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#1
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automatically insert contact's name when making appointment
I want to be click on a contacts' name and have that name appear on my
calendar. If I'm looking at John Smiths contact page, I should be able to click on the appointment icon and his name/company should automatically appear on the calendar. This is how Act! works. It's safe to assume that if I'm clicking on the appointment icon from an individual's contact page that I want to create an appointment with that individual. Any suggestions please. |
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#2
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automatically insert contact's name when making appointment
Outlook isn't a CRM system - but that said, there are many ways to make
Outlook do things more like Act! does. You can select the Contact and Actions, New Meeting with Contact. You can drag a Contact to the Calendar (or any email folder, Tasks folder etc) to start a new meeting with them (or email, or Task). Play around with dragging Contacts and whole bunches of the (eg Grouped by Category) to the various Outlook folders - there are many hidden functions! Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia When you post in here, always include your version, SP level, and mode (if applicable) of Outlook - you can find this information in Help | About. Also include the type of mail account(s) you use and any other pertinent details. Be sure to put a concise summary of your question in the subject line, and the full details in the body of your post. see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "dogmeat817" wrote in message ... I want to be click on a contacts' name and have that name appear on my calendar. If I'm looking at John Smiths contact page, I should be able to click on the appointment icon and his name/company should automatically appear on the calendar. This is how Act! works. It's safe to assume that if I'm clicking on the appointment icon from an individual's contact page that I want to create an appointment with that individual. Any suggestions please. |
#3
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automatically insert contact's name when making appointment
Outlook was written by a different set of programmers than Act and if they'd
copy all of Act's features, it would get them a copyright infringement lawsuit. How about Actions, New appointment with contact when you have the contact selected? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide) Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "dogmeat817" wrote in message ... I want to be click on a contacts' name and have that name appear on my calendar. If I'm looking at John Smiths contact page, I should be able to click on the appointment icon and his name/company should automatically appear on the calendar. This is how Act! works. It's safe to assume that if I'm clicking on the appointment icon from an individual's contact page that I want to create an appointment with that individual. Any suggestions please. |
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