Overview of Contact Activities in Outlook 2003
This is a very powerful function!
Outlook™ will immediately start a search for all items associated with this contact: incoming and sent e-mails, tasks, related contacts, meetings and journal items.
If you want to focus on a certain type, select it in the field Show. This will filter out any items that are not of the chosen type.
Important note: if you
manipulate this list (f.i. you delete a message), be aware that you are
actually manipulating the item (ie. the message), and not the list.
As you can see, there
is a lot to win if you add contacts in Outlook™. It provides you with easy
access to the customer’s contact history.
Adjust the other fields appropriate for your needs. Click on
the Save and Close button to
finalize this contact.
Tip:
Make a habit of creating contacts this way. It is very easy, and if
the contact already exists, you will be prompted by Outlook™
to either update that contact or create a new one anyway. In return,
you’ll be better equipped to keep track of your customers!
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Additional Microsoft Outlook 2003 Guide Sections
»
SECTION 3.1 Creating a contact (BACK)
Few people know this, but creating a contact can be done extremely easy with the e-mail message.
CHAPTER 4Planning your Follow-up (NEXT)
OK. Your customer has
sent you a support request. The automatic reply rule has done its job,
the customer is up to speed. She knows that the mail is in your inbox,
and she expects an answer. Within 12 hours.
Top of Contact Activities Outlook 2003
