Create New Appointment for Opportunity - Calendaring issue
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Create New Appointment for Opportunity - Calendaring issue         

Group: microsoft.public.outlook.bcm · Group Profile
Author: A Shortridge
Date: Sep 10, 2008 16:19

Assuming: BCM 2007 - Windows Vista - Shared database - 2 users - 2 desktops

When I right click an opportunity and choose "Create New Appointment for
Opportunity," it opens the appointment window. I fill it all in and it shows
up on MY main calendar.

The "appointment" only shows up on my main calendar, although in the
contact's "history," the appointment DOES show as a "Meeting."

Can anyone assist me in figuring out the best scenario for setting up our
service appointments so that they show up in the same calendar which then
will issues reminders or show up in the main Outlook window when starting
Outlook? I know how to share a calendar, and I know how to use the company
calendar in Exchange. Just not sure what is the best practice for being able
to see our BCM Contacts' service appointments at a glance on either of our
computers.

Does this make sense?

Thanks!

Anya
2 Comments
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