U
unitedfw
Is it possible to have the "notes portion" of a contacts information page
added to a future scheduling on your calendar in Outlook? Or is there some
other place I should be keeping my notes with customers so that I can better
access them. I use my calendar to schedule calls, and when I look at the
scheduled appointment I would like to be looking at the history I have with
the client. Instead I am currently opening the appointment - then locating
the contact in my contacts folder, and then going to the notes to review
where I am with that particular client.
Please help!!
added to a future scheduling on your calendar in Outlook? Or is there some
other place I should be keeping my notes with customers so that I can better
access them. I use my calendar to schedule calls, and when I look at the
scheduled appointment I would like to be looking at the history I have with
the client. Instead I am currently opening the appointment - then locating
the contact in my contacts folder, and then going to the notes to review
where I am with that particular client.
Please help!!