Linking documents, tasks, emails, appointments in Office

B

Bruce Chapman

I am an attorney. Within Office or Outlook I would like to be able to
organize email, tasks, appointments and documents by client matter. For
example if I have a client named First Bank, I would like to be able to
organize email, tasks, appointments and documents by each matter or project I
have for First Bank. Is there a way to do this??
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top