N
nemodat
Hello,
I'm not a programmer, so I'm hoping someone here can give me an idea of
how hard my little "dream" is to achieve. It would be highly useful if
every time an email associated with a certain client arrives, a copy of
the email automatically is saved in the client's folder on the server.
I find it quite cumbersome to choose the "File, Save as" function, then
locate the client folder on the server, then choose "save as .msg"
everytime an email arrives.
This raises the issue of how to automatically associate the email with
a particular client. Simply identifying a certain email address
wouldn't be very useful, because, for example, some email addresses are
associated with more than one client file.
So, I was wondering about creating subfolders in Outlook, and every
time I move the email to the client's email subfolder, a copy of the
..msg file is copied to the client's server folder. In other words,
writing a small bit of code that associates the email subfolder with
the client folder on the server, and performing the simple function of
copying the email to the folder.
Perhaps another option would be inserting some sort of drop-down menu
in the Outlook message interface, then typing in the file number
associated with the client's file. As soon as the file number is
specified, a copy is automatically copied to the file number's folder
on the server.
Are there simple add-on programs that achieve this?
Thank you,
Nemo
I'm not a programmer, so I'm hoping someone here can give me an idea of
how hard my little "dream" is to achieve. It would be highly useful if
every time an email associated with a certain client arrives, a copy of
the email automatically is saved in the client's folder on the server.
I find it quite cumbersome to choose the "File, Save as" function, then
locate the client folder on the server, then choose "save as .msg"
everytime an email arrives.
This raises the issue of how to automatically associate the email with
a particular client. Simply identifying a certain email address
wouldn't be very useful, because, for example, some email addresses are
associated with more than one client file.
So, I was wondering about creating subfolders in Outlook, and every
time I move the email to the client's email subfolder, a copy of the
..msg file is copied to the client's server folder. In other words,
writing a small bit of code that associates the email subfolder with
the client folder on the server, and performing the simple function of
copying the email to the folder.
Perhaps another option would be inserting some sort of drop-down menu
in the Outlook message interface, then typing in the file number
associated with the client's file. As soon as the file number is
specified, a copy is automatically copied to the file number's folder
on the server.
Are there simple add-on programs that achieve this?
Thank you,
Nemo