Public Folder Contacts and Activities

[Sammy]

The Contacts are on a server (Microsoft 2003) and accessable to each person
in the office on their computer. Is there a way to set up the Activities tab
to list the information from everyone's outlook email, etc. to the same set
of contacts in the public folder?

When I go to contacts > properties > activities ... I can only set my files
for email, calendar, tasks, journal but select the public folder contacts.
How do I get all communication and appointments on the public folder contact
files so that when I select Activities from the menu on an open contact, I
get everyone's information?

Also ... while you are reading this ... I have found that when I go to
contacts > properties > activities and set the information, if I check it a
day later (after a log off), the information is not there. I don't get the
"Apply" option after entering the information. Does that have something to
do with this problem?

Thank you from the bottom of my heart!!!

 

[Sue Mosher [MVP-Outlook]]

No, that's not possible. To make something like that work, you would need to
collect all the information from each user into a single public folder
somehow (nothing like that is built into Outlook) and then an owner of the
public folder would have to modify the Activities group setting.

 

[Judy Gleeson \(MVP Outlook\)]

There are CRM packages that do it. I used "Outlook CRM" in my previous
company and it did what you described. I'm sure Google will help you find
it!

Regards

Judy Gleeson
MVP Outlook

If you have 2 minutes I would appreciate some feedback through this survey
link.
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[Sue Mosher [MVP-Outlook]]

Indeed, there are dozens of CRM applications with Outlook ties. See
http://www.slipstick.com/addins/contact_management.htm
--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54

 

[Sammy]

Hi,

Thanks for the help ... I do apprecite it. I went to the Team Scope Outlook
CRM web site and took a look at the software. Throughout the "tour" the
software began to sound somewhat like Business Contact Manager. Is Outlook
CRM a replacement for BCM and will BCM do the same as far as centralizing all
information?

Thank you again,
Sammmy