linking contacts GolfGal 3/6/2007 9:31:19 PM In Outlook, you can link two contacts together. I can't see a way to do this in BCM 07. Am I missing it, or is it missing?

Re: linking contacts "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 3/6/2007 10:18:10 PM GolfGal: It is missing as a native feature that Outlook itself has. It is assumed that you will (1 way only) link all Business Contacts together via assigning them to a common account. Of course this 1 size fits all requirement does not allow for the common linking need that might exist between Business Contacts that have nothing in common with a single Account Record. This 1-to- many vs. many-to-many relationship linking restriction of BCM has been quite an annoyance to me for many years. Some feel that expanding this multi- linking feature capability would introduce too much complexity into BCM for the "average" small business user to be able to overcome. Thus, you and I have been slotted with such a label accordingly. There are some kludgy workarounds. For example, you could indirectly link the 2 Business Contact records together via a shared Outlook Task or Appointment record within the designated Contacts field. For now, the bottom line is that you will have to adapt your workflow and data management needs to fit within this BCM design limitation. -THP GolfGal wrote: [Quoted Text] >In Outlook, you can link two contacts together. I can't see a way to do this >in BCM 07. Am I missing it, or is it missing? -- Message posted via http://www.officekb.com

Re: linking contacts "Lon Orenstein" <Lon[ at ]pinpointtools.com> 3/6/2007 10:50:34 PM Hhhmmmm.... Tim: Where do you link the contact records together in Outlook? Why couldn't GolfGal use the Initiated By field in BCM to link two business contact together? Thanks, 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 "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message news:6ecb7849820d2[ at ]uwe... [Quoted Text] > GolfGal: > > It is missing as a native feature that Outlook itself has. It is assumed > that you will (1 way only) link all Business Contacts together via > assigning > them to a common account. Of course this 1 size fits all requirement does > not allow for the common linking need that might exist between Business > Contacts that have nothing in common with a single Account Record. This > 1-to- > many vs. many-to-many relationship linking restriction of BCM has been > quite > an annoyance to me for many years. Some feel that expanding this multi- > linking feature capability would introduce too much complexity into BCM > for > the "average" small business user to be able to overcome. Thus, you and I > have been slotted with such a label accordingly. > > There are some kludgy workarounds. For example, you could indirectly link > the 2 Business Contact records together via a shared Outlook Task or > Appointment record within the designated Contacts field. > > For now, the bottom line is that you will have to adapt your workflow and > data management needs to fit within this BCM design limitation. > > -THP > > GolfGal wrote: >>In Outlook, you can link two contacts together. I can't see a way to do >>this >>in BCM 07. Am I missing it, or is it missing? > > -- > Message posted via http://www.officekb.com >

Re: linking contacts "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 3/6/2007 11:02:14 PM Lon, You may have just shared another workaround for this. To your other question, I am just about to install and migrate from Office 2003 to Office 2007 (tommorrow) and I assume that each Task and Appointment record in Outlook 2007 is similiar to Outlook 2003 with a Contact link-to field. In 2003, this field is located in the bottom left corner of each Task and Appointment record. With the new ribbon design layout for 2007 this field may be located elsewhere behind a tab but I do assume and sure hope that it still exists. I will soon find out myself. -THP Lon Orenstein wrote: [Quoted Text] >Hhhmmmm.... > >Tim: Where do you link the contact records together in Outlook? Why >couldn't GolfGal use the Initiated By field in BCM to link two business >contact together? > >Thanks, >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 > >> GolfGal: >> >[quoted text clipped - 25 lines] >>>this >>>in BCM 07. Am I missing it, or is it missing? -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1

Re: linking contacts "Lon Orenstein" <Lon[ at ]pinpointtools.com> 3/7/2007 12:58:26 AM Right... for tasks and appointments, there is a Link to Contact button on the right side of the ribbon bar. But, in BCM 2003 or Outlook 2003 I don't remember a way to link two contacts together directly. GolfGal, are you wanting to link one contact to another in holy matrimony, or link tasks to them? Thanks, 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 "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message news:6ecbdb17b4dd6[ at ]uwe... [Quoted Text] > Lon, > > You may have just shared another workaround for this. To your other > question, > I am just about to install and migrate from Office 2003 to Office 2007 > (tommorrow) and I assume that each Task and Appointment record in Outlook > 2007 is similiar to Outlook 2003 with a Contact link-to field. In 2003, > this > field is located in the bottom left corner of each Task and Appointment > record. With the new ribbon design layout for 2007 this field may be > located > elsewhere behind a tab but I do assume and sure hope that it still exists. > I > will soon find out myself. > > -THP > > > Lon Orenstein wrote: >>Hhhmmmm.... >> >>Tim: Where do you link the contact records together in Outlook? Why >>couldn't GolfGal use the Initiated By field in BCM to link two business >>contact together? >> >>Thanks, >>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 >> >>> GolfGal: >>> >>[quoted text clipped - 25 lines] >>>>this >>>>in BCM 07. Am I missing it, or is it missing? > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1 >

Re: linking contacts GolfGal 3/7/2007 2:26:10 AM Well, Lon, if I get a JP's license, I could do the matrimony thing........ but my goal for BCM is a bit different. Let's say you have a client (Contact) and you want to link that contact with say an attorney and a banker. In the regular Outlook, there's a box in the lower right corner of he conact form, where you can link other contacts. If you clicked on one of those, it would them open the associated contact so you could call or email that associate. It works very well for what I do, except I want to be able to use BCM for my Clients, not regular OL. I can add a column for contacts, and fill it in, but I cannot find it on the form, therefore the link that would open the associate isn't available. Also, being the ACT expert....perhaps you can answer this: I posted another question about importing my ACT database to BCM 07, and the groups did not show up as categories. I wonder if these two matters are related. "Lon Orenstein" wrote: [Quoted Text] > Right... for tasks and appointments, there is a Link to Contact button on > the right side of the ribbon bar. But, in BCM 2003 or Outlook 2003 I don't > remember a way to link two contacts together directly. > > GolfGal, are you wanting to link one contact to another in holy matrimony, > or link tasks to them? > > Thanks, > 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 > > > "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message > news:6ecbdb17b4dd6[ at ]uwe... > > Lon, > > > > You may have just shared another workaround for this. To your other > > question, > > I am just about to install and migrate from Office 2003 to Office 2007 > > (tommorrow) and I assume that each Task and Appointment record in Outlook > > 2007 is similiar to Outlook 2003 with a Contact link-to field. In 2003, > > this > > field is located in the bottom left corner of each Task and Appointment > > record. With the new ribbon design layout for 2007 this field may be > > located > > elsewhere behind a tab but I do assume and sure hope that it still exists. > > I > > will soon find out myself. > > > > -THP > > > > > > Lon Orenstein wrote: > >>Hhhmmmm.... > >> > >>Tim: Where do you link the contact records together in Outlook? Why > >>couldn't GolfGal use the Initiated By field in BCM to link two business > >>contact together? > >> > >>Thanks, > >>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 > >> > >>> GolfGal: > >>> > >>[quoted text clipped - 25 lines] > >>>>this > >>>>in BCM 07. Am I missing it, or is it missing? > > > > -- > > Message posted via OfficeKB.com > > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1 > > > >

Re: linking contacts "Lon Orenstein" <Lon[ at ]pinpointtools.com> 3/7/2007 2:54:59 PM GolfGal: OK, use the Initiated By field in the contact to link two contacts together -- there's the same hyperlink where you can jump from one contact to another like in 2003. As for importing ACT! groups, when you did the import did you check Groups and answer whether you wanted them as Categories or Accounts? It should have imported the names but it won't associate the contacts to the group/category -- sorry... You can use Search Folders to recreate the groups by defining criteria. Hope that helps, 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 "GolfGal" <golfgal[ at ]noemail.com> wrote in message news:935AE398-8434-47F9-B8E6-02D3ABB4C3DE[ at ]microsoft.com... [Quoted Text] > Well, Lon, if I get a JP's license, I could do the matrimony thing........ > but my goal for BCM is a bit different. > > Let's say you have a client (Contact) and you want to link that contact > with > say an attorney and a banker. In the regular Outlook, there's a box in > the > lower right corner of he conact form, where you can link other contacts. > If > you clicked on one of those, it would them open the associated contact so > you > could call or email that associate. > > It works very well for what I do, except I want to be able to use BCM for > my > Clients, not regular OL. > > I can add a column for contacts, and fill it in, but I cannot find it on > the > form, therefore the link that would open the associate isn't available. > > Also, being the ACT expert....perhaps you can answer this: I posted > another > question about importing my ACT database to BCM 07, and the groups did not > show up as categories. I wonder if these two matters are related. > > "Lon Orenstein" wrote: > >> Right... for tasks and appointments, there is a Link to Contact button on >> the right side of the ribbon bar. But, in BCM 2003 or Outlook 2003 I >> don't >> remember a way to link two contacts together directly. >> >> GolfGal, are you wanting to link one contact to another in holy >> matrimony, >> or link tasks to them? >> >> Thanks, >> 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 >> >> >> "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> wrote in message >> news:6ecbdb17b4dd6[ at ]uwe... >> > Lon, >> > >> > You may have just shared another workaround for this. To your other >> > question, >> > I am just about to install and migrate from Office 2003 to Office 2007 >> > (tommorrow) and I assume that each Task and Appointment record in >> > Outlook >> > 2007 is similiar to Outlook 2003 with a Contact link-to field. In >> > 2003, >> > this >> > field is located in the bottom left corner of each Task and Appointment >> > record. With the new ribbon design layout for 2007 this field may be >> > located >> > elsewhere behind a tab but I do assume and sure hope that it still >> > exists. >> > I >> > will soon find out myself. >> > >> > -THP >> > >> > >> > Lon Orenstein wrote: >> >>Hhhmmmm.... >> >> >> >>Tim: Where do you link the contact records together in Outlook? Why >> >>couldn't GolfGal use the Initiated By field in BCM to link two business >> >>contact together? >> >> >> >>Thanks, >> >>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 >> >> >> >>> GolfGal: >> >>> >> >>[quoted text clipped - 25 lines] >> >>>>this >> >>>>in BCM 07. Am I missing it, or is it missing? >> > >> > -- >> > Message posted via OfficeKB.com >> > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200703/1 >> > >> >>