Agree, and found my notes... Re: Can't find phone notes...

  • Thread starter Thread starter George
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G

George

I agree with all these notes on BCM. And also found my phone-call notes
that were entered in the screen that popped up when I used the auto-dialer.
The notes are exactly where Tim said... in Outlook's "Journal". Not in the
business/call history in BCM where they "should" be...that is, associated
with the contact name that I called.

While I realize the software "separation" between Outlook and BCM... from a
user perspective, these things should be transparent and anything to do with
a certain contact...well, it should end up under that contact's name.

A user really shouldn't need to pause and ask... before I call, am I working
with an Outlook applicaton or BCM application. Then, I'll fit what I do to
that application. It's really the other way around...and it should be
transparent... everything to do with that contact goes in one place...and I
don't need to think about it any more.

Reminds me of a television ad where someone has some great family pictures
(or something like that) and wants to email them to a friend. The friend
pauses and asks, technically... will they be coming over a DSL line, cable,
dialup, or other connection?
 
George,

Another reason your your well stated concerns over lack of transparency
probably stems from the fact that the designers simply (hastily?) cobbled
together a modified Outlook Contact record form when they created the
Business Contact record form. Accordingly, many of the native toolbar
buttons, etc that were native to the original Contact object item migrated
into the new Business Contact record form without any real operability. Thus
the confusion which led to your intial post in this thread. This is the kind
of thing that is so avoidable and it leads me to wonder how much of a limited
project commitment there is to BCM. At least there could be more publication
to expain how commands are similiar and different between Outlook and BCM.
(BCM Step-by-Step or BCM for Dummies, etc.)

-THP
 
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