Dial and Record Call in Business Contact Manager

[Guest]

I am attempting to use Outlook and Business Contact Manager to call a Business Contact and record a Phone Log of the call attached to that Business Contact

From the Business Contact View window, if I select the Actions > Call Account menu selection, I get the "New Call" dialog. If I click on Start Call, the modem dials and I am connected. Not a problem

However, if I want to create a Phone Log entry for this call, it doesn't appear that I can do so from the New Call dialog, since the checkbox for "Create a new Journal Entry..." will create an entry in the Personal Folders > Journal folder, and not the Business Contact Manager folder tree (where BCM seems to never venture from). Every attempt I have tried to connect a Journal Entry to a Business Contact has failed (even though it appears to be possible, given the fact that you can select a Business Contact to attach the Journal Entry to..

Currently, I have to return to the Business Contact window, click on "Add" under Business Contact History, then select "Phone Log" to create a phone log of the call

Is there any way to do this more efficiently that I'm not seeing?

 

[Sue Mosher [MVP-Outlook]]

No, I don't think there's any more efficient method. This is one of several
disconnects between BCM and Outlook functionality.

More BCM answers at http://www.slipstick.com/bcm/bcmfaq.aspx
More discussions in the microsoft.public.outlook.bcm newsgroup

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

I am attempting to use Outlook and Business Contact Manager to call a

Business Contact and record a Phone Log of the call attached to that
Business Contact.

From the Business Contact View window, if I select the Actions > Call

Account menu selection, I get the "New Call" dialog. If I click on Start
Call, the modem dials and I am connected. Not a problem.

However, if I want to create a Phone Log entry for this call, it doesn't

appear that I can do so from the New Call dialog, since the checkbox for
"Create a new Journal Entry..." will create an entry in the Personal Folders

Journal folder, and not the Business Contact Manager folder tree (where

BCM seems to never venture from). Every attempt I have tried to connect a
Journal Entry to a Business Contact has failed (even though it appears to be
possible, given the fact that you can select a Business Contact to attach
the Journal Entry to...

Currently, I have to return to the Business Contact window, click on "Add"

under Business Contact History, then select "Phone Log" to create a phone
log of the call.