In This Chapter
Scheduling an appointment
Linking and unlinking an appointment to a record
Linking an Outlook appointment to a BCM record
Changing an appointment
In this chapter, we show you how to schedule activities with your contacts and how to view those activities and modify them. You find out how to link — and unlink — your activities to other important parts of BCM, including your accounts and business contacts. We also show you how to transform an existing Outlook activity into a more functional BCM appointment.
One of the most useful features of BCM is its ability to tie an appointment to a record. More basic calendaring programs allow you to view your appointments on your calendar, but they don't offer a way of cross-referencing an appointment to a contact. For example, if you schedule an appointment with a contact and forget when that appointment is, you have to flip through your calendar until you see your contact's name. Plus, you can't easily see a list of all appointments that you've ever scheduled with that contact. But BCM offers these helpful features.
In BCM, every activity is scheduled with a specific record. You can schedule activities with the following record types:
You might wonder how to schedule an appointment with someone that doesn't exist in your database. For example, maybe you have a doctor's appointment or want to track your ...