Automatically sequence e-mails to follow a process flow?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Does Outlook (perhaps combined with InfoPath) offer a feature where a user
can set up a sequence of contacts to follow a process flow?

For example, an approval process:
1. a user creates a request
2. sends to another contact for approval
3. Once approved, it automatically gets sent to the next appropriate
contacts and continues down the process flow until completion
 
You might give InfoPath a try -- it's pretty robust for form approval and
transmittal. Or, look at SharePoint which uses the MS Workflow Engine. Or,
MS CRM has the same workflow engine.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
 
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