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MS Office Forum / Outlook / Business Contact Manager / September 2006Competing Appointments
I am a little confused as to the best way to use appointments. If I schedule an appointment, the appointment happens and I want to sumarize what happened, what is the best way to record this in the contact record? Do I go ahead and delete the appointment after it happens and make either a business note or phone log? Or is there a better way. Thanks in advance. Record you notes in the appointment dialog and then link it to the contact. It will then show in the history of the contact.  SignatureGuy Lapierre Forefront Business Solutions Automotive Shop Management http://www.forefrontbusinesssolutions.com > I am a little confused as to the best way to use appointments. If I schedule > an appointment, the appointment happens and I want to sumarize what happened, > what is the best way to record this in the contact record? Do I go ahead and > delete the appointment after it happens and make either a business note or > phone log? Or is there a better way. Thanks in advance. Deleting the Outlook appt won't delete the BCM appt activity, but BCM will only preserve the first X number of bytes of the notes, so I'd rec'd not deleting the original Outlook Calendar item if the notes are important, nor if you've added attachments to it. > Record you notes in the appointment dialog and then link it to the contact. > It will then show in the history of the contact. [quoted text clipped - 9 lines] > > delete the appointment after it happens and make either a business note or > > phone log? Or is there a better way. Thanks in advance. Okay, I can write some notes and link to contact. But how do you remove the item from the calendar. I can't find any way that makes the appointment "compete"? What am I missing? > Deleting the Outlook appt won't delete the BCM appt activity, but BCM > will only preserve the first X number of bytes of the notes, so I'd [quoted text clipped - 14 lines] > > > delete the appointment after it happens and make either a business note or > > > phone log? Or is there a better way. Thanks in advance. To remove an item from the Outlook calendar, delete it. > Okay, I can write some notes and link to contact. But how do you remove the > item from the calendar. I can't find any way that makes the appointment [quoted text clipped - 18 lines] > > > > delete the appointment after it happens and make either a business note or > > > > phone log? Or is there a better way. Thanks in advance. Okay, I can delete it the appointment, but if I want to keep a record of what happened at the appointment, what is the best way to do this - a journal, a note? Thanks > To remove an item from the Outlook calendar, delete it. > [quoted text clipped - 20 lines] > > > > > delete the appointment after it happens and make either a business note or > > > > > phone log? Or is there a better way. Thanks in advance. |
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