No simple way to link tasks??

[Guest]

Apologies if I am cutting across protcol. This opriginally posted as a
response to a question I had previously marked 'answered' so not sure if this
'new' question is being seen:

If you create a new task by 'New Task for Contact', either by right click or
from the toolbar, the contact appears in the 'Conatcts' lne at the bottom of
the task and when you open the task you can open the contact for the task
from that link. I need to do this to get the telephone number and to review
the history!
BUT... the task is not linked to the contact so you cannot see it in the
Business contact history items in the contact. So I have to link the task as
a second action.

If you create the task by clicking on 'New' alongside the Business contact
history it gates linked to the contact so that you see it in the History but
there is no way of caling up the Contact information when the task pops up
for action. Nor does a contact name apear in the task list for the that task.
So, I cannot easily call up the contact and their contact history.

SO...
it appears that to use tasks sensibly (?) I have to both Link the task to a
record AND get the contact into the 'Contacts' link bar. I.E two actions.
Very unsatisfactory. Surely their MUST be a way of crearting a task that is
both linked to the contact AND has that contact in the contacts link bar. It
seems to me that if there is not that this is a major failing in BCM!!

Any ideas anyone? Am I missing something basic?

 

[mrtimpeterson via OfficeKB.com]

Geoff,

See my comments in your other similiar post about this topic. Also, be sure
that you are not mixing apples to oranges by possibly confusing the different
commands from a native Outlook Contact record vs. a BCM Business Contact
record. They look very similar but they are different in terms of what
results when you click where to create a linked Outlook Task. Remember,
Outlook and BCM are 2 separate and complimentary applications designed to
mesh and appear as one.

-THP

 

[Mukesh Agarwal [MSFT]]

Not very convenient. But you can click Link To Record button on the task and
navigate to linked Business Contact from there.

 

[mrtimpeterson via OfficeKB.com]

Mukesh,

What you have just suggested is exactly the required 2nd manual process that
Geoff has been suggesting is cumbersome and not convenient. I think he
understands the how-to and also the fact that this reverse-linking from a
native Outlook data item back to a BCM record is not very convenient. The
suggestion from Geoff is for this to be changed in future versions so that
this cumbersome inconvenience does not impede the ease of setting up a 2 way
navigatable path to use. The simple message to MS is to make software that
requires less steps rather than more if possible.

-THP

Not very convenient. But you can click Link To Record button on the task and
navigate to linked Business Contact from there.

Geoff,

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