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#1
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I have just scratched the surface to find that outlook can be more than just
a address book. But I need help in making this happen. In my organisation we run 8 pc's/notebooks off a server running small business server 2000. Our business is a building company and has many different categories of people we keep details on. I would like to create a universal contacts systeme accessed by all that captures all data regarding leads, clients, maintenance issues, suppliers and trades. We have problems when information isn't captured. I believe MS Outlook could resolve this as long as everyone played ball. Can anyone offer advice? |
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#2
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Aloha Bewildered,
Are you using Exchange server on your Small Business Server? If so you should look at Public Folders. You can create a Public Contacts Folder that all of your people can use and if desired you can extend it with custom fields and tabs. -Ben- Ben M. Schorr - MVP http://www.rolandschorr.com Microsoft OneNote FAQ: http://www.factplace.com/onenotefaq.htm I have just scratched the surface to find that outlook can be more than just a address book. But I need help in making this happen. In my organisation we run 8 pc's/notebooks off a server running small business server 2000. Our business is a building company and has many different categories of people we keep details on. I would like to create a universal contacts systeme accessed by all that captures all data regarding leads, clients, maintenance issues, suppliers and trades. We have problems when information isn't captured. I believe MS Outlook could resolve this as long as everyone played ball. Can anyone offer advice? |
#3
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While, as Ben indicated, a public contacts folder is one solution available to you, capturing all the interactions you have with those contacts in a way that makes them available to everyone is not going to be something that Outlook can do by itself. Dozens of solutions are available to enhance Outlook+Exchange with better contact relationship management tools; see http://www.slipstick.com/addins/contact_management.htm
-- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Bewildered" wrote in message ... I have just scratched the surface to find that outlook can be more than just a address book. But I need help in making this happen. In my organisation we run 8 pc's/notebooks off a server running small business server 2000. Our business is a building company and has many different categories of people we keep details on. I would like to create a universal contacts systeme accessed by all that captures all data regarding leads, clients, maintenance issues, suppliers and trades. We have problems when information isn't captured. I believe MS Outlook could resolve this as long as everyone played ball. Can anyone offer advice? |
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