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#1
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is it possible to create a new task or appointment from inside a 2007 Contact
form. In 2003 it was easy - just hitting the 'Actions' button on top toolbar. I can't believe that Microsoft would simply remove this excellent functionality in the name of progress! Thanks |
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#2
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Any reason the "Meeting" button and "Assign Task" button on the Ribbon don't
fit your needs? Those are both right in front of you. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... is it possible to create a new task or appointment from inside a 2007 Contact form. In 2003 it was easy - just hitting the 'Actions' button on top toolbar. I can't believe that Microsoft would simply remove this excellent functionality in the name of progress! Thanks |
#3
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I want to create a Task in connection with a Contact, directly from the
Contact form so that the Task is automatically linked to the Contact record the same way it was in Outlook 2003. I don't want to delegate or assign a task to the contact. is there anything I am missing here? Thanks Richard "Russ Valentine [MVP-Outlook]" wrote: Any reason the "Meeting" button and "Assign Task" button on the Ribbon don't fit your needs? Those are both right in front of you. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... is it possible to create a new task or appointment from inside a 2007 Contact form. In 2003 it was easy - just hitting the 'Actions' button on top toolbar. I can't believe that Microsoft would simply remove this excellent functionality in the name of progress! Thanks |
#4
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Just a clearer description of what you want to do that you can't.
-- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... I want to create a Task in connection with a Contact, directly from the Contact form so that the Task is automatically linked to the Contact record the same way it was in Outlook 2003. I don't want to delegate or assign a task to the contact. is there anything I am missing here? Thanks Richard "Russ Valentine [MVP-Outlook]" wrote: Any reason the "Meeting" button and "Assign Task" button on the Ribbon don't fit your needs? Those are both right in front of you. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... is it possible to create a new task or appointment from inside a 2007 Contact form. In 2003 it was easy - just hitting the 'Actions' button on top toolbar. I can't believe that Microsoft would simply remove this excellent functionality in the name of progress! Thanks |
#5
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Thanks Russ, what I am trying to achieve is this: I have a Contact form for a
prospect. I want to create a Task to call this guy in 3 weeks time. With Outlook 2003 I would hit the 'Actions' Tab on the Contact form and select 'New Task for Contact' and date the task. The Task would be automatically linked back to the Contact Form, so when I opened the Task form I could just hit the Contact Link on bottom left to see the full Contact record. I do not want to assign the task to the contact, just raise a task to deal with the contact again. Thanks for your help Richard "Russ Valentine [MVP-Outlook]" wrote: Just a clearer description of what you want to do that you can't. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... I want to create a Task in connection with a Contact, directly from the Contact form so that the Task is automatically linked to the Contact record the same way it was in Outlook 2003. I don't want to delegate or assign a task to the contact. is there anything I am missing here? Thanks Richard "Russ Valentine [MVP-Outlook]" wrote: Any reason the "Meeting" button and "Assign Task" button on the Ribbon don't fit your needs? Those are both right in front of you. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... is it possible to create a new task or appointment from inside a 2007 Contact form. In 2003 it was easy - just hitting the 'Actions' button on top toolbar. I can't believe that Microsoft would simply remove this excellent functionality in the name of progress! Thanks |
#6
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So you want to create a task for yourself and link that task to this
Contact, right? You would use the Contacts linking field for that. You add the Contacts linking field to your Contacts form he Tools Options Preferences Contact Options and tick "Show Contact Linking on All Forms" -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... Thanks Russ, what I am trying to achieve is this: I have a Contact form for a prospect. I want to create a Task to call this guy in 3 weeks time. With Outlook 2003 I would hit the 'Actions' Tab on the Contact form and select 'New Task for Contact' and date the task. The Task would be automatically linked back to the Contact Form, so when I opened the Task form I could just hit the Contact Link on bottom left to see the full Contact record. I do not want to assign the task to the contact, just raise a task to deal with the contact again. Thanks for your help Richard "Russ Valentine [MVP-Outlook]" wrote: Just a clearer description of what you want to do that you can't. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... I want to create a Task in connection with a Contact, directly from the Contact form so that the Task is automatically linked to the Contact record the same way it was in Outlook 2003. I don't want to delegate or assign a task to the contact. is there anything I am missing here? Thanks Richard "Russ Valentine [MVP-Outlook]" wrote: Any reason the "Meeting" button and "Assign Task" button on the Ribbon don't fit your needs? Those are both right in front of you. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... is it possible to create a new task or appointment from inside a 2007 Contact form. In 2003 it was easy - just hitting the 'Actions' button on top toolbar. I can't believe that Microsoft would simply remove this excellent functionality in the name of progress! Thanks |
#7
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Many thanks, Russ. I can now start using it!
"Russ Valentine [MVP-Outlook]" wrote: So you want to create a task for yourself and link that task to this Contact, right? You would use the Contacts linking field for that. You add the Contacts linking field to your Contacts form he Tools Options Preferences Contact Options and tick "Show Contact Linking on All Forms" -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... Thanks Russ, what I am trying to achieve is this: I have a Contact form for a prospect. I want to create a Task to call this guy in 3 weeks time. With Outlook 2003 I would hit the 'Actions' Tab on the Contact form and select 'New Task for Contact' and date the task. The Task would be automatically linked back to the Contact Form, so when I opened the Task form I could just hit the Contact Link on bottom left to see the full Contact record. I do not want to assign the task to the contact, just raise a task to deal with the contact again. Thanks for your help Richard "Russ Valentine [MVP-Outlook]" wrote: Just a clearer description of what you want to do that you can't. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... I want to create a Task in connection with a Contact, directly from the Contact form so that the Task is automatically linked to the Contact record the same way it was in Outlook 2003. I don't want to delegate or assign a task to the contact. is there anything I am missing here? Thanks Richard "Russ Valentine [MVP-Outlook]" wrote: Any reason the "Meeting" button and "Assign Task" button on the Ribbon don't fit your needs? Those are both right in front of you. -- Russ Valentine [MVP-Outlook] "Richard Maybury" wrote in message ... is it possible to create a new task or appointment from inside a 2007 Contact form. In 2003 it was easy - just hitting the 'Actions' button on top toolbar. I can't believe that Microsoft would simply remove this excellent functionality in the name of progress! Thanks |
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