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How do I make a new appointment by right-clicking a contact?



 
 
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  #1  
Old June 15th 06, 11:16 PM posted to microsoft.public.outlook.contacts
Magnolia Family Psychiatry
external usenet poster
 
Posts: 1
Default 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?
  #2  
Old June 15th 06, 11:22 PM posted to microsoft.public.outlook.contacts
Sue Mosher [MVP-Outlook]
external usenet poster
 
Posts: 11,651
Default How do I make a new appointment by right-clicking a contact?

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?

  #3  
Old June 15th 06, 11:35 PM posted to microsoft.public.outlook.contacts
Magnolia Family Psychiatry
external usenet poster
 
Posts: 8
Default 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?


  #4  
Old June 15th 06, 11:55 PM posted to microsoft.public.outlook.contacts
Sue Mosher [MVP-Outlook]
external usenet poster
 
Posts: 11,651
Default 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?


  #5  
Old June 16th 06, 12:38 AM posted to microsoft.public.outlook.contacts
Magnolia Family Psychiatry
external usenet poster
 
Posts: 8
Default 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?


  #6  
Old June 16th 06, 12:56 AM posted to microsoft.public.outlook.contacts
Sue Mosher [MVP-Outlook]
external usenet poster
 
Posts: 11,651
Default 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!!!


 




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