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Chapter 30. Managing a Contacts List > Tracking Activities for Each Contact

Tracking Activities for Each Contact

Having a contact's name, address, and phone number in your Contacts folder is only a start. If you use Outlook regularly to create letters, dial the phone, and schedule meetings or appointments that involve other people, you can maintain links between each contact and all activities that have to do with him or her. Then you can use those links to see, at a glance, the history of all the interactions you've had with that contact.

Caution

Outlook wasn't originally designed as a contact-tracking program, and its capabilities in this regard sometimes feel like an afterthought. If your job depends on closely tracking activities with contacts and keeping that information available at a moment's notice, Outlook probably isn't powerful enough for you. Many salespeople, for example, use Symantec's ACT! or similar software to maintain detailed information about customers, prospects, sales calls, and follow-up strategies.



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