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10.02.2008 at 05:25PM PDT, ID: 23783670
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8.5

Automated "6-month Client Service Reminder" System for Outlook

Asked by AMCR_Tech in Outlook Groupware Software, CRM Software, Contact Management

Tags: , ,

Hi,

I am looking to set up a system whereby I can quickly add  a 'Service Reminder' into the tasks section of Outlook.  I would like to have them added to the category "Service Reminder" if possible to keep them seperate from normal everyday followup tasks.

Is this the best way to acheive this?  Ideally, I was looking for a software package/add on for outlook that would automate this and would print out a mail merge of all my clients that I had to send out a 'It's time for your service again" letter template for that particular week.  I have seen Salesforce.com but if I could do this without having to pay $$$$$ per year in subscriptions - that would be a lot better!

I would be more than happy to break this task up into 'sections' to be able award more points for anyone willing to undertake this task.  It's not a 'massive' task by any means, but I think it deserves a lot more than the max 500.

Thanks everyone!
Kevin
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[+][-]10.02.2008 at 06:09PM PDT, ID: 22630217

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[+][-]10.02.2008 at 06:23PM PDT, ID: 22630296

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[+][-]10.02.2008 at 08:32PM PDT, ID: 22630924

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[+][-]10.03.2008 at 08:03AM PDT, ID: 22634664

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[+][-]10.03.2008 at 08:06AM PDT, ID: 22634700

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About this solution

Zones: Outlook Groupware Software, CRM Software, Contact Management
Tags: Microsoft, Outlook, 2007
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Solution Provided By: BlueDevilFan
Participating Experts: 2
Solution Grade: A
 
 
[+][-]10.03.2008 at 05:54PM PDT, ID: 22639025

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[+][-]10.03.2008 at 06:18PM PDT, ID: 22639113

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[+][-]10.03.2008 at 08:26PM PDT, ID: 22639502

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[+][-]10.04.2008 at 05:53AM PDT, ID: 22640618

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