L
Lexicon
With Business Contact Manager it is possible to use the History feature to
add tasks (amongst other things) to the Business Contact or Account. Let's
say the task is to call that person, so you write 'call' in the subject box,
and then press save. Now, in the Task view, all you see is an entry labelled
'call' there is no obvious reference to the contact or account for which you
created the task. I realise that it is possible to add extra columns for
name, account, address etc in the task view but do you have to enter the info
manually as it doesn't seem to reference the info from the contact or account
automatically. Or am I missing the point completely? Your assistance with
this would be much appreciated.
add tasks (amongst other things) to the Business Contact or Account. Let's
say the task is to call that person, so you write 'call' in the subject box,
and then press save. Now, in the Task view, all you see is an entry labelled
'call' there is no obvious reference to the contact or account for which you
created the task. I realise that it is possible to add extra columns for
name, account, address etc in the task view but do you have to enter the info
manually as it doesn't seem to reference the info from the contact or account
automatically. Or am I missing the point completely? Your assistance with
this would be much appreciated.