I have a small business that uses a public Outlook 2007 task list on our exchange server.
This task list is the heart of our business. We use a task list to keep track of all our client job orders. Most job orders have a quick 2 to 4 day turn around at most & then the job order or task gets completed.
I want to build a custom outlook task form that will:
1) Have a drop down list of all the clients and when a client is picked, it will display typical client info along with some other info ...I assume it would get this info from Contacts. Can it display info from the contact note field?
2) We always have to put PDF documents in each task. Is there a better was to store documets in a task? We are currently putting them in the notes field of a task but it's very rigid.
3) Emails relating to a task. Is there a way to keep track of all the emails that go back & forth that are related to a task item. (fyi ..my office has only 5 people) I want to be able to open an existing task and see any emails that are about this task.
For the record, there are about 50 tasks a week that will be opened & closed. I see alot of project type software out there but they don't seem designed for the quick open & closed system that I need.
I'm open to any suggestions at all, even if it's for a different program.
Thanks in advance for any help you can give.
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