Apologies if I am cutting across protcol. This opriginally posted as a
response to a question I had previously marked 'answered' so not sure if this
'new' question is being seen:

If you create a new task by 'New Task for Contact', either by right click or
from the toolbar, the contact appears in the 'Conatcts' lne at the bottom of
the task and when you open the task you can open the contact for the task
from that link. I need to do this to get the telephone number and to review
the history!
BUT... the task is not linked to the contact so you cannot see it in the
Business contact history items in the contact. So I have to link the task as
a second action.

If you create the task by clicking on 'New' alongside the Business contact
history it gates linked to the contact so that you see it in the History but
there is no way of caling up the Contact information when the task pops up
for action. Nor does a contact name apear in the task list for the that task.
So, I cannot easily call up the contact and their contact history.

SO...
it appears that to use tasks sensibly (?) I have to both Link the task to a
record AND get the contact into the 'Contacts' link bar. I.E two actions.
Very unsatisfactory. Surely their MUST be a way of crearting a task that is
both linked to the contact AND has that contact in the contacts link bar. It
seems to me that if there is not that this is a major failing in BCM!!

Any ideas anyone? Am I missing something basic?