On May 24, 6:31 am, AB <A...[ at ]discussions.microsoft.com> wrote:
[Quoted Text] > Hi
>
> I wonder if someone can help me these two simple requests on BCM 2007
>
> 1. I'd Like to be able to schedule a future call or task for a business
> contact so that it appears in my calendar and when I click on the task/call
> it opens the business contact's record - HAVE I DELETED THE TOOL BAR WITH THE
> BUTTON FOR THIS? I can't find the option for this.
>
> 2. I'd like to delete some of the items on the business contact general info
> page - i only seem to be able to add stuff - HAVE I MISSED SOMETHING?
>
> Thanks - I realise these are very basic questions - I'd appreciate a pointer
> from someone in the know.
>
> Regards
>
> AB
>
> If anyone has a place i can go download a manual - I'd be gratefull.
1. Create your your appointment in the Outlook Calendar. In the
appointment's ribbon you should see button titled "Link to Record".
Use that to link the appointment to a contact. You can later use the
same button to add more links or open the contact.
2. I don't think you can delete the exisiting field on the forms.
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