I would like to be able to have a folder and subfolder structure whereby I
can organize and reorganize Contacts, Tasks, Calendar Items, Notes, and
Emails so that I can go from Company to Contacts to Tasks to Emails and so
on.

For example, I may have a particular Project with a Company.  It has several
Contacts.  Some of our Emails and phone calls and Tasks may be particular to
one contact; some may relate to the Project as a whole, (but not the entire
Company).  I may need to see a list of all the contacts or I may need to see
a list of outstanding Tasks, or I may need to see a list of ALL outstanding
Tasks for all Projects, or I may need a list of all communications with a
Project, regardless of type.  And so on.

Does this exist?  Can it be built with Outlook alone?  We use an ASP to host
Exchange Server for us, so we have access to the standard folder structure
there and can create our own folders, forms, etc.

Any feedback would be appreciated.  I've been looking at contact management
and task management systems for about 10 years now, and I still haven't
found one that will let me organize things the way I want.

Thanks,
Judith Ullman

Director of Training and Consulting
Innovative Information Resources
212-904-0707
www.innovativeinformation.com

I would like to be able to have a folder and subfolder structure whereby I
can organize and reorganize Contacts, Tasks, Calendar Items, Notes, and
Emails so that I can go from Company to Contacts to Tasks to Emails and so
on.
For example, I may have a particular Project with a Company. It has several
Contacts. Some of our Emails and phone calls and Tasks may be particular to
one contact; some may relate to the Project as a whole, (but not the entire
Company). I may need to see a list of all the contacts or I may need to see
a list of outstanding Tasks, or I may need to see a list of ALL outstanding
Tasks for all Projects, or I may need a list of all communications with a
Project, regardless of type. And so on.
Does this exist? Can it be built with Outlook alone? We use an ASP to host
Exchange Server for us, so we have access to the standard folder structure
there and can create our own folders, forms, etc.
Any feedback would be appreciated. I've been looking at contact management
and task management systems for about 10 years now, and I still haven't
found one that will let me organize things the way I want.
Thanks,
Judith Ullman
Director of Training and Consulting
Innovative Information Resources
212-904-0707
www.innovativeinformation.com <http://www.innovativeinformation.com>

You can create Outlook folders to hold the different types of items. You can
either use one hierarchy for all projects and use Categories or Contacts or
other fields to filter the views. Or you could have a different hierarchy
for each project and use Advanced Find to provide a consolidated view of all
items.

There are also many CRM tools for Outlook -- see
http://www.slipstick.com/addins/contact_management.htm.

--

Sue Mosher, Outlook MVP
Author of
     Teach Yourself Microsoft Outlook 2000 Programming in 24 Hours
     Microsoft Outlook 2000 E-mail and Fax Guide
Outlook and Exchange solutions at http://www.slipstick.com