We just started using Office 2003. We would like to use Outlook to manage all
the contacts for a small insurance office, including many that are mail/phone
only with no fax or email. I have input all our clients, but when my boss
uses Outlook calendar or contacts, only those contacts w/ email addresses or
faxes are accessible. He needs to be able to keep clients with no email in
the same database as clients etc with email (for mailing, among other things).
Also, he would like to be able to use calendar to schedule an appointment
AND have that person's contact info show up on the calendar. He needs to be
able to email the appointment to me (as can be done with calendar), and have
the contact be attached to the appointment and, hopefully, automatically
insert itself into my Outlook contacts. When he emails an appointment my
Outlook calendar does automatically update itself but my Outlook contacts
does not, nor do I even receive the contact information.
Any help will be appreciated; I've read a lot but haven't been able to
figure it out.