1 Identify Users
2 Identify User Requirement
Office Manager: client details
3 Identify data that need save and search: data in resume before processing;
seperate repeat group and add key; resume data, exclude items and add outside
key; multi link relations.
Data field in Outlook fields
But clients company has their company business, data as: wholesale,
hardware, household, etc. How can I record these business data in Access,
(sheet, field, title)?
4 Identify useful data.
5 Identify relations between sheets, for report, query and others.
6 Complete window, report and query design
Outlook
Search Outlook
Search Folder
The client contact email is from another email address ((E-Mail Removed)) that
can be pop and smtp access, but it is so large, I will not download all
emails from that email address, cause me 1.5 G space
I have a gmail email address, I want to forward this client email to my
gmail email account.
Gmail (POP3)： pop.gmail.com; (SMTP)：smtp.gmail.com
So,
(E-Mail Removed) I click the email in
(E-Mail Removed) then forward to
(E-Mail Removed)
If I have a new client email, I should see all emails from and to this
client, how to create a "search folder" to search email that apply for this
client in Outlook folder?
Outlook provide a library with 13 "search folders"
I can "create user define search folder"
Outlook File/New/search folder
In "search folder", roll down to "user define", click "create user define
search file folder"
Input name of the "search folder", because the position title is "Client
1234", so input "Client 1234" in this textbox.
Click "conditions"
In "search folder", click "mail" option, input "Client Mail.56" in "search
text" textbox.
So, I ask the Client to send all his email to
(E-Mail Removed)
So, I also can forward all this client's email to
(E-Mail Removed) and
input Client Mail.56 in any emails about this position.
In "location" drop down list, choose "only subject words".
Click "Enter" several times.
I am doing well?
Every client can create a "search folder"
But if I have 100 clients, what can I do?
Can I also search subject line and content of email, about the clients, I
put some keywords in the forward email, so when they reply and include the
email, the "search box " can sort these emails. And also search for other
related key words.
My god! Can I create some rules direct all emails from certain email address
to a search folder, and I can manage different clients emails, every clients
emails organized, even they send from 6 email address belong to only one
client.
How to do that?
Can I add clients business data to Outlook contact? business, data as:
wholesale, hardware, household, etc.
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