For those of you using Outlook for contact management, here’s a tip that will help you keep track of actual bulk mailings to your clients. You know, like when you send Thank You cards to those that attended your recent event, or mailing out the latest catalog to the Board of Directors. By utilizing Tasks and Categories, this is easily accomplished. At this point, I’m going to assume you are giving Categories to your contacts as keywords. First, always start in your Contacts folder, then change the view to By Category. Once you locate and select all the contacts given a specific category, use the Actions menu and select New Task for Contact. This new task is now linked to each of the contacts you selected in this category. Fill in the information about what you did or need to do, attach any files you like, update the Status field appropriately, click Save and Close. To verify the information is now available and visible in the contact records simply open up a couple of them and view the Activities tab. You’ll see the same task and its status on each and every one of them. See the video for a step-by-step on the process.
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Provided by Andrea Kalli Virtual Trainer and Assistant, LLC. Productivity training, support, and customization for Microsoft Outlook and SharePoint users.
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Andrea Kalli
