4705: Is it possible ...

[Egmont]

... to link Contacts to Task or the other way around?

I have my customer file installed (in Contacts) and would like to make -when a customer calls or meet on the road- to enter the task.

I'm working on Access, but it will take a while to have it up and running.

Thanks

[AnswerDude]

I don't know if you can do it with Pocket Outlook, you need 3rd party PIM such as;

Pocket Informant
http://www.pocketinformant.com/p_pocketinformant.php
or Agenda Fusion
http://www.developerone.com/agendafusion/

[Egmont]

I have Pocket Informant on here.

I was under the impression, that when opening Contacts, that it was part of Pocket Informant, guess not.

I will play with it tonight and see if I can get it to work.

[AnswerDude]

They share the same database, but no, the programs are seperated. Contacts is part of built-in Pocket Outlook in the OS.

[nparker13]

Originally posted by Egmont
I have Pocket Informant on here.

I was under the impression, that when opening Contacts, that it was part of Pocket Informant, guess not.

I will play with it tonight and see if I can get it to work.

I use PI, and I link Tasks to appointments, and contacts to both. You have to make sure that your buttons are mapped to PI Tasks, PI calendar, etc. rather than normal Tasks, calendar, etc. Then you should be able to edit, and go to one of the tabs where you can link. You can select which type you want to list, and hit the button. It will list the selected type and you can choose it.

An alternative is dragging. That works a lot too. For instance, I can drag a task to the calendar, or a name to the calendar, and it can create an event out of it.

Explore the tap and hold menu. It has ALOT of fun and neat stuff you can do.

-nate

[Bokkie]

Originally posted by nparker13
...An alternative is dragging. That works a lot too. For instance, I can drag a task to the calendar, or a name to the calendar, and it can create an event out of it.

Explore the tap and hold menu. It has ALOT of fun and neat stuff you can do.

-nate

Thnks for the heads-up on the Nate. It sounds very useful and I might add, quite straight forward.