If I drag a business contact

  • Thread starter Thread starter Ed Marmon
  • Start date Start date
E

Ed Marmon

to the business history folder, it brings up a wind to type some sort of
history that just happened. when click save and close, it says that the
item must be linked to an account or contact to close it.

didn't i just drag a contact to create a history? why on earth is it not
already linked to that contact? if this is not the antithesis of intuative,
i don't know what is... am I missing anything?

thanks
 
I'm not sure what you're intending to do dragging a contact to the
history folder. There is not History type, per se. History is a
collective noun (or container) for BCM activities and opportunities.

Dragging something into the history folder is a meaningless operation.

1) A Contact is not a BCM activity type. History folder can only store
activity types: Tasks, Appts, Phone Logs, etc.

2) All BCM activites are already in History folder, so there's no point
in dragging an activity onto it.

3) All BCM activities must have a BCM parent (Contact, Account or
Opportunity).

BCM should have a better error message in this case or turn the History
folder off as a drop target. I'm not sure if Outlook exposes that level
of control to Add-ins, so BCM might be doing the best they can given
the limited APIs Outlook gives them access to.


You can drag an activity onto a Contact form history grid, in which
case the activity gets automatically parented by that Contact, and
added to the history folder.
 
I'm not sure what you're intending to do dragging a contact to the
history folder. There is not History type, per se. History is a
collective noun (or container) for BCM activities and opportunities.
Click to expand...

What Im trying to do is enter a history for the contact. So, I dragged it
over to produce the history dialog box. I though that would be the quick
visual way of getting something done.

Alright, I checked again, and it's specifically a note- a business note.
Again, when I try to save it, it asks me to link to a contact. I can't
understand the logic, as I just dragged the contact over to the history
folder for a specific reason. Isnt microsoft the company of ease of use
and lowest-common denominator? Didnt they practically invent drag and
drop?

Your point is well received, however, there are more than one type of
history. I guess one of them is a note, as this is what pops up when a
contact is dragged.

Dragging something into the history folder is a meaningless operation.

1) A Contact is not a BCM activity type. History folder can only store
activity types: Tasks, Appts, Phone Logs, etc.
Click to expand...

You are, of course, eminently correct. However, when one drags an outlook
contact to the calendar, up pops a meeting dialog to set with that
contact, with the contact already linked. Why not do that with BCM
contacts ?!

2) All BCM activites are already in History folder, so there's no point
in dragging an activity onto it.
Click to expand...

See above. Outlook, parts of it, were created with the idea of dragging
one item over another to create a new item with some sort of linkage
between the two. At least that's what I see.
 
Having a parent-less note pop-up when you drag a Contact to the history
folder sounds like a bug. If BCM detects the event and
pops up a Note by default, they should be able to get the parent's id
from the Contact(?). If they can't get the Contact's id because that
API isn't available, then they shouldn't do anything.

Like the right-click context menus on the folders which are
entirely controlled by Outlook, BCM may not have any control
here, and it may be Outlook doing the work, and just throwing
up the Note form as the default form for the History folder.

If that's the case, then Outlook should give more control to Add-ins
in the next release of Office, so that add-ins can have drag-and-drop
behavior (and right-click behavior) consistent with Outlook.
concistent
 
Having a parent-less note pop-up when you drag a Contact to the history
folder sounds like a bug. If BCM detects the event and
pops up a Note by default, they should be able to get the parent's id
from the Contact(?). If they can't get the Contact's id because that
API isn't available, then they shouldn't do anything.
Click to expand...

Yeah.

http://office.microsoft.com/en-us/assistance/HP052428141033.aspx

The above is what I'm talking about.

I did more tests. I can right click on the business contact then right-
drag to the business history folder, and it gives me 3 choices, 1-copy
here as journal with shortcut, 2-copy here as journal with attachment, 3-
move here as journal with attachment, none of which attach the said
contact to said new journal entry... :sigh:

That said, when I drah a business contact to the outlook calendar, it
creates a new appt with the note section filled with the contacts
details, but the contact is not linked...

Is there a setting Im missing where I can check off to auto-link things I
drag and drop?
 
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