To-Do list David 6/17/2007 11:08:01 PM Hi The to-do list is handy, because I can see everything that I need to do, which can include tasks and follow-ups on contacts/accounts/opportunities. However, I want to see in the to-do list what the name of the company is. However, because there are different record types, ie: task vs. contact. vs account, vs opportunity, I end up having to add 4 different columns. Is there a way to showing the company name regardless of the record type? Thanks David

Re: To-Do list "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/18/2007 1:19:20 AM David, You could adopt the practice of including the company name in the subject line of each of your To-Do (Tasks & Appointment) record items. Ex: On your Task record you could type the following: "Call Joe Smith to follow up-Acme Co." Or, an appointment record's subject line could read: "Lunch with Joe Smith-Acme Co." I always like to hypenate the company name at the end of my subject line because it enables an easy find when doing a search for the item. This also provides a quick and handy visual on any tasks lists, etc. Sometimes the the simplest solution is the best. Hope this suggestions helps. Best regards, -THP David wrote: [Quoted Text] >Hi > >The to-do list is handy, because I can see everything that I need to do, >which can include tasks and follow-ups on contacts/accounts/opportunities. >However, I want to see in the to-do list what the name of the company is. >However, because there are different record types, ie: task vs. contact. vs >account, vs opportunity, I end up having to add 4 different columns. Is >there a way to showing the company name regardless of the record type? > >Thanks >David -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: To-Do list tmcar 6/19/2007 7:19:00 AM is it possible to get the basic functionality like ACT! where the contact name is automatically populated with (appt, todos, etc) "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > David, > > You could adopt the practice of including the company name in the subject > line of each of your To-Do (Tasks & Appointment) record items. > > Ex: On your Task record you could type the following: "Call Joe Smith to > follow up-Acme Co." Or, an appointment record's subject line could read: > "Lunch with Joe Smith-Acme Co." > > I always like to hypenate the company name at the end of my subject line > because it enables an easy find when doing a search for the item. This also > provides a quick and handy visual on any tasks lists, etc. Sometimes the the > simplest solution is the best. > > Hope this suggestions helps. > > Best regards, > > -THP > > > > David wrote: > >Hi > > > >The to-do list is handy, because I can see everything that I need to do, > >which can include tasks and follow-ups on contacts/accounts/opportunities. > >However, I want to see in the to-do list what the name of the company is. > >However, because there are different record types, ie: task vs. contact. vs > >account, vs opportunity, I end up having to add 4 different columns. Is > >there a way to showing the company name regardless of the record type? > > > >Thanks > >David > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 > >

Re: To-Do list Luther <enowning[ at ]gmail.com> 6/19/2007 3:18:24 PM On Jun 19, 12:19 am, tmcar <t...[ at ]discussions.microsoft.com> wrote: [Quoted Text] > is it possible to get the basic functionality like ACT! where the contact > name is automatically populated with (appt, todos, etc) > > > > "mrtimpeterson via OfficeKB.com" wrote: > > David, > > > You could adopt the practice of including the company name in the subject > > line of each of your To-Do (Tasks & Appointment) record items. > > > Ex: On your Task record you could type the following: "Call Joe Smith to > > follow up-Acme Co." Or, an appointment record's subject line could read: > > "Lunch with Joe Smith-Acme Co." > > > I always like to hypenate the company name at the end of my subject line > > because it enables an easy find when doing a search for the item. This also > > provides a quick and handy visual on any tasks lists, etc. Sometimes the the > > simplest solution is the best. > > > Hope this suggestions helps. > > > Best regards, > > > -THP > > > David wrote: > > >Hi > > > >The to-do list is handy, because I can see everything that I need to do, > > >which can include tasks and follow-ups on contacts/accounts/opportunities. > > >However, I want to see in the to-do list what the name of the company is. > > >However, because there are different record types, ie: task vs. contact. vs > > >account, vs opportunity, I end up having to add 4 different columns. Is > > >there a way to showing the company name regardless of the record type? > > > >Thanks > > >David > > > -- > > Message posted via OfficeKB.com > >http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1- Hide quoted text - > > - Show quoted text - Packing information into the subject is a good Outlook practice. Beyond BCM, in the Outlook calendar and task views, it helps to have the name of the associated company or person in the item's title.

Re: To-Do list "Lon Orenstein" <Lon[ at ]pinpointtools.com> 6/19/2007 11:13:43 PM Do a search in this group for "BCM Nexus" -- Bill has written some code that will put the contact name and their phone number on the task list. 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 "tmcar" <tmcar[ at ]discussions.microsoft.com> wrote in message news:5D101DD4-5F2E-4187-B62C-FB8C8734400B[ at ]microsoft.com... [Quoted Text] > is it possible to get the basic functionality like ACT! where the contact > name is automatically populated with (appt, todos, etc) > > "mrtimpeterson via OfficeKB.com" wrote: > >> David, >> >> You could adopt the practice of including the company name in the subject >> line of each of your To-Do (Tasks & Appointment) record items. >> >> Ex: On your Task record you could type the following: "Call Joe Smith >> to >> follow up-Acme Co." Or, an appointment record's subject line could read: >> "Lunch with Joe Smith-Acme Co." >> >> I always like to hypenate the company name at the end of my subject line >> because it enables an easy find when doing a search for the item. This >> also >> provides a quick and handy visual on any tasks lists, etc. Sometimes the >> the >> simplest solution is the best. >> >> Hope this suggestions helps. >> >> Best regards, >> >> -THP >> >> >> >> David wrote: >> >Hi >> > >> >The to-do list is handy, because I can see everything that I need to do, >> >which can include tasks and follow-ups on >> >contacts/accounts/opportunities. >> >However, I want to see in the to-do list what the name of the company >> >is. >> >However, because there are different record types, ie: task vs. contact. >> >vs >> >account, vs opportunity, I end up having to add 4 different columns. Is >> >there a way to showing the company name regardless of the record type? >> > >> >Thanks >> >David >> >> -- >> Message posted via OfficeKB.com >> http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 >> >>