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#1
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Is there a way to store the most recent contact in an Outlook contact? It
seems like all that information is available in the Journal. That way, if I have customers I want to talk to or email once a month, I can create a call list of every customer where the most recent contact date is 30 days. I know this functionality exists in Act! - and it seems like this should be do-able in Outlook as well. Jeff |
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#2
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You can do it manually by making a field "latest contact" and formatting it
as a date field. Then sort by date and you can see who you haven't rung in say 3 months. Use the Phone List view, turn on advanced toolbars and the Field Chooser has a button to make a New... field. Once you make it, drag it onto the table beside your existing fields. "Jeff" wrote in message ... Is there a way to store the most recent contact in an Outlook contact? It seems like all that information is available in the Journal. That way, if I have customers I want to talk to or email once a month, I can create a call list of every customer where the most recent contact date is 30 days. I know this functionality exists in Act! - and it seems like this should be do-able in Outlook as well. Jeff |
#3
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Judy,
You did answer the question I asked. What I meant to ask is "Is there a way to have Outlook _AUTOMATICALLY_ store the date of last contact?" Whenever you type an email to a contact, have an appointment with them, or use Outlook to dial their phone number through a modem, it creates an entry in the Journal. Is there a way to pick the most recent activity date from the Journal and put it into a created "latest contact date" field for a contact. Act! 2000 does this automatically, and I got used to being able to sort by it. "Judy Gleeson (MVP Outlook)" wrote: You can do it manually by making a field "latest contact" and formatting it as a date field. Then sort by date and you can see who you haven't rung in say 3 months. Use the Phone List view, turn on advanced toolbars and the Field Chooser has a button to make a New... field. Once you make it, drag it onto the table beside your existing fields. "Jeff" wrote in message ... Is there a way to store the most recent contact in an Outlook contact? It seems like all that information is available in the Journal. That way, if I have customers I want to talk to or email once a month, I can create a call list of every customer where the most recent contact date is 30 days. I know this functionality exists in Act! - and it seems like this should be do-able in Outlook as well. Jeff |
#4
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Hi Jeff,to have Outlook automatically store the latest contact date,I
think,you'll have to write VBA codes,something like follows: 1.When Outlook creates an entry in the Journal,an Event named ItemAdd(Item as Object) occurs,and in this case,Item returns the created JournalItem. 2.Pick the create date and contact name from that JournalItem. 3.Search for that contact name in the Contacts,and you get the ContactItem,and 4.Put the create date into the custom field "latest contact date" for that ContactItem. Good luck. "Jeff" Judy, You did answer the question I asked. What I meant to ask is "Is there a way to have Outlook _AUTOMATICALLY_ store the date of last contact?" Whenever you type an email to a contact, have an appointment with them, or use Outlook to dial their phone number through a modem, it creates an entry in the Journal. Is there a way to pick the most recent activity date from the Journal and put it into a created "latest contact date" field for a contact. Act! 2000 does this automatically, and I got used to being able to sort by it. "Judy Gleeson (MVP Outlook)" wrote: You can do it manually by making a field "latest contact" and formatting it as a date field. Then sort by date and you can see who you haven't rung in say 3 months. Use the Phone List view, turn on advanced toolbars and the Field Chooser has a button to make a New... field. Once you make it, drag it onto the table beside your existing fields. "Jeff" wrote in message ... Is there a way to store the most recent contact in an Outlook contact? It seems like all that information is available in the Journal. That way, if I have customers I want to talk to or email once a month, I can create a call list of every customer where the most recent contact date is 30 days. I know this functionality exists in Act! - and it seems like this should be do-able in Outlook as well. Jeff |
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