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Yes CRM required - you know the answer again!
To do that type of linking effectively, get a CRM system. Outlook has many add-ins that will do it. Microsoft Business Contacts Manager is one of them. Do a Google search and you'll find lots of ideas. Good luck. -- Judy Gleeson MVP Outlook Trainer and Consultant read my articles here: www.judygleeson.com Canberra, Australia how to post questions: http://support.microsoft.com/?id=555375 "DKH" <(E-Mail Removed)> wrote in message news  F7593FA-D89C-4331-AEAF-(E-Mail Removed)...> Thank you so much for your kind resonse. I'm tring to use tasks to manage > my > to-do list. I'd like to stress high-priority items first, but be able to > sort by task when the client (contact) calls, so I can easily find what > I've > got in process for them. Maybe I'm trying to use outlook when I should be > using a contact management application? > > "Judy Gleeson (MVP Outlook)" wrote: > >> Thanks you so now we know that you are in the Tasks folder in the Simple >> List view and you seem to know how to add fields to that View. >> >> We also know that you are trying to show a Contacts related field in a >> Tasks >> folder. The issue is that and there are limitations in doing so. You >> know >> them, you have found them - the data will not show when you use a field >> from >> another folder (eg Contacts) and try to show it in an Outlook folder (eg >> Tasks). >> >> So the short answer is that I don't have a solution for you. Your method >> does not work. >> >> >> Let's go back to the beginning: What are you trying to achieve by shwoing >> contacts in the Tasks folder? Maybe there's another way (maybe not - but >> I'm willing to try!) >> >> >> Judy Gleeson >> MVP Outlook >> Trainer and Consultant >> >> read my articles here: www.judygleeson.com >> Canberra, Australia >> >> how to post questions: http://support.microsoft.com/?id=555375 >> >> "DKH" <(E-Mail Removed)> wrote in message >> news:FD9E9E8F-B6B5-4BFC-BBDB-(E-Mail Removed)... >> > The only folder I know to describe where I'm at is tasks -- I don't >> > have >> > any >> > sub-folders under tasks. I don't know what additional information you >> > need >> > to describe where I'm at. As I said, I'm in tasks, Simple View and my >> > columns are: Priority, Due Date, Created Date, Contacts, and Subject. >> > I >> > don't know how to show last name separate from first in tasks. >> > >> > "Judy Gleeson (MVP Outlook)" wrote: >> > >> >> I still have no idea what exactly you want to do or which FOLDER you >> >> are >> >> in >> >> so it's hard to offer an alternative method. As a guess, how about >> >> you >> >> show >> >> the First Name and Last Name fields separately and then sort by the >> >> one >> >> you >> >> want. >> >> >> >> >> >> Judy Gleeson >> >> MVP Outlook >> >> Trainer and Consultant >> >> >> >> read my articles here: www.judygleeson.com >> >> Canberra, Australia >> >> >> >> how to post questions: http://support.microsoft.com/?id=555375 >> >> >> >> "DKH" <(E-Mail Removed)> wrote in message >> >> news:05077754-7A60-4F27-8D98-(E-Mail Removed)... >> >> > Using Outlook 2003, in any of the views in which I've selected to >> >> > display >> >> > contacts, (right now I use Simple - filtered to exclude completed >> >> > tasks) >> >> > the >> >> > contacts are listed First Name then Last Name, so when I sort on >> >> > that >> >> > column, >> >> > it sorts by first name. >> >> >> >> >> >> >> >> >> |
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I don't understand your response. It was possible, in fact very easy, to
show Contacts in Tasks in Outlook 2003. Has Microsoft stripped some of this functionality from Outlook 2007 because I can't seem to make it do the same thing. "Judy Gleeson (MVP Outlook)" wrote: > Yes CRM required - you know the answer again! > > To do that type of linking effectively, get a CRM system. Outlook has many > add-ins that will do it. Microsoft Business Contacts Manager is one of > them. Do a Google search and you'll find lots of ideas. Good luck. > > -- > > Judy Gleeson > MVP Outlook > Trainer and Consultant > > read my articles here: www.judygleeson.com > Canberra, Australia > > how to post questions: http://support.microsoft.com/?id=555375 > > "DKH" <(E-Mail Removed)> wrote in message > news F7593FA-D89C-4331-AEAF-(E-Mail Removed)...> > Thank you so much for your kind resonse. I'm tring to use tasks to manage > > my > > to-do list. I'd like to stress high-priority items first, but be able to > > sort by task when the client (contact) calls, so I can easily find what > > I've > > got in process for them. Maybe I'm trying to use outlook when I should be > > using a contact management application? > > > > "Judy Gleeson (MVP Outlook)" wrote: > > > >> Thanks you so now we know that you are in the Tasks folder in the Simple > >> List view and you seem to know how to add fields to that View. > >> > >> We also know that you are trying to show a Contacts related field in a > >> Tasks > >> folder. The issue is that and there are limitations in doing so. You > >> know > >> them, you have found them - the data will not show when you use a field > >> from > >> another folder (eg Contacts) and try to show it in an Outlook folder (eg > >> Tasks). > >> > >> So the short answer is that I don't have a solution for you. Your method > >> does not work. > >> > >> > >> Let's go back to the beginning: What are you trying to achieve by shwoing > >> contacts in the Tasks folder? Maybe there's another way (maybe not - but > >> I'm willing to try!) > >> > >> > >> Judy Gleeson > >> MVP Outlook > >> Trainer and Consultant > >> > >> read my articles here: www.judygleeson.com > >> Canberra, Australia > >> > >> how to post questions: http://support.microsoft.com/?id=555375 > >> > >> "DKH" <(E-Mail Removed)> wrote in message > >> news:FD9E9E8F-B6B5-4BFC-BBDB-(E-Mail Removed)... > >> > The only folder I know to describe where I'm at is tasks -- I don't > >> > have > >> > any > >> > sub-folders under tasks. I don't know what additional information you > >> > need > >> > to describe where I'm at. As I said, I'm in tasks, Simple View and my > >> > columns are: Priority, Due Date, Created Date, Contacts, and Subject. > >> > I > >> > don't know how to show last name separate from first in tasks. > >> > > >> > "Judy Gleeson (MVP Outlook)" wrote: > >> > > >> >> I still have no idea what exactly you want to do or which FOLDER you > >> >> are > >> >> in > >> >> so it's hard to offer an alternative method. As a guess, how about > >> >> you > >> >> show > >> >> the First Name and Last Name fields separately and then sort by the > >> >> one > >> >> you > >> >> want. > >> >> > >> >> > >> >> Judy Gleeson > >> >> MVP Outlook > >> >> Trainer and Consultant > >> >> > >> >> read my articles here: www.judygleeson.com > >> >> Canberra, Australia > >> >> > >> >> how to post questions: http://support.microsoft.com/?id=555375 > >> >> > >> >> "DKH" <(E-Mail Removed)> wrote in message > >> >> news:05077754-7A60-4F27-8D98-(E-Mail Removed)... > >> >> > Using Outlook 2003, in any of the views in which I've selected to > >> >> > display > >> >> > contacts, (right now I use Simple - filtered to exclude completed > >> >> > tasks) > >> >> > the > >> >> > contacts are listed First Name then Last Name, so when I sort on > >> >> > that > >> >> > column, > >> >> > it sorts by first name. > >> >> > >> >> > >> >> > >> > >> > >> > > > |
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Tracey
The linking function of Contacts to Items in 2007 is turned OFF by default (ask Microsoft why). Judy Gleeson MVP Outlook Trainer and Consultant read my articles here: www.judygleeson.com Canberra, Australia how to post questions: http://support.microsoft.com/?id=555375 "Tracy" <(E-Mail Removed)> wrote in message news:0BF34558-F511-4EC7-882E-(E-Mail Removed)... >I don't understand your response. It was possible, in fact very easy, to > show Contacts in Tasks in Outlook 2003. Has Microsoft stripped some of > this > functionality from Outlook 2007 because I can't seem to make it do the > same > thing. > > "Judy Gleeson (MVP Outlook)" wrote: > >> Yes CRM required - you know the answer again! >> >> To do that type of linking effectively, get a CRM system. Outlook has >> many >> add-ins that will do it. Microsoft Business Contacts Manager is one of >> them. Do a Google search and you'll find lots of ideas. Good luck. >> >> -- >> >> Judy Gleeson >> MVP Outlook >> Trainer and Consultant >> >> read my articles here: www.judygleeson.com >> Canberra, Australia >> >> how to post questions: http://support.microsoft.com/?id=555375 >> >> "DKH" <(E-Mail Removed)> wrote in message >> news F7593FA-D89C-4331-AEAF-(E-Mail Removed)...>> > Thank you so much for your kind resonse. I'm tring to use tasks to >> > manage >> > my >> > to-do list. I'd like to stress high-priority items first, but be able >> > to >> > sort by task when the client (contact) calls, so I can easily find what >> > I've >> > got in process for them. Maybe I'm trying to use outlook when I should >> > be >> > using a contact management application? >> > >> > "Judy Gleeson (MVP Outlook)" wrote: >> > >> >> Thanks you so now we know that you are in the Tasks folder in the >> >> Simple >> >> List view and you seem to know how to add fields to that View. >> >> >> >> We also know that you are trying to show a Contacts related field in a >> >> Tasks >> >> folder. The issue is that and there are limitations in doing so. You >> >> know >> >> them, you have found them - the data will not show when you use a >> >> field >> >> from >> >> another folder (eg Contacts) and try to show it in an Outlook folder >> >> (eg >> >> Tasks). >> >> >> >> So the short answer is that I don't have a solution for you. Your >> >> method >> >> does not work. >> >> >> >> >> >> Let's go back to the beginning: What are you trying to achieve by >> >> shwoing >> >> contacts in the Tasks folder? Maybe there's another way (maybe not - >> >> but >> >> I'm willing to try!) >> >> >> >> >> >> Judy Gleeson >> >> MVP Outlook >> >> Trainer and Consultant >> >> >> >> read my articles here: www.judygleeson.com >> >> Canberra, Australia >> >> >> >> how to post questions: http://support.microsoft.com/?id=555375 >> >> >> >> "DKH" <(E-Mail Removed)> wrote in message >> >> news:FD9E9E8F-B6B5-4BFC-BBDB-(E-Mail Removed)... >> >> > The only folder I know to describe where I'm at is tasks -- I don't >> >> > have >> >> > any >> >> > sub-folders under tasks. I don't know what additional information >> >> > you >> >> > need >> >> > to describe where I'm at. As I said, I'm in tasks, Simple View and >> >> > my >> >> > columns are: Priority, Due Date, Created Date, Contacts, and >> >> > Subject. >> >> > I >> >> > don't know how to show last name separate from first in tasks. >> >> > >> >> > "Judy Gleeson (MVP Outlook)" wrote: >> >> > >> >> >> I still have no idea what exactly you want to do or which FOLDER >> >> >> you >> >> >> are >> >> >> in >> >> >> so it's hard to offer an alternative method. As a guess, how about >> >> >> you >> >> >> show >> >> >> the First Name and Last Name fields separately and then sort by the >> >> >> one >> >> >> you >> >> >> want. >> >> >> >> >> >> >> >> >> Judy Gleeson >> >> >> MVP Outlook >> >> >> Trainer and Consultant >> >> >> >> >> >> read my articles here: www.judygleeson.com >> >> >> Canberra, Australia >> >> >> >> >> >> how to post questions: http://support.microsoft.com/?id=555375 >> >> >> >> >> >> "DKH" <(E-Mail Removed)> wrote in message >> >> >> news:05077754-7A60-4F27-8D98-(E-Mail Removed)... >> >> >> > Using Outlook 2003, in any of the views in which I've selected to >> >> >> > display >> >> >> > contacts, (right now I use Simple - filtered to exclude completed >> >> >> > tasks) >> >> >> > the >> >> >> > contacts are listed First Name then Last Name, so when I sort on >> >> >> > that >> >> >> > column, >> >> >> > it sorts by first name. >> >> >> >> >> >> >> >> >> >> >> >> >> >> >> >> >> >> |
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