Keeping track of contacts after specific period of time

  • Thread starter Thread starter Stephanie at Bright Prospect
  • Start date Start date
S

Stephanie at Bright Prospect

I only need 1 function from a CRM program, as follows: There are 150 people I
need to touch base with at least once every 2 months. I'd like to be able to
log every contact I have with them, and if 2 months go by with no contact,
I'd like their names to appear on a list that either pops up or that I can
access easily. Will Outlook Business Contact Manager allow me to set such a
system up?
 
Stephanie:

Yes, you can create a Search Folder in BCM and define a filter for all
business contacts whose Modified date is prior to two months ago. You would
have to go into the search folder filter and change the date when you want
to get an update -- I can't figure out a way to specify a rolling two
months.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com



"Stephanie at Bright Prospect"
 
Back
Top