Contact Activity Tracking allows you to create links that associate a contact with other items in Microsoft Outlook. When you think about it, it is a very efficient way of doing things and we all know how I love to be efficient! You can track tasks, appointments, messages, notes, or documents related to a contact. For instance, say you have just created a Task in Outlook for one of your new clients. You can now link it to the contact to which it relates. You can also link items that already exists in folders to a Contact.
Follow the steps below to learn how:
- Create a new item, such as a new task or message.
- In the message, click Options | Contacts. In all other items, click Contacts.
- In the Look in box, click the folder that contains the contact to which you would like to link.
- In the Items box, click the contact or contacts to which you want to link the item. To select contiguous items, click the first item, click the Shift key and then click the last item. To select non-contiguous items, click the Ctrl Key and select the items.
- To select al items, in the Edit menu, click Select All.
The Activities on the Contact items allows you to view, group, sort, and filter the set of associated items for that contact. You can double-click an item in the list to then open that item.
Follow the steps below to learn how:
- Open the contact for which you would like to view the related items.
- Click the Activities tab.
- In the Show box, click the type of item that you would like to view or click All Items.
A very nice way to keep track of everything for that particular client don’t you think?