goto Business Contact from email window

[Ed Marmon]

Often Im reading through emails and want to add a note or other detail to a
business contact that wrote the email. How do I right click on the email
and bring up the correspoding contact so I can edit it?

Is there another macro that can br written? Im finding that while
BCM/Outlook is great, many areas are just nonintuative, or not as connect
like in ACt! or Goldmine.

Thanks

 

[Lon Orenstein]

Ed:

I just had two ideas for you... Did you know you can have a second (or third
or more) Outlook window open? You could have one window for email and one
for business contacts and switch between them using ALT+TAB. This is
probably how you used to use ACT! and Outlook. That way, you'd be looking
at an email, coolswitch over to the contacts window, write a note, then
switch back to the email window. I agree that right clicking on the email
and choosing Go To Contact would be best, but until they make that work this
might be a workaround. To create a new window, from the navigation pane,
right click on Contacts and choose Open in New Window. You can do this for
Email, Contacts, Tasks, etc.

The second idea is using a Back button on your mouse. If you're reading an
email that's highlighted in your Inbox, then click on the Contacts icon in
the nav bar on the left, find the contact, right click and write a Note,
save and close that, then use the Back button like in a browser, it will
take you back to the exact email you were reading before you wanted to write
the Note. Is that clear? Actually, the Back button will retrace your steps
through Outlook just as if you were on a website...

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
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com