Most recent contact date stored in an Outlook contact?

J

Jeff

Is there a way to store the most recent contact in an Outlook contact? It
seems like all that information is available in the Journal.

That way, if I have customers I want to talk to or email once a month, I can
create a call list of every customer where the most recent contact date is >
30 days.

I know this functionality exists in Act! - and it seems like this should be
do-able in Outlook as well.

Jeff
(e-mail address removed)
 
J

Judy Gleeson \(MVP Outlook\)

You can do it manually by making a field "latest contact" and formatting it
as a date field. Then sort by date and you can see who you haven't rung in
say 3 months.

Use the Phone List view, turn on advanced toolbars and the Field Chooser has
a button to make a New... field. Once you make it, drag it onto the table
beside your existing fields.
 
J

Jeff

Judy,
You did answer the question I asked. What I meant to ask is "Is there a way
to have Outlook _AUTOMATICALLY_ store the date of last contact?"

Whenever you type an email to a contact, have an appointment with them, or
use Outlook to dial their phone number through a modem, it creates an entry
in the Journal. Is there a way to pick the most recent activity date from
the Journal and put it into a created "latest contact date" field for a
contact.

Act! 2000 does this automatically, and I got used to being able to sort by it.
 
J

James

Hi Jeff,to have Outlook automatically store the latest contact date,I
think,you'll have to write VBA codes,something like follows:
1.When Outlook creates an entry in the Journal,an Event named ItemAdd(Item
as Object) occurs,and in this case,Item returns the created JournalItem.
2.Pick the create date and contact name from that JournalItem.
3.Search for that contact name in the Contacts,and you get the
ContactItem,and
4.Put the create date into the custom field "latest contact date" for that
ContactItem.
Good luck.
 

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