As most people are learning now, Outlook has basically eliminated the JOURNAL function and the Contact activities features in Outlook 2010 and now in the new Outlook 2013. Some of us live and die by these features and I have downgraded back to Outlook 2007 since I cannot bear to be without it.
For my work it is critical to be able to open a Contact and view ALL activities I have had with that contact including emails/tasks/appts AND the Journal. I use the journal daily to record notes on enarly every telephone conversation I have with a contact and I keep literally thousands of these notes. Having this capabilitt to view call notes right alongside email exchanges in a contact is an absolute need.
I have started testing out possible alternative contact management programs and have yet to find anything that seems to be a viable option. There are no "ADD-INS" that I can find for recording Phone Call Notes and adding to Outlook contacts and I cannot believe I am the only person who would value that.
Anyway, I want to start a thread for people who have tried options to replace or work around this issue.
Who has tried options like SAGE ACT, GOLDMINE, LOTUS NOTES, MAXIMIZER or other CRM programs?? Any Add-ins like PROPHET?
HAS ANYONE FOUND OPTIONS THAT WORK????
LET'S FIND A SOLUTION!!
For my work it is critical to be able to open a Contact and view ALL activities I have had with that contact including emails/tasks/appts AND the Journal. I use the journal daily to record notes on enarly every telephone conversation I have with a contact and I keep literally thousands of these notes. Having this capabilitt to view call notes right alongside email exchanges in a contact is an absolute need.
I have started testing out possible alternative contact management programs and have yet to find anything that seems to be a viable option. There are no "ADD-INS" that I can find for recording Phone Call Notes and adding to Outlook contacts and I cannot believe I am the only person who would value that.
Anyway, I want to start a thread for people who have tried options to replace or work around this issue.
Who has tried options like SAGE ACT, GOLDMINE, LOTUS NOTES, MAXIMIZER or other CRM programs?? Any Add-ins like PROPHET?
HAS ANYONE FOUND OPTIONS THAT WORK????
LET'S FIND A SOLUTION!!