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MS Office Forum / Outlook / Business Contact Manager / March 2008Completed Tasks
I use Business Contact Manager. I assign myself tasks that I need to complete for different business contacts. Once I complete the task, I mark that that task has been completed. Is there somewhere that I can find a list of the tasks that I have completed for my business contact? You can customize a view in Task List that Groups by BCM Contact and Filters by Completed Task. That should get you the info you want. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com >I use Business Contact Manager. I assign myself tasks that I need to > complete for different business contacts. Once I complete the task, I > mark > that that task has been completed. Is there somewhere that I can find a > list > of the tasks that I have completed for my business contact? Thank you for your advice. However, when I click on the "History" tab for my Business Contact "John Smith", I get a list of my "Communication history items". I have a "Date Completed" column, an "End" column, and a "Start" column. All of those columns have the word "None" in them, even after I have opened a task and then clicked the tab "Mark Complete". I need to know the date that I completed a task. I also need to see the date that I have to complete a task. How do I do that? Thank you. > You can customize a view in Task List that Groups by BCM Contact and Filters > by Completed Task. That should get you the info you want. [quoted text clipped - 16 lines] > > list > > of the tasks that I have completed for my business contact? You could create a custom view in Tasks that groups by Contact, Filters by "Completed", and shows the different columns you want. Because of the way BCM links Tasks to BCM Contacts and History, you won't see that there. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com > Thank you for your advice. > [quoted text clipped - 30 lines] >> > list >> > of the tasks that I have completed for my business contact? |
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