How can I use Outlook Contacts track clients emails & clients info

[Davi]

Outlook
Search Outlook
Search Folder

The client contact email is from another email address ([email protected]) that
can be pop and smtp access, but it is so large, I will not download all
emails from that email address, cause me 1.5 G space

I have a gmail email address, I want to forward this client email to my
gmail email account.

Gmail (POP3)： pop.gmail.com; (SMTP)：smtp.gmail.com

So, (e-mail address removed) I click the email in (e-mail address removed) then forward to
(e-mail address removed)

If I have a new client email, I should see all emails from and to this
client, how to create a "search folder" to search email that apply for this
client in Outlook folder?

Outlook provide a library with 13 "search folders"
I can "create user define search folder"

Outlook File/New/search folder
In "search folder", roll down to "user define", click "create user define
search file folder"
Input name of the "search folder", because the position title is "Client
1234", so input "Client 1234" in this textbox.

Click "conditions"

In "search folder", click "mail" option, input "Client Mail.56" in "search
text" textbox.

So, I ask the Client to send all his email to (e-mail address removed)
So, I also can forward all this client's email to (e-mail address removed) and
input Client Mail.56 in any emails about this position.

In "location" drop down list, choose "only subject words".

Click "Enter" several times.

I am doing well?

Every client can create a "search folder"

But if I have 100 clients, what can I do?

Can I also search subject line and content of email, about the clients, I
put some keywords in the forward email, so when they reply and include the
email, the "search box " can sort these emails. And also search for other
related key words.

My god! Can I create some rules direct all emails from certain email address
to a search folder, and I can manage different clients emails, every clients
emails organized, even they send from 6 email address belong to only one
client.


How to do that?

Can I add clients business data to Outlook contact? business, data as:
wholesale, hardware, household, etc.



Access
1 Identify Users

2 Identify User Requirement
Office Manager: client details

3 Identify data that need save and search: data in resume before processing;
seperate repeat group and add key; resume data, exclude items and add outside
key; multi link relations.
Data field in Outlook fields
But clients company has their company business, data as: wholesale,
hardware, household, etc. How can I record these business data in Access,
(sheet, field, title)?

4 Identify useful data.

5 Identify relations between sheets, for report, query and others.

6 Complete window, report and query design

 

[Diane Poremsky]

Why not use group by From field and group the messages together in one
folder?

Search folders are virtual folders - you can't create a rule to send
messages to it. It will find them.

 

[Davi]

So, I ask the Client to send all his email to (e-mail address removed)
So, I also can forward (but waste time) all this client's email to
(e-mail address removed) and
input Client Mail.56 in any emails about this position.

I will create a folder in Outlook email, business and personal
Then seperate the emails to these 2 email folders.
Then I add each contact to Outlook, group them to same company first, then
make folders, business and personal contact folders.

For each client activity, use Project Software to manage the activity.
I also can create links in Outlook, link emails, appointments, tasks,
documents and others to Contact.
So I must Forward email to Gmail address or other Pop email address, then
use Pop to download to Outlook, but when I open the email, I can not find
"Action/Link" button in the "Action" Tab, I need to save this email to a
folder, and from Contact Tab, link this file?
In Contact Tab, every documents can link to Contact, click "Action/Link",
choose file.
But I need to better organize my documents, I search Google Directory,
directory.google.com for the file content, use google directory as my file
directory, save them in the correct folder.
Then link to Outlook Contact, then in Contact Tab/Activities/, there have a
field title (folder name), folder location: diary

If I group many messges in folders, 100 clients have 100 folders, too confuse!

Is this right?

I must use project to manage all activities about the client?

 

[Davi]

Outlook Compare to EUSOFT Manager FREE - CRM Management



EUSOFT Manager FREE

Compare to Outlook 2003
Account Manager in EUSOFT Manager FREE

Task Manager in EUSOFT Manager FREE
I must use Outlook, Access, Project.

Diary in EUSOFT Manager FREE
Diary in Outlook, I link documents to contact
search Google Directory, directory.google.com, search "canada steel client",
Business > Industrial Goods and Services > Machinery and Tools > Process
Equipment
So, I save the client documents in E:/File/Business/Industrial Goods and
Services/Machinery and Tools/Process Equipment/CanadaSteelClientCompany/
Then link the docuements to Outlook "CanadaSteelClientCompany" Contact, so
in Outlook diary have link the docuement, but It will store in Outlook data
file *.pst? The Outlook Data File *.pst will become very huge? Or it just
link to the E:/File/Business/Industrial Goods and Services/Machinery and
Tools/Process Equipment/CanadaSteelClientCompany/ file?

Note manager in EUSOFT Manager FREE
Compare to Outlook 2003 Note

File manager in EUSOFT Manager FREE
I don't know the file store in EUSOFT Manager FREE will be save in the
install folder of EUSOFT Manager FREE, if yes, I would change the install
folder of EUSOFT Manager FREE to another large disk, I'd like to choose
another disk to save the file and manage by EUSOFT Manager FREE (can I do
that)?

Business opportunity manager in EUSOFT Manager FREE
I don't know Access 2003, Project 2003 to do this job?

Classifications in EUSOFT Manager FREE, it has built in Classifications
In Office 2003, I need to build it, Access 2003 can do it?

Communication with other applications in EUSOFT Manager FREE
"MS Word – export listâ€; “MS Word – export detailâ€; “MS Word – export
labels/envelopesâ€, so it means it will not work well in MS applications.

EUSOFT Manager FREE has a database.

"without resorting to programming and a back-end database (Access, SQL,
whatever) you really are going to find Outlook is the wrong tool for the job."

That means I should use Outlook, Access, etc.

How can I do it?


Outlook 2003

So, I ask the Client to send all his email to (e-mail address removed)
So, I also can forward (but waste time) all this client's email to
(e-mail address removed) and
input Client Mail.56 in any emails about this position.

I will create a folder in Outlook email, business and personal
Then seperate the emails to these 2 email folders.
Then I add each contact to Outlook, group them to same company first, then
make folders, business and personal contact folders.

For each client activity, use Project Software to manage the activity.
I also can create links in Outlook, link emails, appointments, tasks,
documents and others to Contact.
So I must Forward email to Gmail address or other Pop email address, then
use Pop to download to Outlook, but when I open the email, I can not find
"Action/Link" button in the "Action" Tab, I need to save this email to a
folder, and from Contact Tab, link this file?
In Contact Tab, every documents can link to Contact, click "Action/Link",
choose file.
But I need to better organize my documents, I search Google Directory,
directory.google.com for the file content, use google directory as my file
directory, save them in the correct folder.
Then link to Outlook Contact, then in Contact Tab/Activities/, there have a
field title (folder name), folder location: diary

If I group many messges in folders, 100 clients have 100 folders, too confuse!

Is this right?

I must use project to manage all activities about the client?

 

[Davi]

create rule in Outlook, from some email address redirect (not forward) to
(e-mail address removed) (that way it will show the senders address in my gmail
inbox not mine).

Gmail 4824 MB storage, Yahoo Mail unlimit storage.

"I can't recall if the Redirect function lets you delete them after they've
been redirected, but you can always just set up a rule to place all new
emails in your Deleted folder. "

If in Outlook I set all from some email address redirect (not forward) to
(e-mail address removed) (that way it will show the senders address in my gmail
inbox not mine). When redirect failed, the email will lost, so I will set a
rule in the email account, keep emails in the email server, or just then in
your Outlook settings just tick the box that removes the emails from the
server after x number of days and this will take care of it for you (I will
not do this, I usually forget to check emails in many emails address, so I
will lose emails).

If the first email is not POP/SMTP, I must manualy forward the first email
to (e-mail address removed) and (e-mail address removed)

"I can't recall if the Redirect function lets you delete them after they've
been redirected, but you can always just set up a rule to place all new
emails in your Deleted folder." What does "but you can always just set up a
rule to place all new emails in your Deleted folder. " mean?

"Another rule can then save all your emails by sender (either their email
address or by a keyword such as their name) to a specific folder" If I have
100 clients, there will be 100 folders, It's very hard to find the folder,
how to do? Create 100 folders? Or use other solution?

But all emails from same contact, all its emails address received by outlook
can be track by Contacts and that Activities tab for tracking emails by
contact. How to do that?

Sometimes clients emails from web email that is not POP/SMTP, how to track
these emails? Forward them with the clients names and email address in the
subject field?

"Not sure what else to suggest here, maybe organising your emails using
categories and have that as a filter in the Actions tab. "

"maybe organising your emails using categories ", I know contacts can
organising using categories.

But I don't know how to organising emails using categories. "maybe
organising your emails using categories and have that as a filter in the
Actions tab. " So I also don't know how to "and have that as a filter in the
Actions tab. "

I don't how to use the Journal.

"As for everything else I think you want to do, it sounds outside the
capabilities of Outlook, and I don鈥檛 use Access so no suggestions from me
there either鈥?"

I am waiting for your suggests in Access.