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16.3 Outlook as the Medium for Contact Management/CRM

Even though Outlook is classically defined as a “Personal Information Manager”, it has many of the basic facilities described above that are needed in a Contact Management application.

a)         Contacts for Contact Profiling: A mechanism to store and profile Contact information. The “Contacts” folder in Outlook already allows a comprehensive profile of any personal or business contact to be maintained.

b)         Calendar for Appointment Scheduling: A means to plan and schedule appointments and to-do’s for those contacts, not only for yourself but other team members managing those same contacts. Outlook’s calendaring and task management facilities provide these effectively.

c)         Tasks for To-Do Management: A means to plan to-do’s for those contacts, not only for yourself but other team members managing those same contacts. Outlook’s Task facilities provide these effectively.

d)         Journals for Call Reporting/Activity Tracking: The Journal folder in Outlook is a handy facility for recording interactions with a contact, namely meetings, phone calls, etc.

e)         Document Linking to E-Mails, Journals, etc: The fact that you can link/attach documents to E-Mail messages, Journals, Contacts, etc. gives you basic document management capabilities.

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