How do I make a new appointment by right-clicking a contact?
Maybe they don't want a meeting request. (I know I rarely do, but I link contacts often) That technique also doesn't (a) add the contact as a link not a recipient or (b) put the contact's name in the Subject.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx
"Judy Gleeson MVP - Outlook" wrote in message ...
You can also just grab a Contact and drag them to another functional Folder.
eg drag a Contact to the Calendar and it starts making a Meeting with them,
to Outbox sends them an email.
This works for many Contacts at once as well.
Judy Gleeson - MVP Outlook
Acorn Training and Consulting
Canberra, Australia
www.acorntraining.com.au
When you post in here, always include your version, SP level, and mode (if
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Be sure to put a concise summary of your question in the subject line, and
the full details in the body of your post.
"Magnolia Family Psychiatry"
m wrote in message
...
Duly noted; I'll try resetting the toolbar, although I think that I have
already turned on the option to always view full menus while trying to
find
out how to fix it myself. I won't be able to try this weekend while the
office is closed, so I suppose I'll post up the results on Monday or
Tuesday.
And as far as the custom application is concerned, I would be infinitely
grateful if you could point me in the direction of an application that
does
this (preferably free or very low cost, if it exists) or if you could let
me
know how I could get started on making it happen myself (through a macro,
maybe? I don't know how to use them, so I don't know their capabilities).
But before I sound rude and unappreciative, thank you *so much* for your
time, your interest, and your replies! Even the knowledge that Outlook
cannot perform certain functions out of the box is helpful to me in my
search. I certainly appreciate all of your replies and advice, both past
and
future.
"Sue Mosher [MVP-Outlook]" wrote:
I'd suggest that you try resetting the toolbar -- View | Toolbars |
CUstomize. You'll also find an option there to always show full menus.
We want to be able to do this, and then automatically have the
calendar
display the contact's name in the appointment slot instead of having
to
re-enter it in the subject line.
Then, you're talking about a custom application or a contact manager
other than BCM. No Outlook version does that out of the box.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx
"Magnolia Family Psychiatry"
m wrote in message
...
The actions menu doesn't display the option either, although I seem to
remember it at least showing up there on the other computer (which I
think is
more up-to-date than this one, or might have a better version.) On
this
computer, the contacts are in the default Contacts folder. On the
other
computer (our main one), where we do all of the scheduling anyways,
the
contacts are in the BCM Contacts folder. I don't ever recall seeing
the
option coming up on either computer.
Ideally, the ultimate goal is to get to a point where we can highlight
a
patient's name under Contact's, right-click, choose to schedule a new
appointment, and only have to enter in the date and time of the
appointment.
We want to be able to do this, and then automatically have the
calendar
display the contact's name in the appointment slot instead of having
to
re-enter it in the subject line. This goal is just an eventuality,
however;
for now, we'd like to be able to schedule an appointment with one of
our
patients by clicking on their name, so we don't have to go back and
forth
between the calendar and the contacts tab. Is any of this making
sense? If
I'm not being clear, please just let me know and I'll do my best to
reiterate. Getting this program to behave is one of my primary
assignments,
and I'm getting frustrated by the difficulty of researching this on
the Web.
"Sue Mosher [MVP-Outlook]" wrote:
Weird. Are these contacts in your default Contacts folder or the BCM
Contacts folder? What about on the Actions menu?
"Magnolia Family Psychiatry"
m wrote in message
...
The options I get are "open," "print," "new task for contact," "new
journal
entry for contact," "link," "call contact," "call using
NetMeeting," "follow
up," "categories," and "delete."
"Sue Mosher [MVP-Outlook]" wrote:
What choices do you see on the right-click context menu?
"Magnolia Family Psychiatry" Magnolia Family
wrote in message
...
We have the Outlook 2003 that came with Microsoft Office 2003
for small
businesses, including Business Contacts Manager. We've seen a
promotional
video for the program that clearly shows a person right-clicking
on a contact
in the "contacts" view and being able to select the option
"schedule new
appointment with contact." We have been told before that this
is a feature
of the program, but the option is absolutely nowhere that we can
see!!! The
office at our practice gets a little hectic at times, so being
able to just
click on a contact and schedule a new appointment for the
contact without
having to constantly re-enter the same information over and over
again (such
as name, telephone #, etc.) would be a great help. I've posted
this in
another forum, and have received no answer. All of the "help"
and
"troubleshooting" topics I've pursued in the program and in
Microsoft Office
online are basically promotional advertisements for the
program's features,
not actual help!!!
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