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Looking for a Contact Manager

Caddie caddie at iname.net
Fri Oct 30 11:01:48 EST 1998


Try MS Outlook 98


>I'm looking for a program with simple, but very specific capabilities.  I'd
>like to be able to keep a daily journal with: notes from phone
>conversations, notes from discussions at social events, notes about
>research, as well as appointments and thoughts regarding them when they're
>over.  That much is simple.  However, the catch is, I need the program to
>include a Contact Manager that will cross refference with the Journal.
>Every contact's name from the contact list that is included in a day's
>journal entry would automatically convert to a hyperlink providing me an
>immediate jump between my contact's information and my journal entry where
I
>mentioned that contact.
>
>This means that I can go to a specific date in my journal and see all notes
>about events and conversations and activities that took place on that date,
>or I can go to a specific contact in the Contact Manager and, in addition
to
>their standard info (Name, Phone, Fax, E-mail, Birthday, Spouce, Children,
>etc) I need a section that will indicate those dates on which this
contact's
>name was included in my Journal.  Prefferably, the dates would be
>hyperlinks, so I could click on any one of them to immediately read my note
>that included their name.  To get really fancy, the program would have an
>option to include the first 1,2,3,4 or 5 words in the Journal entry found
>after or before the contact name.  A button in the Journal area toolbar
that
>would take me back to the contact would be great as well.
>
>The need is simple.  My business involves dealing with contacts on the
>phone, at meetings, as well as at various social events.  Often I feel the
>need to notate my conversations and experiences with my contacts.  This
>proves handy when I see or speak with them sometime later, as I have a
>records of our last encounter.  The problem is, when I'm about to make a
>phone call, I don't want to have to try to remember when it was that I last
>communicated with that contact and look it up to have this information at
my
>finger tips.
>
>If the program allowed faxing, e-mailing and templates for letters and kept
>these with the contact as well, that would be a great extra, but the
>journal/contact cross refference is the function that I can't seem to find
>anywhere.  Microsoft Word 97 will automatically create a hyperlink when you
>type an email or web address.  My program, would do the same, but only with
>names that it recognized from my contact list.
>
>Some programs come close, but everything I've found so far requires that
the
>notes be written specifically on the contact's page where his phone number
>and other info is kept.  Maximizer will allow a routine when you make a
call
>to jot down notes and keep them with the contact.  But nothing I've found
>will let you just freely wriote in a journal and keep track of who you
>mention there and when you mentioned them.
>
>Long winded post, sorry, but I'm desperate.
>Can anyone offer any solutions besides taking a programming class? E-mail
me
>if it's not too much trouble.
>Thanks in advance, David
>
>






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