How do you specify that an appointment did or did not occur allanc <allan.for.g.groups[ at ]gmail.com> 6/8/2007 1:57:46 PM Is there any way to specific that an appointment/meeting did or did occur? We are migrating from ACT! which had this feature. TIA.

Re: How do you specify that an appointment did or did not occur "Lon Orenstein" <Lon[ at ]pinpointtools.com> 6/8/2007 10:17:34 PM No, there's not a similar way as "clearing" it in ACT!. At the moment you create it, it's already in History which is why you'd clear it in ACT!. 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 "allanc" <allan.for.g.groups[ at ]gmail.com> wrote in message news:1181311066.518569.20310[ at ]g4g2000hsf.googlegroups.com... [Quoted Text] > Is there any way to specific that an appointment/meeting did or did > occur? > We are migrating from ACT! which had this feature. > > TIA. >

Re: How do you specify that an appointment did or did not occur "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/9/2007 1:00:13 AM allanc, When you create an appointment/meeting record in Outlook on your calendar make sure that it is also linked to a Business Contact or Account record so that it will then show up in your BCM Communication History. (Even if it remains out in the future yet to occur). When the future arrives, the meeting occurs, and you want to keep a record that this occurred, you can either just leave the appointment record in place on your Outlook calendar so it remains as history in both Outlook and BCM OR, you can delete it from the Outlook pst calendar folder and BCM will still hold a linked record of this occurance within an automatically re-written "Business Activity" record in the SQL db. If the meeting cancels or reschedules, just either delete the appointment record or forward it on your calendar into the future as necessary. -THP Lon Orenstein wrote: [Quoted Text] >No, there's not a similar way as "clearing" it in ACT!. At the moment you >create it, it's already in History which is why you'd clear it in ACT!. > >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 > >> Is there any way to specific that an appointment/meeting did or did >> occur? >> We are migrating from ACT! which had this feature. >> >> TIA. -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: How do you specify that an appointment did or did not occur allanc <allan.for.g.groups[ at ]gmail.com> 6/9/2007 3:27:10 AM Shouldn't I be creating the appointments and meetings within BCM (as opposed to Outlook? In regards to appointment and meetings that *did not* occur I was hoping to find a 'one click' solution that allowed me to archive it. In other words, to not have to delete the appointment and then create a note that the meeting was cancelled. On Jun 8, 9:00 pm, "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote: [Quoted Text] > allanc, > > When you create an appointment/meeting record in Outlook on your calendar > make sure that it is also linked to a Business Contact or Account record so > that it will then show up in your BCM Communication History. > Outlook pst calendar folder and BCM will still hold a linked record of this > occurance within an automatically re-written "Business Activity" record in > the SQL db. If the meeting cancels or reschedules, just either delete the > appointment record or forward it on your calendar into the future as > necessary. > > -THP > > > > > > Lon Orenstein wrote: > >No, there's not a similar way as "clearing" it in ACT!. At the moment you > >create it, it's already in History which is why you'd clear it in ACT!. > > >HTH, > >Lon > > >___________________________________________________________ > >Lon Orenstein > >pinpointtools, llc > >L...[ 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 > > >> Is there any way to specific that an appointment/meeting did or did > >> occur? > >> We are migrating from ACT! which had this feature. > > >> TIA. > > -- > Message posted via OfficeKB.comhttp://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1- Hide quoted text - > > - Show quoted text -

Re: How do you specify that an appointment did or did not occur allanc <allan.for.g.groups[ at ]gmail.com> 6/9/2007 3:28:56 AM I d/l your free book. Thank you. On Jun 8, 6:17 pm, "Lon Orenstein" <L...[ at ]pinpointtools.com> wrote: [Quoted Text] > No, there's not a similar way as "clearing" it in ACT!. At the moment you > create it, it's already in History which is why you'd clear it in ACT!. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > L...[ 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 x6104www.pinpointtools.com > > "allanc" <allan.for.g.gro...[ at ]gmail.com> wrote in message > > news:1181311066.518569.20310[ at ]g4g2000hsf.googlegroups.com... > > > > > Is there any way to specific that an appointment/meeting did or did > > occur? > > We are migrating from ACT! which had this feature. > > > TIA.- Hide quoted text - > > - Show quoted text -

Re: How do you specify that an appointment did or did not occur "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/9/2007 5:27:50 AM allan, BCM is contained as an add-in to Outlook. You can create an appointment in Outlook without it having any linked relationship to a BCM record. However, if you want to automatically have it be archived with a 'zero click' soluton make sure the appointment is linked to a BCM record. You can do this 2 ways: Create the appointment first and then manually link it to a BCM record or, initiate creation of the appointment from within an open Business Contact record by clicking on New History and selecting Appointment from the drop down which will automatically link the appointment and also establish it as part of your communication history within the BCM db all at the same time. I hope this helps more than confuses. -THP allanc wrote: [Quoted Text] >Shouldn't I be creating the appointments and meetings within BCM (as >opposed to Outlook? > >In regards to appointment and meetings that *did not* occur I was >hoping to find a 'one click' solution that allowed me to archive it. >In other words, to not have to delete the appointment and then create >a note that the meeting was cancelled. > >> allanc, >> >[quoted text clipped - 34 lines] >> >> - Show quoted text - -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1