Setting appointments for other people

  • Thread starter Thread starter Mike
  • Start date Start date
M

Mike

We have five people using BCM 2007. When using opportunities, is there any
way to assign an appointment to a specific member of staff. I am the
administrator and I want to assign an appointment to another member of
staff. Thanks for your help.
 
You can use the Opportunity's "Assigned To" field to assign the Opportunity,
but this will not create an appointment or reminder for the assigned
individual.

If you'd like the assigned individual to attend a linked appointment,
consider forwarding the appointment through e-mail to the other person. The
appointment has a Forward button in the Ribbon. If you have Small Business
Server and Exchange, you can add the individual to the Scheduling tab, then
send.

This is a scenario I'm considering for the next version of BCM. If you'd
like to give me your thoughts or additional feedback, send e-mail to: bcmteam
at microsoft.com

Thanks!
 
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