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#1
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Showing Contact in Task View
I am trying to set up tasks so that show a contact or
account, but can't figure it out. When I'm viewing a contact, I can add a task... but when I display tasks, or they pop up in the reminder list, there's no reference to whom they tie back to... Any advice? |
#2
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Showing Contact in Task View
You have to open the task to see if any contacts are linked to it.
-- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Tim" wrote in message ... I am trying to set up tasks so that show a contact or account, but can't figure it out. When I'm viewing a contact, I can add a task... but when I display tasks, or they pop up in the reminder list, there's no reference to whom they tie back to... Any advice? |
#3
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Showing Contact in Task View
Thanks, but that doesn't do it. I can run a report out
of the BCM services that lists the BCM contact associated with the task. Here's what I'm doing: I have a BCM contact displayed. I add a task to History. Close the BCM contact. Go to Tasks on the Outlook tool bar. List all tasks. The task does not show ANY relationship back to the contact... the "Contacts" at the bottom are blank. I can find nothing in the task display that links it back to the contact. Am I missing something else? Clearly there is some link there, because the BCM report can display it, but task view cannot. -----Original Message----- You have to open the task to see if any contacts are linked to it. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Tim" wrote in message ... I am trying to set up tasks so that show a contact or account, but can't figure it out. When I'm viewing a contact, I can add a task... but when I display tasks, or they pop up in the reminder list, there's no reference to whom they tie back to... Any advice? . |
#4
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Showing Contact in Task View
You didn't say that you were working with BCM contacts. In that case, you
have to manually add a link to the BCM when you create the task, using the Contacts box at the bottom of the task form. That step should be unnecessary, but for some reason, the BCM developers apparently didn't understand that bit of basic Outlook functionality. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Tim" wrote in message ... Thanks, but that doesn't do it. I can run a report out of the BCM services that lists the BCM contact associated with the task. Here's what I'm doing: I have a BCM contact displayed. I add a task to History. Close the BCM contact. Go to Tasks on the Outlook tool bar. List all tasks. The task does not show ANY relationship back to the contact... the "Contacts" at the bottom are blank. I can find nothing in the task display that links it back to the contact. Am I missing something else? Clearly there is some link there, because the BCM report can display it, but task view cannot. -----Original Message----- You have to open the task to see if any contacts are linked to it. "Tim" wrote in message ... I am trying to set up tasks so that show a contact or account, but can't figure it out. When I'm viewing a contact, I can add a task... but when I display tasks, or they pop up in the reminder list, there's no reference to whom they tie back to... Any advice? |
#5
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Showing Contact in Task View
I sort of figured that was the answer, but wanted to
confirm. Sorry I wasn't clearer in the original post. I've appreciated your responses to many issues, BTW. We'll get there... -----Original Message----- You didn't say that you were working with BCM contacts. In that case, you have to manually add a link to the BCM when you create the task, using the Contacts box at the bottom of the task form. That step should be unnecessary, but for some reason, the BCM developers apparently didn't understand that bit of basic Outlook functionality. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Tim" wrote in message ... Thanks, but that doesn't do it. I can run a report out of the BCM services that lists the BCM contact associated with the task. Here's what I'm doing: I have a BCM contact displayed. I add a task to History. Close the BCM contact. Go to Tasks on the Outlook tool bar. List all tasks. The task does not show ANY relationship back to the contact... the "Contacts" at the bottom are blank. I can find nothing in the task display that links it back to the contact. Am I missing something else? Clearly there is some link there, because the BCM report can display it, but task view cannot. -----Original Message----- You have to open the task to see if any contacts are linked to it. "Tim" wrote in message ... I am trying to set up tasks so that show a contact or account, but can't figure it out. When I'm viewing a contact, I can add a task... but when I display tasks, or they pop up in the reminder list, there's no reference to whom they tie back to... Any advice? . |
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