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How do I make a new appointment by right-clicking a contact?
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!!! So can anyone help us? |
How do I make a new appointment by right-clicking a contact?
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? -- 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" 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!!! So can anyone help us? |
How do I make a new appointment by right-clicking a contact?
Weird. Are these contacts in your default Contacts folder or the BCM Contacts folder? What about on the Actions menu?
-- 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 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!!! So can anyone help us? |
How do I make a new appointment by right-clicking a contact?
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? -- 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 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!!! So can anyone help us? |
How do I make a new appointment by right-clicking a contact?
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!!! |
How do I make a new appointment by right-clicking a contact?
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!!! |
How do I make a new appointment by right-clicking a contact?
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 applicable) of Outlook - you can find this information in Help | About. Also include the type of mail account(s) you use and any other pertinent details. 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!!! |
How do I make a new appointment by right-clicking a contact?
There are dozens of contact management applications that have Outlook integration -- see http://www.slipstick.com/addins/contact_management.htm
The right-click menu is easily customizable only starting in Outlook 2007. For a code sample that shows how to get a task to show a company name of a contact, see http://www.outlookcode.com/codedetail.aspx?id=566. Your scenario would be similar. For VBA basics, see http://www.outlookcode.com/d/vbabasics.htm -- 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 ... 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. "Magnolia Family Psychiatry" m wrote in message ... 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. |
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 applicable) of Outlook - you can find this information in Help | About. Also include the type of mail account(s) you use and any other pertinent details. 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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