Dec 04, 2021 Contacts Journal CRM 2.1.1 MAS Categories: Software » Mac Contacts Journal is a powerful tool that will transform your business and personal relationships: save notes of important meetings, set follow ups and meetings, create custom contact fields, and attach important documents to each of your contacts. CRM; A STRATEGIC TOOL FOR LONG LASTING RELATIONSHIP – AN ANALYTICAL STUDY OF BIG BAZAAR, SHIVAMOGGA Raghavendra.H1 Prf. Ramesh2 1 Research Scholar, Institute of Management Studies and Research, Kuvempu University, Shivamogga, Karnataka, India. 2 Professor, Institute of Management Studies and Research, Kuvempu University, Shivamogga.
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Journal automatically records actions that you choose which relate to specific contacts and puts the actions in a Timeline view. You can use Journal to track Microsoft Outlook items, such as e-mail messages or meetings. It can also track other Microsoft Office files, such as Word documents or Excel workbooks.
Journal keeps a record of any interaction that you want to remember — even something that is not located on your computer, such as a phone conversation or a paper letter that you mailed or received.
Newer versionsOffice 2010Office 2007
Here's how to find Journal.
- On the Navigation Bar, click > Folders > Journal. (Or just press Ctrl+8.)
- You can work with your existing Journal entries or create new ones from the Folder pane.
- In the Folder Pane, click the Journal folder.
- Click Home.
- In the New group, click Journal Entry.
- In the Subject box, type a description.
- In the Entry type box, click the type of journal entry that you are recording.
- Select other options that you want.
Note: Previous versions of Outlook included an automatic journal feature which tracked documents opened in other Microsoft Office applications and Windows. This feature isn’t available in Outlook 2013 or Outlook 2016.
- In Journal, in Timeline view, click View.
- In the Current View group, click View Settings, and then click Columns.
- In the Select available fields from box, click the field set that you want. This normally would be Frequently used fields or All Journal fields.
- In the Available date/time fields box, click the field that contains the time that you want to use as the start time for the item, and then click Start.
- In the Available date/time fields box, click the field that contains the time that you want to use as the end time for the item, and then click End.
Tip: The Timeline view shows when each item and document was created, saved, sent, received, opened, and modified. When you change the time fields used to display items on the timeline, the location and duration of the items may change on the timeline.
- Open the journal entry.
- Enter a new start date and time. To change the end time, change the number in the Duration box.
Note: Changing the times associated with a journal entry doesn’t change the start time of the item, document, or contact that it refers to.
Tip: To quickly access Journal, you can add the Journal view button to the Navigation Pane. At the bottom of the Navigation Pane, click Configure Buttons , then click Add or Remove Buttons, and then click Journal.
Record items and files automatically
- Click the File tab.
- Click Options.
- Click Notes and Journal.
- Click Journal Options.
- In the Automatically record these items list, select the check boxes for the items that you want recorded automatically in Journal.
- In the For these contacts list, select the check boxes for the contacts whose items you want recorded automatically.
- In the Also record files from box, select the check boxes next to the programs from which you want to automatically record files in Journal.
Record an Outlook item manually
- From any module in Outlook, on the Home tab, in the New group, click New Items, point to Other, and then click Journal Entry.
- In the Subject box, type a description.
- In the Entry type box, click the type of journal entry that you are recording.
- Select other options that you want.
Record a file from outside of Outlook manually
- Locate the file that you want to record. You can use Outlook, Windows Explorer or the desktop.
- Drag the items to Journal.
- Select the options that you want for the journal entry.
Record the date and time you worked with a contact
- Open the contact.
- On the Contact tab, in the Communicate group, click More, and then click Journal Entry.
- The current date and time appear in the Journal item header. To change the date or time, click the arrow attached to each box, and then click the selection you want.
- To document the exact start and end time, on the Journal Entry tab, in the Timer group, click Start Timer.The Journal item records the date and length of time that you worked with the contact. Click Pause Timer to stop the clock.
- Click Save & Close on the Actions tab to record the information into your Journal.
Turn off Journal
To turn off Journal, you must clear multiple check boxes in the Journal Options dialog box. No single option turns Journal off.
- Click the File tab.
- Click Options.
- Click Notes and Journal.
- Click Journal Options.
- In the Automatically record these items list, clear all check boxes,
- In the Also record files from box, clear all check boxes.
Note: It is not necessary to clear the check boxes under For these contacts.
Empty Journal
Emptying Journal involves deleting entries.
- In Journal, on the Home tab, in theCurrent View group, click Entry List. A table view of all Journal entries appears.
- Do one of the following:
- To choose a single entry Click the entry you want.
- To choose multiple entries Hold down CTRL, and then click the entries you want. If you want to choose a set of adjacent entries, click the first entry, hold down SHIFT, and then click the last entry.
- To choose all entries in a folder Click any entry, and then press CTRL+A.
- On the Home tab, click Delete, or press DELETE.
Tip: To quickly access Journal, you can add the Journal view button to the Navigation Pane. At the bottom of the Navigation Pane, click the button, click Add or Remove Buttons, and then click Journal .
- Record items and files automatically
- On the Tools menu, click Options.
- Click Journal Options.
- In the Automatically record these items box, select the check boxes for the items that you want recorded automatically in Journal.
- In the For these contacts box, select the check boxes for the contacts whose items you want recorded automatically.
- In the Also record files from box, select the check boxes next to the programs whose files you want to record automatically in Journal.
- Record a Microsoft Outlook item manually
- On the File menu, point to New, and then click Journal Entry.
- In the Subject box, type a description.
- In the Entry type box, click the type of journal entry that you are recording.
- Select other options that you want.
- Record a file from outside of Outlook manually
- Locate the file that you want to record. You can use Outlook, Windows Explorer or the desktop.
- Drag the items to Journal .
- Select the options that you want for the journal entry.
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- On the Tools menu, click Options.
- Click Journal Options.
- In the For these contacts box, select the check box next to the contacts whose items you want to record automatically.
- In the Automatically record these items box, select the check boxes next to the items that you want to record automatically.
- Open the contact.
- On the Actions menu, click Create, and then click New Journal Entry for Contact.
- The current date appears in the Journal item header. For a different date, click the arrow, and then click a date.
- On the Journal Entry tab, in the Timer group, click Start Timer.The Journal item records the date and the length of time that you worked with the contact.
- Open the contact whose journal entries you want to view.
- On the Contact tab, click Activities.
- In the Show box, click Journal.
- On the Go menu, click Journal.
- On the View menu, point to Current View, and then click Customize Current View.
- Click Fields.
- In the Select available fields from box, click the field set that you want.
- In the Available date/time fields box, click the field that contains the time that you want to use as the start time for the item, and then click Start.
- In the Available date/time fields box, click the field that contains the time that you want to use as the end time for the item, and then click End.The Timeline view shows when each item and document was created, saved, sent, received, opened, and modified. When you change the time fields used to display items on the timeline, the location and duration of the items may change on the timeline.
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- In Timeline view, click the View menu, point to Current View, and then click Customize Current View.
- Click Other Settings.
- Select the options that you want.
- Open the journal entry.
- Enter a new start date and time.
Note: Moving a journal entry does not change the start time of the item, document, or contact that it refers to.
To turn off Journal, you have to clear multiple check boxes in the Journal Options dialog box. No single option can turn Journal off.
Turn off Journal
- On the Tools menu, click Options.
- On the Preferences tab, click Journal Options.
- Under Automatically record these items, clear all the check boxes.
- Under Also record files from, clear all the check boxes.It is not necessary to clear the check boxes under For these contacts.
Empty Journal
Emptying Journal involves deleting journal entries.
- Delete a single entry
- In Journal, click the entry, and then press DELETE.
- Delete multiple entries
- In Journal, in the Navigation Pane, under Current View, click Entry List. A table view of all the entries appears.
- Click any entry in the table, and then press CTRL+A, or on the Edit menu, click Select All.
- Press DELETE.
Contacts Journal CRM. Transform your business and professional relationships. The iPhone, iPad and Mac App that let’s you keep records of past conversations, set followups for upcoming meetings, link important documents to your contacts, plot your contacts on a map, and extend your contacts information with customizable fields. Title: FAQ-word-v2-3.6.1.pages Created Date: 3/24/2015 1:34:32 AM.
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CRM Software to manage client contacts, notes, appointments and bills on the go. Calendar, Assistant and messaging integration. Push Notification for TO-DOs or tasks. SMS and Email notification for appointments and billing reminders. NO Internet, NO Data Plan, NO Mobile network needed. Design your App with custom fields. App works in offline mode on both tablets & phones. Have client in your pocket! Grow your business with effective customer relationship management while on the go.
** We do NOT have access to your private customer data
** Free Trial for 2 weeks
FEATURES
- Mini, Micro B2C businesses such as Caterer, Bakers, Sellers, Newspaper stand dealers & distributors can customize database form fields to design their own app
- Create Customer database groups for tagging, labelling, linking clients, workflow stages. Send SMS Broadcast to groups. View Group Client Map to optimize your travel. Use location insights to grow your business. Useful for Repair Shops,Seamstresses, Rental Shops etc.
- Self-employed Freelancers or tutors in the business of teaching Dance, Karate, Piano, Saxophone, Music or Yoga can view historical activities entered for the student contact. Import Clients from existing contacts
- Automatic Leads Generation from phone calls. Track leads & prospects
- Automatic Birthday Reminders : Useful to Astrologer, Tarot Reader & Baby sitters
- SMS, Call Automation : Semi-Automatic Welcome SMS, Reply SMS for missed, incoming and outgoing calls. Customize with Business Card or any business information
- Bulk Email : Send Bulk Email to your customers for marketing, servicing, lead generation etc.
- Unlimited number of templates to save typing. Use keywords like @firstname to personalize message
- Get Automatic Notification of nearby clients when on the road
- Appointment centric businesses like Hair Salons, Beauty Parlors can schedule appointments with calendar sync. Remind clients via instant message app , SMS, email or phone call with just a tap
- In-Call and Post-Call Push Notifications or Popup Windows for convenient access to Quick Actions on new and existing clients
- Aesthetician, Beautician or Cosmetologists in Spa/Tanning/Massage clinics, Animal Doctors or Dog trainers can send semi-automatic SMS reminders to prevent no-show appointments
- Broadcast bulk SMS for greetings, emergency messages, special offers and more. Standard charges may apply as per your Carrier Plan as the App uses your cell phone SMS plan to send Texts. Needs your permission for SMS. Useful for Home Improvement Contractors like Plumbers, Furnace / AC Engineers, Electricians, Lawn Mowers,Snow Removal
- Entrepreneurs like Home or Interior Designers,Financial Advisers, Investment Consultants can manage complex projects with many Tasks or To-Dos with Automatic Reminders Notification
- Sole Proprietors or solo businesses like Tourist CAR Operators, College Guides can do automatic SMS and Call logging with their permission
- Map Nearby Clients on the GO for Door to Door salesman and agents or brokers like Insurance, Lic, Real Estate
- Photographers, Driving School Instructors and Travel agents can attach photo, audio, video, file or documents for client, project, sales/order/contract etc.
- Export-Import to share data with existing applications by uploading and downloading CSV files. Useful for providers like Cleaning Services, Leak Detectors, Pest Control Technicians
- Backup data to store safely or transfer it to the other mobile device, PC or your choice of Cloud Drive
- Assistant enabled search
- Print or Save HTML statements and profile
- Bills/Collection and Balance Due Report - Just ONE tap to text, call or email clients with balance due. Keep account balance or ledger tracking for credit, debit or cash. Goodbye calculators as app will compute account balance & amount due.
- Attach files like PDF, images, statements, invoices, agreements, receipts, documents.
Like us on http://www.facebook.com/siyamiapps
** We do NOT have access to your private customer data
** Free Trial for 2 weeks
FEATURES
- Mini, Micro B2C businesses such as Caterer, Bakers, Sellers, Newspaper stand dealers & distributors can customize database form fields to design their own app
- Create Customer database groups for tagging, labelling, linking clients, workflow stages. Send SMS Broadcast to groups. View Group Client Map to optimize your travel. Use location insights to grow your business. Useful for Repair Shops,Seamstresses, Rental Shops etc.
- Self-employed Freelancers or tutors in the business of teaching Dance, Karate, Piano, Saxophone, Music or Yoga can view historical activities entered for the student contact. Import Clients from existing contacts
- Automatic Leads Generation from phone calls. Track leads & prospects
- Automatic Birthday Reminders : Useful to Astrologer, Tarot Reader & Baby sitters
- SMS, Call Automation : Semi-Automatic Welcome SMS, Reply SMS for missed, incoming and outgoing calls. Customize with Business Card or any business information
- Bulk Email : Send Bulk Email to your customers for marketing, servicing, lead generation etc.
- Unlimited number of templates to save typing. Use keywords like @firstname to personalize message
- Get Automatic Notification of nearby clients when on the road
- Appointment centric businesses like Hair Salons, Beauty Parlors can schedule appointments with calendar sync. Remind clients via instant message app , SMS, email or phone call with just a tap
- In-Call and Post-Call Push Notifications or Popup Windows for convenient access to Quick Actions on new and existing clients
- Aesthetician, Beautician or Cosmetologists in Spa/Tanning/Massage clinics, Animal Doctors or Dog trainers can send semi-automatic SMS reminders to prevent no-show appointments
- Broadcast bulk SMS for greetings, emergency messages, special offers and more. Standard charges may apply as per your Carrier Plan as the App uses your cell phone SMS plan to send Texts. Needs your permission for SMS. Useful for Home Improvement Contractors like Plumbers, Furnace / AC Engineers, Electricians, Lawn Mowers,Snow Removal
- Entrepreneurs like Home or Interior Designers,Financial Advisers, Investment Consultants can manage complex projects with many Tasks or To-Dos with Automatic Reminders Notification
- Sole Proprietors or solo businesses like Tourist CAR Operators, College Guides can do automatic SMS and Call logging with their permission
- Map Nearby Clients on the GO for Door to Door salesman and agents or brokers like Insurance, Lic, Real Estate
- Photographers, Driving School Instructors and Travel agents can attach photo, audio, video, file or documents for client, project, sales/order/contract etc.
- Export-Import to share data with existing applications by uploading and downloading CSV files. Useful for providers like Cleaning Services, Leak Detectors, Pest Control Technicians
- Backup data to store safely or transfer it to the other mobile device, PC or your choice of Cloud Drive
- Assistant enabled search
- Print or Save HTML statements and profile
- Bills/Collection and Balance Due Report - Just ONE tap to text, call or email clients with balance due. Keep account balance or ledger tracking for credit, debit or cash. Goodbye calculators as app will compute account balance & amount due.
- Attach files like PDF, images, statements, invoices, agreements, receipts, documents.
Like us on http://www.facebook.com/siyamiapps
Contacts Journal Crm 2 1 1000
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