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MS Office Forum / Outlook / Business Contact Manager / March 2008Delegating tasks
We are sharing the BCM across two computers. When we create a task for the other user under an opportunity, we link the task to the opportunity via the "Link to Record" button. The task shows up on the other users todo list but the link is gone. How do we keep the link across users in the same bcm database? I'm having the same issue. The link disappears - I can't type, "Follow up on this lead" and assign it to my staff members... Is this the desired feature set - or is there a workaround. This is like the 9th thing I've found thats making these tools unusable for our company. -Shawn > We are sharing the BCM across two computers. When we create a task for the > other user under an opportunity, we link the task to the opportunity via the > "Link to Record" button. The task shows up on the other users todo list but > the link is gone. How do we keep the link across users in the same bcm > database? This happens in "opportunities" specifically. I don't seem to be seeing the same issue with projects which tracks tasks in a different way. > I'm having the same issue. > [quoted text clipped - 11 lines] > > the link is gone. How do we keep the link across users in the same bcm > > database? Sorry for the delay in responding, though I'm afraid the answer will not help you. I believe the behavior you're observing is as intended, since BCM can share all BCM information between users, but it cannot share Outlook information. On the first computer, the task is an Outlook task, and so is stored with Outlook and appears in the ToDo bar. On the second computer, the opportunity and task come across, but the Task doesn't exist in Outlook. Therefore, BCM stores the information about the task in the comments field of the opportunity. We will be considering some correction to this in our next version. I do appreciate your input. Chris [msft] |
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