContact = objNS.GetItemFromID(strID)
objItem.Links.Add bcmContact
End If
End If
Set bcmContact = Nothing
Set objItem = Nothing
Set objNS = Nothing
Set olApp = Nothing
End Sub
---------------------------------------------------------------------
Private Sub Application_Quit()
Set olInspectors = Nothing
End Sub
Close and restart Outlook. That's it; you're done. Tasks and
Appointments created from BCM will include a native Outlook link back
to the BCM Contact.
Caveats and Disclaimers: I've only tested this with Outlook 2007.
Hopefully someone else will be so kind as to test it with 2003. This
only creates the link when initiated from the BCM side of things. If
you create a Task or Appointment from the default folders and then
link it to a BCM Contact/Account with the Ribbon button, the code
above doesn't come into play. You will still have to manually link to
the BCM Contact. For my own workflow this isn't a problem at all,
since essentially all of the time I would create the Task or
Appointment from within the BCM interface.
Hope this helps to make BCM a bit more useful.
Regards.....Bill Kratz
|
|
Bill,
You are officially hired by MS. Please move to Redmond, WA immediately and
show them the solution code you have written because this reverse linking
issue has remained through 4 long years and 2 updates!
Incentives anyone?
-THP
William.Kratz[ at ]gmail.com wrote:
[Quoted Text] >I've whipped up a little vba that I think solves the majority (see the
>caveat below) of the Task and Appointment linking complaints in BCM.
>For convenience I'll just call this BCM Nexus (I like to name my bits
>of vba for easy reference). When creating a new Task or Appointment
>from a BCM Contact or Account record, BCM Nexus will automatically
>insert the link back to the Contact or Account in the Contacts field
>of the created Task or Apppointment. So when you open the Task or
>Appointment from your default Tasks or Calendar folder, you can
>navigate back to the BCM record (and associated History) by double-
>clicking on the link in the Contacts field.
>
>Here's what to do -- first, if you're running Outlook 2007, you may
>need to "re-reveal" the Contacts field on your Task and Appointment
>forms. Go to Tools | Options | Preferences Tab | Contact Options
>Button | Check "Show Contact Linking on all Forms". Now insert the
>following vba code in your ThisOutlookSession:
>
>Option Explicit
>Private WithEvents olInspectors As Outlook.Inspectors
>-----------------------------------------------------------------------
>Private Sub Application_Startup()
> Dim olApp As New Outlook.Application
> Set olInspectors = olApp.Inspectors
>End Sub
>
>Private Sub olInspectors_NewInspector(ByVal pInspector As
>Outlook.Inspector)
> Dim olApp As Outlook.Application
> Dim objNS As Outlook.NameSpace
> Dim objItem As Object
> Dim strID As String
> Dim bcmContact As Outlook.ContactItem
>
> Set olApp = CreateObject("Outlook.Application")
> Set objNS = olApp.GetNamespace("MAPI")
> Set objItem = pInspector.CurrentItem
>
> If objItem.Class = olTask Or olAppointment Then
> If Not objItem.UserProperties("TemporaryParentEntryId") Is
>Nothing Then
> strID = objItem.UserProperties("TemporaryParentEntryId")
> Set bcmContact = objNS.GetItemFromID(strID)
> objItem.Links.Add bcmContact
> End If
> End If
>
> Set bcmContact = Nothing
> Set objItem = Nothing
> Set objNS = Nothing
> Set olApp = Nothing
>End Sub
>---------------------------------------------------------------------
>Private Sub Application_Quit()
> Set olInspectors = Nothing
>End Sub
>
>Close and restart Outlook. That's it; you're done. Tasks and
>Appointments created from BCM will include a native Outlook link back
>to the BCM Contact.
>
>Caveats and Disclaimers: I've only tested this with Outlook 2007.
>Hopefully someone else will be so kind as to test it with 2003. This
>only creates the link when initiated from the BCM side of things. If
>you create a Task or Appointment from the default folders and then
>link it to a BCM Contact/Account with the Ribbon button, the code
>above doesn't come into play. You will still have to manually link to
>the BCM Contact. For my own workflow this isn't a problem at all,
>since essentially all of the time I would create the Task or
>Appointment from within the BCM interface.
>
>Hope this helps to make BCM a bit more useful.
>
>Regards.....Bill Kratz
--
Message posted via OfficeKB.com
http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200704/1
|
|
Thanks for the compliment. However, I already live within a few miles of
Redmond. Alas, I'm not in the software business; I'd have to qualify myself
as an older-amateur-wannabe-programmer who happens to be okay at ferreting
out workarounds.
Best Regards.....Bill Kratz
"mrtimpeterson via OfficeKB.com" wrote:
[Quoted Text] > Bill, > > You are officially hired by MS. Please move to Redmond, WA immediately and > show them the solution code you have written because this reverse linking > issue has remained through 4 long years and 2 updates! > > Incentives anyone? > > -THP > > > > William.Kratz[ at ]gmail.com wrote: > >I've whipped up a little vba that I think solves the majority (see the > >caveat below) of the Task and Appointment linking complaints in BCM. > >For convenience I'll just call this BCM Nexus (I like to name my bits > >of vba for easy reference). When creating a new Task or Appointment > >from a BCM Contact or Account record, BCM Nexus will automatically > >insert the link back to the Contact or Account in the Contacts field > >of the created Task or Apppointment. So when you open the Task or > >Appointment from your default Tasks or Calendar folder, you can > >navigate back to the BCM record (and associated History) by double- > >clicking on the link in the Contacts field. > > > >Here's what to do -- first, if you're running Outlook 2007, you may > >need to "re-reveal" the Contacts field on your Task and Appointment > >forms. Go to Tools | Options | Preferences Tab | Contact Options > >Button | Check "Show Contact Linking on all Forms". Now insert the > >following vba code in your ThisOutlookSession: > > > >Option Explicit > >Private WithEvents olInspectors As Outlook.Inspectors > >----------------------------------------------------------------------- > >Private Sub Application_Startup() > > Dim olApp As New Outlook.Application > > Set olInspectors = olApp.Inspectors > >End Sub > > > >Private Sub olInspectors_NewInspector(ByVal pInspector As > >Outlook.Inspector) > > Dim olApp As Outlook.Application > > Dim objNS As Outlook.NameSpace > > Dim objItem As Object > > Dim strID As String > > Dim bcmContact As Outlook.ContactItem > > > > Set olApp = CreateObject("Outlook.Application") > > Set objNS = olApp.GetNamespace("MAPI") > > Set objItem = pInspector.CurrentItem > > > > If objItem.Class = olTask Or olAppointment Then > > If Not objItem.UserProperties("TemporaryParentEntryId") Is > >Nothing Then > > strID = objItem.UserProperties("TemporaryParentEntryId") > > Set bcmContact = objNS.GetItemFromID(strID) > > objItem.Links.Add bcmContact > > End If > > End If > > > > Set bcmContact = Nothing > > Set objItem = Nothing > > Set objNS = Nothing > > Set olApp = Nothing > >End Sub > >--------------------------------------------------------------------- > >Private Sub Application_Quit() > > Set olInspectors = Nothing > >End Sub > > > >Close and restart Outlook. That's it; you're done. Tasks and > >Appointments created from BCM will include a native Outlook link back > >to the BCM Contact. > > > >Caveats and Disclaimers: I've only tested this with Outlook 2007. > >Hopefully someone else will be so kind as to test it with 2003. This > >only creates the link when initiated from the BCM side of things. If > >you create a Task or Appointment from the default folders and then > >link it to a BCM Contact/Account with the Ribbon button, the code > >above doesn't come into play. You will still have to manually link to > >the BCM Contact. For my own workflow this isn't a problem at all, > >since essentially all of the time I would create the Task or > >Appointment from within the BCM interface. > > > >Hope this helps to make BCM a bit more useful. > > > >Regards.....Bill Kratz > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200704/1> > |
|
Hi,
This looks great - but I am getting a Microsoft VB message - compile error:
Expected: line number or label or statement or end of statement.
The first line of dashes are red, and the lines;
Private Sub olInspectors_NewInspector(ByVal pInspector As
Outlook.Inspector)
If Not objItem.UserProperties("TemporaryParentEntryId") Is
Nothing Then
followed by the last dashed line
are red too. I am sorry - but not a VB programmer just someone trying to
get the most of out BCM.
If you can give me a shove in the right direction I would be grateful.
Regds, Adam
|
|
Hi Adam -- Sorry, sort of my mistake. The dashed lines are not really part
of the code. Just remove them and let the VB Editor automatically insert the
lines separating the sections of code. I should have removed the dashes
before posting the code. Good Luck and let us know how it goes.
Regards.....Bill Kratz
"am_box" wrote:
[Quoted Text] > Hi,
>
> This looks great - but I am getting a Microsoft VB message - compile error:
>
> Expected: line number or label or statement or end of statement.
>
> The first line of dashes are red, and the lines;
>
> Private Sub olInspectors_NewInspector(ByVal pInspector As
> Outlook.Inspector)
>
> If Not objItem.UserProperties("TemporaryParentEntryId") Is
> Nothing Then
>
> followed by the last dashed line
>
> are red too. I am sorry - but not a VB programmer just someone trying to
> get the most of out BCM.
>
> If you can give me a shove in the right direction I would be grateful.
>
> Regds, Adam
>
>
|
|
On Apr 27, 2:48 am, am_box <am_...[ at ]discussions.microsoft.com> wrote:
[Quoted Text] > Hi,
>
> This looks great - but I am getting a Microsoft VB message - compile error:
>
> Expected: line number or label or statement or end of statement.
>
> The first line of dashes are red, and the lines;
>
> Private Sub olInspectors_NewInspector(ByVal pInspector As
> Outlook.Inspector)
>
> If Not objItem.UserProperties("TemporaryParentEntryId") Is
> Nothing Then
>
> followed by the last dashed line
>
> are red too. I am sorry - but not a VB programmer just someone trying to
> get the most of out BCM.
>
> If you can give me a shove in the right direction I would be grateful.
>
> Regds, Adam
BASIC is very line oriented. If something is meant to fit on a single
line, then it better fit.
That's the case with this:
> If Not objItem.UserProperties("TemporaryParentEntryId") Is
> Nothing Then
The mail program wrapped it.
Format it back to a single line and the problem should be fixed.
|
|
Thanks for pointing that out Luther. This is my first time posting code on
this particular board. Do you have any experience on how to avoid the
wrapping problem in the future?
Regards.....Bill Kratz
"Luther" wrote:
[Quoted Text] >
> The mail program wrapped it.
>
> Format it back to a single line and the problem should be fixed.
>
>
|
|
Thank you both for helping out - will give it a go.
Rgds, Adam
"Luther" wrote:
[Quoted Text] > On Apr 27, 2:48 am, am_box <am_...[ at ]discussions.microsoft.com> wrote:
> > Hi,
> >
> > This looks great - but I am getting a Microsoft VB message - compile error:
> >
> > Expected: line number or label or statement or end of statement.
> >
> > The first line of dashes are red, and the lines;
> >
> > Private Sub olInspectors_NewInspector(ByVal pInspector As
> > Outlook.Inspector)
> >
> > If Not objItem.UserProperties("TemporaryParentEntryId") Is
> > Nothing Then
> >
> > followed by the last dashed line
> >
> > are red too. I am sorry - but not a VB programmer just someone trying to
> > get the most of out BCM.
> >
> > If you can give me a shove in the right direction I would be grateful.
> >
> > Regds, Adam
>
> BASIC is very line oriented. If something is meant to fit on a single
> line, then it better fit.
>
> That's the case with this:
>
> > If Not objItem.UserProperties("TemporaryParentEntryId") Is
> > Nothing Then
>
> The mail program wrapped it.
>
> Format it back to a single line and the problem should be fixed.
>
>
|
|
Bill:
Thanks much!!! I entered the code and can see the Contacts field at the
bottom of my task form, but after creating the task there are no contacts
showing there. To create the task, I right click on the Business Contact
list and choose Create, New Task for Business Contact, and when I go back to
check, it is indeed linked to the business contact in Link Record.
Any ideas?
Thanks,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"am_box" <ambox[ at ]discussions.microsoft.com> wrote in message
news:3FA02D5F-59AB-4968-87E6-3EE708A6238F[ at ]microsoft.com...
[Quoted Text] > Thank you both for helping out - will give it a go. > > Rgds, Adam > > "Luther" wrote: > >> On Apr 27, 2:48 am, am_box <am_...[ at ]discussions.microsoft.com> wrote: >> > Hi, >> > >> > This looks great - but I am getting a Microsoft VB message - compile >> > error: >> > >> > Expected: line number or label or statement or end of statement. >> > >> > The first line of dashes are red, and the lines; >> > >> > Private Sub olInspectors_NewInspector(ByVal pInspector As >> > Outlook.Inspector) >> > >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is >> > Nothing Then >> > >> > followed by the last dashed line >> > >> > are red too. I am sorry - but not a VB programmer just someone trying >> > to >> > get the most of out BCM. >> > >> > If you can give me a shove in the right direction I would be grateful. >> > >> > Regds, Adam >> >> BASIC is very line oriented. If something is meant to fit on a single >> line, then it better fit. >> >> That's the case with this: >> >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is >> > Nothing Then >> >> The mail program wrapped it. >> >> Format it back to a single line and the problem should be fixed. >> >>
|
|
Hi Lon -- Well, that's a little strange. The Contact Link should appear in
the Task (or Appointment) as soon as it opens in its Inspector form when you
select Create New Task for Business Contact. Two questions:
What version of Outlook BCM are you running?
When you say "when I go back to check, it is indeed linked to the business
contact in Link Record", do you mean that the Link is displayed in the
Contacts field of the Task form, or do you mean that it shows up if you
display the Contacts field in some list view?
Regards.....Bill Kratz
"Lon Orenstein" wrote:
[Quoted Text] > Bill: > > Thanks much!!! I entered the code and can see the Contacts field at the > bottom of my task form, but after creating the task there are no contacts > showing there. To create the task, I right click on the Business Contact > list and choose Create, New Task for Business Contact, and when I go back to > check, it is indeed linked to the business contact in Link Record. > > Any ideas? > > Thanks, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "am_box" <ambox[ at ]discussions.microsoft.com> wrote in message > news:3FA02D5F-59AB-4968-87E6-3EE708A6238F[ at ]microsoft.com... > > Thank you both for helping out - will give it a go. > > > > Rgds, Adam > > > > "Luther" wrote: > > > >> On Apr 27, 2:48 am, am_box <am_...[ at ]discussions.microsoft.com> wrote: > >> > Hi, > >> > > >> > This looks great - but I am getting a Microsoft VB message - compile > >> > error: > >> > > >> > Expected: line number or label or statement or end of statement. > >> > > >> > The first line of dashes are red, and the lines; > >> > > >> > Private Sub olInspectors_NewInspector(ByVal pInspector As > >> > Outlook.Inspector) > >> > > >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is > >> > Nothing Then > >> > > >> > followed by the last dashed line > >> > > >> > are red too. I am sorry - but not a VB programmer just someone trying > >> > to > >> > get the most of out BCM. > >> > > >> > If you can give me a shove in the right direction I would be grateful. > >> > > >> > Regds, Adam > >> > >> BASIC is very line oriented. If something is meant to fit on a single > >> line, then it better fit. > >> > >> That's the case with this: > >> > >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is > >> > Nothing Then > >> > >> The mail program wrapped it. > >> > >> Format it back to a single line and the problem should be fixed. > >> > >> > > |
|
Bill:
I'm on BCM 2007, version 3.00.5828.00... What I mean by "checking" is to
click on Link to Record on the ribbon bar, in the Task dialog, and it shows
the contact I originally right clicked on to create the task. The Contacts
field at the bottom is there but no contacts are in it. Looking on the
view, that column is empty too.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message
news:7B6C4390-1774-4CFD-901D-09DAEB9993FC[ at ]microsoft.com...
[Quoted Text] > Hi Lon -- Well, that's a little strange. The Contact Link should appear > in > the Task (or Appointment) as soon as it opens in its Inspector form when > you > select Create New Task for Business Contact. Two questions: > > What version of Outlook BCM are you running? > > When you say "when I go back to check, it is indeed linked to the business > contact in Link Record", do you mean that the Link is displayed in the > Contacts field of the Task form, or do you mean that it shows up if you > display the Contacts field in some list view? > > Regards.....Bill Kratz > > "Lon Orenstein" wrote: > >> Bill: >> >> Thanks much!!! I entered the code and can see the Contacts field at the >> bottom of my task form, but after creating the task there are no contacts >> showing there. To create the task, I right click on the Business Contact >> list and choose Create, New Task for Business Contact, and when I go back >> to >> check, it is indeed linked to the business contact in Link Record. >> >> Any ideas? >> >> Thanks, >> Lon >> >> ___________________________________________________________ >> Lon Orenstein >> pinpointtools, llc >> Lon[ at ]pinpointtools.com >> Author of Outlook 2007 Business Contact Manager For Dummies >> Author of the eBook: Moving from ACT! to Business Contact Manager >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 >> www.pinpointtools.com >> >> >> "am_box" <ambox[ at ]discussions.microsoft.com> wrote in message >> news:3FA02D5F-59AB-4968-87E6-3EE708A6238F[ at ]microsoft.com... >> > Thank you both for helping out - will give it a go. >> > >> > Rgds, Adam >> > >> > "Luther" wrote: >> > >> >> On Apr 27, 2:48 am, am_box <am_...[ at ]discussions.microsoft.com> wrote: >> >> > Hi, >> >> > >> >> > This looks great - but I am getting a Microsoft VB message - compile >> >> > error: >> >> > >> >> > Expected: line number or label or statement or end of statement. >> >> > >> >> > The first line of dashes are red, and the lines; >> >> > >> >> > Private Sub olInspectors_NewInspector(ByVal pInspector As >> >> > Outlook.Inspector) >> >> > >> >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is >> >> > Nothing Then >> >> > >> >> > followed by the last dashed line >> >> > >> >> > are red too. I am sorry - but not a VB programmer just someone >> >> > trying >> >> > to >> >> > get the most of out BCM. >> >> > >> >> > If you can give me a shove in the right direction I would be >> >> > grateful. >> >> > >> >> > Regds, Adam >> >> >> >> BASIC is very line oriented. If something is meant to fit on a single >> >> line, then it better fit. >> >> >> >> That's the case with this: >> >> >> >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is >> >> > Nothing Then >> >> >> >> The mail program wrapped it. >> >> >> >> Format it back to a single line and the problem should be fixed. >> >> >> >> >> >>
|
|
Okay, I get it now. So the BCM link is working, but the native Outlook
Contacts link that we are trying to create with the vba is not working. Do
you have any other procedures in your ThisOutlookSession? Did you close down
Outlook and restart after inserting the code? Is there anything peculiar
about your Outlook or BCM installation?
Regards.....Bill Kratz
"Lon Orenstein" wrote:
[Quoted Text] > Bill: > > I'm on BCM 2007, version 3.00.5828.00... What I mean by "checking" is to > click on Link to Record on the ribbon bar, in the Task dialog, and it shows > the contact I originally right clicked on to create the task. The Contacts > field at the bottom is there but no contacts are in it. Looking on the > view, that column is empty too. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message > news:7B6C4390-1774-4CFD-901D-09DAEB9993FC[ at ]microsoft.com... > > Hi Lon -- Well, that's a little strange. The Contact Link should appear > > in > > the Task (or Appointment) as soon as it opens in its Inspector form when > > you > > select Create New Task for Business Contact. Two questions: > > > > What version of Outlook BCM are you running? > > > > When you say "when I go back to check, it is indeed linked to the business > > contact in Link Record", do you mean that the Link is displayed in the > > Contacts field of the Task form, or do you mean that it shows up if you > > display the Contacts field in some list view? > > > > Regards.....Bill Kratz > > > > "Lon Orenstein" wrote: > > > >> Bill: > >> > >> Thanks much!!! I entered the code and can see the Contacts field at the > >> bottom of my task form, but after creating the task there are no contacts > >> showing there. To create the task, I right click on the Business Contact > >> list and choose Create, New Task for Business Contact, and when I go back > >> to > >> check, it is indeed linked to the business contact in Link Record. > >> > >> Any ideas? > >> > >> Thanks, > >> Lon > >> > >> ___________________________________________________________ > >> Lon Orenstein > >> pinpointtools, llc > >> Lon[ at ]pinpointtools.com > >> Author of Outlook 2007 Business Contact Manager For Dummies > >> Author of the eBook: Moving from ACT! to Business Contact Manager > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > >> www.pinpointtools.com > >> > >> > >> "am_box" <ambox[ at ]discussions.microsoft.com> wrote in message > >> news:3FA02D5F-59AB-4968-87E6-3EE708A6238F[ at ]microsoft.com... > >> > Thank you both for helping out - will give it a go. > >> > > >> > Rgds, Adam > >> > > >> > "Luther" wrote: > >> > > >> >> On Apr 27, 2:48 am, am_box <am_...[ at ]discussions.microsoft.com> wrote: > >> >> > Hi, > >> >> > > >> >> > This looks great - but I am getting a Microsoft VB message - compile > >> >> > error: > >> >> > > >> >> > Expected: line number or label or statement or end of statement. > >> >> > > >> >> > The first line of dashes are red, and the lines; > >> >> > > >> >> > Private Sub olInspectors_NewInspector(ByVal pInspector As > >> >> > Outlook.Inspector) > >> >> > > >> >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is > >> >> > Nothing Then > >> >> > > >> >> > followed by the last dashed line > >> >> > > >> >> > are red too. I am sorry - but not a VB programmer just someone > >> >> > trying > >> >> > to > >> >> > get the most of out BCM. > >> >> > > >> >> > If you can give me a shove in the right direction I would be > >> >> > grateful. > >> >> > > >> >> > Regds, Adam > >> >> > >> >> BASIC is very line oriented. If something is meant to fit on a single > >> >> line, then it better fit. > >> >> > >> >> That's the case with this: > >> >> > >> >> > If Not objItem.UserProperties("TemporaryParentEntryId") Is > >> >> > Nothing Then > >> >> > >> >> The mail program wrapped it. > >> >> > >> >> Format it back to a single line and the problem should be fixed. > >> >> > >> >> > >> > >> > > |
|
Yes, you're correct on all those statements. I've not only closed Outlook
but also rebooted.
There are some other addins (our pinpointtools applications) in the Trust
Center but none of those use VBA code.
Could there be some problem with the code I copied? I saw the other posts
about this newsgroup inserting a CRLF and splitting the line -- I fixed that
and got it to save/compile correctly, but maybe there's something else off.
Here's my code, copied from my ThisOutlookSession. This is the line that I
had to fix:
*** If Not objItem.UserProperties("TemporaryParentEntryId") Is Nothing
Then ***
Option Explicit
Private WithEvents olInspectors As Outlook.Inspectors
Private Sub Application_Startup()
Dim olApp As New Outlook.Application
Set olInspectors = olApp.Inspectors
End Sub
Private Sub olInspectors_NewInspector(ByVal pInspector As Outlook.Inspector)
Dim olApp As Outlook.Application
Dim objNS As Outlook.NameSpace
Dim objItem As Object
Dim strID As String
Dim bcmContact As Outlook.ContactItem
Set olApp = CreateObject("Outlook.Application")
Set objNS = olApp.GetNamespace("MAPI")
Set objItem = pInspector.CurrentItem
If objItem.Class = olTask Or olAppointment Then
If Not objItem.UserProperties("TemporaryParentEntryId") Is Nothing
Then
strID = objItem.UserProperties("TemporaryParentEntryId")
Set bcmContact = objNS.GetItemFromID(strID)
objItem.Links.Add bcmContact
End If
End If
Set bcmContact = Nothing
Set objItem = Nothing
Set objNS = Nothing
Set olApp = Nothing
End Sub
Private Sub Application_Quit()
Set olInspectors = Nothing
End Sub
Thanks for all your help on this. The BCM Community is thrilled to see you
here and as soon as we get this working, I'll ask you to expand it to show
the Phone Number of that Business Contact in the views. That will satisfy
another 200 people here.
Take care,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message
news:5486DE00-610A-435E-B65B-2F5B7B8674E0[ at ]microsoft.com...
[Quoted Text] > Okay, I get it now. So the BCM link is working, but the native Outlook > Contacts link that we are trying to create with the vba is not working. > Do > you have any other procedures in your ThisOutlookSession? Did you close > down > Outlook and restart after inserting the code? Is there anything peculiar > about your Outlook or BCM installation? > > Regards.....Bill Kratz > > "Lon Orenstein" wrote: > >> Bill: >> >> I'm on BCM 2007, version 3.00.5828.00... What I mean by "checking" is to >> click on Link to Record on the ribbon bar, in the Task dialog, and it >> shows >> the contact I originally right clicked on to create the task. The >> Contacts >> field at the bottom is there but no contacts are in it. Looking on the >> view, that column is empty too. >> >> HTH, >> Lon >> >> ___________________________________________________________ >> Lon Orenstein >> pinpointtools, llc >> Lon[ at ]pinpointtools.com >> Author of Outlook 2007 Business Contact Manager For Dummies >> Author of the eBook: Moving from ACT! to Business Contact Manager >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 >> www.pinpointtools.com >> >> >> "whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message >> news:7B6C4390-1774-4CFD-901D-09DAEB9993FC[ at ]microsoft.com... >> > Hi Lon -- Well, that's a little strange. The Contact Link should >> > appear >> > in >> > the Task (or Appointment) as soon as it opens in its Inspector form >> > when >> > you >> > select Create New Task for Business Contact. Two questions: >> > >> > What version of Outlook BCM are you running? >> > >> > When you say "when I go back to check, it is indeed linked to the >> > business >> > contact in Link Record", do you mean that the Link is displayed in the >> > Contacts field of the Task form, or do you mean that it shows up if you >> > display the Contacts field in some list view? >> > >> > Regards.....Bill Kratz >> > >> > "Lon Orenstein" wrote: >> > >> >> Bill: >> >> >> >> Thanks much!!! I entered the code and can see the Contacts field at >> >> the >> >> bottom of my task form, but after creating the task there are no >> >> contacts >> >> showing there. To create the task, I right click on the Business >> >> Contact >> >> list and choose Create, New Task for Business Contact, and when I go >> >> back >> >> to >> >> check, it is indeed linked to the business contact in Link Record. >> >> >> >> Any ideas? >> >> >> >> Thanks, >> >> Lon >> >> >> >> ___________________________________________________________ >> >> Lon Orenstein >> >> pinpointtools, llc >> >> Lon[ at ]pinpointtools.com >> >> Author of Outlook 2007 Business Contact Manager For Dummies >> >> Author of the eBook: Moving from ACT! to Business Contact Manager >> >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 >> >> www.pinpointtools.com >> >> >> >> >> >> "am_box" <ambox[ at ]discussions.microsoft.com> wrote in message >> >> news:3FA02D5F-59AB-4968-87E6-3EE708A6238F[ at ]microsoft.com... >> >> > Thank you both for helping out - will give it a go. >> >> > >> >> > Rgds, Adam >> >> > >> >> > "Luther" wrote: >> >> > >> >> >> On Apr 27, 2:48 am, am_box <am_...[ at ]discussions.microsoft.com> >> >> >> wrote: >> >> >> > Hi, >> >> >> > >> >> >> > This looks great - but I am getting a Microsoft VB message - >> >> >> > compile >> >> >> > error: >> >> >> > >> >> >> > Expected: line number or label or statement or end of statement. >> >> >> > >> >> >> > The first line of dashes are red, and the lines; >> >> >> > >> >> >> > Private Sub olInspectors_NewInspector(ByVal pInspector As >> >> >> > Outlook.Inspector) >> >> >> > >> >> >> > If Not objItem.UserProperties("TemporaryParentEntryId") >> >> >> > Is >> >> >> > Nothing Then >> >> >> > >> >> >> > followed by the last dashed line >> >> >> > >> >> >> > are red too. I am sorry - but not a VB programmer just someone >> >> >> > trying >> >> >> > to >> >> >> > get the most of out BCM. >> >> >> > >> >> >> > If you can give me a shove in the right direction I would be >> >> >> > grateful. >> >> >> > >> >> >> > Regds, Adam >> >> >> >> >> >> BASIC is very line oriented. If something is meant to fit on a >> >> >> single >> >> >> line, then it better fit. >> >> >> >> >> >> That's the case with this: >> >> >> >> >> >> > If Not objItem.UserProperties("TemporaryParentEntryId") >> >> >> > Is >> >> >> > Nothing Then >> >> >> >> >> >> The mail program wrapped it. >> >> >> >> >> >> Format it back to a single line and the problem should be fixed. >> >> >> >> >> >> >> >> >> >> >> >>
|
|
Lon -- The code looks fine after the correction you made. Where is your
macro security set (Tools | Macro | Security)?
Regards.....Bill Kratz
|
|
Satifying more people here is what it's all about.
-THP
Lon Orenstein wrote:
[Quoted Text] >Yes, you're correct on all those statements. I've not only closed Outlook
>but also rebooted.
>
>There are some other addins (our pinpointtools applications) in the Trust
>Center but none of those use VBA code.
>
>Could there be some problem with the code I copied? I saw the other posts
>about this newsgroup inserting a CRLF and splitting the line -- I fixed that
>and got it to save/compile correctly, but maybe there's something else off.
>Here's my code, copied from my ThisOutlookSession. This is the line that I
>had to fix:
>*** If Not objItem.UserProperties("TemporaryParentEntryId") Is Nothing
>Then ***
>
>Option Explicit
>Private WithEvents olInspectors As Outlook.Inspectors
>
>Private Sub Application_Startup()
> Dim olApp As New Outlook.Application
> Set olInspectors = olApp.Inspectors
>End Sub
>
>Private Sub olInspectors_NewInspector(ByVal pInspector As Outlook.Inspector)
> Dim olApp As Outlook.Application
> Dim objNS As Outlook.NameSpace
> Dim objItem As Object
> Dim strID As String
> Dim bcmContact As Outlook.ContactItem
>
> Set olApp = CreateObject("Outlook.Application")
> Set objNS = olApp.GetNamespace("MAPI")
> Set objItem = pInspector.CurrentItem
>
> If objItem.Class = olTask Or olAppointment Then
> If Not objItem.UserProperties("TemporaryParentEntryId") Is Nothing
>Then
> strID = objItem.UserProperties("TemporaryParentEntryId")
> Set bcmContact = objNS.GetItemFromID(strID)
> objItem.Links.Add bcmContact
> End If
> End If
>
> Set bcmContact = Nothing
> Set objItem = Nothing
> Set objNS = Nothing
> Set olApp = Nothing
>End Sub
>
>Private Sub Application_Quit()
> Set olInspectors = Nothing
>End Sub
>
>Thanks for all your help on this. The BCM Community is thrilled to see you
>here and as soon as we get this working, I'll ask you to expand it to show
>the Phone Number of that Business Contact in the views. That will satisfy
>another 200 people here.
>
>Take care,
>Lon
>
>___________________________________________________________
>Lon Orenstein
>pinpointtools, llc
>Lon[ at ]pinpointtools.com
>Author of Outlook 2007 Business Contact Manager For Dummies
>Author of the eBook: Moving from ACT! to Business Contact Manager
>800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
>www.pinpointtools.com
>
>> Okay, I get it now. So the BCM link is working, but the native Outlook
>> Contacts link that we are trying to create with the vba is not working.
>[quoted text clipped - 121 lines]
>>> >> >>
>>> >> >> Format it back to a single line and the problem should be fixed.
--
Message posted via OfficeKB.com
http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200704/1
|
|
It's set to "Warnings for signed macros; all unsigned macros are disabled"
Thanks,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message
news:46586AE5-9F14-469A-9795-3EE40CD13F20[ at ]microsoft.com...
[Quoted Text] > Lon -- The code looks fine after the correction you made. Where is your
> macro security set (Tools | Macro | Security)?
>
> Regards.....Bill Kratz
|
|
Okay, that's likely the glitch. Set it for "No Security" (I know, I know, it
says it's not recommended -- we'll deal with that later). Close and restart
Outlook, and let's try it again.
Regards.....Bill Kratz
"Lon Orenstein" wrote:
[Quoted Text] > It's set to "Warnings for signed macros; all unsigned macros are disabled"
>
> Thanks,
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon[ at ]pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> www.pinpointtools.com
>
>
> "whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message
> news:46586AE5-9F14-469A-9795-3EE40CD13F20[ at ]microsoft.com...
> > Lon -- The code looks fine after the correction you made. Where is your
> > macro security set (Tools | Macro | Security)?
> >
> > Regards.....Bill Kratz
>
>
|
|
Yep, after I reset it to No Security, and then fought off all those locusts
and dodged the lightning bolts, it worked just fine. I appreciate your
support and contribution!
Now, about displaying the contact's phone number in the view...
Take care,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message
news:F3484EC9-F7B1-4AB3-9E64-A14B1BD3AA36[ at ]microsoft.com...
[Quoted Text] > Okay, that's likely the glitch. Set it for "No Security" (I know, I know,
> it
> says it's not recommended -- we'll deal with that later). Close and
> restart
> Outlook, and let's try it again.
>
> Regards.....Bill Kratz
>
> "Lon Orenstein" wrote:
>
>> It's set to "Warnings for signed macros; all unsigned macros are
>> disabled"
>>
>> Thanks,
>> Lon
>>
>> ___________________________________________________________
>> Lon Orenstein
>> pinpointtools, llc
>> Lon[ at ]pinpointtools.com
>> Author of Outlook 2007 Business Contact Manager For Dummies
>> Author of the eBook: Moving from ACT! to Business Contact Manager
>> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
>> www.pinpointtools.com
>>
>>
>> "whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message
>> news:46586AE5-9F14-469A-9795-3EE40CD13F20[ at ]microsoft.com...
>> > Lon -- The code looks fine after the correction you made. Where is
>> > your
>> > macro security set (Tools | Macro | Security)?
>> >
>> > Regards.....Bill Kratz
>>
>>
|
|
Okay Lon, that's good news.
Now about that phone number display. I'll need you to explain just a bit
further. The primary purpose of this code was to create a link "back" to a
Business Contact or Account from a Task or Appointment created within BCM.
The idea is that when you are looking at your list of Tasks or Appointments
in your default pst, you may have any number of them that originated in BCM.
If you open one, and cannot easily navigate back to the Contact or Account
that is related, it can be pretty hard to know what to do with the open Item.
With the links created by this code, you can open a native Task or
Appointment, and then via the Contacts link you can quickly open the Business
Contact or Account to see what the heck is going on with that person(s).
Once you have opened that Contact or Account form, you have their phone
number displayed. So I'm not quite sure where and how you are suggesting
that we display the phone number. Let me know and maybe we'll go for it.
Regards.....Bill Kratz
"Lon Orenstein" wrote:
[Quoted Text] > Yep, after I reset it to No Security, and then fought off all those locusts
> and dodged the lightning bolts, it worked just fine. I appreciate your
> support and contribution!
>
> Now, about displaying the contact's phone number in the view...
>
> Take care,
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon[ at ]pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> www.pinpointtools.com
|
|
Bill:
The request has been made multiple times in this group for a function
similar to what people are used to in ACT (and other contact managers). In
their task list, they could see not only the subject of the task, but who it
was scheduled with (linked to, which you just fixed), and their phone number
(which we're all hoping you'll do next!). That way, a person can just look
at the task list, see the task (like make a follow up call to a prospect),
see who it applies to, and dial their number without ever leaving that one
screen.
So, that's why the request for the phone number too...
Thanks,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"whkratz" <whkratz[ at ]discussions.microsoft.com> wrote in message
news:A0D7D04E-9C3A-4ADE-B1BF-9C958DDFF858[ at ]microsoft.com...
[Quoted Text] > Okay Lon, that's good news.
>
> Now about that phone number display. I'll need you to explain just a bit
> further. The primary purpose of this code was to create a link "back" to
> a
> Business Contact or Account from a Task or Appointment created within BCM.
> The idea is that when you are looking at your list of Tasks or
> Appointments
> in your default pst, you may have any number of them that originated in
> BCM.
> If you open one, and cannot easily navigate back to the Contact or Account
> that is related, it can be pretty hard to know what to do with the open
> Item.
> With the links created by this code, you can open a native Task or
> Appointment, and then via the Contacts link you can quickly open the
> Business
> Contact or Account to see what the heck is going on with that person(s).
> Once you have opened that Contact or Account form, you have their phone
> number displayed. So I'm not quite sure where and how you are suggesting
> that we display the phone number. Let me know and maybe we'll go for it.
>
> Regards.....Bill Kratz
>
> "Lon Orenstein" wrote:
>
>> Yep, after I reset it to No Security, and then fought off all those
>> locusts
>> and dodged the lightning bolts, it worked just fine. I appreciate your
>> support and contribution!
>>
>> Now, about displaying the contact's phone number in the view...
>>
>> Take care,
>> Lon
>>
>> ___________________________________________________________
>> Lon Orenstein
>> pinpointtools, llc
>> Lon[ at ]pinpointtools.com
>> Author of Outlook 2007 Business Contact Manager For Dummies
>> Author of the eBook: Moving from ACT! to Business Contact Manager
>> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
>> www.pinpointtools.com
>
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