Completed Tasks

[huskerco]

I use Business Contact Manager. I assign myself tasks that I need to
complete for different business contacts. Once I complete the task, I mark
that that task has been completed. Is there somewhere that I can find a list
of the tasks that I have completed for my business contact?

 

[Lon Orenstein]

You can customize a view in Task List that Groups by BCM Contact and Filters
by Completed Task. That should get you the info you want.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[huskerco]

Thank you for your advice.

However, when I click on the "History" tab for my Business Contact "John
Smith", I get a list of my "Communication history items". I have a "Date
Completed" column, an "End" column, and a "Start" column. All of those
columns have the word "None" in them, even after I have opened a task and
then clicked the tab "Mark Complete". I need to know the date that I
completed a task. I also need to see the date that I have to complete a
task. How do I do that?

Thank you.

 

[Lon Orenstein]

You could create a custom view in Tasks that groups by Contact, Filters by
"Completed", and shows the different columns you want. Because of the way
BCM links Tasks to BCM Contacts and History, you won't see that there.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com