Sheduling followup of contacts

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Sheduling followup of contacts

Postby U3F1YXRz » Sat, 12 Jun 2004 16:12:27 GMT

Is there a easy way to schedule follow-up for contacts.
In Filemaker Pro I create a field and enter the date and when necessary sort by that field/date.
Is it possible in Outlook?
Thanks because it is really bugging me


Re: Sheduling followup of contacts

Postby Roady [MVP] » Sat, 12 Jun 2004 17:55:09 GMT

What exactly are you trying to achieve? You want to be notified if someone 
hasn't replied to an e-mail you have send yet?
You can use the Follow Up Reminder Add-in for this from Sperry Software
 http://www.**--****.com/ 

If you decide to order use "BH93RF24" to get a discount

-- 
Robert Sparnaaij [MVP-Outlook]
www.howto-outlook.com

Tips of the month:
-Creating Signatures
-Create an Office XP CD slipstreamed with Service Pack 3

-----







Re: Sheduling followup of contacts

Postby U3F1YXRz » Sat, 12 Jun 2004 18:42:01 GMT

Hi Roady and thanks for the reply.
I would like to schedule my calls that I need to make.
Eg. I would like to call Linda on the 17th of July. Rather that go to the calender and place an entry in the 17th, can I create a field in 'contacts' that I can place July 17, 04 and then when July 17th rolls around, sort by that field and pull up all the calls I need to make for that day.
There must be a way :-)








Re: Sheduling followup of contacts

Postby c3F1YXRz » Sat, 12 Jun 2004 18:47:01 GMT

Hi Roady and thanks for the reply.
I would like to schedule follow-up calls to entries in Contacts.
Eg. I would like to call Linda on July 17th. Rather than go to July 17th on the calendar and end up with a whole host of entries for Linda nad the 30 or 40 other calls I have scheduled for that day, is there a way of creating a field in contacts that I can enter july 17, 2004 and then when the day comes around sort by that field and in doing so pull up all the calls I need to make for that day.
Sounds simple but I haven't been able to find anyone who can do it.
There must be a way :-)
Thanks again.








Re: Sheduling followup of contacts

Postby c3F1YXRz » Sat, 12 Jun 2004 18:48:01 GMT

Hi Roady and thanks for the reply.
I would like to schedule follow-up calls to entries in Contacts.
Eg. I would like to call Linda on July 17th. Rather than go to July 17th on the calendar and end up with a whole host of entries for Linda nad the 30 or 40 other calls I have scheduled for that day, is there a way of creating a field in contacts that I can enter july 17, 2004 and then when the day comes around sort by that field and in doing so pull up all the calls I need to make for that day.
Sounds simple but I haven't been able to find anyone who can do it.
There must be a way :-)
Thanks again.









Re: Sheduling followup of contacts

Postby Ben M. Schorr, MVP-OneNote » Sat, 12 Jun 2004 19:42:59 GMT

Why not just set a reminder flag on those contacts with a type of "Call"
and the date you wish the reminder for?
-Ben-
Ben M. Schorr, MVP-OneNote, Outlook














Re: Sheduling followup of contacts

Postby TWFyamUgT3Nib3JuZSAtIE1TIE9mZmljZSBJbnN0cnVjdG9y » Sun, 13 Jun 2004 02:16:01 GMT

Hi Squats:
You can use the followup flag feature.  In the contact you see a red flag, click on it then you can schedule a followup for a call on a certain date and time.  Then at that designated time you will get a reminder if you have outlook open. Minimized is OK, you can be in anything else, just has to be open.
Hope this helps,










Re: Sheduling followup of contacts

Postby c3F1YXRz » Sun, 13 Jun 2004 07:11:01 GMT

Marje, you did it!
You answered my age-old bug-bear of a question.
I'm impressed.

Now to part two... can you sort by that field as well?
Thanks :-)










Re: Sheduling followup of contacts

Postby RGlhbmUgUG9yZW1za3kgW01WUF0 » Sun, 13 Jun 2004 08:37:01 GMT

You can sort or group by flags or add the reminder time field to the view. Use the customize view dialog to add the additional fields to the view. 











Re: Sheduling followup of contacts

Postby c3F1YXRz » Mon, 14 Jun 2004 15:34:01 GMT

Hi Marje,
Now that I am using the followup flag feature, can I sort by the due date to view all up-coming calls needed to be made?
Les










Re: Sheduling followup of contacts

Postby c3F1YXRz » Mon, 14 Jun 2004 15:45:01 GMT

Handled!
I re-read all the posts and answered my own question.
Thanks for all your help because this is big for me.
God bless,
Les











Re: Sheduling followup of contacts

Postby T3V0bG9vayBxdWVyeQ » Thu, 12 Jan 2006 08:38:03 GMT

reetings, I am with you in your answer until "add additional
fields.....view" because I want to have a sort field in contacts for the due
date of the follow up flag in chronological order? Make sense? i.e. I want
to look at my contacts file and see due date at far left for the follow up
flag DATE.

The only date field available is the date the contact was put in the file.
I have gone in to customize and "added a field" my own NEW "Due date" and
nothing happened i.e. blank field.........???? Help?

Thanks

Gene Rowe

"Diane Poemsky [MVP]" wrote:


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