Create an Appointment and Link the Contact in Outlook

A Meeting is an Appointment where we invite people or reserve resource for. We can create and send Meeting requests and Reserve Resources using the Calendar Folder in Outlook, (which is the usual way) by going to a specific Date and then adding the Contact in the Meeting Request. With the procedure described below, instead of opening the Calendar Folder, I will create the Appointment by opening the Contacts Folder. All you have to do is to continue reading.

First of all, we open the Contacts Folder in Outlook as shown in the image below. Once done, we hover over with our mouse over the Calendar icon which is located at the bottom left corner of Outlook as shown in the image below. Then we do a right click with our mouse and then the shortcut menu appears with the following commands in order to use:

  • Address New Meeting
  • Copy Here As Appointment With Text
  • Copy Here As Appointment With Shortcut
  • Copy Hear As Appointment With Attachment
  • Move Here As Appointment With Attachments
  • Cancel

Drag To Appointment

In the image below I have dragged and dropped using my right mouse button the Contact over the Calendar icon and then from the shortcut menu that appeared I selected the command Address New Meeting. If we use this command an Untitled Meeting window will appear where we have to fill in the rest of the information such as Subject, Location, Start and End Time in order for the Meeting Request to be sent to the Contact that we had selected.

Address New Meeting

In the image below I have dragged and dropped using my right mouse button the Contact over the Calendar icon and then from the shortcut menu that appeared I selected the command Copy Here As Appointment With Text. If we use this command, we will create an Appointment and Copy the Contact’s information into the Notes area of the appointment.

Copy Here As Appointment With Text

In the image below I have dragged and dropped using my right mouse button the Contact over the Calendar icon and then from the shortcut menu that appeared I selected the command Copy Here As Appointment With Shortcut. If we use this command, we will Copy a shortcut to the contact information (so we can quickly display it from the Appointment window by double clicking the shortcut).

Copy Here As Appointment With Shortcut

In the image below I have dragged and dropped using my right mouse button the Contact over the Calendar icon and then from the shortcut menu that appeared I selected the command Copy Here As Appointment With Attachment. If we use this command, we will add the contact information as an attachment to the Appointment form.

Copy Here As Appointment With Attachment

If we drag and drop the by using the right mouse button the Contact over the Calendar icon and then from the shortcut menu that appears we select the command Move Here As Appointment With Attachment, we will move the contact information as an attachment to the Appointment form.

Below you can check out the video describing How To Create An Appointment And Link The Contact in Outlook.

 

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MVP: Honored with the MVP (Most Valuable Professional) for OFFICE SYSTEM title for the years 2011, 2012, 2013, 2014 and 2015 by Microsoft, for my contribution and commitment to the technical communities worldwide. Microsoft Master Specialist: This certification provides skill-verification tools that not only help assess a person's skills in using Microsoft Office programs but also the ability to quickly complete on-the-job tasks across multiple programs in the Microsoft Office system

Posted on April 13, 2016, in Microsoft Office 365 ProPlus English, Outlook 365 English and tagged , , , , , , , , , , , , , , , , , , , . Bookmark the permalink. Comments Off on Create an Appointment and Link the Contact in Outlook.

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