Create New Appointment for Opportunity - Calendaring issue

  • Thread starter Thread starter A Shortridge
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A Shortridge

Assuming: BCM 2007 - Windows Vista - Shared database - 2 users - 2 desktops

When I right click an opportunity and choose "Create New Appointment for
Opportunity," it opens the appointment window. I fill it all in and it shows
up on MY main calendar.

The "appointment" only shows up on my main calendar, although in the
contact's "history," the appointment DOES show as a "Meeting."

Can anyone assist me in figuring out the best scenario for setting up our
service appointments so that they show up in the same calendar which then
will issues reminders or show up in the main Outlook window when starting
Outlook? I know how to share a calendar, and I know how to use the company
calendar in Exchange. Just not sure what is the best practice for being able
to see our BCM Contacts' service appointments at a glance on either of our
computers.

Does this make sense?

Thanks!

Anya
 
Assuming: BCM 2007 - Windows Vista - Shared database - 2 users - 2 desktops

When I right click an opportunity and choose "Create New Appointment for
Opportunity," it opens the appointment window. I fill it all in and it shows
up on MY main calendar.

The "appointment" only shows up on my main calendar, although in the
contact's "history," the appointment DOES show as a "Meeting."

Can anyone assist me in figuring out the best scenario for setting up our
service appointments so that they show up in the same calendar which then
will issues reminders or show up in the main Outlook window when starting
Outlook?  I know how to share a calendar, and I know how to use the company
calendar in Exchange. Just not sure what is the best practice for being able
to see our BCM Contacts' service appointments at a glance on either of our
computers.

Does this make sense?

Thanks!

Anya
Click to expand...

Normally, its a good thing if people don't see each other's
appointments. It's one thing with two, but imagine a company with
thousands of years sharing the same Exchange server and calendars.

I've noticed that sometimes someone sends me an appointment and I then
have the choice to see their calendar alongside or superimposed on my
calendar. But I don't know how to turn this feature on or off. If no
one else here has an answer, try asking in an Outlook or Exchange
newsgroup, since they're the ones controlling the calendar.
 
Thank you!

Assuming: BCM 2007 - Windows Vista - Shared database - 2 users - 2
desktops

When I right click an opportunity and choose "Create New Appointment for
Opportunity," it opens the appointment window. I fill it all in and it
shows
up on MY main calendar.

The "appointment" only shows up on my main calendar, although in the
contact's "history," the appointment DOES show as a "Meeting."

Can anyone assist me in figuring out the best scenario for setting up our
service appointments so that they show up in the same calendar which then
will issues reminders or show up in the main Outlook window when starting
Outlook? I know how to share a calendar, and I know how to use the company
calendar in Exchange. Just not sure what is the best practice for being
able
to see our BCM Contacts' service appointments at a glance on either of our
computers.

Does this make sense?

Thanks!

Anya
Click to expand...

Normally, its a good thing if people don't see each other's
appointments. It's one thing with two, but imagine a company with
thousands of years sharing the same Exchange server and calendars.

I've noticed that sometimes someone sends me an appointment and I then
have the choice to see their calendar alongside or superimposed on my
calendar. But I don't know how to turn this feature on or off. If no
one else here has an answer, try asking in an Outlook or Exchange
newsgroup, since they're the ones controlling the calendar.
 
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