I am totally stumped. I have a client that we provide IT support and he has switched from using a Database Management program to exchange 2003 by way of SBS 2003. A friend of his told him that all that he needed was in exchange and outlook, so far I have been able to live up to this friends statement. Here is my issue:
1) we need to make "task groups" so that he can simply take that group of tasks and assign it to a user.
2) automatically have emails not marked as private sent to a master account that they are going to use as a company wide contact database when the user first inputs that contact into their contact list
3) anything changed in the personal contact list to a contact added to the company-wide contact database automatically updated and specify somehow that this contact belongs to the "owner" of the original contact within the company wide contacts list (maybe make a catagory for each user?) but it must be searchable or able to "sort-by"
4) anytime things are changed in this database whether on the master contacts list or the users personal list they must sync up and match in both locations.
-here is the kicker... he already stopped using CRM software because he hates it, and does not want to use something like top producer 8i or ACT!. I am at a loss so any step in the right direction would be helpful.