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

david55 · 11-09-2007, 10:08 PM

Outlook Compare to EUSOFT Manager FREE - CRM Management

EUSOFT Manager FREE
Compare to Outlook 2003
Account Manager in EUSOFT Manager FREE
Task Manager in EUSOFT Manager FREE
I must use Outlook, Access, Project.
Diary in EUSOFT Manager FREE
Diary in Outlook, I link documents to contact
search Google Directory, directory.google.com, search "canada steel client", Business > Industrial Goods and Services > Machinery and Tools > Process Equipment
So, I save the client documents in E:/File/Business/Industrial Goods and Services/Machinery and Tools/Process Equipment/CanadaSteelClientCompany/
Then link the docuements to Outlook "CanadaSteelClientCompany" Contact, so in Outlook diary have link the docuement, but It will store in Outlook data file *.pst? The Outlook Data File *.pst will become very huge? Or it just link to the E:/File/Business/Industrial Goods and Services/Machinery and Tools/Process Equipment/CanadaSteelClientCompany/ file?
Note manager in EUSOFT Manager FREE
Compare to Outlook 2003 Note
File manager in EUSOFT Manager FREE
I don't know the file store in EUSOFT Manager FREE will be save in the install folder of EUSOFT Manager FREE, if yes, I would change the install folder of EUSOFT Manager FREE to another large disk, I'd like to choose another disk to save the file and manage by EUSOFT Manager FREE (can I do that)?
Business opportunity manager in EUSOFT Manager FREE
I don't know Access 2003, Project 2003 to do this job?
Classifications in EUSOFT Manager FREE, it has built in Classifications
In Office 2003, I need to build it, Access 2003 can do it?
Communication with other applications in EUSOFT Manager FREE
"MS Word – export list”; “MS Word – export detail”; “MS Word – export labels/envelopes”, so it means it will not work well in MS applications.
EUSOFT Manager FREE has a database.
"without resorting to programming and a back-end database (Access, SQL, whatever) you really are going to find Outlook is the wrong tool for the job."
That means I should use Outlook, Access, etc.
How can I do it?

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?

11-09-2007, 10:08 PM	#6 (permalink)
david55 Newb Techie Join Date: Oct 2007 Posts: 10	Re: How can I use MS Outlook Contacts track clients emails and clients information? Outlook Compare to EUSOFT Manager FREE - CRM Management EUSOFT Manager FREE Compare to Outlook 2003 Account Manager in EUSOFT Manager FREE Task Manager in EUSOFT Manager FREE I must use Outlook, Access, Project. Diary in EUSOFT Manager FREE Diary in Outlook, I link documents to contact search Google Directory, directory.google.com, search "canada steel client", Business > Industrial Goods and Services > Machinery and Tools > Process Equipment So, I save the client documents in E:/File/Business/Industrial Goods and Services/Machinery and Tools/Process Equipment/CanadaSteelClientCompany/ Then link the docuements to Outlook "CanadaSteelClientCompany" Contact, so in Outlook diary have link the docuement, but It will store in Outlook data file .pst? The Outlook Data File .pst will become very huge? Or it just link to the E:/File/Business/Industrial Goods and Services/Machinery and Tools/Process Equipment/CanadaSteelClientCompany/ file? Note manager in EUSOFT Manager FREE Compare to Outlook 2003 Note File manager in EUSOFT Manager FREE I don't know the file store in EUSOFT Manager FREE will be save in the install folder of EUSOFT Manager FREE, if yes, I would change the install folder of EUSOFT Manager FREE to another large disk, I'd like to choose another disk to save the file and manage by EUSOFT Manager FREE (can I do that)? Business opportunity manager in EUSOFT Manager FREE I don't know Access 2003, Project 2003 to do this job? Classifications in EUSOFT Manager FREE, it has built in Classifications In Office 2003, I need to build it, Access 2003 can do it? Communication with other applications in EUSOFT Manager FREE "MS Word – export list”; “MS Word – export detail”; “MS Word – export labels/envelopes”, so it means it will not work well in MS applications. EUSOFT Manager FREE has a database. "without resorting to programming and a back-end database (Access, SQL, whatever) you really are going to find Outlook is the wrong tool for the job." That means I should use Outlook, Access, etc. How can I do it? 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?