Activities tab in Business Contact Manager for Outlook 2003

  • Thread starter Thread starter SS
  • Start date Start date
S

SS

Why no Activities tab in the business contact window?!!
How does one look up emails, journals, etc for a contact
if there is no Activities tab as in other contact folders?
 
You use the History list that appears on the main page of the contact. BCM tracks email messages automatically, and you can link other items through the BCM toolbar or by creating them with the Add button on the BCM contact record.
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers
 
This doesn't work with contacts that are copied or moved
from my other contact folders to the business contacts
folder. The History list does not list any of the emails,
journals, etc previously associated with that contact, and
the Add button only allows creation of NEW emails, tasks,
phone logs, etc. This is not explained in the Business
Contact Manager Help section titled "Create a Business
Contact record/Add a contact from another Outlook folder".
-----Original Message-----
You use the History list that appears on the main page of
Click to expand...
the contact. BCM tracks email messages automatically, and
you can link other items through the BCM toolbar or by
creating them with the Add button on the BCM contact
record.
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers



"SS" <[email protected]> wrote in
Click to expand...
message news:[email protected]...
 
Correct. You have to associate past data with the contact manually using the BCM toolbar.
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers
 
Please explain?
Correct. You have to associate past data with the contact manually using the BCM toolbar

----- Sue Mosher [MVP] wrote: ----

Correct. You have to associate past data with the contact manually using the BCM toolbar.
--
Sue Mosher, Outlook MV
Outlook and Exchange solutions at http://www.slipstick.co
Author o
Microsoft Outlook Programming: Jumpstar
for Administrators, Power Users, and Developer
 
1. Select the item you want to associate with a BCM contact.
2. On the BCM toolbar, select Accounts or Business Contacts.
3. Click the little address book sort of button to pop up a list of contacts
from which you can select the one(s) you want to associate with that item.

For email messages, use the Business Tools | Link E-mail | Link Existing
E-mail command to scan your folders and create history items for existing
messages sent to or from BCM contacts. For other types of items, you will
need to create links manually; use the Link to History controls in the BCM
toolbar.

See http://www.slipstick.com/bcm/bcmfaq_more.aspx?id=31
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
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