R
rebell
I wish to be able view my prospective customers - namely payroll accounts -
by their respective, annual, recurring, 'start date' for employee benefit
enrollments - for instance (Nov 1). I desire the ability to simply sort the
contact view, in chronilogical order, two months in advance to show all
'approaching' start dates in order to alert me to begin my contact.
I have attempted creating such a column but Outlook seems to override my
actions by inserting 'alert flags' or not accepting specific dates. Ant
suggestions?
ReBell
by their respective, annual, recurring, 'start date' for employee benefit
enrollments - for instance (Nov 1). I desire the ability to simply sort the
contact view, in chronilogical order, two months in advance to show all
'approaching' start dates in order to alert me to begin my contact.
I have attempted creating such a column but Outlook seems to override my
actions by inserting 'alert flags' or not accepting specific dates. Ant
suggestions?
ReBell