J
John
New to OUTLOOK
Is there a way to design a template or overlay compatible
with Outlook that can be utilized to meet the following
objectives?
We currently track all "SALES JOBS" separately --there is an
"ITEMS LIST" on each SALES JOB FORM that need to be
completed for each SALE JOB. (We have 10 different ITEMS
LISTS used depending on the specific SALE JOB, as well as a
new ITEM LIST gets developed when we do a new type of SALES
JOB.)
Each ITEM LIST may require several TASKS to complete each
ITEM on the list. The TASKS are scheduled based on priority
and dates.
We would like a template that allows us to create the
several SALES JOBS forms with the list of ITEMS to be
completed for each. Then to update each ITEM with the
necessary TASKS as we work thru the SALES JOB form.
In addition to the SALES JOB FORM, we would like the TASKS
to be automatically scheduled on our calendars on the date
due, with the priority status we assigned. (Basically
creating a daily to-do list of TASKS for the various JOBS)
Finally, we would like to print an aggregate weekly status
report that reflects all current SALES JOBS and the status
of the various ITEMS and subsequent TASKS to accomplish
those ITEMS.
Any ideas????
Is there a way to design a template or overlay compatible
with Outlook that can be utilized to meet the following
objectives?
We currently track all "SALES JOBS" separately --there is an
"ITEMS LIST" on each SALES JOB FORM that need to be
completed for each SALE JOB. (We have 10 different ITEMS
LISTS used depending on the specific SALE JOB, as well as a
new ITEM LIST gets developed when we do a new type of SALES
JOB.)
Each ITEM LIST may require several TASKS to complete each
ITEM on the list. The TASKS are scheduled based on priority
and dates.
We would like a template that allows us to create the
several SALES JOBS forms with the list of ITEMS to be
completed for each. Then to update each ITEM with the
necessary TASKS as we work thru the SALES JOB form.
In addition to the SALES JOB FORM, we would like the TASKS
to be automatically scheduled on our calendars on the date
due, with the priority status we assigned. (Basically
creating a daily to-do list of TASKS for the various JOBS)
Finally, we would like to print an aggregate weekly status
report that reflects all current SALES JOBS and the status
of the various ITEMS and subsequent TASKS to accomplish
those ITEMS.
Any ideas????