Office 2003 suite:

Is it possible to add a new customer to my Outlook contacts and then have an
automated series of tasks triggered related to that particular customer?

eg. as soon as their details are logged I want a task scheduled to contact
the new customer to arrange an appointment - as soon as that task is marked
complete I want a task set as an appointment - mark this complete and I want
a task set to start on the design for that customer etc right through the
project management and invoicing stages.

Everything has to be scheduled in sequence and tied in to other operational
activities.

The idea would be that my colleagues and I can also see the client's status
of progression is at any stage in this process.

Furthermore it would speed our productivity if a new customer is added to
outlook contacts and their contract form, survey forms and quotation etc
could all be filled in automatically (to stop repetition of endlessly filing
the same data) and then the user could be prompted to print the documents.

I run a small business and any help or advice here - even relating to
alternative sofware solutions will be greatly appreciated.

Yes, its possible... if you use VBA.

--
Diane Poremsky [MVP - Outlook]
Outlook Tips: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com

Outlook Tips by email:
mailto:dailytips-subscribe-(E-Mail Removed)

EMO - a weekly newsletter about Outlook and Exchange:
mailto:EMO-NEWSLETTER-SUBSCRIBE-(E-Mail Removed)

"nickypatterson" <(E-Mail Removed)> wrote in message
news:308E0373-CB29-41C3-87D1-(E-Mail Removed)...
> Office 2003 suite:
>
> Is it possible to add a new customer to my Outlook contacts and then have
> an
> automated series of tasks triggered related to that particular customer?
>
> eg. as soon as their details are logged I want a task scheduled to contact
> the new customer to arrange an appointment - as soon as that task is
> marked
> complete I want a task set as an appointment - mark this complete and I
> want
> a task set to start on the design for that customer etc right through the
> project management and invoicing stages.
>
> Everything has to be scheduled in sequence and tied in to other
> operational
> activities.
>
> The idea would be that my colleagues and I can also see the client's
> status
> of progression is at any stage in this process.
>
> Furthermore it would speed our productivity if a new customer is added to
> outlook contacts and their contract form, survey forms and quotation etc
> could all be filled in automatically (to stop repetition of endlessly
> filing
> the same data) and then the user could be prompted to print the documents.
>
> I run a small business and any help or advice here - even relating to
> alternative sofware solutions will be greatly appreciated.
>
>

Thank you Diane - although I am not a programmer and not familiar with vba
code at all, and I certainly wouldn't suppose I could learn it in the next
five minutes - so i don't have time to learn it. Are there resources of
codes similar to that which I need or are there online services which will
script these functions for me??

"Diane Poremsky [MVP]" wrote:

> Yes, its possible... if you use VBA.
>
> --
> Diane Poremsky [MVP - Outlook]
> Outlook Tips: http://www.outlook-tips.net/
> Outlook & Exchange Solutions Center: http://www.slipstick.com
>
> Outlook Tips by email:
> mailto:dailytips-subscribe-(E-Mail Removed)
>
> EMO - a weekly newsletter about Outlook and Exchange:
> mailto:EMO-NEWSLETTER-SUBSCRIBE-(E-Mail Removed)

If you want to hire someone for the job, you might email your detailled
request to outlook-dev-hire ( at yahoogroups.com), which is a maillist read
by some Outlook developers.

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Fri, 28 Aug 2009 00:11:02 -0700 schrieb nickypatterson:

> Thank you Diane - although I am not a programmer and not familiar with vba
> code at all, and I certainly wouldn't suppose I could learn it in the next
> five minutes - so i don't have time to learn it. Are there resources of
> codes similar to that which I need or are there online services which will
> script these functions for me??
>
> "Diane Poremsky [MVP]" wrote:
>
>> Yes, its possible... if you use VBA.
>>
>> --
>> Diane Poremsky [MVP - Outlook]
>> Outlook Tips: http://www.outlook-tips.net/
>> Outlook & Exchange Solutions Center: http://www.slipstick.com
>>
>> Outlook Tips by email:
>> mailto:dailytips-subscribe-(E-Mail Removed)
>>
>> EMO - a weekly newsletter about Outlook and Exchange:
>> mailto:EMO-NEWSLETTER-SUBSCRIBE-(E-Mail Removed)