R
RV
Really what I want to get to is a visual (colored-flag) sort of my contacts
so I know who to follow up with, and how. Is it possible then to
1) customize my follow-up flag field so that the pull-downs say what I want
them to (i.e. appointment, bring by brochures, mail etc), and
2) Create a macro that adds a colored flag? For instance, I pull-down
brochures from the flag menu, and it adds a purple flag to those, a yellow
flag for call, etc?
That way I would be able to sort by follow-up field, the colored flags would
automatcially be in place, and I would have a qucik visual of what needs to
be done.
I am in the phone list view of Contacts. I can pull down a colored quck
flag, but it won't sort by flag color, only by flag status.
so I know who to follow up with, and how. Is it possible then to
1) customize my follow-up flag field so that the pull-downs say what I want
them to (i.e. appointment, bring by brochures, mail etc), and
2) Create a macro that adds a colored flag? For instance, I pull-down
brochures from the flag menu, and it adds a purple flag to those, a yellow
flag for call, etc?
That way I would be able to sort by follow-up field, the colored flags would
automatcially be in place, and I would have a qucik visual of what needs to
be done.
I am in the phone list view of Contacts. I can pull down a colored quck
flag, but it won't sort by flag color, only by flag status.