Competing Appointments

[Guest]

I am a little confused as to the best way to use appointments. If I schedule
an appointment, the appointment happens and I want to sumarize what happened,
what is the best way to record this in the contact record? Do I go ahead and
delete the appointment after it happens and make either a business note or
phone log? Or is there a better way. Thanks in advance.

 

[Guest]

Record you notes in the appointment dialog and then link it to the contact.
It will then show in the history of the contact.

 

[Luther]

Deleting the Outlook appt won't delete the BCM appt activity, but BCM
will only preserve the first X number of bytes of the notes, so I'd
rec'd not deleting the original Outlook Calendar item if the notes are
important, nor if you've added attachments to it.

 

[Guest]

Okay, I can write some notes and link to contact. But how do you remove the
item from the calendar. I can't find any way that makes the appointment
"compete"? What am I missing?

 

[Luther]

To remove an item from the Outlook calendar, delete it.

 

[Guest]

Okay,

I can delete it the appointment, but if I want to keep a record of what
happened at the appointment, what is the best way to do this - a journal, a
note?

Thanks