C
Colleen
Hello - I run a service business and am looking for a way to track all of my
contacts and documents for each client. For example, when I work on a media
placement plan or a news release for one particular client, i want the
Journal to just record that I did it, and not have to open a new program,
make notes on what i did and how long it took me. I understand that the
Journal SHOULD be able to track all of the activitiy within the MS Office
Suite for me, but just asking it to do so doesn't seem to be enough. I
*think* I need to tell it the paths and which docs are associated with which
client... yes? Are there advanced options for the Journal I'm just missing
somewhere? Is there some specific thing I need to do in order to get all of
these activities tracked? End result that I'm looking for is, at the end of
the month, I want to go to ONE place and find out all that I did for that
client in the month so as to compile their month end report. Suggestions?
(I'm running Outlook 2002)
Thanks!
contacts and documents for each client. For example, when I work on a media
placement plan or a news release for one particular client, i want the
Journal to just record that I did it, and not have to open a new program,
make notes on what i did and how long it took me. I understand that the
Journal SHOULD be able to track all of the activitiy within the MS Office
Suite for me, but just asking it to do so doesn't seem to be enough. I
*think* I need to tell it the paths and which docs are associated with which
client... yes? Are there advanced options for the Journal I'm just missing
somewhere? Is there some specific thing I need to do in order to get all of
these activities tracked? End result that I'm looking for is, at the end of
the month, I want to go to ONE place and find out all that I did for that
client in the month so as to compile their month end report. Suggestions?
(I'm running Outlook 2002)
Thanks!