workflow//usage question for everyone

[janrif]

Originally posted by UltraUser
How about creating an appointment and linking your contact to it? Added advantages:
- You can have one appt with several contacts without creating the appt several times
- You can set a reminder on the appt itself
- My guess is that appts will be used for the upcoming calendar view in the 2007 roadmap
- Looking back at your contact, you can easily have a history of appts (parent items)
- Or you can refine and use a fancy custom query that you then add as a sub-item of your contact; even better, add this to the contact template

Hope this helps

Cheers

Sure it helps. Question. Where would you store mtg notes or telephone notes.

And could you explain "even better, add this to the contact template" this a bit more. How does user add an automated query to a form?