How to asign a task to a contact

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

Guest

haIs it possible to asign a task to a contact so that when I look at the
journal I can see current and done tasks for that contact?
 
Rich:

I like to start a task from the BCM Contacts view. Right click on the BCM
Contact, choose Create, New Task for Business Contact, and then fill out the
task dialog. That will link the task to the contact and it will show up in
Communications History.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
Thanks, exactly what I needed.

Cheers

Lon Orenstein said:
Rich:

I like to start a task from the BCM Contacts view. Right click on the BCM
Contact, choose Create, New Task for Business Contact, and then fill out the
task dialog. That will link the task to the contact and it will show up in
Communications History.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
Click to expand...
 
Lon,

In BCM 2003 I could add a contact to a Task from within Task form. I found
this useful for helping me to quickly link to contacts associated with
recurring Tasks. However this capability to add a contact to Task seems to
have been eliminated from BCM 2007. My question is not about history, but
about workflow process. I can still link the Task to the history of a
contact.

Am I missing something?
 
The function is still there but renamed to Link to Record in the Business
Contact Manager group, on the right side of the ribbon bar, inside the task
form. I just find it's easier (fewer clicks) to start the task by right
clicking on the contact record, then it's automatically linked.

If you search this forum for "BCM Nexus", you'll find some code written to
display the Contacts field the way you remember it from BCM 2003. Still the
same number of clicks, but it looks like it did before.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
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