attach contact with a task

  • Thread starter Trying to use Outlook in Toronto
  • Start date
T

Trying to use Outlook in Toronto

Really don't like typiong contact information into each task or appointment.
Other CRM can do thsi easily. What's up with Microsoft?

Can I do this?
 
V

Vince Averello [MVP-Outlook]

Right click drag & drop a contact on to either the calendar or tasks folder
and choose one of the options to create a new item containing the contact's
info

"Trying to use Outlook in Toronto" <Trying to use Outlook in
[email protected]> wrote in message
news:[email protected]...
 
J

Judy Gleeson, MVP Outlook

Another way is to maximise the Task or appointment and there's a Contact
button at bottom left which links it to the Contact's activities tab. You
can also click there to open the Contact.

--

Judy Gleeson, MVP Outlook
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!
 
T

Tracy

There is no longer a Contact field the lower left corner of tasks in Outlook
7, and I can't find anyway to get to it. This is really frustrating to lose
track of a basic feature and have to spend hours tracking down how to do
something that was so easy in the last version. I can still see Contacts in
the Task Details page but it won't let me edit them.
 
M

Milly Staples [MVP - Outlook]

Tools->Options->Contact Options->Contact Linking.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Tracy asked:

| There is no longer a Contact field the lower left corner of tasks in
| Outlook 7, and I can't find anyway to get to it. This is really
| frustrating to lose track of a basic feature and have to spend hours
| tracking down how to do something that was so easy in the last
| version. I can still see Contacts in the Task Details page but it
| won't let me edit them.
|
|
| "Judy Gleeson, MVP Outlook" wrote:
|
|| Another way is to maximise the Task or appointment and there's a
|| Contact button at bottom left which links it to the Contact's
|| activities tab. You can also click there to open the Contact.
||
|| --
||
|| Judy Gleeson, MVP Outlook
|| Acorn Training and Consulting
|| www.acorntraining.com.au
||
|| Everyone - turn on your Advanced Toolbars and learn how to use the
|| Field Chooser and Group by Box!!
||
||
|| ||| Right click drag & drop a contact on to either the calendar or tasks
||| folder and choose one of the options to create a new item
||| containing the contact's info
|||
||| "Trying to use Outlook in Toronto" <Trying to use Outlook in
||| [email protected]> wrote in message
||| |||| Really don't like typiong contact information into each task or
|||| appointment.
|||| Other CRM can do thsi easily. What's up with Microsoft?
||||
|||| Can I do this?
 
V

V. Dunn

Hi Folks,
I've spent an entire day trying to get appointment information to show up on
the Activities screen for a contact and it just does not work. I have
changed Tools/Options to show contacts. I've added the advanced toolbar.
I've right-clicked a contact and dragged it to the calendar to create an
appointment. I've created a task linked to a contact. I've even gone into
Tools/Options and turned on journaling for the contact (tho that is not
mentioned as a requirement, and the options are limited), but nothing shows
up! A few times I've created an appointment and it has shown up, but once I
back out of the contact record and go back in, the Activities screen for that
contact (show all) is BLANK. Is anyone actually having this work for them?
I'm going to have to deinstall 2007! Please advise. Thanks.
 
Top