Contact Follow up

  • Thread starter Thread starter Norman Wolfe
  • Start date Start date
N

Norman Wolfe

I just upgraded to Outlook 2003. I thought it had better
capability for contact follow up. What I want to do is
set up a system that after I have contact with a
particular contact I can establish a follow up file (like
a to do list) that I can check each morning and see which
contact I have to call, send a letter to, or reply to
etc. I like the OFr FOllow Up Folder concept and that
could work but it seems to only work for email messages
and not contacts. ALl I ma able to do with contacts is
set a reminder flag (which is ok as a minimum but not a
very good solution overall).

Can anyone suggest how I can accomplish this with OUtlook
2003

Norman
 
You could do numerous things. How about making a new field called follow up
date (make it a date field) then sort by follow up date! You could even
make views showing who you have to follow up during a given timeframe.

Use the Phone List view (and the advanced toolbar) in Contacts to get these
functions through the Group By button and Field Chooser.

Judy Gleeson
 
This posting was very useful to me. Thanks. I will start using your
suggestion Judy.
Norman, I also find another possibility:
I create a Task and Inset in the Task (in the note section) an Item (go
Insert, Item, then point to the name of the Person / Contact you want to call
or follow up with), set in your task your 'Due Date' and 'Reminder Bell' on
the day you want to follow with this person - on that day the task reminder
will pop op and the task will already have the contact card (a short cut
link) of this person in the body (note section) - so by cliking on it you
will have the contact info ...

Judy... can you suggest a way to add a reminder (pop up reminder with bell)
in the Outlook Contact... ? that would be great ... this would avoid having
to use it thru the Task Feature...

Thanks,

Pat
 
Back
Top