Multiple follow ups

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benmosqueda

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POP3
We would like to enter a number of follow ups when we set up a new client, how can I do that

Ben
 
Diane Poremsky

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
As in Tasks due at various dates in the future? Is this in outlook or BCM?




In Outlook, there is no native way of doing this. You can use "natural language" dates to set up the tasks - for example, you'd type 3w for the date 3 weeks from today. See Time and Date Shortcuts for tips and tricks.




If there are a lot, you could use an Excel spread sheet to create the tasks and import. Excel formulas can skip weekends and holidays too. Once tge sheet is set up, you can enter the start date, save and import. The formulas set the other dates for you.




If BCM: I'm not sure. I don't think so, but I never looked into it.
 
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