Forwarding a task and journal entries

[Guest]

When I forward a task or a journal entry to another person the contact person
and their contact screen doesn't stay attached so the person I forward the
task or journal entry to wants me to re-write all the info in again. Is
there a way to set the machine that it will forward the info or open their
contact because we have the same database?

 

[Judy Gleeson MVP Outlook]

If you are using a single shared Contacts folder ("we have the same
database") in Public Folders, then you could Assign a Task to tell your
colleague to call a Contact. Write notes on the Contact yourself, and
they'll be able to access those notes. They could use the Contact Lookup
window to get to the same Contact card in 2 seconds flat.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

 

[Guest]

Thank you very much Judy. I agree that they could click on their own contact
and open the info but they want all the info retyped on the Journal Entry or
task

If you are using a single shared Contacts folder ("we have the same
database") in Public Folders, then you could Assign a Task to tell your
colleague to call a Contact. Write notes on the Contact yourself, and
they'll be able to access those notes. They could use the Contact Lookup
window to get to the same Contact card in 2 seconds flat.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

When I forward a task or a journal entry to another person the contact
person
and their contact screen doesn't stay attached so the person I forward the
task or journal entry to wants me to re-write all the info in again. Is
there a way to set the machine that it will forward the info or open their
contact because we have the same database?

 

[Judy Gleeson MVP Outlook]

fine. have em do that then - you're wasting a lot of corporate storage
space with doubling up of data - thus not good practice in my book of
suggested methods.

Ask them what functionality they want - not what the solution is that they
want! Maybe you can influence their approach.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

Thank you very much Judy. I agree that they could click on their own
contact
and open the info but they want all the info retyped on the Journal Entry
or
task

If you are using a single shared Contacts folder ("we have the same
database") in Public Folders, then you could Assign a Task to tell your
colleague to call a Contact. Write notes on the Contact yourself, and
they'll be able to access those notes. They could use the Contact Lookup
window to get to the same Contact card in 2 seconds flat.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

When I forward a task or a journal entry to another person the contact
person
and their contact screen doesn't stay attached so the person I forward
the
task or journal entry to wants me to re-write all the info in again.
Is
there a way to set the machine that it will forward the info or open
their
contact because we have the same database?