Business Contacts & Appointments

[Guest]

I am trying to do the following, but have not been successful. Does anyone
know how to do what I am attempting?

We are using BCM in a multiuser environment. The database is located on the
server. I would like to be able to make appointments for someone else using
the Business Contact History Item function located within a contact.
However, everytime I try to do this, the following happens: 1) I end up
creating a "meeting" instead of an appointment, and I myself end up be
included in on the appointment; and, 2) the other party and myself end up
getting and email invitation. I want to do away with the invitiation, and
I want to be able to create an appointment for someone else without including
myself. I also want to be able to create a history item within the BCM
contact page -- Note: linking to a BCM contact via the calendar feature I
find exceptionally slow (about 30 seconds to a minute to bring up the contact
list).

Does anyone know how to accomplish what I am attempting?

Thanks in advance,

Larry

 

[Luther]

BCM always makes appointments for you, the BCM user. And because you
include someone else, Outlook automatically converts it into a meeting.
In Outlook an appointment is for a single person, and meeting for more
than one. I think the behavior you are seeing is built into BCM which
is very user centric. The v3 beta introduces to notion of assigning an
Account to a BCM user, but it doesn't appear to be anymore
sophisticated than just setting a property.

You could try creating the appointment in Outlook, and then dragging it
onto the Contact's history grid.

 

[Guest]

Thanks Luther:

What led to this question stemmed from a performance issue. If I create an
appointment for someone else in the Calendar, and try to link the record to a
Business Contact, I find that it takes 55 seconds for the BCM contact list to
appear. On the other hand, if I select Account, that list is instantaneous.

Is there a way to improve performance that you are aware?

We have 3598 BCM contact records, but only 106 Account records so far.
Still, 3598 records does not seem like a lot, especially for an SQL-based
data table.

Thank you,

Larry