Archive for Contact history
Keep client emails together - both incoming and your replies/outgoing
Posted by: | CommentsThis one might sound a bit strange to some people, but I’ve been asked if this is possible by a few. So, since it can actually be done easily in Outlook, I figured I would put this in as a tip….just in case the situation strikes home to others out there in internet-land.
If this sounds like you, pay attention, I think you may like this –
You organize your incoming email… Continue reading the rest of this article...
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Outlook Contacts and Journaling - a sweet team
Posted by: | CommentsOK, picture this…you like to keep track of correspondence, projects, issues, etc. regarding your contacts. You want an easy and simple way to document these things. You don’t want to buy new software, and you certainly don’t want to have to stop and take the time to learn it. After all, it’s not rocket science.
Enter, Outlook Journaling.
*Video available in both formats: m4v (for small portable media players) and wmv (for… Continue reading the rest of this article...
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Archive Contact Activities
Posted by: | Comments*Video available in both formats: m4v (for small portable media players) and wmv (for larger desktop viewing)
Archiving related Contact Activities: Utilize archive folders to maintain a balance of critical information stored related to your contacts and a maintainable Mailbox/Personal Folder size.
While the Activities feature in Outlook is powerful, we must be able to have a balance of critical information storage and a maintainable Mailbox/Personal Folder size. Utilizing archive folders can… Continue reading the rest of this article...
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Tracking related information using Contact Activities
Posted by: | Comments*Video available in both formats: m4v (for small portable media players) and wmv (for larger desktop viewing)
Tracking related information using Contact Activities: The ability to link and review related information to your contacts is a powerful contact management feature
The ability to link and review related information to your contacts is a powerful contact management feature. An activity is any Outlook item that relates to an Outlook contact. Activities can be… Continue reading the rest of this article...
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Use Tasks to track Contact correspondence
Posted by: | CommentsFor those of you using Outlook for contact management, here’s a tip that will help you keep track of actual bulk mailings to your clients. You know, like when you send Thank You cards to those that attended your recent event, or mailing out the latest catalog to the Board of Directors. By utilizing Tasks and Categories, this is easily accomplished. At this point, I’m going to assume you are… Continue reading the rest of this article...
