Can I save .doc to an outlook folder?

[aWebParson]

Because most of what I do is in Outlook, I would like to be able to save
Word documents (primarily letters that go out in snail mail) over to
different folders in Outlook that have the name of each customer and have
all of their emails that I receive from them in their own folder. It would
be nice to save my .doc's and my .pub files into one location. You know,
everything there together so I can easily access all correspondences with
that customer including emails along with any other written correspondence
that I might have with them. I know I am asking for a lot, but b4 long I
will also want to save my .xls files there also. Any ideas?
Thanks, the WebParson

 

[TF]

What you are describing is what is know as CRM (Customer Relation
Management), where all correspondence, documents, tenders, accounts, etc.,
for a particular customer are managed from a single viewing location.
Unfortunately, you cannot do what you want from within Outlook folders.
Small Business and Professional Editions of Office 2003 come with Office
Business Manager which may meet most of your needs. Otherwise, there are
many CRM packages available to suit many different levels of business.



: Because most of what I do is in Outlook, I would like to be able to save
: Word documents (primarily letters that go out in snail mail) over to
: different folders in Outlook that have the name of each customer and have
: all of their emails that I receive from them in their own folder. It
would
: be nice to save my .doc's and my .pub files into one location. You know,
: everything there together so I can easily access all correspondences with
: that customer including emails along with any other written correspondence
: that I might have with them. I know I am asking for a lot, but b4 long I
: will also want to save my .xls files there also. Any ideas?
: Thanks, the WebParson
:
: