How can I use Office track clients emails and clients information?

D

Davi

Access
1 Identify Users

2 Identify User Requirement
Office Manager: client details

3 Identify data that need save and search: data in resume before processing;
seperate repeat group and add key; resume data, exclude items and add outside
key; multi link relations.
Data field in Outlook fields
But clients company has their company business, data as: wholesale,
hardware, household, etc. How can I record these business data in Access,
(sheet, field, title)?

4 Identify useful data.

5 Identify relations between sheets, for report, query and others.

6 Complete window, report and query design


Outlook
Search Outlook
Search Folder

The client contact email is from another email address ([email protected]) that
can be pop and smtp access, but it is so large, I will not download all
emails from that email address, cause me 1.5 G space

I have a gmail email address, I want to forward this client email to my
gmail email account.

Gmail (POP3): pop.gmail.com; (SMTP):smtp.gmail.com

So, (e-mail address removed) I click the email in (e-mail address removed) then forward to
(e-mail address removed)

If I have a new client email, I should see all emails from and to this
client, how to create a "search folder" to search email that apply for this
client in Outlook folder?

Outlook provide a library with 13 "search folders"
I can "create user define search folder"

Outlook File/New/search folder
In "search folder", roll down to "user define", click "create user define
search file folder"
Input name of the "search folder", because the position title is "Client
1234", so input "Client 1234" in this textbox.

Click "conditions"

In "search folder", click "mail" option, input "Client Mail.56" in "search
text" textbox.

So, I ask the Client to send all his email to (e-mail address removed)
So, I also can forward all this client's email to (e-mail address removed) and
input Client Mail.56 in any emails about this position.

In "location" drop down list, choose "only subject words".

Click "Enter" several times.

I am doing well?

Every client can create a "search folder"

But if I have 100 clients, what can I do?

Can I also search subject line and content of email, about the clients, I
put some keywords in the forward email, so when they reply and include the
email, the "search box " can sort these emails. And also search for other
related key words.

My god! Can I create some rules direct all emails from certain email address
to a search folder, and I can manage different clients emails, every clients
emails organized, even they send from 6 email address belong to only one
client.


How to do that?

Can I add clients business data to Outlook contact? business, data as:
wholesale, hardware, household, etc.
 
O

Og

1. You posted nearly the same stream-of-consciousness drivel @ 05:36 on
11/6/2007.
2. You received a response to that post @ 08:30 on the same day.
3. Rather than start a new post consisting of the same
stream-of-consciousness drivel, reply to the response you got earlier today.
4. You will find these ngs much more productive if you limit a post to a
single, well-thought-out question.
Steve
 
D

Davi

Forward email? Outlook Mail Rules, Outlook Contact Tabs?


Forward email to seems take a long time

If the clients continue to send email to (e-mail address removed), I can set Outlook
email from certain email address to (e-mail address removed) will move to folder?
Or set the rules in (e-mail address removed) email address website setting, but web
mail normally will have limits.

How many "search folders" can Outlook have?
If I have 50 clients.

But clients company has their company business, data as: wholesale,
hardware, household, etc. I just add them to Outlook Contact/Normal Tab/Empty
Space? How can I record these business data in Access, (sheet, field, title)?

If clients contact from a website(anotherwebsite.com), they also have own
web site, client.com. So I just add anotherwebsite.com to Outlook
Contact/Normal Tab/Empty Space?
 

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