Activity linked to Bus Contact- no sign?

[Ed Marmon]

Im still poking around BCM v2 to see if I like it.

When I create an actrivity from a business contact, it links it. When I go
to the calendar entry in the calendar and open it- there's no outward sign
on the appointment that its linked to anything- only when you click "link
to record" do to linked and unlinked boxes appear to point out that yes, in
the right column under linked, the contact does appear linked.

In regular outlook, when you open a linked calndar item, the obvious lower
left of the dialog box show who's linked.

Why did they take this clearness from business contacts when exists
otherwise on outlook contacts??

While Im on the topic, why cant we just use type-ahead to link a business
contact like we do outlook contacts!?

Maybe it it would be just too convenient....

This is silly, unless Im missing something!

 

[Bob Cooley [MSFT]]

Hi Ed,

The intended workflow was to create all of the related activities (notes,
files, appts, phone log, etc.) while you are inside that Business Contact.
When you do this, then the item is automatically linked to the Business
Contact. When you try to do this outside of the Business Contact form, you
have to take extra steps to link it.

The right-click functionality you keep referring to in your other posts is
something that we are working on for the next version of BCM. Stay tuned...

--
Regards,

Bob Cooley, [MSFT]


This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Ed Marmon]

The right-click functionality you keep referring to in your other
posts is something that we are working on for the next version of BCM.
Stay tuned...

thank you