Linking Contacts in BCM 2007


T

TLK

In Outllok 2003, it was very easy to link 2 contacts back and forth.
However, i cannot find where i do this in 2007. For instance, our client
database holds all the information under the Male contact, and we link the
spouse/partner to the male contact. It is okay, where two are married, but
where they have a different name, ot so easy to find. I know i can put
Spouse name in the details page, however this does not link to my contacts or
business contacts. I have read previous threads to use the "initiated by"
field to link clients in this manner, but this is not acceptable as we use
that field for exactly what it stands for - where did the business come from,
not who is this clients partner ?
 
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L

Luther

In Outllok 2003, it was very easy to link 2 contacts back and forth.  
However, i cannot find where i do this in 2007.  For instance, our client
database holds all the information under the Male contact, and we link the
spouse/partner to the male contact.  It is okay, where two are married,but
where they have a different name, ot so easy to find.  I know i can put
Spouse name in the details page, however this does not link to my contacts or
business contacts.  I have read previous threads to use the "initiated by"
field to link clients in this manner, but this is not acceptable as we use
that field for exactly what it stands for - where did the business come from,
not who is this clients partner ?
How did you link them in 2003?
 
T

TLK

In Outlook 2003, at the bottom of the contact screen showed a box called
Contact, if you clicked on this, you could choose who to link this contact
to, and it had a two way operation. For Instance if i chose the spouse, then
all i needed to do was click on the spouse at the bottom of the Contact form
and it would take me straight to her. I know i can turn this on in Outlook
2007 by clicking on "show contact linking on all forms" in the Options Menu.
However, it does not display on the Business Contact Form/Page for me to be
able to link 2 or more contacts.
 
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L

Luther

In Outlook 2003, at the bottom of the contact screen showed a box called
Contact, if you clicked on this, you could choose who to link this contact
to, and it had a two way operation.  For Instance if i chose the spouse, then
all i needed to do was click on the spouse at the bottom of the Contact form
and it would take me straight to her.  I know i can turn this on in Outlook
2007 by clicking on "show contact linking on all forms" in the Options Menu.  
However, it does not display on the Business Contact Form/Page for me to be
able to link 2 or more contacts.






- Show quoted text -
I don't think BCM supports this feature. Perhaps someone else knows
better.
 

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