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#1
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We are using Outlook Contacts in a sales environment in our sales managers
office. We have different folders for each sales person, with contact info for their clients under each. That makes it easy to move clients around between territories. We would LIKE each sales person in the field to be able to enter daily sales information in the data box at the bottom of the page and on a weekly basis email their vcards back to the office to update the master lists. In experimenting with this, when we attempt to copy over the emailed Vcard to the contact folder, we get the message that we will lose the data in the bottom text field, unless we make a new file. This would leave us with multiple files and eventually that will be trouble. Is there any way around this, either through the existing software or from an add on? Thanks! |
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#2
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Outlook 2007 is the first version capable of doing what you want without custom programming.
-- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Edward Owen" wrote in message ... We are using Outlook Contacts in a sales environment in our sales managers office. We have different folders for each sales person, with contact info for their clients under each. That makes it easy to move clients around between territories. We would LIKE each sales person in the field to be able to enter daily sales information in the data box at the bottom of the page and on a weekly basis email their vcards back to the office to update the master lists. In experimenting with this, when we attempt to copy over the emailed Vcard to the contact folder, we get the message that we will lose the data in the bottom text field, unless we make a new file. This would leave us with multiple files and eventually that will be trouble. Is there any way around this, either through the existing software or from an add on? Thanks! |
#3
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Thanks!
"Sue Mosher [MVP-Outlook]" wrote in message ... Outlook 2007 is the first version capable of doing what you want without custom programming. -- Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Edward Owen" wrote in message ... We are using Outlook Contacts in a sales environment in our sales managers office. We have different folders for each sales person, with contact info for their clients under each. That makes it easy to move clients around between territories. We would LIKE each sales person in the field to be able to enter daily sales information in the data box at the bottom of the page and on a weekly basis email their vcards back to the office to update the master lists. In experimenting with this, when we attempt to copy over the emailed Vcard to the contact folder, we get the message that we will lose the data in the bottom text field, unless we make a new file. This would leave us with multiple files and eventually that will be trouble. Is there any way around this, either through the existing software or from an add on? Thanks! |
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