Is there a way to set or reset the follow up flag for a group of accounts? -- Guy
Guy, Eventhough the follow up flag reminder feature appears on the form of an Account record, this is not supported and does not work for any BCM item. These reminder flags will only work with native Outlook records that have them and not an add-in like BCM. This resulting confusion can be a real crazy maker because one would logically wonder why in the world the feature appears on the form and yet does not function? The likeliest answer is that all of the BCM record items were derived from original Outlook form templates. Some of this cobbling together during BCM's initial design may have resulted in some oversights that left some details like the flags in place without supportive function. Outlook and BCM share common appearances in their linked records within the same UI but not everything works the same among these similar looking items. Lack of more attention to detail has been one of my main design critiques of BCM as it seems to have been hastily constructed and released as "good enough" for now. (Still beta anyone?) Your type of question has been posted many times. Enough speculation about why this situation exists and onto a possible solution: My best recommendation for setting a reminder follow up flag for either an individual or an entire group of Account Records would be to create an Outlook Task record with an appropriate Subject designation and then just link each Account record in the lower left Contacts field of the task record. You can then set the Task reminder field accordingly to fire off a follow-up prompt as needed. Additonally, by using linked tasks you can sort and group your views of these a million different ways in order to see what is coming ahead and plan for it as needed. Again, to summarize, I would recommend creating a reverse-link "FROM" the native Outlook Task Record "TO" the BCM Account Record. -THP -- Message posted via OfficeKB.com http://www.**--****.com/
I understand your response but I actually use the flags on the account now and they function quite well for me. Let me explain. I set and reset the flag on an individual basis on each account. I send out direct mail pieces to accounts on a regular basis and I switch the flag to let me know that they have been sent. I use the flag because I can sort by it while displaying a custom list of accounts for direct mail. Once I have reached the end of the list, I can reverse the sort order and begin the process again setting the flag to the opposite setting. I thought of using categories for this but you can't sort by them. Unless you can think of a field I can modify for a group of highlighted accounts at once? The fact that you can't customize the forms in BCM doesn't help either or else I would just create field specifically for this purpose. -- Guy Lapierre Forefront Business Solutions www.forefrontbusinesssolutions.com www.forefrontbusiness.com
Guy, I guess I didn't understand exactly how you were using the flags. My reference was with the flagged reminder feature popping up and alerting you to the flagged item. This is supported only in the native Outlook records. Using the flags simply as markers for your individual Account Records and sorting them as you are sounds like it works well for you. I still can't think of a group way of doing this outside of what I have already recommended. Perhaps that will change in the near future. -THP -- Message posted via OfficeKB.com http://www.**--****.com/
2.Flag and Category Icons not an option with Hotmail account in Outl
The flag and categorize functions and icons work in Outlook 2007 for my POP account but are not available for my hotmail account which is an HTTP account as indicated in properties. Is there a way to access the flags function with such an account?
3.Flag Status - Set Quick Click in IMAP account
Our mail system just changed from POP3 to IMAP and I no longer have access to the Set Quick Click feature under the Flag Status column. I used to be able to double click the flag to mark it as complete, but now I can only turn the flag on or off. Any help would be appreciated as we use this feature all the time. Thanks,
4.follow up flags & IMAP accounts!
Can You tell me how can i Have the full functionality of follow-up flags in an IMAP account ?!?! the only options i can use is (Flag) and (clear flag) :-( i cant see other options that i cant get when dealing with other accounts :-( HELP HELP HELP
5.Different accounts and Follow-up flags
in Outlook 2007, Win-Xp-Pro. i have many email accounts two of which are a Hotmail (via outlook connector) and an IMAP account. Problems: 1- when i right-click on an email folder, in the options i dont have the tick-box to show flagged items in the to-do/Task list. 2- despite the former fact, if i flag an email in the IMAP account it shows in the to-do list BUT that doesnt happen in the hotmail account (via connector). 3- in IMAP account, the only flag options i have is Flag/Clear-flag ??!! while in the hotmail i have all the options available from outlook 2007 (i.e. to choose the time of the follow up + custom flag + reminder + "DONE" tick) Questions: 1- how can i make the tick-box appear in the folder-options so i can make hotmail account flagged emails appeare in the to-do list. 2- How can i re-gain full flags-options for the IMAP account??? pelase help :-(
6. BCM - Follow Up Flag on Account
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