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MS Office Forum / Outlook / Contacts / August 2007Link to Activities in Contacts
In Outlook 2003, there was a feature where you could link an activity, like an appointment, with a contact without sending a meeting invitation. Then when you clicke on the 'Activities' tab for a given contact, ALL the relevant activities for that person would show up, including e-mails, meetings AND appointments that you didn't enter as meetings. I cannot find this ability in Outlook 2007. Does it still exist? If so, how do I access it? It is unchanged. You will find it in the "Show" chunk on the Ribbon in the Contact Record.  SignatureRuss Valentine [MVP-Outlook] > In Outlook 2003, there was a feature where you could link an activity, > like [quoted text clipped - 5 lines] > ability > in Outlook 2007. Does it still exist? If so, how do I access it? Russ -- Thanks for your reply, but it doesn't really answer my question. Perhaps I didn't make myself clear. I see how to GET to the activities (on the "Show" chunk, like you say) but how do I put Activities there in the first place? What I used to be able to do in Outlook 2003 is make an appointment for myself (for an example, a hair appointment with my stylist) and then I could link the appointment to my stylist's contact info. Now I could do this without inviting her to a meeting or anything like that. I could just link the appointment to her contact info. How do I do that in Outlook 2007 without having to invite her to a meeting, which would be silly and impossible actually, since I don't know my stylist's e-mail address (which is the only way you can invite her to a meeting). Is this clearer? Is there anyway to do this without inviting her to a meeting or assigning her a task, which would also be weird. Thanks for any help you can provide. Michelle > It is unchanged. You will find it in the "Show" chunk on the Ribbon in the > Contact Record. [quoted text clipped - 7 lines] > > ability > > in Outlook 2007. Does it still exist? If so, how do I access it? The links will be created as you create Outlook Items. If you migrated your data to this new installation improperly, all pre-existing links will be broken, so you will be starting from scratch. SignatureRuss Valentine [MVP-Outlook] > Russ -- > [quoted text clipped - 36 lines] >> > ability >> > in Outlook 2007. Does it still exist? If so, how do I access it? Russ -- The problem was that I had to "turn on" the ability to link activities to contacts. The button labeled "Contacts. . ." at the bottom of an appointment was turned off. In one of your previous posts in reply to a similar issue, you explained how to turn this on. That's all I needed to do. Links are NOT automatic for appointments unless you click the "Contacts. . ." button and create the link yourself. They are automatic for meetings because you create invitations, but not for appointments. Thanks. > The links will be created as you create Outlook Items. If you migrated your > data to this new installation improperly, all pre-existing links will be [quoted text clipped - 39 lines] > >> > ability > >> > in Outlook 2007. Does it still exist? If so, how do I access it? Not so. That button is simply an option you can add to the Contact Form so you can link one Contact Record to another. Any other Outlook item that you create that is associated with a Contact will still appear in the Activities List (such as messages or birthdays, etc.) SignatureRuss Valentine [MVP-Outlook] > Russ -- > [quoted text clipped - 59 lines] >> >> > ability >> >> > in Outlook 2007. Does it still exist? If so, how do I access it? Russ -- Please ignore this whole thread. I found the answer in a reply you sent to someone else! Thanks for your help! Michelle > It is unchanged. You will find it in the "Show" chunk on the Ribbon in the > Contact Record. [quoted text clipped - 7 lines] > > ability > > in Outlook 2007. Does it still exist? If so, how do I access it? |
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