Manual?

[Guest]

I am trying to manage 500 contacts.
Clearly 220 are active.
I need to make calls at specific times.
I need to send emails at specific times.
I have appointments at specific times.
I am having difficulties managing any of these let alone all of them.

Is there a manual out there, or another posting site, that can provide me
some relief from this madness and absolute waste of time?

 

[Luther]

Add recurring Calendar items to each Contact with the specific times
for that Contact?

 

[Guest]

Okay, I'll try that.

 

[Tim P via OfficeKB.com]

Noone,

I hope I don't come across as some kind of wise guy here but when reading
your post I am wondering if your have been a previous ACT user. As a former
ACT user myself I can say that your "specific times" items are related to a
little differently in Outlook. It took me a while to get used to the broader
flexibility and understanding of this. An Outlook Task record item is
intentionally generic in nature and can be a designated reminder for any
number of different tasks or "to-dos." (Make a call, send an email, etc)
The Outlook Task item is specific to the day only in contrast to an Outlook
Calendar record item which is really just an evolved task reminder item that
can also be specific to an exact time during the day vs. anytime during the
day. Thus, the word "Appointment" usually means "appointed" to a specific
time. Most meetings (including multi-day events) are appointed to a specific
start and end time of day thus they are a calendar folder record item in
Outlook.

How you choose to manage all of your different "specific-time" items really
is up to you and what you feel works best as Outlook (along with BCM) allows
a variety of different ways to go about this. Some users like reminder flags
(supported in Outlook only, not BCM) to pop up at a specific time to remind
them of a task that needs to be completed time specifically. I personally
prefer NOT to do that though because I can't see them coming as easily as I
can on a daily calendar grid display so accordingly I use (as Luther
recommended above) the Outlook calendar record items for hourly time-specific
management and the Task record item for day specific stuff.

Again, I hope my comments are helpful and not taken as too rudimentary or
basic in nature.

-THP