Using Microsoft Outlook as your contacts organizer

[piannaman at aol.com]

 I use exactly the same method, though I use company name to list the make, model and serial number of the customer's piano, job title as the last time I serviced the instrument, and department for work that will be necessary in the near future.  This system has worked well for me, and it isn't rocket science...


 


Dave Stahl, RPT
Dave Stahl Piano Service
dstahlpiano.net

 


 

-----Original Message-----
From: Jean and David Weiss <djweiss at ntelos.net>
To: 'Pianotech List' <pianotech at ptg.org>
Sent: Wed, 14 May 2008 6:09 pm
Subject: RE: Using Microsoft Outlook as your contacts organizer






















The contact form in Microsoft Outlook has scores for fields for
date entry.  Some of these fields are applicable, such as name, phone
number, etc.  However many of the fields are for information that doesn’t
necessarily apply to us, examples are Assistant’s name, Department, etc. 
To find the complete list of fields click on contacts, then click on  View
on the tool bar, then Current View, Customize Current View, Fields.  This
will show you the list of all the fields.  Next see which of these fields
also appear on a contact form on your pocket pc.  Then, regardless of the
name simply assign a particular field to whatever you want it to be.  For
example, the field “Company” appears both on the desktop outlook
and the pocket pc contact form.  I renamed this field “tuning date”,
and in it I record the date of the last tuning.  There’s a field
called “Job Title”,  I renamed it “next tuning”
and use it to record the date of their next tuning.  



 



You can also select which fields appear when you open up the
contact folder, and then you can sort by ascending or descending dates.  



 



Hope this helps.



 



David Weiss



 









From:
pianotech-bounces at ptg.org [mailto:pianotech-bounces at ptg.org] On Behalf Of Paul
Tizzard

Sent: Wednesday, May 14, 2008 6:34 AM

To: Pianotech

Subject: Using Microsoft Outlook as your contacts organizer









 






Hi,



Does anyone have a
good system using Microsoft Outlook as their contacts organizer. I have used a
program called Maximizer for about 10 years now, and had everything nicely set
up. I’m changing because I’d like to sync with my pocket pc.
I’m looking for tips on how to have your tuning dates scheduled
etc…



Thanks. 



Paul Tizzard



 



 









 









 

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