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Exchange Automation on a Domain Level

Hi Guys,
     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.
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PhoenixTechnology
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PhoenixTechnology
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1 Solution
 
Exchange_GeekCommented:
"1) we need to make "task groups" so that he can simply take that group of tasks and assign it to a user."

Elaborate on this place - since niether AD nor Exchange has any sort of these groups unless your talking about domain local / global / universal.

"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"

1) What does master account mean and in which context ?
2) How would you want your emails to your entire company wide contact database - how do you plan to achieve this ?
3) Also, are these users going to add contacts to "their contact list" - are we talking about citrix or ADUC ??

"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"

1) If a user is changing anything in their own Outlook - this cannot be transferred to the Exchange Global Address List by no means unless you are working with Public folders.
"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."

1) Again, this question is already answered by #3.

Though I would like to provide bang on correct solutions, I would like to know how are you going to achieve all the above steps by your company standards. It is then I can answers your questions more accurately.

Thanks.

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PhoenixTechnologyAuthor Commented:
Ok I see where you are going....

on the user end, we are using Outlook 2003.  and I miss spoke, the issue is not that we want to have emails sent.  its CONTACTS, we so let me restate

2) automatically have contacts not marked as private sent to a master account (the master account is just another active directory user that is being used as main hub for emails, calendars, and contacts) that they are going to use as a company wide contact database when the user first inputs that contact into their contact list

and on number 3, I do not mind making the database stored in a public folder, I just need to make sure that I can password that database off from being seen by anyone except people with the proper permissions.
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Exchange_GeekCommented:
"2) automatically have contacts not marked as private sent to a master account (the master account is just another active directory user that is being used as main hub for emails, calendars, and contacts) that they are going to use as a company wide contact database when the user first inputs that contact into their contact list

and on number 3, I do not mind making the database stored in a public folder, I just need to make sure that I can password that database off from being seen by anyone except people with the proper permissions."

Answer to both of these is to use public folders, using password isn't an option for working with public folders however what you could do is to remove default and anonymous permissions and provide permissions to only those individual whom you want to provide access to those PF.
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PhoenixTechnologyAuthor Commented:
ok, so i would just make a public contacts list in the public folder?  I see your logic I am still just a little lost as to how to implement it, how to actually setup the contact list so that is made up of contacts that are added to it either by hand or automatically and have that kept up to date with the contact cards in the individual email users exchange mailboxes.  If you could please elaborate =)
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Exchange_GeekCommented:
Unfortunately, Exchange would not sync its own Global Address List from OL => Exchange.
So, reverse it always works.

Now, updating public folders (manually) is the only option in this course.

All, this while I was talking about how Exchange is designed, but our brothers in coding  / designing third-party utilities would not feel happy with this.

So, here i found http://www.replybutler.com/en/produkte/e2s4o.php
Check it out.
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PhoenixTechnologyAuthor Commented:
Well Done Sir! this did exactly what I was talking about.  Gotta love the millitant end of IT hahahaha!!
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