G
Guest
I am trying to use Business Contact Manger for simple follow up and getting
frustrated. What I want to do is set follow up flags for accounts as I
prospect (such as Call Back on 10/11/04 for meeting) then be able on a daily
basis see what flags are open that day and are still open from previous days.
Is this possible? From other postings I see that when I set a day/time for
a flag it SHOULD remind me if I have outlook open. Does NOT. Outlook is open
now and I have a flag I keep resetting and watching the time pass with no pop
up.
This really is a very simple and normal use for a contact manager. Might
even work using tasks IF I could create a task from an account or Business
Contact record.
Any suggestions? A contact manager is supposed to help me schedule my day,
having to read through a list of Accounts sorted by follow up flag sucks.
Thanks
Ric
frustrated. What I want to do is set follow up flags for accounts as I
prospect (such as Call Back on 10/11/04 for meeting) then be able on a daily
basis see what flags are open that day and are still open from previous days.
Is this possible? From other postings I see that when I set a day/time for
a flag it SHOULD remind me if I have outlook open. Does NOT. Outlook is open
now and I have a flag I keep resetting and watching the time pass with no pop
up.
This really is a very simple and normal use for a contact manager. Might
even work using tasks IF I could create a task from an account or Business
Contact record.
Any suggestions? A contact manager is supposed to help me schedule my day,
having to read through a list of Accounts sorted by follow up flag sucks.
Thanks
Ric