Contact Follow up

[Norman Wolfe]

I just upgraded to Outlook 2003. I thought it had better
capability for contact follow up. What I want to do is
set up a system that after I have contact with a
particular contact I can establish a follow up file (like
a to do list) that I can check each morning and see which
contact I have to call, send a letter to, or reply to
etc. I like the OFr FOllow Up Folder concept and that
could work but it seems to only work for email messages
and not contacts. ALl I ma able to do with contacts is
set a reminder flag (which is ok as a minimum but not a
very good solution overall).

Can anyone suggest how I can accomplish this with OUtlook
2003

Norman

 

[Judy Gleeson]

You could do numerous things. How about making a new field called follow up
date (make it a date field) then sort by follow up date! You could even
make views showing who you have to follow up during a given timeframe.

Use the Phone List view (and the advanced toolbar) in Contacts to get these
functions through the Group By button and Field Chooser.

Judy Gleeson

 

[Guest]

This posting was very useful to me. Thanks. I will start using your
suggestion Judy.
Norman, I also find another possibility:
I create a Task and Inset in the Task (in the note section) an Item (go
Insert, Item, then point to the name of the Person / Contact you want to call
or follow up with), set in your task your 'Due Date' and 'Reminder Bell' on
the day you want to follow with this person - on that day the task reminder
will pop op and the task will already have the contact card (a short cut
link) of this person in the body (note section) - so by cliking on it you
will have the contact info ...

Judy... can you suggest a way to add a reminder (pop up reminder with bell)
in the Outlook Contact... ? that would be great ... this would avoid having
to use it thru the Task Feature...

Thanks,

Pat