Managing Your Business with Outlook 2003 for Dummies 24. Trong cuốn sách này, các bạn có thể biết cách làm thế nào để tổ chức, lãnh đạo nhóm của bạn và doanh nghiệp của bạn bằng cách tạo ra các thủ tục cho các mục tiêu kiểm soát, thông tin liên lạc thông qua e-mail, kiểm soát bán hàng, hoạt động tiếp thị, nhiệm vụ, và chia sẻ thông tin. | Chapter 14 Tracking Sales Activities 211 Automating inks to your contacts Linking each item to your contact manually is tedious and can potentially add hundreds of weekly actions to your work making you lose more than your patience. You may forget to link items or lose track of e-mails Tasks and appointments related to your customers. Fortunately Outlook can automatically link the items related to your contact in the following way 1. Choose Tools1 -Options. The Options dialog box appears. 2. Click Journal Options. The Journal Options dialog box appears as shown in Figure 14-4. 3. Select the items to be linked on the Automatically Record These Items list box including e-mail message meetings Tasks and other actions. Figure 14-4 The Journal Options dialog box links items to a contact. 4. Select the contacts to be linked from the For These Contacts list box. 5. In the Double-Clicking A Journal Entry area select the option called Opens The Item Referred To By The Journal Entry. The Journal has a wider application than simply linking Outlook items to a contact. The Journal can also measure the time you spend working on a document or present your documents in a timeline chart showing each one on the date that it was used. Read Appendix D for more details about recording office documents in the Journal. 6. Click OK. All Outlook items related to your contacts are now linked. 212 Part IV Controlling Business Processes Reading your client history Searching for customer files in your computer s folders can be tiresome. You may store one Word document in one place an Excel spreadsheet in another and the date of your last meeting in the Calendar. You can however have all this information organized for you by opening only one page which means no lost time searching for the information. To read your customer history 1. With the contact open click the Activities tab. The Activities page appears. When the Show list box says All Items all your activities related to the open contact
