automatically insert contact's name when making appointment

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

Guest

I want to be click on a contacts' name and have that name appear on my
calendar. If I'm looking at John Smiths contact page, I should be able to
click on the appointment icon and his name/company should automatically
appear on the calendar. This is how Act! works. It's safe to assume that if
I'm clicking on the appointment icon from an individual's contact page that I
want to create an appointment with that individual. Any suggestions please.
 
Outlook isn't a CRM system - but that said, there are many ways to make
Outlook do things more like Act! does.

You can select the Contact and Actions, New Meeting with Contact.

You can drag a Contact to the Calendar (or any email folder, Tasks folder
etc) to start a new meeting with them (or email, or Task).

Play around with dragging Contacts and whole bunches of the (eg Grouped by
Category) to the various Outlook folders - there are many hidden functions!

Judy Gleeson - MVP Outlook
Acorn Training and Consulting
Canberra, Australia

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dogmeat817 said:
I want to be click on a contacts' name and have that name appear on my
calendar. If I'm looking at John Smiths contact page, I should be able to
click on the appointment icon and his name/company should automatically
appear on the calendar. This is how Act! works. It's safe to assume that if
I'm clicking on the appointment icon from an individual's contact page that I
want to create an appointment with that individual. Any suggestions
Click to expand...
please.
 
Outlook was written by a different set of programmers than Act and if they'd
copy all of Act's features, it would get them a copyright infringement
lawsuit. :)

How about Actions, New appointment with contact when you have the contact
selected?
 
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