Creating Appointments or Meeting through Contacts without emailing

  • Thread starter Thread starter johnnygx
  • Start date Start date
J

johnnygx

Outlook 2007 - I want to set up a meeting or appointment with a client and
have it link to calendar - but I don't want to email a request to the client
(Meeting request tab forces you to email). In 2003, this was easy and pain
free. I know how to link from Calendar to Contact but not in reverse.
Please assist.

John
 
Tell how how it was "easy" in Outlook 2003 and why it does not work the same
in 2007?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.
ALWAYS post your Outlook version.
How to ask a question: http://support.microsoft.com/KB/555375


After furious head scratching, johnnygx asked:

| Outlook 2007 - I want to set up a meeting or appointment with a
| client and have it link to calendar - but I don't want to email a
| request to the client (Meeting request tab forces you to email). In
| 2003, this was easy and pain free. I know how to link from Calendar
| to Contact but not in reverse. Please assist.
|
| John
 
Hi Diane, That box does not appear under Tools, Options, Calendar (there is
no reference to linking to Contacts). It does appear under Contact Options,
Link. But that doesn't allow me to link to a client from the Contact
Section. Please advise. And Thanks.

Diane Poremsky said:
Did you use the Contact field on the appointment form? Go to Tools, Options,
Calendar options and enable Contact linking.

--
Diane Poremsky [MVP - Outlook]

Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Poll: What version of Exchange server do you use?
http://forums.slipstick.com/showthread.php?t=33803

johnnygx said:
Outlook 2007 - I want to set up a meeting or appointment with a client and
have it link to calendar - but I don't want to email a request to the
client
(Meeting request tab forces you to email). In 2003, this was easy and
pain
free. I know how to link from Calendar to Contact but not in reverse.
Please assist.

John
Click to expand...
Click to expand...
 
Sorry for mistyping. :)

With that option enabled, you can add the contact to Contact field in the
appointment -
see screenshot at http://slipstick.me/jing/2010-02-02_1351.png

--
Diane Poremsky [MVP - Outlook]

Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Poll: What version of Exchange server do you use?
http://forums.slipstick.com/showthread.php?t=33803

johnnygx said:
Hi Diane, That box does not appear under Tools, Options, Calendar (there
is
no reference to linking to Contacts). It does appear under Contact
Options,
Link. But that doesn't allow me to link to a client from the Contact
Section. Please advise. And Thanks.

Diane Poremsky said:
Did you use the Contact field on the appointment form? Go to Tools,
Options,
Calendar options and enable Contact linking.

--
Diane Poremsky [MVP - Outlook]

Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Poll: What version of Exchange server do you use?
http://forums.slipstick.com/showthread.php?t=33803

johnnygx said:
Outlook 2007 - I want to set up a meeting or appointment with a client
and
have it link to calendar - but I don't want to email a request to the
client
(Meeting request tab forces you to email). In 2003, this was easy and
pain
free. I know how to link from Calendar to Contact but not in reverse.
Please assist.

John
Click to expand...
Click to expand...
Click to expand...
 
Also, you can also right click on a contact and choose Create, New meeting
with contact then click Cancel invite. That will open the form with the
contact's name in the Contacts field.

In Ol2003, the right click had both new appointment and new meeting.

--
Diane Poremsky [MVP - Outlook]

Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Poll: What version of Exchange server do you use?
http://forums.slipstick.com/showthread.php?t=33803

johnnygx said:
Hi Diane, That box does not appear under Tools, Options, Calendar (there
is
no reference to linking to Contacts). It does appear under Contact
Options,
Link. But that doesn't allow me to link to a client from the Contact
Section. Please advise. And Thanks.

Diane Poremsky said:
Did you use the Contact field on the appointment form? Go to Tools,
Options,
Calendar options and enable Contact linking.

--
Diane Poremsky [MVP - Outlook]

Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Poll: What version of Exchange server do you use?
http://forums.slipstick.com/showthread.php?t=33803

johnnygx said:
Outlook 2007 - I want to set up a meeting or appointment with a client
and
have it link to calendar - but I don't want to email a request to the
client
(Meeting request tab forces you to email). In 2003, this was easy and
pain
free. I know how to link from Calendar to Contact but not in reverse.
Please assist.

John
Click to expand...
Click to expand...
Click to expand...
 
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