Outlook 2007: Link Task to Contact

J

JoeO

In Office 2003, any Outlook item (Task, Note, Contact, etc.) can be linked to
any other Outlook item with a text link in the form (for example)
<outlook:Tasks/~Subject Name>. In other words, when I open a
Contact, I want to insert into the Contact's notes field a link to the Tasks
which concerns that Contact, so I can click and open the Tasks.

The form of the link in Outlook 2003 is <outlook:[folder name]/~[item
name]>, and this works for all types of Outlook items (Email, Contacts,
Tasks, Notes, etc.). (Note that <Tools->options->contact options->show
contact linking on all forms> does _not_ solve this problem.)

For example, in Outook 2003, if you have a Contact for "John Smith" and a
Task called "Smith - Tax Planning", you can link the Contact to the Task by
inserting, into the Contact notes field, the text (in angle brackets)
<outlook:Tasks/~Smith - Tax Planning>. Then, when you open the Contact for
John Smith, you can click on the link which will open the Task.

If this is done in Outlook 2007, the link text does not become an active
link. But (here is the weird part!!), all the links that were imported from
Outlook 2003 into Outlook 2007 continue to work -- they are highlighted as
links and they work when clicked. And (this is the weirdest part), if a
highlighted link is copied and pasted, the new pasted link is no longer
highlighted as a link and no longer works. But!! if the highlighted link is
copied and pasted with [Paste Special->Unformatted Text->OK]. then the link
is highlighted and active.

We have a work-around but not a real solution. The work-around is to copy
_any_ working link to the location where the new link is wanted, and then to
edit the link with the correct folder name and item name.

How can this be done in Office 2007? If so, what are the rules or (even
better) are there instructions online?

(Apologies for this long post, but my previous post was misunderstood).

Thanks

Joe
 
N

neil154

First of all I want to let you be aware of something that you are probably
well aware of.

The purpose of the email deletion policy is to protect the company from
having old email around which could potentially have information harmful to
the company which could be obtained throygh legal action by lawyers.

That being said, if you have the possibility of creating a new pst file then
just copy the emails to the new file. I would guess that the routine your
company created only searches the default pst file. If not make a pst file
 

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