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#1
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I have about 21000 contacts in a folder in Outlook, and will mail (physical
mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
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#2
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How about categories rather than flags?
-- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Mark R Penn" wrote in message ... I have about 21000 contacts in a folder in Outlook, and will mail (physical mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
#3
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Well I did think of that, but already use categories in the folder for other
purposes, so it would be a bit difficult I think. In fact flags don't work anyway, even if I spend the time manually applying them to each contact, because there's no way to group contacts by flag colour - only whether or not they have a flag. For now I've created a sub folder for each week, and just drag the relevant contacts to that, but it seams to me there must be a more elegant way to do it. Cheers, Mark "Charles Kenyon" wrote in message ... How about categories rather than flags? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Mark R Penn" wrote in message ... I have about 21000 contacts in a folder in Outlook, and will mail (physical mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
#4
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![]() I would add field in the Contacts folder showing the date of each campaign. Phone List View | Field Chooser | New Field | make it a Date field and call it whatever makes sense to you. If you group by that field, you can quickly populate it by selecting people and dragging them into that group - see my footer! Judy Gleeson [MVP Outlook] Acorn Training and Consulting www.acorntraining.com.au Everyone - turn on your Advanced Toolbars and learn how to use the Field Chooser and Group by Box!! "Mark R Penn" wrote in message ... Well I did think of that, but already use categories in the folder for other purposes, so it would be a bit difficult I think. In fact flags don't work anyway, even if I spend the time manually applying them to each contact, because there's no way to group contacts by flag colour - only whether or not they have a flag. For now I've created a sub folder for each week, and just drag the relevant contacts to that, but it seams to me there must be a more elegant way to do it. Cheers, Mark "Charles Kenyon" wrote in message ... How about categories rather than flags? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Mark R Penn" wrote in message ... I have about 21000 contacts in a folder in Outlook, and will mail (physical mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
#5
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Adding categories would do the same thing without having to add a field,
wouldn't it? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Judy Gleeson MVP Outlook" wrote in message ... I would add field in the Contacts folder showing the date of each campaign. Phone List View | Field Chooser | New Field | make it a Date field and call it whatever makes sense to you. If you group by that field, you can quickly populate it by selecting people and dragging them into that group - see my footer! Judy Gleeson [MVP Outlook] Acorn Training and Consulting www.acorntraining.com.au Everyone - turn on your Advanced Toolbars and learn how to use the Field Chooser and Group by Box!! "Mark R Penn" wrote in message ... Well I did think of that, but already use categories in the folder for other purposes, so it would be a bit difficult I think. In fact flags don't work anyway, even if I spend the time manually applying them to each contact, because there's no way to group contacts by flag colour - only whether or not they have a flag. For now I've created a sub folder for each week, and just drag the relevant contacts to that, but it seams to me there must be a more elegant way to do it. Cheers, Mark "Charles Kenyon" wrote in message ... How about categories rather than flags? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Mark R Penn" wrote in message ... I have about 21000 contacts in a folder in Outlook, and will mail (physical mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
#6
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Yep but that's probably not the best use of Categories. Don't you have
people already Categorised? I would use Categories for the type of person. Then if I want to email all of a certain type (Category) about something (outside of the regular campaign) I can. Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "Charles Kenyon" wrote in message ... Adding categories would do the same thing without having to add a field, wouldn't it? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Judy Gleeson MVP Outlook" wrote in message ... I would add field in the Contacts folder showing the date of each campaign. Phone List View | Field Chooser | New Field | make it a Date field and call it whatever makes sense to you. If you group by that field, you can quickly populate it by selecting people and dragging them into that group - see my footer! Judy Gleeson [MVP Outlook] Acorn Training and Consulting www.acorntraining.com.au Everyone - turn on your Advanced Toolbars and learn how to use the Field Chooser and Group by Box!! "Mark R Penn" wrote in message ... Well I did think of that, but already use categories in the folder for other purposes, so it would be a bit difficult I think. In fact flags don't work anyway, even if I spend the time manually applying them to each contact, because there's no way to group contacts by flag colour - only whether or not they have a flag. For now I've created a sub folder for each week, and just drag the relevant contacts to that, but it seams to me there must be a more elegant way to do it. Cheers, Mark "Charles Kenyon" wrote in message ... How about categories rather than flags? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Mark R Penn" wrote in message ... I have about 21000 contacts in a folder in Outlook, and will mail (physical mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
#7
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Yes, but I often have people with multiple categories assigned. You are not
limited to just one. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Judy Gleeson MVP - Outlook" wrote in message ... Yep but that's probably not the best use of Categories. Don't you have people already Categorised? I would use Categories for the type of person. Then if I want to email all of a certain type (Category) about something (outside of the regular campaign) I can. Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "Charles Kenyon" wrote in message ... Adding categories would do the same thing without having to add a field, wouldn't it? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Judy Gleeson MVP Outlook" wrote in message ... I would add field in the Contacts folder showing the date of each campaign. Phone List View | Field Chooser | New Field | make it a Date field and call it whatever makes sense to you. If you group by that field, you can quickly populate it by selecting people and dragging them into that group - see my footer! Judy Gleeson [MVP Outlook] Acorn Training and Consulting www.acorntraining.com.au Everyone - turn on your Advanced Toolbars and learn how to use the Field Chooser and Group by Box!! "Mark R Penn" wrote in message ... Well I did think of that, but already use categories in the folder for other purposes, so it would be a bit difficult I think. In fact flags don't work anyway, even if I spend the time manually applying them to each contact, because there's no way to group contacts by flag colour - only whether or not they have a flag. For now I've created a sub folder for each week, and just drag the relevant contacts to that, but it seams to me there must be a more elegant way to do it. Cheers, Mark "Charles Kenyon" wrote in message ... How about categories rather than flags? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Mark R Penn" wrote in message ... I have about 21000 contacts in a folder in Outlook, and will mail (physical mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
#8
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Thanks Judy. I've become so conditioned to NOT adding any custom fields
because just about every item in Outlook gets synced with my Pocket PC, and custom fields don't sync, that that idea didn't even occur to me - I was literally thinking "why the h*££ doesn't Outlook have a Mailed Date field, forgetting I could just make my own!! I'm not syncing those contacts, so it works fantastically well. Charles, the issue with using categories is that I already have the contacts grouped by category (to help me decide who to include in each weeks campaign), so can't then also group by category to see who got mailed in a given week. In other words I could see a group for "mailed on 17-02-2006" OK, but then wouldn't see any category groups within that. With Judy's idea I can group by the new field, and then ALSO by category, and the two retain different uses. Mark "Charles Kenyon" wrote in message ... Yes, but I often have people with multiple categories assigned. You are not limited to just one. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Judy Gleeson MVP - Outlook" wrote in message ... Yep but that's probably not the best use of Categories. Don't you have people already Categorised? I would use Categories for the type of person. Then if I want to email all of a certain type (Category) about something (outside of the regular campaign) I can. Judy Gleeson - MVP Outlook Acorn Training and Consulting Canberra, Australia see what Outlook training can do to improve productivity: http://www.acorntraining.com.au/pdfd...ithOutlook.pps www.acorntraining.com.au/productivit.htm "Charles Kenyon" wrote in message ... Adding categories would do the same thing without having to add a field, wouldn't it? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Judy Gleeson MVP Outlook" wrote in message ... I would add field in the Contacts folder showing the date of each campaign. Phone List View | Field Chooser | New Field | make it a Date field and call it whatever makes sense to you. If you group by that field, you can quickly populate it by selecting people and dragging them into that group - see my footer! Judy Gleeson [MVP Outlook] Acorn Training and Consulting www.acorntraining.com.au Everyone - turn on your Advanced Toolbars and learn how to use the Field Chooser and Group by Box!! "Mark R Penn" wrote in message ... Well I did think of that, but already use categories in the folder for other purposes, so it would be a bit difficult I think. In fact flags don't work anyway, even if I spend the time manually applying them to each contact, because there's no way to group contacts by flag colour - only whether or not they have a flag. For now I've created a sub folder for each week, and just drag the relevant contacts to that, but it seams to me there must be a more elegant way to do it. Cheers, Mark "Charles Kenyon" wrote in message ... How about categories rather than flags? -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Mark R Penn" wrote in message ... I have about 21000 contacts in a folder in Outlook, and will mail (physical mail, not e-mail) about 100 of them each week. I know how to select the contacts in Outlook and do the actual merge, but can't find any way to keep track of which contacts have and have not received a given mailing, so that I don't include them the following week. I was intending to use the journal first, but that would be a manual process per contact which is too much for 100 contacts, and would still leave me to read the journal each time. I then thought of using flags, so red would be for week one, green for week two etc in whatever cycle I want, and then view by flag, but although I can use the coloured flags contact by contact, there appears to be no way to apply a given coloured flag to a whole group of contacts at once. I can only add flags to a toolbar in e-mail folders, not in contact folders. So any ideas? How do people keep track of which contacts have and have not received a mailing, and when? Thanks, Mark |
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