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MS Office Forum / Outlook / Business Contact Manager / September 2006tickler for follow-up calls
is there anyway that I can set up tickler list for call backs, this is a very basic task, if I place a call and would like to follow-up with another call in 2 weeks should be easy, I would then like to run a report on that list Create a task linked to the Account/Business Contact and categorize it with a Category of your choice. Then create a custom Task View for your report. You could then open the task and go right to the contact to make and record your phone log entry.  SignatureGuy Lapierre Forefront Business Solutions Automotive Shop Management http://www.forefrontbusinesssolutions.com > is there anyway that I can set up tickler list for call backs, this is a very > basic task, if I place a call and would like to follow-up with another call > in 2 weeks should be easy, I would then like to run a report on that list Guy, This is very similar to what I am trying to do (pls see my other post to which you replied). I was trying to use the appointment feature to identify calls to contacts we needed to make - and have that appear on the calendar. The task feature does not really appear on the calendar. When using the appointment feature I cannot figure out how to officially complete an appointment and record notes about it (whether it was a call or a meeting). Any addtional help would be appreciated. > Create a task linked to the Account/Business Contact and categorize it with a > Category of your choice. Then create a custom Task View for your report. You [quoted text clipped - 4 lines] > > basic task, if I place a call and would like to follow-up with another call > > in 2 weeks should be easy, I would then like to run a report on that list If you turn on the taskpad view it will appear beside your calendar. Record notes in the body (large rectangle box at the bottom of the appointment). An appointment is complete at the end time. An appointment by default is set to start and end at certain times. They do not "complete" like a task does. You could identify it by putting call or meeting in the subject line or using a category. You could also insert your call log into the body of the meeting. SignatureGuy Lapierre Forefront Business Solutions Automotive Shop Management http://www.forefrontbusinesssolutions.com > Guy, > [quoted text clipped - 14 lines] > > > basic task, if I place a call and would like to follow-up with another call > > > in 2 weeks should be easy, I would then like to run a report on that list Also, in your post on this subject, I do not understand what how to create a custom Task View that will show the contact name - so that you can easily click to it. Thanks > Create a task linked to the Account/Business Contact and categorize it with a > Category of your choice. Then create a custom Task View for your report. You [quoted text clipped - 4 lines] > > basic task, if I place a call and would like to follow-up with another call > > in 2 weeks should be easy, I would then like to run a report on that list While viewing tasks, under the view menu select arrange by. Under this menu you can customize the current view, create or edit other views. In the fields add contacts to the view. SignatureGuy Lapierre Forefront Business Solutions Automotive Shop Management http://www.forefrontbusinesssolutions.com > Also, in your post on this subject, I do not understand what how to create a > custom Task View that will show the contact name - so that you can easily [quoted text clipped - 8 lines] > > > basic task, if I place a call and would like to follow-up with another call > > > in 2 weeks should be easy, I would then like to run a report on that list Thanks, this helpful. When I go to the creating other views, how can I get one to produce only a certain date - so that I can print it. Also, how can I add the contact associated with each task? > While viewing tasks, under the view menu select arrange by. Under this menu > you can customize the current view, create or edit other views. In the fields [quoted text clipped - 12 lines] > > > > basic task, if I place a call and would like to follow-up with another call > > > > in 2 weeks should be easy, I would then like to run a report on that list Contacts: In the task dialog at the very bottom left there is a button for contacts and a filed showing the contacts. Customized view: Use the filter function when customizing the view to get a date range. SignatureGuy Lapierre Forefront Business Solutions Automotive Shop Management http://www.forefrontbusinesssolutions.com > Thanks, this helpful. When I go to the creating other views, how can I get > one to produce only a certain date - so that I can print it. Also, how can I [quoted text clipped - 16 lines] > > > > > basic task, if I place a call and would like to follow-up with another call > > > > > in 2 weeks should be easy, I would then like to run a report on that list |
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