Coordinate Weekly Contact Information

  • Thread starter Thread starter John
  • Start date Start date
J

John

I have over 50 individuals (salesmen, technicians,
engineers, etc) who must submit weekly reports containing
their contact information for the week. This information
is then collected and placed in a report (Excel) that is
submitted to the staff and others. Our current method is
labor intensive and difficult to maintain.

Is there a method of collecting this information using
Outlook and presenting it in a report?

The information includes:

Employee Name & Phone Number
Contact Name & Location
Type of Contact (OEM, End User, Rep, etc.)
Purpose of Contact

The information is fluid in that the individuals are
constantly changing their visits throughout the week.

Any suggestions would be appreciated.

John
 
I believe NT Server. Outlook versions vary from 98 - 2003
-----Original Message-----
You need a CRM solution. Are you using Exchange server? What version of
Outlook does everyone use?

--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)


Search for answers: http://groups.google.com
Most recent posts to the Outlook newsgroups:
http://groups.google.com/groups? as_ugroup=microsoft.public.outlook.*&num=30

John said:
I have over 50 individuals (salesmen, technicians,
engineers, etc) who must submit weekly reports containing
their contact information for the week. This information
is then collected and placed in a report (Excel) that is
submitted to the staff and others. Our current method is
labor intensive and difficult to maintain.

Is there a method of collecting this information using
Outlook and presenting it in a report?

The information includes:

Employee Name & Phone Number
Contact Name & Location
Type of Contact (OEM, End User, Rep, etc.)
Purpose of Contact

The information is fluid in that the individuals are
constantly changing their visits throughout the week.

Any suggestions would be appreciated.

John
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