Tickler for Business Contact Manager

  • Thread starter Thread starter Tim1217
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Tim1217

Hi,

I'm new to BCM. Is there a way to use it as a tickler for when to call
someone? Do I just have to link the contact to an appointment?
 
Hi,

I'm new to BCM. Is there a way to use it as a tickler for when to call
someone? Do I just have to link the contact to an appointment?
Click to expand...

With Outlook 2003 you can just right-click a Contact item and set a Call
Follow-up flag with a reminder time. As long as it is in your default
Contacts folder (not a subfolder) the reminder should fire as expected.
 
You can create a business task for this purpose. However, unfortunately, BCM
doesn't fire reminders like other Outlook folders do. You can use the BCM
toolbar though to link a BCM contact or account to a regular Task or
Appointment in Outlook or create an appointment from the Business Contact or
Account.

--
Patricia Cardoza
Outlook MVP
http://blogs.officezealot.com/cardoza/ (all about Business Contact Manager)

Author, Special Edition Using Microsoft Outlook 2003
Author, Absolute Beginner's Guide to OneNote 2003
Lead Author, Access 2003 VBA Programmer's Reference

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