| Author |
Message |
Chieftonw
Guest
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 Posted:
Sat Jan 15, 2005 12:25 am Post subject:
Phone Messages with Outlook/Exchange |
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I recently migrated a customer from Goldmine to
Outlook/Exchange. For the most part they are settling in well with the new
setup and are adapting to the differences. However there is one
feature/function of Goldmine we have not been able to find a work around. In
the past when anyone in the office received a phone call from a client for
another person in the office, they would simply create a phone log entry and
assign it to the other person. When the other person came back to there
computer they would be notified of the call and could take whatever action
was needed.
I had assumed we would do this via the task function, since it can be
assigned to other users. However it seems you are limited on what you can
configure in a task you are assigning. Basically it appears that although
you can setup due dates, you are not able to configure alarms which would
notify the person he/she has a new task to act on. In their busy office, it
is critical that there be some notification or alarm when a phone call
message is sent to other staff members.
What would be the best way to setup Outlook/Exchange to allow employees to
take phone messages for other employees and pass the information on to them,
in a way that they are notified automatically? |
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Les Connor [SBS Community
Guest
|
| Posted:
Sat Jan 15, 2005 9:36 am Post subject:
Re: Phone Messages with Outlook/Exchange |
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Hi Chieftonw,
With Outlook, you have to send an email.
Have a look at this third party application, it's great for managing phone
messages.
iWYWO http://www.caliente.com.
There is a two user trial version for download.
--
Les Connor [SBS Community Member - SBS MVP]
-----------------------------------------------------------
SBS Rocks !
"Chieftonw" <Chieftonw@discussions.microsoft.com> wrote in message
news:A7259170-E5C4-4670-9E69-7F25DA249181@microsoft.com...
| Quote: | I recently migrated a customer from Goldmine to
Outlook/Exchange. For the most part they are settling in well with the
new
setup and are adapting to the differences. However there is one
feature/function of Goldmine we have not been able to find a work around.
In
the past when anyone in the office received a phone call from a client for
another person in the office, they would simply create a phone log entry
and
assign it to the other person. When the other person came back to there
computer they would be notified of the call and could take whatever action
was needed.
I had assumed we would do this via the task function, since it can be
assigned to other users. However it seems you are limited on what you can
configure in a task you are assigning. Basically it appears that although
you can setup due dates, you are not able to configure alarms which would
notify the person he/she has a new task to act on. In their busy office,
it
is critical that there be some notification or alarm when a phone call
message is sent to other staff members.
What would be the best way to setup Outlook/Exchange to allow employees to
take phone messages for other employees and pass the information on to
them,
in a way that they are notified automatically?
|
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| Back to top |
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Lanwench [MVP - Exchange]
Guest
|
| Posted:
Sun Jan 16, 2005 1:07 am Post subject:
Re: Phone Messages with Outlook/Exchange |
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Chieftonw wrote:
| Quote: | I recently migrated a customer from Goldmine to
Outlook/Exchange. For the most part they are settling in well with
the new setup and are adapting to the differences. However there is
one feature/function of Goldmine we have not been able to find a work
around. In the past when anyone in the office received a phone call
from a client for another person in the office, they would simply
create a phone log entry and assign it to the other person. When the
other person came back to there computer they would be notified of
the call and could take whatever action was needed.
I had assumed we would do this via the task function, since it can be
assigned to other users. However it seems you are limited on what
you can configure in a task you are assigning. Basically it appears
that although you can setup due dates, you are not able to configure
alarms which would notify the person he/she has a new task to act on.
In their busy office, it is critical that there be some notification
or alarm when a phone call message is sent to other staff members.
What would be the best way to setup Outlook/Exchange to allow
employees to take phone messages for other employees and pass the
information on to them, in a way that they are notified automatically?
|
See
http://www.microsoft.com/downloads/details.aspx?FamilyID=17716EF9-19EE-477F-9BC3-F20A95AFE76E&displaylang=EN
I have used it with Outlook versions other than 97/98 just fine. To make it
easier to get to the form, also see
http://users.adelphia.net/~paulqualls//FormLaunch.html |
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Chad A. Gross [SBS MVP]
Guest
|
| Posted:
Sun Jan 16, 2005 9:17 am Post subject:
Re: Phone Messages with Outlook/Exchange |
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I use a free custom Outook form for this - so that the phone messages appear
in the recipients' Inbox.
http://www.cdolive.com/download/wywo.zip
--
Chad A. Gross - SBS MVP
SBS ROCKS!
www.msmvps.com/cgross
www.gosbs.org
Les Connor [SBS Community Member - SBS MVP] wrote:
| Quote: | Hi Chieftonw,
With Outlook, you have to send an email.
Have a look at this third party application, it's great for managing
phone messages.
iWYWO http://www.caliente.com.
There is a two user trial version for download.
"Chieftonw" <Chieftonw@discussions.microsoft.com> wrote in message
news:A7259170-E5C4-4670-9E69-7F25DA249181@microsoft.com...
I recently migrated a customer from Goldmine to
Outlook/Exchange. For the most part they are settling in well with
the new
setup and are adapting to the differences. However there is one
feature/function of Goldmine we have not been able to find a work
around. In
the past when anyone in the office received a phone call from a
client for another person in the office, they would simply create a
phone log entry and
assign it to the other person. When the other person came back to
there computer they would be notified of the call and could take
whatever action was needed.
I had assumed we would do this via the task function, since it can be
assigned to other users. However it seems you are limited on what
you can configure in a task you are assigning. Basically it appears
that although you can setup due dates, you are not able to configure
alarms which would notify the person he/she has a new task to act
on. In their busy office, it
is critical that there be some notification or alarm when a phone
call message is sent to other staff members.
What would be the best way to setup Outlook/Exchange to allow
employees to take phone messages for other employees and pass the
information on to them,
in a way that they are notified automatically? |
|
|
| Back to top |
|
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Les Connor [SBS Community
Guest
|
| Posted:
Sun Jan 16, 2005 10:49 am Post subject:
Re: Phone Messages with Outlook/Exchange |
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Yeah, I've looked at that too. It's OK, but iWYWO is a bit different. It has
it's own database, once you have the name and number in there once taking a
phone message again from the same person can really wow them - you already
know their phone number(s) :-).
*and*, you can see who is picking up their messages and who is not. And take
appropriate measures. It's a great tool for receptionists.
--
Les Connor [SBS Community Member - SBS MVP]
-----------------------------------------------------------
SBS Rocks !
"Chad A. Gross [SBS MVP]" <chad.gross@laytonflower.nospam.com> wrote in
message news:O3U0fn3%23EHA.824@TK2MSFTNGP11.phx.gbl...
| Quote: | I use a free custom Outook form for this - so that the phone messages
appear in the recipients' Inbox.
http://www.cdolive.com/download/wywo.zip
--
Chad A. Gross - SBS MVP
SBS ROCKS!
www.msmvps.com/cgross
www.gosbs.org
Les Connor [SBS Community Member - SBS MVP] wrote:
Hi Chieftonw,
With Outlook, you have to send an email.
Have a look at this third party application, it's great for managing
phone messages.
iWYWO http://www.caliente.com.
There is a two user trial version for download.
"Chieftonw" <Chieftonw@discussions.microsoft.com> wrote in message
news:A7259170-E5C4-4670-9E69-7F25DA249181@microsoft.com...
I recently migrated a customer from Goldmine to
Outlook/Exchange. For the most part they are settling in well with
the new
setup and are adapting to the differences. However there is one
feature/function of Goldmine we have not been able to find a work
around. In
the past when anyone in the office received a phone call from a
client for another person in the office, they would simply create a
phone log entry and
assign it to the other person. When the other person came back to
there computer they would be notified of the call and could take
whatever action was needed.
I had assumed we would do this via the task function, since it can be
assigned to other users. However it seems you are limited on what
you can configure in a task you are assigning. Basically it appears
that although you can setup due dates, you are not able to configure
alarms which would notify the person he/she has a new task to act
on. In their busy office, it
is critical that there be some notification or alarm when a phone
call message is sent to other staff members.
What would be the best way to setup Outlook/Exchange to allow
employees to take phone messages for other employees and pass the
information on to them,
in a way that they are notified automatically?
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