Tuesday, April 24, 2012

Export contacts from Outlook 2010


Outlook 2010 behaves a little differently than previous versions. Here is a link to instructions for exporting contacts into a CSV file.


http://office.microsoft.com/en-us/outlook-help/export-contacts-HA101870639.aspx

Wednesday, April 4, 2012

Notify a user when you assign them a task

One of the main principles of our simple CRM is to show features only when they are relevant. If you assign a task to a different user, the notify check box becomes available.

This feature design is it to notify the user via email if another user assigns them a task. Presumably, the other user may or may not be logged in to address two, but has access to email, and needs to be notified of a task before the next day when they will be emailed a task list from address two.