how do I create a 2 year follow up active log

[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

 

[Milly Staples [MVP - Outlook]]

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.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. Due to
the (insert latest virus name here) virus, all mail sent to my personal
account will be deleted without reading.

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

 

[Guest]

is there a training manuel for creating something like this? and does this
also pop up client info?