C
cheapskate
We are a nonprofit organisation and are looking for cost effective ways to do
the following (with Outlook). Note -we have a few people in each office in a
number of states (total about 10) and a few work from home; (1) have a
central database of names, (2) all can access to change details, (3) any
email, received/written for each contact be recorded and accessable by all
staff (ie journalled?), (4) when there are multiple entries for the same
contact, is there an easy way of selecting the fields from each entry and
merging to create one complete entry, (5) when a phone call is received from
a client for a member of staff and that person is not in, what is the
suggested procedure to note a (journal) entry for that contact and forward it
to that staff member (ie enter journal & forward into one step like 'while
you were out'). Any help on any of these points would be great - thanks.
the following (with Outlook). Note -we have a few people in each office in a
number of states (total about 10) and a few work from home; (1) have a
central database of names, (2) all can access to change details, (3) any
email, received/written for each contact be recorded and accessable by all
staff (ie journalled?), (4) when there are multiple entries for the same
contact, is there an easy way of selecting the fields from each entry and
merging to create one complete entry, (5) when a phone call is received from
a client for a member of staff and that person is not in, what is the
suggested procedure to note a (journal) entry for that contact and forward it
to that staff member (ie enter journal & forward into one step like 'while
you were out'). Any help on any of these points would be great - thanks.