Account History items tied to contacts and accounts

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

As I create items (i.e. tasks, notes, etc.) and the tasks become due and pop
up on my screen, there really isn't any connection to the underlying contact,
unless I manually type in the subject line all the detail. Such as the
following example.

I create a task for John Brown of XYZ company, and I lable in the subject
line. "Call about Project" when that task comes due, it will pop up on the
screen and say "Call about Project" but it doesn't really indicate that it is
for John Brown. I have to dig down to find that out.

Am I using this incorrectly, or is this really how it is supposed to work.
I just am not sure this is really very integrated if I don't know who the
task is for.

Geoffry
 
Hi,

The Task is an Outlook item and not a Business Contact Manager form. Hence,
its behavior, including the reminders cannot be controlled by Business
Contact Manager. Business Contact Managers only provides a feature to connect
the task item to the Business Contacts.

Thanks.
 
Thanks SSinha,

While you technically answered my question, there is a deeper question
there. How will this change with the next version? Will this be fixed?

Geoffry
 
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