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How can I add a list of future appointments for a contact?

 
 
=?Utf-8?B?TWVybGVJaG5lSUlJ?=
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      19th Sep 2007
I'd like to add a list of events to do in the future for a contact. For
example, I make a sale and want to add a list of things to make sure I do.
Things like give them a call three days, thirty days and eleven months later.
Anybody know how I can add a list things that it will remind me to them when
they become due?
 
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BillR [MVP]
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      19th Sep 2007
Outlook BCM might suit you for this. Check it out.

You can drag and drop the Contact to the Calendar (use right-click drag and
drop for options). That will link the Contact to the new Appt and partly
complete the Subject with the Contact name.

--
Bill R MVP
"MerleIhneIII" <(E-Mail Removed)> wrote in message
news:8FD52E47-A74F-407B-8541-(E-Mail Removed)...
> I'd like to add a list of events to do in the future for a contact. For
> example, I make a sale and want to add a list of things to make sure I do.
> Things like give them a call three days, thirty days and eleven months
> later.
> Anybody know how I can add a list things that it will remind me to them
> when
> they become due?


 
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=?Utf-8?B?TWVybGVJaG5lSUlJ?=
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      19th Sep 2007
I'm looking to add multiple events at one time for the same contact. Not
just one call for that contact.

"BillR [MVP]" wrote:

> Outlook BCM might suit you for this. Check it out.
>
> You can drag and drop the Contact to the Calendar (use right-click drag and
> drop for options). That will link the Contact to the new Appt and partly
> complete the Subject with the Contact name.
>
> --
> Bill R MVP
> "MerleIhneIII" <(E-Mail Removed)> wrote in message
> news:8FD52E47-A74F-407B-8541-(E-Mail Removed)...
> > I'd like to add a list of events to do in the future for a contact. For
> > example, I make a sale and want to add a list of things to make sure I do.
> > Things like give them a call three days, thirty days and eleven months
> > later.
> > Anybody know how I can add a list things that it will remind me to them
> > when
> > they become due?

>
>

 
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BillR [MVP]
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      24th Sep 2007
Have you looked into using the Journal or linking Contacts to Appointments?

--
Bill R MVP
"MerleIhneIII" <(E-Mail Removed)> wrote in message
news:A2C5C2C7-328E-4939-8AF0-(E-Mail Removed)...
> I'm looking to add multiple events at one time for the same contact. Not
> just one call for that contact.
>
> "BillR [MVP]" wrote:
>
>> Outlook BCM might suit you for this. Check it out.
>>
>> You can drag and drop the Contact to the Calendar (use right-click drag
>> and
>> drop for options). That will link the Contact to the new Appt and partly
>> complete the Subject with the Contact name.
>>
>> --
>> Bill R MVP
>> "MerleIhneIII" <(E-Mail Removed)> wrote in message
>> news:8FD52E47-A74F-407B-8541-(E-Mail Removed)...
>> > I'd like to add a list of events to do in the future for a contact.
>> > For
>> > example, I make a sale and want to add a list of things to make sure I
>> > do.
>> > Things like give them a call three days, thirty days and eleven months
>> > later.
>> > Anybody know how I can add a list things that it will remind me to them
>> > when
>> > they become due?

>>
>>


 
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=?Utf-8?B?TWVybGVJaG5lSUlJ?=
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Posts: n/a
 
      24th Sep 2007
I can't understand how I am not being clear. I want to be able to take a
list of things I want to do for a new customer(i.e. follow-up calls, letters)
and add the list of things to do in my calendar at one time. I do not want
to add each call and letter individually. I want to have a list of things to
do added at once. Any one understand what I am trying to do and how to get
there? I could do this over 10 years ago with Top Producer. Is there no way
to do it today with Outlook?


"BillR [MVP]" wrote:

> Have you looked into using the Journal or linking Contacts to Appointments?
>
> --
> Bill R MVP
> "MerleIhneIII" <(E-Mail Removed)> wrote in message
> news:A2C5C2C7-328E-4939-8AF0-(E-Mail Removed)...
> > I'm looking to add multiple events at one time for the same contact. Not
> > just one call for that contact.
> >
> > "BillR [MVP]" wrote:
> >
> >> Outlook BCM might suit you for this. Check it out.
> >>
> >> You can drag and drop the Contact to the Calendar (use right-click drag
> >> and
> >> drop for options). That will link the Contact to the new Appt and partly
> >> complete the Subject with the Contact name.
> >>
> >> --
> >> Bill R MVP
> >> "MerleIhneIII" <(E-Mail Removed)> wrote in message
> >> news:8FD52E47-A74F-407B-8541-(E-Mail Removed)...
> >> > I'd like to add a list of events to do in the future for a contact.
> >> > For
> >> > example, I make a sale and want to add a list of things to make sure I
> >> > do.
> >> > Things like give them a call three days, thirty days and eleven months
> >> > later.
> >> > Anybody know how I can add a list things that it will remind me to them
> >> > when
> >> > they become due?
> >>
> >>

>

 
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BillR [MVP]
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Posts: n/a
 
      24th Sep 2007
um, you aren't being"clear" because you aren't takign advice.

As ALREADY mentioned BCM would suit you better. Have you looked into it?

BCM is specifically designed to deal with Business Contacts and the type of
thing you want to do but you need to check it out yourself.

Now, if you aren't going to use the software that will more suit your needs
then you will need to learn how to use Outlook as it is.

You can add as much as you like to the Calendar but not all at one time and
you need a way to ***link*** it to the Contact. You should also look into
Tasks and linking to Tasks.

The Contacts Activities tab and the Journal can show and record activities
already undertaken but not what you want to do in the future.

Look in Help and try and learn about Tasks and Appts or look at BCM to
better suit you.
Also look into Grouping.

--
Bill R MVP
"MerleIhneIII" <(E-Mail Removed)> wrote in message
news:58EB1FD0-2A25-40C7-916D-(E-Mail Removed)...
>I can't understand how I am not being clear. I want to be able to take a
> list of things I want to do for a new customer(i.e. follow-up calls,
> letters)
> and add the list of things to do in my calendar at one time. I do not
> want
> to add each call and letter individually. I want to have a list of things
> to
> do added at once. Any one understand what I am trying to do and how to
> get
> there? I could do this over 10 years ago with Top Producer. Is there no
> way
> to do it today with Outlook?
>
>
> "BillR [MVP]" wrote:
>
>> Have you looked into using the Journal or linking Contacts to
>> Appointments?
>>
>> --
>> Bill R MVP
>> "MerleIhneIII" <(E-Mail Removed)> wrote in message
>> news:A2C5C2C7-328E-4939-8AF0-(E-Mail Removed)...
>> > I'm looking to add multiple events at one time for the same contact.
>> > Not
>> > just one call for that contact.
>> >
>> > "BillR [MVP]" wrote:
>> >
>> >> Outlook BCM might suit you for this. Check it out.
>> >>
>> >> You can drag and drop the Contact to the Calendar (use right-click
>> >> drag
>> >> and
>> >> drop for options). That will link the Contact to the new Appt and
>> >> partly
>> >> complete the Subject with the Contact name.
>> >>
>> >> --
>> >> Bill R MVP
>> >> "MerleIhneIII" <(E-Mail Removed)> wrote in
>> >> message
>> >> news:8FD52E47-A74F-407B-8541-(E-Mail Removed)...
>> >> > I'd like to add a list of events to do in the future for a contact.
>> >> > For
>> >> > example, I make a sale and want to add a list of things to make sure
>> >> > I
>> >> > do.
>> >> > Things like give them a call three days, thirty days and eleven
>> >> > months
>> >> > later.
>> >> > Anybody know how I can add a list things that it will remind me to
>> >> > them
>> >> > when
>> >> > they become due?
>> >>
>> >>

>>


 
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