Contact Module - New Features

1

2 things I miss in the contact module.

1.  Notes Field.  After I speak with a contact I summarize my conversation as a reminder.  The first thing I do in Outlook is click on the "insert time/date button I have put in the ribbon bar.  It is very handy because I don’t have to type the date and time into the field.

  1.   Categories.  I would like to be able to see them displayed in an individual contact record in addition to the drop down box.  I would also like to be able to customize the colors and categories.
2

Hi Michael, not really sure if these are missing features you can add notes to your contacts, just open the contact details and add a note to the “note” field.
You can also edit colors and categories under calendar properties or categories under Tools > Categories.

Hope this helps,
Paul.

3

Paul. After I speak with a contact, In Outlook, I click a button located in the custom bar of the contact that inserts the current system time and then I start typing a summary of my conversation.  i.e. 10/17/2014 8:45 AM - spoke with Mike about discounts and fixing the machine menu, he would like me to add xxx product.

The categories - I would like to display the categories in the contact so I can glance at them instead of having to drop down and look at them.

Let me know if this helps or not.

4

Hi Michael, I understand, this is unfortunately not possible, but thank you for the suggestion we’ll consider improving this for future releases.

Regards,
Paul.

5

Hi Michael,

to insert the date and time in any program (not just Outlook or eM Client), you can have a look at ActiveWords:

http://www.activewords.com/default.html

6

Thanks for responding so quickly. 

This is a handy feature I use everyday.

7

Thank you, I will check it out.