No simple way to link tasks?? Geoff Baldwin_MM 3/28/2007 1:09:30 AM Apologies if I am cutting across protcol. This opriginally posted as a response to a question I had previously marked 'answered' so not sure if this 'new' question is being seen: 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?

Re: No simple way to link tasks?? "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 3/28/2007 8:20:41 PM Geoff, See my comments in your other similiar post about this topic. Also, be sure that you are not mixing apples to oranges by possibly confusing the different commands from a native Outlook Contact record vs. a BCM Business Contact record. They look very similar but they are different in terms of what results when you click where to create a linked Outlook Task. Remember, Outlook and BCM are 2 separate and complimentary applications designed to mesh and appear as one. -THP Geoff Baldwin_MM wrote: [Quoted Text] >Apologies if I am cutting across protcol. This opriginally posted as a >response to a question I had previously marked 'answered' so not sure if this >'new' question is being seen: > >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? -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1

Re: No simple way to link tasks?? "Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> 3/29/2007 1:33:54 AM Not very convenient. But you can click Link To Record button on the task and navigate to linked Business Contact from there. -- 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 "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message news:6fdf0c31944cf[ at ]uwe... [Quoted Text] > Geoff, > > See my comments in your other similiar post about this topic. Also, be > sure > that you are not mixing apples to oranges by possibly confusing the > different > commands from a native Outlook Contact record vs. a BCM Business Contact > record. They look very similar but they are different in terms of what > results when you click where to create a linked Outlook Task. Remember, > Outlook and BCM are 2 separate and complimentary applications designed to > mesh and appear as one. > > -THP > > > > Geoff Baldwin_MM wrote: >>Apologies if I am cutting across protcol. This opriginally posted as a >>response to a question I had previously marked 'answered' so not sure if >>this >>'new' question is being seen: >> >>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? > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1 >

Re: No simple way to link tasks?? "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 3/29/2007 5:38:24 PM Mukesh, What you have just suggested is exactly the required 2nd manual process that Geoff has been suggesting is cumbersome and not convenient. I think he understands the how-to and also the fact that this reverse-linking from a native Outlook data item back to a BCM record is not very convenient. The suggestion from Geoff is for this to be changed in future versions so that this cumbersome inconvenience does not impede the ease of setting up a 2 way navigatable path to use. The simple message to MS is to make software that requires less steps rather than more if possible. -THP Mukesh Agarwal [MSFT] wrote: [Quoted Text] >Not very convenient. But you can click Link To Record button on the task and >navigate to linked Business Contact from there. > >> Geoff, >> >[quoted text clipped - 47 lines] >>> >>>Any ideas anyone? Am I missing something basic? -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1