Contacts as Contact Management

[Danielle]

We're looking for help using Outlook as a contact management program. Some
key things we'd like to be able to do are to tag contacts with various
priorities (e.g. A-B-C), generate views with richer sort criteria (e.g. show
all of the A and B contacts in Texas and Louisiana), and generate reminders
to reach out to contacts periodically (e.g. A list every 3 months, B every 6
months, C every 12 months, but not all on exactly the same date). All of
this could be done with a contact management program such as ACT, but we want
to keep using Outlook.

Is this possible?

D.

 

[Judy Gleeson \(MVP Outlook\)]

You may find that CRM (Customer Relationship Management) add ins for Outlook
do more thanwhat you want.

Google Outlook CRM and you'll find many.



Judy Gleeson
MVP Outlook
Trainer and Consultant

read my articles here: www.judygleeson.com
Canberra, Australia

how to post questions: http://support.microsoft.com/?id=555375