Go to Contact from Calendar

[Guest]

In ACT, I rely heavily on the "go to contact" function in the calendar view.

When I am looking at the calendar, how can I click on an appointment and get
to the contact for whom it has been made?

So far, the only vague indication of a link I can find is buried in the
"link to record" function, which doesn't even let me go to the record itself.
Help!

 

[Patricia [Outlook MVP]]

At the bottom of the appointment form, there's a contact field. When making
the appointment, you'd need to click this Contacts button and associate the
contact with the appointment. Then you could double click the underlined
Contact's name from the appointment and open the contact record.

--
Patricia Cardoza DiGiacomo
Outlook MVP
Author - Special Edition Using Microsoft Office Outlook 2003
Lead Author - Access 2003 VBA Programmer's Reference
Author - Absolute Beginner's Guide to Microsoft OneNote 2003

http://blogs.officezealot.com/cardoza
http://www.cardozasolutions.com

 

[Tim Peterson via OfficeKB.com]

Former ACT user here:

An additional easy way to initially link your contact to an appointment is to
create the appointment directly from within the contact record itself. To do
this click "Actions" at the top of the contact form and click on New
Appointment with contact. This will bring up a blank calendar appt. form
with the contact field name in place already. (In Outlook Contact Record.
With BCM Contact Record you still have to manually link.) If you always link
your activities to contacts, as Patricia indicates above you can then easily
navigate and go to the contact from the appointment record on your calendar
by just clicking on this link. This procedure works the same way for tasks
and journal records as well.

A lot of ACT users (including formerly myself) believe you can't easily link
items in Outlook and this is just because it is done a bit differently. The
navigation is ultimately just as easy in my opinion.

-THP

 

[Ed Marmon]

THP rules....
I used act for years, then stopped, tried the most recent act7. hoo boy. no
comment. i read it all, all the reviews, all the forum posts... wow.

Im trying BCM as well, and find it difficult. EVen one letter to a contact
that can be quickly emailed is a chore, going thru wizards just for one
contact. silly.

have you found any freeware repositories for templates done up so that you
can bring up the template all filled in for one contact to then fax or
email away? im not interested in merging projects, just one contact at a
time.

I tried some word dot's with outlook fields and whatnot, but to no avail.
act! at least had an ultra-clear way of deisgning a correspondence template
to then use en masse, or for little fax covers or taylored email notes with
letterhead even.

i with BCM2 would auto link b-contacts to histories or activities.

 

[Guest]

Thats how I used to do it (as well as connect one contact to another) in
Outlook XP but in Outlook 2007 that button is missing. How is this done in
Outlook 2007?

 

[Guest]

Ed -

There is an add-in for Outlook called "Aladdins Office Documents" that I
believe will do exactly what you want. I've used another add-in from the
same developer for envelope and label printing that I like a lot.

Unfortunately, though, the 2007 version of "Office Documents" has not been
released yet, although it's in the works. You can find out more and download
a trial at:

http://www.software-solutions.co.nz/aladdins_od/alodabout.asp