06-05-2008 02:55 PM
OK, having to do things different then I used to.
Here is what I want to do and need ideas on how to get there
(or just tell em the right way and I will adjust).
I use the task button on the left to list my tasks.
I see have have 8 calls and 3 postcards to mail.
Here is what I want to do.
I want to click on something (?)
that will open the contact screen and then put the activity reminder
above it. That way I can see what the event is (call or mail), complete
it and then be where I need to be (to write address or make call notes).
That is it.
Sidenote: What happens now is the "Schedule Activity" panel comes up and
I have no access to the notes / history so I know the background before the call.
Seems weird to me. Sure I am just using it incorrectly.
06-05-2008 03:30 PM
Here is how I handle daily tasks. I open the task list same as you and select to display Today and all types in the bar above the list. This creates a lookup of only the tasks to do today. NOw I clickon the magnifying glass on the top toolbar. That creates a lookup of the contacts I have to deal with today. Now I go to Contact view and see i have a contact lookup of 11 or 20 or however many contacts with activities today.
I keep the Activities Tab open which lists the particular activitiy for that contact and I can see the notes or time due and other details. I an also clear the activity from that tab as well.
Now I just scroll through my now much smaller list of contacts and deal with them one by one.