I'm not sure where to look for the "Owner field."

Please let me restate since I probably wasn't clear.

I have a large number of contacts (in this case patients) listed within a
joint/common account. We have a bunch of nurses that need to remind
themselves of actions to be taken, usually on a recurring basis, several
weeks out.

I've set up these common contacts/patients to be "shared" by the nurses and
I've also tried to "delegate" the nurses so they can access the patients. The
best method I came up with is to have the nurses select "New Task for
Contact." Which allows recurrent assignments.

If we change the TO: field from the contact to the nurse (or push the
button) it accepts the nurses name but when we go to send an error box shows
up and says s/he cannot send a task to themselves. To answer your question, I
think the Owner, in this case, is the nurse but the selection of the contact
is in the common account.

If I can change the Owner to the common account name, then maybe the task
can be assigned to the nurse themselves??? Can I send the task to the common
account name and have a rule to send the task back to the nurse when the
recurrance time engages???

I'm not wedded to any particular solution and would appreciate your input.
I've tried "Follow up Flag" but this was for single occurance and I couldn't
figure out how to notify the nurse when the flag time engages. When in the
nurse account and can Followup Flag the contact in the patient contact (after
sharing the contacts), the Flag alert shows up in the common account only.

Thank you very much for your time and thoughts,
philr

"Judy Gleeson (MVP Outlook)" wrote:

if they don't Assign - who's name is in the Owner field?


Judy Gleeson
MVP Outlook
Trainer and Consultant