Christmas cards tracking

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  • Start date Start date
Are they email or snail mail cards?

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Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Bob's Wife asked:

| How can I use Outlook to track sending and receiving of Christmas
| cards every year?
 
For years I have used Excel as an address book with one extra column per
year, in which I enter an 's' for a card I have sent, and an 'r' for a card I
have received. I have 5 extra columns labelled X0 -> X4 for years 2000 to
2004, which I then re-use for years 2005-2009.
I've now imported the Excel file into Outlook 2003 and I'm moving fields X0
to X4 into the Outlook supplied fields "referred by", and "User 1-4"
inclusive. This seemd easier than creating new fields, though this is also
possible.

When you want to update the fields, you can either import and export between
Outlook & Excel , or you can define an Outlook form which gives you direct
access to these supplied fields.

Good luck - it worked for me, though I'm still figuring out how to validate
the data as being only characters 's' and 'r' in the Outlook fields.
 
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