Attach a Business Card to a Task or Appt., and it doesn't show Not

[Guest]

Title pretty much says it all. I often have comments in the Contact's "Notes"
section that are pertinent to being able to get hold of the contact -- like
hours of business and so on. But when I attach a contact as a business card
to a Task or an Appointment in Outlook those notes are not brought forward.
So, I open the Task / Appointment, double-click on the business card, and I
get all of the contact information -- EXCEPT for the data in that Notes field!

Bug?

 

[Sue Mosher [MVP-Outlook]]

Please provide information on your Outlook version and what steps you're using to attach to the task or appointment.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

<Administers nuclear dope slap to self!>

Oh.

My.

God.

I couldn't believe I did that -- until I read it.

Okay, sorry. Now some actually useful information. Office 2007 Professional
with OneNote 2007 and Visio Pro 2007 also installed under Vista Business RTM.

With the Task or Appointment opened in its own window I click on the Insert
selection above the ribbon and then choose Business Card from the list. From
there it's just a matter of selecting the contact I want to use.

Am I doing something wrong?

 

[Sue Mosher [MVP-Outlook]]

These are your own contacts, for your own use? In other words, you're not sending a meeting or task request? If that's the case, the easiest solution is to display the Contacts box for linking items. To turn it on -- Tools | Options | Contact Options | Show Contact Activity Information on All Forms. Once you do that, you can click the Contacts box at the bottom of the item or just type in a name to make a link to the contact record. Much better than inserting, because you always have the current information.

The Insert | Business Card command won't insert notes. The alternative is to save a contact as a vCard .vcf file and attach that file.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

Thank you, Sue, for your help. Your way is MUCH BETTAH!

Truly, I appreciate your acumen.

But -- doesn't this seem just a wee bit counterintuitive? It seems the
natural way to go, I think, to those of us used to doing this in previous
versions of Outlook. At least it was the most immediately accessible to a guy
who was used to doing things "the old way".

 

[Sue Mosher [MVP-Outlook]]

Not at all, if you understand the Business Card feature, which apparently was designed expressly to include only a small subset of the contact fields, largely to protect privacy.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

I used the USMT to migrate my data and settings from Office 2003 on WinXP Pro
to Office 2007 on Vista Business. I had always had the contacts button at the
bottom of appointment and task forms, but it was gone in Outlook 2007. As I
rummaged around I saw the business card thingy and figured it was a
replacement for the other method. Hence, not intuitive -- at least not under
the circumstances. But once you know, yeah, it makes sense to have both
capabilities.