Outlook Compare to EUSOFT Manager FREE - CRM Management



EUSOFT Manager FREE

Compare to Outlook 2003
Account Manager in EUSOFT Manager FREE

Task Manager in EUSOFT Manager FREE
I must use Outlook, Access, Project.

Diary in EUSOFT Manager FREE
Diary in Outlook, I link documents to contact
search Google Directory, directory.google.com, search "canada steel client",
Business Industrial Goods and Services Machinery and Tools Process
Equipment
So, I save the client documents in E:/File/Business/Industrial Goods and
Services/Machinery and Tools/Process Equipment/CanadaSteelClientCompany/
Then link the docuements to Outlook "CanadaSteelClientCompany" Contact, so
in Outlook diary have link the docuement, but It will store in Outlook data
file *.pst? The Outlook Data File *.pst will become very huge? Or it just
link to the E:/File/Business/Industrial Goods and Services/Machinery and
Tools/Process Equipment/CanadaSteelClientCompany/ file?

Note manager in EUSOFT Manager FREE
Compare to Outlook 2003 Note

File manager in EUSOFT Manager FREE
I don't know the file store in EUSOFT Manager FREE will be save in the
install folder of EUSOFT Manager FREE, if yes, I would change the install
folder of EUSOFT Manager FREE to another large disk, I'd like to choose
another disk to save the file and manage by EUSOFT Manager FREE (can I do
that)?

Business opportunity manager in EUSOFT Manager FREE
I don't know Access 2003, Project 2003 to do this job?

Classifications in EUSOFT Manager FREE, it has built in Classifications
In Office 2003, I need to build it, Access 2003 can do it?

Communication with other applications in EUSOFT Manager FREE
"MS Word – export list”; “MS Word – export detail”; “MS Word – export
labels/envelopes”, so it means it will not work well in MS applications.

EUSOFT Manager FREE has a database.

"without resorting to programming and a back-end database (Access, SQL,
whatever) you really are going to find Outlook is the wrong tool for the job."

That means I should use Outlook, Access, etc.

How can I do it?


Outlook 2003

So, I ask the Client to send all his email to
So, I also can forward (but waste time) all this client's email to
and
input Client Mail.56 in any emails about this position.

I will create a folder in Outlook email, business and personal
Then seperate the emails to these 2 email folders.
Then I add each contact to Outlook, group them to same company first, then
make folders, business and personal contact folders.

For each client activity, use Project Software to manage the activity.
I also can create links in Outlook, link emails, appointments, tasks,
documents and others to Contact.
So I must Forward email to Gmail address or other Pop email address, then
use Pop to download to Outlook, but when I open the email, I can not find
"Action/Link" button in the "Action" Tab, I need to save this email to a
folder, and from Contact Tab, link this file?
In Contact Tab, every documents can link to Contact, click "Action/Link",
choose file.
But I need to better organize my documents, I search Google Directory,
directory.google.com for the file content, use google directory as my file
directory, save them in the correct folder.
Then link to Outlook Contact, then in Contact Tab/Activities/, there have a
field title (folder name), folder location: diary

If I group many messges in folders, 100 clients have 100 folders, too confuse!

Is this right?

I must use project to manage all activities about the client?




"Davi" wrote:

So, I ask the Client to send all his email to
So, I also can forward (but waste time) all this client's email to
and
input Client Mail.56 in any emails about this position.

I will create a folder in Outlook email, business and personal
Then seperate the emails to these 2 email folders.
Then I add each contact to Outlook, group them to same company first, then
make folders, business and personal contact folders.

For each client activity, use Project Software to manage the activity.
I also can create links in Outlook, link emails, appointments, tasks,
documents and others to Contact.
So I must Forward email to Gmail address or other Pop email address, then
use Pop to download to Outlook, but when I open the email, I can not find
"Action/Link" button in the "Action" Tab, I need to save this email to a
folder, and from Contact Tab, link this file?
In Contact Tab, every documents can link to Contact, click "Action/Link",
choose file.
But I need to better organize my documents, I search Google Directory,
directory.google.com for the file content, use google directory as my file
directory, save them in the correct folder.
Then link to Outlook Contact, then in Contact Tab/Activities/, there have a
field title (folder name), folder location: diary

If I group many messges in folders, 100 clients have 100 folders, too confuse!

Is this right?

I must use project to manage all activities about the client?




"Diane Poremsky" wrote:

Why not use group by From field and group the messages together in one
folder?

Search folders are virtual folders - you can't create a rule to send
messages to it. It will find them.

--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Need Help with Common Tasks? http://www.outlook-tips.net/beginner/
Outlook 2007: http://www.slipstick.com/outlook/ol2007/

Outlook Tips by email:


Outlook Tips: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com
Subscribe to Exchange Messaging Outlook newsletter:



"Davi" wrote in message
news
Outlook
Search Outlook
Search Folder

The client contact email is from another email address )
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, I click the email in then forward to


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
So, I also can forward all this client's email to 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.



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