You'd need to create a custom application to do it in outlook.
--
Diane Poremsky [MVP - Outlook]
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"SecurityMinded" <(E-Mail Removed)> wrote in message
news:27E8B5F8-AABA-4AAC-A409-(E-Mail Removed)...
> I have a list of, say, 50 date based tasks that need to be done on each
> new
> client. E.g. when a new client is obtained, five tasks might run from the
> CLIENT OBTAINED date. Ten more tasks might be based on the TREATMENT ENDED
> date. Another fifteen various tasks might be based on the LAST DATE
> AUTHORIZED date.
>
> It's the same routine for each new client. Once a particular 'anchor' date
> is known, I know the dependant task is due, say, 5 days after the CLIENT
> OBTAINED date, or another task is due 30 days before the LAST DATE
> AUTHORIZED
> date, and another task is due the day of the TREATMENT ENDED date.
>
> Some third-party programs have rules-based calendaring and chained
> schedules, wherein one enters the given date and reminders are set based
> on
> the date-logic the user sets. I would like to do the same thing in Outlook
> 2003.
>
> Currently, I store the 'anchor' dates in an Excel spreadsheet. I'm
> wondering
> if:
>
> 1) There's a way to 'automagically' use the various 'anchor' dates in
> Excel
> and have Outlook generate the various task reminders?
>
> 2) There's a way to store the 'anchor' dates in Outlook (maybe modify a
> form
> for each client, or create a category for each new client?) and then
> 'trigger' the respective dependant tasks?
>
> 3) There's a way to store the, say, fifty tasks and easily or
> automagically
> reuse them every time a new client is entered?
>
> Hopefully it is clear what I need, and hopefully Outlook 2003 can
> accomplish
> this. (I'm using Excel 2003, because I think Access 2003 is simply beyond
> my
> understanding. I'm not a VBA coder.)
>
> Here's a list of just some of the tasks that I must do for every client:
>
> Send Agreement for Services: CLIENT OBTAINED + 0 Days
> Send Thank You for Referral Letter: CLIENT OBTAINED + 0 Days
> Send Welcome Letter: CLIENT OBTAINED + 0 Days
> Check on Receipt of Agreement of Services: CLIENT OBTAINED + 1 Week
> Call Client if Agreement Not Received: CLIENT OBTAINED + 10 Days
>
> Send Confirmation of Status Letter 1: LAST DATE AUTHORIZED - 12 Weeks
> Send Confirmation of Status Letter 2: LAST DATE AUTHORIZED - 8 Weeks
> Send Confirmation of Status Letter 3: LAST DATE AUTHORIZED - 4 Weeks
> Call Insurance Company re Renewal: LAST DATE AUTHORIZED - 10 Days
>
> Present Future Treatment Plan: TREATMENT ENDED + 0 Days
> Send Insurer Detailed Accounting: TREATMENT ENDED + 5 Days
> Call Client re Status: TREATMENT ENDED + 1 Month
> Write Client re Status: TREATMENT ENDED + 3 Months
> Write Client re Status: TREATMENT ENDED + 6 Months
> Close File: TREATMENT ENDED + 1 Year
>
> Of course, there are more 'anchor' dates than just the three listed above,
> and many more tasks are dependant on each 'anchor' date.
>
> It would be VERY useful to be able to create the 'template' of all these
> tasks once, and to have them 'automagically' create themselves whenever
> the
> particular 'anchor' date is obtained (or learned).
>
> So... can it be done completely in Outlook 2003? Would I need to integrate
> Excel 2003? How 'automagically' can it be done, and how easily?
>
> Thanks VERY much in advance for any thoughts. I'm sure I'm not the first
> person who has had this problem. Surely one or more of you can think of a
> solution for me and the many others who face this situation.
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