import into Outlook and manage?

[kpgolf]

Best practice to import prospect list from Excel into Outlook and then manage
the contacts?

Thanks in advance

 

[Sue Mosher [MVP-Outlook]]

What are your goals in doing so? Outlook/Office version?

 

[kpgolf]

We are running Outlook 2003, Exchange Server and Excel 2003. I've been
keeping a prospective member list in Excel and using Outlook for reminders to
call back etc. By importing the entries into Outlook, and adding a
Propsective Member Contacts book, I can manage everything from there. And
when one joins, I can move the contact into existing member contact book.
Could also use Categories, but I'd rather keep them separate.

Would like tips on managing these contacts as well, reports, etc. Thanks
again!

 

[Sue Mosher [MVP-Outlook]]

If you want reminders, then you'll need to keep the contacts all in your Contacts folder and use a category to distinguish them. (Import into a separate folder, assign the category to all items, then move into Contacts.) Alternatively, get the tool from http://www.slovaktech.com

Outlook has only very crude reporting capability, but contacts can be used as the source for a mail merge.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers