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In the 3/23/2007 post titled "Linking Tasks to Contacts",
"Lon Orenstein" wrote:
[Quoted Text] > 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
>
So here's a new version of the BCM Nexus code that takes care of Lon's
request (I think). The code will link your Tasks or Appointments created in
BCM back to the parent Business Contact or Account (just as before), and it
will now insert a field in the Task or Appointment that contains the Business
Phone Number of the associated Contact or Account. After you have created at
least one Task (or Appointment) with the code in place, you can create new
views of your Tasks or Appointments that include the BCMPhone field. Just
use the Field Chooser to grab the BCMPhone field which should be listed under
User Defined Fields in Folder.
Insert the code below into your ThisOutlookSession (or replace your current
BCM Nexus vba if you already are using it from the earlier posts). Remember
to watch out for lines that might have been wrapped by this board's mail
program.
Enjoy.
Regards.....Bill Kratz
Here's the vba code:
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
Dim strBCMPhone As String
Dim BCMPhone As UserProperty
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
strBCMPhone = bcmContact.BusinessTelephoneNumber
Set BCMPhone = objItem.UserProperties.Add("BCMPhone", olText)
BCMPhone.Value = strBCMPhone
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
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Thank you SIR!!! I just got back in town and will check this out later
today after I get caught up...
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:CADC87E9-9923-4B69-AF39-738856B3BECA[ at ]microsoft.com...
[Quoted Text] > In the 3/23/2007 post titled "Linking Tasks to Contacts",
>
> "Lon Orenstein" wrote:
>
>> 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
>>
>
> So here's a new version of the BCM Nexus code that takes care of Lon's
> request (I think). The code will link your Tasks or Appointments created
> in
> BCM back to the parent Business Contact or Account (just as before), and
> it
> will now insert a field in the Task or Appointment that contains the
> Business
> Phone Number of the associated Contact or Account. After you have created
> at
> least one Task (or Appointment) with the code in place, you can create new
> views of your Tasks or Appointments that include the BCMPhone field. Just
> use the Field Chooser to grab the BCMPhone field which should be listed
> under
> User Defined Fields in Folder.
>
> Insert the code below into your ThisOutlookSession (or replace your
> current
> BCM Nexus vba if you already are using it from the earlier posts).
> Remember
> to watch out for lines that might have been wrapped by this board's mail
> program.
>
> Enjoy.
>
> Regards.....Bill Kratz
>
> Here's the vba code:
>
> 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
> Dim strBCMPhone As String
> Dim BCMPhone As UserProperty
>
>
> 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
> strBCMPhone = bcmContact.BusinessTelephoneNumber
> Set BCMPhone = objItem.UserProperties.Add("BCMPhone", olText)
> BCMPhone.Value = strBCMPhone
> 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
>
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Bill,
This fix sounds wonderfull - but I have to confess - I have no idea how to
add your code to my outlook.
Can i ask you to post a dummies' click by click version?????
Thanks in advance,
AB
"whkratz" wrote:
[Quoted Text] > In the 3/23/2007 post titled "Linking Tasks to Contacts",
>
> "Lon Orenstein" wrote:
>
> > 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
> >
>
> So here's a new version of the BCM Nexus code that takes care of Lon's
> request (I think). The code will link your Tasks or Appointments created in
> BCM back to the parent Business Contact or Account (just as before), and it
> will now insert a field in the Task or Appointment that contains the Business
> Phone Number of the associated Contact or Account. After you have created at
> least one Task (or Appointment) with the code in place, you can create new
> views of your Tasks or Appointments that include the BCMPhone field. Just
> use the Field Chooser to grab the BCMPhone field which should be listed under
> User Defined Fields in Folder.
>
> Insert the code below into your ThisOutlookSession (or replace your current
> BCM Nexus vba if you already are using it from the earlier posts). Remember
> to watch out for lines that might have been wrapped by this board's mail
> program.
>
> Enjoy.
>
> Regards.....Bill Kratz
>
> Here's the vba code:
>
> 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
> Dim strBCMPhone As String
> Dim BCMPhone As UserProperty
>
>
> 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
> strBCMPhone = bcmContact.BusinessTelephoneNumber
> Set BCMPhone = objItem.UserProperties.Add("BCMPhone", olText)
> BCMPhone.Value = strBCMPhone
> 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
>
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I just added this an nothing seems to happen. I looked at your mockup screen
shots and I'm expecting to find new buttons on contact and Opps. Please advise
"whkratz" wrote:
[Quoted Text] > In the 3/23/2007 post titled "Linking Tasks to Contacts",
>
> "Lon Orenstein" wrote:
>
> > 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
> >
>
> So here's a new version of the BCM Nexus code that takes care of Lon's
> request (I think). The code will link your Tasks or Appointments created in
> BCM back to the parent Business Contact or Account (just as before), and it
> will now insert a field in the Task or Appointment that contains the Business
> Phone Number of the associated Contact or Account. After you have created at
> least one Task (or Appointment) with the code in place, you can create new
> views of your Tasks or Appointments that include the BCMPhone field. Just
> use the Field Chooser to grab the BCMPhone field which should be listed under
> User Defined Fields in Folder.
>
> Insert the code below into your ThisOutlookSession (or replace your current
> BCM Nexus vba if you already are using it from the earlier posts). Remember
> to watch out for lines that might have been wrapped by this board's mail
> program.
>
> Enjoy.
>
> Regards.....Bill Kratz
>
> Here's the vba code:
>
> 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
> Dim strBCMPhone As String
> Dim BCMPhone As UserProperty
>
>
> 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
> strBCMPhone = bcmContact.BusinessTelephoneNumber
> Set BCMPhone = objItem.UserProperties.Add("BCMPhone", olText)
> BCMPhone.Value = strBCMPhone
> 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
>
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