Using BCM help needed....

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

Guest

I often generate new tasks for my business contacts from the contact itself
(NEW, TASK). Does anyone know of a setting that would enable the contact name
/ link to automatically be populated in the contacts cell at the bottom of
the task?

Does anyone know of a quick way to get from an email received to open the
BCM contact information?

Does anyone else think the Accounts thing sucks? Should be a free text drop
down list sort of thing I reckon, so if've written in the account name your
selecting the account...
 
What do you mean drag and drop?
What do you do if you type the name in the bottom and it doesn't hyperlink
the contact anymore
 
Same as you drag and drop in Windows. Select the item, right-click
(preferable to left click since you get options) and hold the mouse down.
Drag the item onto the Tasks divider, drag it onto the Tasks folder, release
the mouse button. Choose "copy here as Task with Text" or with only a link
if you want to. The Task will then be associated with the Contact.

Don't type the name in - use the Contacts button.
 
Back
Top