New Contact from Same Company

G

Guest

In Office Pro 2007 Outlook/Business Contact Manager
Instructions say this:

You can quickly create another contact with the same company information. In
the current contact, on the Actions menu, click New Contact from Same Company.

I can't find that command in the "Actions" menu in the current contact, or
anyplace else .

Any ideas.. thanks
 
G

Guest

This has been covered here before. The action has to be added to the tool bar.
Open the contact that you want to duplicate and:
Click on the customize quick access tool bar.
Click More Commands
Click on Commands Not in the Ribbon
Look for "Save and New In Company"
Highlight the Command and then click Add to the tool bar
Close and note that there is now a green ball on the tool bar, click on it
to create a new Contact with the same information.

Hope that helps.
 
G

Guest

JPyle said:
This has been covered here before. The action has to be added to the tool bar.
Open the contact that you want to duplicate and:
Click on the customize quick access tool bar.
Click More Commands
Click on Commands Not in the Ribbon
Look for "Save and New In Company"
Highlight the Command and then click Add to the tool bar
Close and note that there is now a green ball on the tool bar, click on it
to create a new Contact with the same information.

Hope that helps.
 
G

Guest

Thanks for helping me out with the same question - do you know if it is
possible for the home information to transferred over the same way (as only
business info. seems to copy into the new contact). Many of my clients are
individuals (not companies), and often families with the same home details.
Thanks
Cheryl
 
G

Guest

I did not catch that the command was not duplicating all of the contact info.
In looking at the commands that can be added, it appears that there are many
available that might work.

Does anyone know if there is MS documentation for all of the commands?
 
D

dottey

I found this and tried. My problem is how to do this with a bussiness
contact, not a contact. When I click on the button, it sets up a new contact
with the same company. I want to set up a new business contact with the same
company. Can this be done?

Thanks
Dottey
 
D

dottey

Can I create a new "business contact" from the same company. This seems to
work only for contacts.
 
R

Rahul Thomas

The option to create a new business contact from the same company is no
longer available in BCM 2007.
 
J

JPyle

I am confused. Are you saying that the instructions I posted no longer work?
Or, am I misreading this and the "dotty" is trying to do something else?
 
D

dottey

Thank you for trying to help, but all i see is the same answers being posted.
I am trying to create a new business contact in business contact manager.
Using the instructions provided, a new contact, new company command is
present, but it does not help in creating a new business contact from an
existing company.

Example; Im my business contacts, I have Department of Emergency Mangement.
There are multiple employees that will be new business contacts at the sames
address. THese are not the same as Contacts- they are business contacts.
Fields are different, menus etc.
DOes anyone know what I am talking about?

Dennis (DOTTEY)
 
D

dottey

Raul, you understand my exact problem. I found the new contact same company,
but it creates a contact recorrd, not a new business contact from same
company. This is an important feature. If it is not there, I am going back
to ACT!.

Thanks
Dennis (dottey)
 
R

Raul Thomas

Apologizes for the delayed response , I did figure out a workaround you can
check it @ blogs.msdn.com/rathomas
 

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