Appointment from contacts

  • Thread starter Thread starter grooveriw
  • Start date Start date
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grooveriw

I currently use Outlook 2007 with BCM, at present when a customer phones up I
make a new appointmemt and mannually type the customers name and phone number
into the subject field and their address and postcode into the location
field, then the nature of their problem into the body, then I can print out
the days calendar with all of my appointments and details on one page. What I
would like to do is have this information automactically added to these field
from the customer contact details. Does anybody know of a way to do this. I
know that you can right-click on a contact and drag it to a date which
inserts the details into the body of the appointment but this is not ideal.
 
grooveriw said:
I currently use Outlook 2007 with BCM, at present when a customer phones up I
make a new appointmemt and mannually type the customers name and phone number
into the subject field and their address and postcode into the location
field, then the nature of their problem into the body, then I can print out
the days calendar with all of my appointments and details on one page. What I
would like to do is have this information automactically added to these field
from the customer contact details. Does anybody know of a way to do this. I
know that you can right-click on a contact and drag it to a date which
inserts the details into the body of the appointment but this is not ideal.
Click to expand...



I will weigh in on this point, in support of it. Not having to type in all
of this already stored information would be very helpful.
 
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