how do I create a 2 year follow up active log

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

Guest

I am new to this and I am creating my own business and would like some info
on creating a 2 year log follow up for clients I am signing on such as
periodic updates and birthdays any help greatly appreciated
 
You can either use the Calendar or Tasks, depeding on what works best for
you. Tasks sounds like it would be better as the calendar can get clogged
up pretty quickly.

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Milly Staples [MVP - Outlook]

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After furious head scratching, chickennutchris asked:

| I am new to this and I am creating my own business and would like
| some info on creating a 2 year log follow up for clients I am
| signing on such as periodic updates and birthdays any help greatly
| appreciated
 
is there a training manuel for creating something like this? and does this
also pop up client info?
 
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