linking items to contacts for multiple users

[Chris Bell]

We have 4 users in our group using microsoft exchange server and outlook
2003. Each user has a calendar and tasks (shared in mailbox) and we have a
common database of clients that we all deal with (700 or so). Each of us
need to be able to see what the others activities are with the clients, to
scroll through each persons calendar and task list would be very impracticle.
I am trying to link the clients activities to each person tasks or
appointments, then our notes from each event with the client could even be
attached to that task or meeting, etc, this would give us a list of every
call, task, meeting, note etc forever for each client... but the search set
up for the contact activities folder will only let you link to one type of
folder per search (one search per folder type, one for mailbox, one for
personal folder, etc). We could set this up, but with a few drawbacks, each
time you go to the clients activities it would take a long time to complete
each search, and you couldn't see them all at once, only one folder search at
a time. Any suggestions? I thought about having a common task folder for
all of us and seperating our individual tasks by catagories (using our names
as catagories), this would make all the tasks searched from one folder, and
the search results on one screen, but would still require additional searches
for each of our calendars. I thought that I could also get some help and
edit the form in outlook on the server to show all results, but I still think
all the searches would take a long time and become impractical....
Hoping someone can offer some practical solutions?
cb

 

[Judy Gleeson \(MVP Outlook\)]

I think you may be best to have a look at CRM applications that add in to
Outlook - start with Microsoft BCM and see if that will do what you want.
Google this: "Outlook CRM" and you'll find a lot!

I hope this helps you at least a little bit!

Judy Gleeson
MVP Outlook
Outlook trainer and author of Productiv_IT with Outlook

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

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