HELP - NEW TO BCM 2007 - SIMPLE QUESTIONS - PLEASE HELP!

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

Guest

Hi

I wonder if someone can help me these two simple requests on BCM 2007

1. I'd Like to be able to schedule a future call or task for a business
contact so that it appears in my calendar and when I click on the task/call
it opens the business contact's record - HAVE I DELETED THE TOOL BAR WITH THE
BUTTON FOR THIS? I can't find the option for this.

2. I'd like to delete some of the items on the business contact general info
page - i only seem to be able to add stuff - HAVE I MISSED SOMETHING?

Thanks - I realise these are very basic questions - I'd appreciate a pointer
from someone in the know.

Regards

AB

If anyone has a place i can go download a manual - I'd be gratefull.
 
Hi

I wonder if someone can help me these two simple requests on BCM 2007

1. I'd Like to be able to schedule a future call or task for a business
contact so that it appears in my calendar and when I click on the task/call
it opens the business contact's record - HAVE I DELETED THE TOOL BAR WITH THE
BUTTON FOR THIS? I can't find the option for this.

2. I'd like to delete some of the items on the business contact general info
page - i only seem to be able to add stuff - HAVE I MISSED SOMETHING?

Thanks - I realise these are very basic questions - I'd appreciate a pointer
from someone in the know.

Regards

AB

If anyone has a place i can go download a manual - I'd be gratefull.
Click to expand...

1. Create your your appointment in the Outlook Calendar. In the
appointment's ribbon you should see button titled "Link to Record".
Use that to link the appointment to a contact. You can later use the
same button to add more links or open the contact.

2. I don't think you can delete the exisiting field on the forms.
 
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