Computer Forums - View Single Post - How can I use MS Outlook Contacts track clients emails and clients information?

david55 · 11-08-2007, 10:02 PM

Outlook 2003
So, I ask the Client to send all his email to myemail@gmail.com
So, I also can forward (but waste time) all this client's email to myemail@gmail.com and
input Client Mail.56 in any emails about this position.
I will create a folder in Outlook email, business and personal
Then seperate the emails to these 2 email folders.
Then I add each contact to Outlook, group them to same company first, then make folders, business and personal contact folders.
For each client activity, use Project Software to manage the activity.
I also can create links in Outlook, link emails, appointments, tasks, documents and others to Contact.
So I must Forward email to Gmail address or other Pop email address, then use Pop to download to Outlook, but when I open the email, I can not find "Action/Link" button in the "Action" Tab, I need to save this email to a folder, and from Contact Tab, link this file?
In Contact Tab, every documents can link to Contact, click "Action/Link", choose file.
But I need to better organize my documents, I search Google Directory, directory.google.com for the file content, use google directory as my file directory, save them in the correct folder.
Then link to Outlook Contact, then in Contact Tab/Activities/, there have a field title (folder name), folder location: diary
If I group many messges in folders, 100 clients have 100 folders, too confuse!
Is this right?
I must use project to manage all activities about the client?

11-08-2007, 10:02 PM	#4 (permalink)
david55 Newb Techie Join Date: Oct 2007 Posts: 10	I will create a folder in Outlook email, business and personal Outlook 2003 So, I ask the Client to send all his email to myemail@gmail.com So, I also can forward (but waste time) all this client's email to myemail@gmail.com and input Client Mail.56 in any emails about this position. I will create a folder in Outlook email, business and personal Then seperate the emails to these 2 email folders. Then I add each contact to Outlook, group them to same company first, then make folders, business and personal contact folders. For each client activity, use Project Software to manage the activity. I also can create links in Outlook, link emails, appointments, tasks, documents and others to Contact. So I must Forward email to Gmail address or other Pop email address, then use Pop to download to Outlook, but when I open the email, I can not find "Action/Link" button in the "Action" Tab, I need to save this email to a folder, and from Contact Tab, link this file? In Contact Tab, every documents can link to Contact, click "Action/Link", choose file. But I need to better organize my documents, I search Google Directory, directory.google.com for the file content, use google directory as my file directory, save them in the correct folder. Then link to Outlook Contact, then in Contact Tab/Activities/, there have a field title (folder name), folder location: diary If I group many messges in folders, 100 clients have 100 folders, too confuse! Is this right? I must use project to manage all activities about the client?