Tickler for Business Contact Manager

Thread view:

Enable EMail Alerts

Start New Thread

Thread rating:

Tim1217 - 30 Apr 2004 22:43 GMT

Hi,

I'm new to BCM. Is there a way to use it as a tickler for when to call
someone? Do I just have to link the contact to an appointment?

Reply to this Message

Ben M. Schorr, MVP-OneNote - 30 Apr 2004 23:08 GMT

>Hi,
>
>I'm new to BCM. Is there a way to use it as a tickler for when to call
>someone? Do I just have to link the contact to an appointment?

With Outlook 2003 you can just right-click a Contact item and set a Call
Follow-up flag with a reminder time. As long as it is in your default
Contacts folder (not a subfolder) the reminder should fire as expected.

--
-Ben-
Ben M. Schorr, MVP-OneNote
OneNote FAQ: http://home.hawaii.rr.com/schorr/Computers/OneNoteFAQ.htm
SchorrTech Blog: http://www.thespoke.net/MyBlog/bschorr/MyBlog.aspx

Reply to this Message

Patricia Cardoza - [MVP Outlook] - 30 Apr 2004 23:12 GMT

You can create a business task for this purpose. However, unfortunately, BCM
doesn't fire reminders like other Outlook folders do. You can use the BCM
toolbar though to link a BCM contact or account to a regular Task or
Appointment in Outlook or create an appointment from the Business Contact or
Account.

Signature

Patricia Cardoza
Outlook MVP
http://blogs.officezealot.com/cardoza/ (all about Business Contact Manager)

Author, Special Edition Using Microsoft Outlook 2003
Author, Absolute Beginner's Guide to OneNote 2003
Lead Author, Access 2003 VBA Programmer's Reference

***Please post all replies to the newsgroups***

> Hi,
>
> I'm new to BCM. Is there a way to use it as a tickler for when to call
> someone? Do I just have to link the contact to an appointment?

Reply to this Message