Add a new Appointment or Task from a Contact record

[KimKamp]

Hi:

I'd like to be able to right-click on a Contact record, and add an Appointment, or Task, and have the Contact automatically entered as a Related Item.

Currently, I have to add a Contact reference to an Appointment, or Task, manually. It would be so much better if creating the Appointment/Task AND assigning a Contact to it could be done in one step!

Thanks for your consideration.

[ConLand]

I second this. It is crucial for adding phone calls, etc. that are logged in Tasks.
/CL

[admin]

Right click on a contact and choose "Convert to".

[bobmac1547]

It's easy to create a new appointment or task from a contact record, but, apparently, this only works from the list of contacts.

Can this be done from within the contact record? For example, if I'm in the contact record entering notes and I remember that I need to contact the person in 1 week, right now it seems like I have to go to the contact record in the list/table of contacts to "convert to task" etc.

I want to do it from the actual contact record.

Can this be done? If not, I'd like to submit that as a feature request.

[Steve Shank]

Does the Related Items tab and then Add New do what you want?

[bobmac1547]

Thanks, Steve, but I don't think so. I tested it and it appears to me that you can only add an existing item (calendar event, task, note, etc.) to the contact. It does not appear that you can create a new appt or task.

[admin]

Currently, there is no way to do that, unfortunately. However, it seems like a good feature request to have the ability to create new items from the Related Items tab. We will consider implementing this in a future update. Thank you for the suggestion!