Group:  Microsoft Outlook ยป microsoft.public.outlook.bcm
Thread: make BCM and OUTLOOK easier to schedule calendar appointments & ta

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make BCM and OUTLOOK easier to schedule calendar appointments & ta
functioning funk 3/22/2007 1:57:02 AM
I am using OUTLOOK 2007 WITH BCM.
I cannot figure out how to schedule an appointment with a contact (either
from CONTACTS OR BCM) and have it show up on my calendar WITH the contact
name. I always have to type the contact name....I think it should show
WITHOUT my having to type it...I have moved from ACT to OUTLOOK 2007. ACT
always put the CONTACT NAME in my calendar space without my typing it. I have
approached this by first pulling up the contact, then scheduling an activity.
I have tried linking in different ways...??? I DO NOT ALWAYS WISH TO SEND THE
CONTACT AN EMAIL. I just want the contact name to show in the calendar...for
example:

I want to schedule a meeting with ONE CONTACT...say ABC company. I pull up
the "schedule a meeting" menu available from several places (righ click in
calendar, menu in BCM, etc) I type in "meeting to discuss April plans" I save
and close. Next month in my calendar, I see I have a meeting on the 4th...I
double click on the meeting and do not know who it is with. This does not
seem helpful.

I also do not want to make linking and tasks a two or three step process. I
would like to open a contact...see the history in detail and schedule an appt
all in one place....MUCH LIKE I ONCE DID WITH ACT!

Come on...give me what i need!!
--
functioning funk

----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
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http://www.microsoft.com/office/community/en-us/default.mspx?mid=6c1ade30-467b-4d96-8cb1-b202bb18dcc2&dg=microsoft.public.outlook.bcm
Re: make BCM and OUTLOOK easier to schedule calendar appointments & ta
"Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> 3/23/2007 1:04:18 AM
Not the convenient solution, but you can open the appointment and click Link
To Record button on the form. It will show you the business contact it is
linked to.

I have noted your suggestion as a feature improvement.

--
Mukesh Agarwal [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights
"functioning funk" <functioningfunk[ at ]discussions.microsoft.com> wrote in
message news:6C1ADE30-467B-4D96-8CB1-B202BB18DCC2[ at ]microsoft.com...
[Quoted Text]
>I am using OUTLOOK 2007 WITH BCM.
> I cannot figure out how to schedule an appointment with a contact (either
> from CONTACTS OR BCM) and have it show up on my calendar WITH the contact
> name. I always have to type the contact name....I think it should show
> WITHOUT my having to type it...I have moved from ACT to OUTLOOK 2007. ACT
> always put the CONTACT NAME in my calendar space without my typing it. I
> have
> approached this by first pulling up the contact, then scheduling an
> activity.
> I have tried linking in different ways...??? I DO NOT ALWAYS WISH TO SEND
> THE
> CONTACT AN EMAIL. I just want the contact name to show in the
> calendar...for
> example:
>
> I want to schedule a meeting with ONE CONTACT...say ABC company. I pull up
> the "schedule a meeting" menu available from several places (righ click in
> calendar, menu in BCM, etc) I type in "meeting to discuss April plans" I
> save
> and close. Next month in my calendar, I see I have a meeting on the
> 4th...I
> double click on the meeting and do not know who it is with. This does not
> seem helpful.
>
> I also do not want to make linking and tasks a two or three step process.
> I
> would like to open a contact...see the history in detail and schedule an
> appt
> all in one place....MUCH LIKE I ONCE DID WITH ACT!
>
> Come on...give me what i need!!
> --
> functioning funk
>
> ----------------
> This post is a suggestion for Microsoft, and Microsoft responds to the
> suggestions with the most votes. To vote for this suggestion, click the "I
> Agree" button in the message pane. If you do not see the button, follow
> this
> link to open the suggestion in the Microsoft Web-based Newsreader and then
> click "I Agree" in the message pane.
>
> http://www.microsoft.com/office/community/en-us/default.mspx?mid=6c1ade30-467b-4d96-8cb1-b202bb18dcc2&dg=microsoft.public.outlook.bcm

Re: make BCM and OUTLOOK easier to schedule calendar appointments
Datafetish 4/13/2007 7:22:03 PM
One would think this was a simple thing that could be added easily. Without
this feature the app is virtually useless. This function is in almost every
basic CRM solution. Not being able to link a contact name to an appointment
is just, well a big oversite and needs to be rectified.
Thanks,
Joel

"Mukesh Agarwal [MSFT]" wrote:

[Quoted Text]
> Not the convenient solution, but you can open the appointment and click Link
> To Record button on the form. It will show you the business contact it is
> linked to.
>
> I have noted your suggestion as a feature improvement.
>
> --
> Mukesh Agarwal [MSFT]
> Visit team blog at http://blogs.msdn.com/bcm
>
> This posting is provided "AS IS" with no warranties, and confers no rights
> "functioning funk" <functioningfunk[ at ]discussions.microsoft.com> wrote in
> message news:6C1ADE30-467B-4D96-8CB1-B202BB18DCC2[ at ]microsoft.com...
> >I am using OUTLOOK 2007 WITH BCM.
> > I cannot figure out how to schedule an appointment with a contact (either
> > from CONTACTS OR BCM) and have it show up on my calendar WITH the contact
> > name. I always have to type the contact name....I think it should show
> > WITHOUT my having to type it...I have moved from ACT to OUTLOOK 2007. ACT
> > always put the CONTACT NAME in my calendar space without my typing it. I
> > have
> > approached this by first pulling up the contact, then scheduling an
> > activity.
> > I have tried linking in different ways...??? I DO NOT ALWAYS WISH TO SEND
> > THE
> > CONTACT AN EMAIL. I just want the contact name to show in the
> > calendar...for
> > example:
> >
> > I want to schedule a meeting with ONE CONTACT...say ABC company. I pull up
> > the "schedule a meeting" menu available from several places (righ click in
> > calendar, menu in BCM, etc) I type in "meeting to discuss April plans" I
> > save
> > and close. Next month in my calendar, I see I have a meeting on the
> > 4th...I
> > double click on the meeting and do not know who it is with. This does not
> > seem helpful.
> >
> > I also do not want to make linking and tasks a two or three step process.
> > I
> > would like to open a contact...see the history in detail and schedule an
> > appt
> > all in one place....MUCH LIKE I ONCE DID WITH ACT!
> >
> > Come on...give me what i need!!
> > --
> > functioning funk
> >
> > ----------------
> > This post is a suggestion for Microsoft, and Microsoft responds to the
> > suggestions with the most votes. To vote for this suggestion, click the "I
> > Agree" button in the message pane. If you do not see the button, follow
> > this
> > link to open the suggestion in the Microsoft Web-based Newsreader and then
> > click "I Agree" in the message pane.
> >
> > http://www.microsoft.com/office/community/en-us/default.mspx?mid=6c1ade30-467b-4d96-8cb1-b202bb18dcc2&dg=microsoft.public.outlook.bcm
>
>
Re: make BCM and OUTLOOK easier to schedule calendar appointments
whkratz 4/26/2007 6:14:03 PM
You may find the info in the following post helpful on this issue:
http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?dg=microsoft.public.outlook.bcm&mid=632612ea-fbec-471a-94ec-ceff9c2c9a45&sloc=en-us

Regards.....Bill Kratz

"Datafetish" wrote:

[Quoted Text]
> One would think this was a simple thing that could be added easily. Without
> this feature the app is virtually useless. This function is in almost every
> basic CRM solution. Not being able to link a contact name to an appointment
> is just, well a big oversite and needs to be rectified.
> Thanks,
> Joel
>
> "Mukesh Agarwal [MSFT]" wrote:
>
> > Not the convenient solution, but you can open the appointment and click Link
> > To Record button on the form. It will show you the business contact it is
> > linked to.
> >
> > I have noted your suggestion as a feature improvement.
> >
> > --
> > Mukesh Agarwal [MSFT]
> > Visit team blog at http://blogs.msdn.com/bcm
> >
> > This posting is provided "AS IS" with no warranties, and confers no rights
> > "functioning funk" <functioningfunk[ at ]discussions.microsoft.com> wrote in
> > message news:6C1ADE30-467B-4D96-8CB1-B202BB18DCC2[ at ]microsoft.com...
> > >I am using OUTLOOK 2007 WITH BCM.
> > > I cannot figure out how to schedule an appointment with a contact (either
> > > from CONTACTS OR BCM) and have it show up on my calendar WITH the contact
> > > name. I always have to type the contact name....I think it should show
> > > WITHOUT my having to type it...I have moved from ACT to OUTLOOK 2007. ACT
> > > always put the CONTACT NAME in my calendar space without my typing it. I
> > > have
> > > approached this by first pulling up the contact, then scheduling an
> > > activity.
> > > I have tried linking in different ways...??? I DO NOT ALWAYS WISH TO SEND
> > > THE
> > > CONTACT AN EMAIL. I just want the contact name to show in the
> > > calendar...for
> > > example:
> > >
> > > I want to schedule a meeting with ONE CONTACT...say ABC company. I pull up
> > > the "schedule a meeting" menu available from several places (righ click in
> > > calendar, menu in BCM, etc) I type in "meeting to discuss April plans" I
> > > save
> > > and close. Next month in my calendar, I see I have a meeting on the
> > > 4th...I
> > > double click on the meeting and do not know who it is with. This does not
> > > seem helpful.
> > >
> > > I also do not want to make linking and tasks a two or three step process.
> > > I
> > > would like to open a contact...see the history in detail and schedule an
> > > appt
> > > all in one place....MUCH LIKE I ONCE DID WITH ACT!
> > >
> > > Come on...give me what i need!!
> > > --
> > > functioning funk
> > >
> > > ----------------
> > > This post is a suggestion for Microsoft, and Microsoft responds to the
> > > suggestions with the most votes. To vote for this suggestion, click the "I
> > > Agree" button in the message pane. If you do not see the button, follow
> > > this
> > > link to open the suggestion in the Microsoft Web-based Newsreader and then
> > > click "I Agree" in the message pane.
> > >
> > > http://www.microsoft.com/office/community/en-us/default.mspx?mid=6c1ade30-467b-4d96-8cb1-b202bb18dcc2&dg=microsoft.public.outlook.bcm
> >
> >

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