outlook as a workflow tool

O

OCD OCD OCD

is there a way to view all the follow up items for a particular day? Is there
a way to view follow up in the calendaring functions?
 
R

Roady [MVP]

is there a way to view all the follow up items for a particular day?
Yes, by using a Search Folder, a Custom View on the mail folder or a custom
view on the To-Do List.
there a way to view follow up in the calendaring functions?
Click to expand...
Yes, in Outlook 2007 they will show up at the appropriate day in the
Calendar.



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O

OCD OCD OCD

That's extremely helpful and it gets me much closer to my answer. Let me
explain.
I'm running office 2003.
I use the contacts view to do my job as a salesman, I dial through
it(opening a new journal entry for each call, ) then schedule FU through the
contact.
Is there a way to view a particular day's follow items through this feature?

If not, how much does an office 2007 upgrade cost?
 
R

Roady [MVP]

You're saying that you mark your contacts for follow up?
You can then create a new table view (like for instance the Phone List) and
then Group By "Reminder Time".

You can find this field in the "Miscellaneous fields" selection in the
"Group By" dialog.

The advised retail price for standalone Outlook 2007 is $109.95
http://office.microsoft.com/en-us/products/FX101754511033.aspx

You can easily find cheaper deals though. Amazon for instance lists is for
less than $85.
 
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