nead contact and calendar help

[sungolfer]

sorry i am not sure if this is the correct place toask.

Our business is getting busier and we need to be more organized.

Can anyone recommend the best way to keep emails in and out, contact
information and notes and calander events together.

To explain clearly.

www.sungolfer.com is a golf holiday company. emails come in from new
and old clients asking for tee times etc.

I want to be able to keep track of the emails, the contact
information, when i need to call, notes from the call and then if a
booking is made the date of payments and when they will be playing
golf.

I want anyone in the office to be able to find information on a client
what emails have gone back and forward, and booking dates on one
computer or on all of them.

Less duplication of information, less printing for back up, less work
and more organized with reminders odf payment due or golf being
played.

I am not sure if this may need more of a database system.

Any thoughts or help would be great.

thanks

 

[Milly Staples [MVP - Outlook]]

Are you using an Exchange Server? What version of Outlook?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.

After furious head scratching, sungolfer asked:

| sorry i am not sure if this is the correct place toask.
|
| Our business is getting busier and we need to be more organized.
|
| Can anyone recommend the best way to keep emails in and out, contact
| information and notes and calander events together.
|
| To explain clearly.
|
| www.sungolfer.com is a golf holiday company. emails come in from new
| and old clients asking for tee times etc.
|
| I want to be able to keep track of the emails, the contact
| information, when i need to call, notes from the call and then if a
| booking is made the date of payments and when they will be playing
| golf.
|
| I want anyone in the office to be able to find information on a client
| what emails have gone back and forward, and booking dates on one
| computer or on all of them.
|
| Less duplication of information, less printing for back up, less work
| and more organized with reminders odf payment due or golf being
| played.
|
| I am not sure if this may need more of a database system.
|
| Any thoughts or help would be great.
|
| thanks

 

[sungolfer]

Are you using an Exchange Server?  What version of Outlook?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.

After furious head scratching, sungolfer asked:

| sorry i am not sure if this is the correct place toask.
|
| Our business is getting busier and we need to be more organized.
|
| Can anyone recommend the best way to keep emails in and out, contact
| information and notes and calander events together.
|
| To explain clearly.
|
|www.sungolfer.comis a golf holiday company. emails come in from new
| and old clients asking for tee times etc.
|
| I want to be able to keep track of the emails, the contact
| information, when i need to call, notes from the call and then if a
| booking is made the date of payments and when they will be playing
| golf.
|
| I want anyone in the office to be able to find information on a client
| what emails have gone back and forward, and booking dates on one
| computer or on all of them.
|
| Less duplication of information, less printing for back up, less work
| and more organized with reminders odf payment due or golf being
| played.
|
| I am not sure if this may need more of a database system.
|
| Any thoughts or help would be great.
|
| thanks

It is Outlook 2003. I am going through the tutorials to see what can
and can`t be done.

 

[Milly Staples [MVP - Outlook]]

With Outlook 2003 and no Exchange server, you are pretty limited with what you can do. See this page for some ideas: http://www.slipstick.com/outlook/share.htm

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.

After furious head scratching, sungolfer asked:

| On 3 Feb, 02:43, "Milly Staples [MVP - Outlook]"
|| Are you using an Exchange Server? What version of Outlook?
||
|| --
|| Milly Staples [MVP - Outlook]
||
|| Post all replies to the group to keep the discussion intact.
||
|| After furious head scratching, sungolfer asked:
||
||| sorry i am not sure if this is the correct place toask.
|||
||| Our business is getting busier and we need to be more organized.
|||
||| Can anyone recommend the best way to keep emails in and out, contact
||| information and notes and calander events together.
|||
||| To explain clearly.
|||
||| www.sungolfer.comis a golf holiday company. emails come in from new
||| and old clients asking for tee times etc.
|||
||| I want to be able to keep track of the emails, the contact
||| information, when i need to call, notes from the call and then if a
||| booking is made the date of payments and when they will be playing
||| golf.
|||
||| I want anyone in the office to be able to find information on a
||| client what emails have gone back and forward, and booking dates on
||| one computer or on all of them.
|||
||| Less duplication of information, less printing for back up, less
||| work and more organized with reminders odf payment due or golf being
||| played.
|||
||| I am not sure if this may need more of a database system.
|||
||| Any thoughts or help would be great.
|||
||| thanks
|
| It is Outlook 2003. I am going through the tutorials to see what can
| and can`t be done.

 

[Brian Tillman]

Our business is getting busier and we need to be more organized.

Can anyone recommend the best way to keep emails in and out, contact
information and notes and calander events together.

To explain clearly.

www.sungolfer.com is a golf holiday company. emails come in from new
and old clients asking for tee times etc.

I want to be able to keep track of the emails, the contact
information, when i need to call, notes from the call and then if a
booking is made the date of payments and when they will be playing
golf.

I want anyone in the office to be able to find information on a client
what emails have gone back and forward, and booking dates on one
computer or on all of them.

Sounds to me like you want a business contact manager, which is somewhat
more than plain Outlook. Outlook with BCM might be more capable.