Recurring Plans??

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

First off, I am trying to decide what would be more helpful in my business.
I am in Real Estate and in need of a good way to keep track of clients and
what I need to do for them as well as what HAS been done. I am trying to
decide between using Outlook or Access, or a combination of both (if this is
possible).

I need to find a way to assign the same activities to different clients with
different time periods (ie: 1st client lists his prop on Nov 1 and 2nd client
lists his prop on Nov 15th)

For each of these clients, I would have to do pretty much the same things,
but have different dates to start, and different dates to finish.

1) Sign legal documents
2) put "for sale sign" on lawn
3) open house
etc.

Is there a way to do this.
 
create tasks or appt but you cant do it automatically.
To make it easier to set the additional tasks, that are xx days from the
first task, you can open new tasks or appt on the first day and type 2d in
the date field to set an appt for 2 days from the selected day,
 
have a look at some of the templates for Real Estate and also whether the
CRM software add-ons could be good value for your business - potential for
productivity gains could ne well worth the cost.

www.slipstick.com is a good start as well as Microsoft's Outlook site.
--

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!


Diane Poremsky said:
create tasks or appt but you cant do it automatically.
To make it easier to set the additional tasks, that are xx days from the
first task, you can open new tasks or appt on the first day and type 2d in
the date field to set an appt for 2 days from the selected day,

--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Need Help with Common Tasks? http://www.outlook-tips.net/beginner/






Charlie said:
First off, I am trying to decide what would be more helpful in my
business.
I am in Real Estate and in need of a good way to keep track of clients and
what I need to do for them as well as what HAS been done. I am trying to
decide between using Outlook or Access, or a combination of both (if this
is
possible).

I need to find a way to assign the same activities to different clients
with
different time periods (ie: 1st client lists his prop on Nov 1 and 2nd
client
lists his prop on Nov 15th)

For each of these clients, I would have to do pretty much the same things,
but have different dates to start, and different dates to finish.

1) Sign legal documents
2) put "for sale sign" on lawn
3) open house
etc.

Is there a way to do this.
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