Hello there,

I'm using the Sales-for-Outlook and want to monitor if all colleagues are
using the program correctly. One of the things I've got to look at is whether
they link a CRM-activity to an account in the Regarding-field. As far as I
can see, the only way to do this is by clicking on each activity and look
whether the Regarding-field contains (the right) items. It would be much
easier if I could add a column, which contains the accounts filled in in the
Regarding-field, to the total activity-list.
Does anybody know if this is possible and if so, how can I do this?

OK, thanks in advance!!!!

Greetz H.

RE: Add column "accounts" to activities - We have a solution for this. by SteveLewis

SteveLewis
Mon Dec 20 13:21:02 CST 2004

We have an addon product "Activity Manager" that will let you put in the
Regarding field and all field and let you see other Activities too. And
you can just buy a version for yourself and not have to match the MSCRM
license number. Also, for a limited time we'll let you try it for FREE.

Let me know if you are interested and I'll explain it more.

Steve Lewis
Collins Computing
(949)297-5666 direct line
stlewis@collinscomputing.com

"H. Willems" wrote:

> Hello there,
>
> I'm using the Sales-for-Outlook and want to monitor if all colleagues are
> using the program correctly. One of the things I've got to look at is whether
> they link a CRM-activity to an account in the Regarding-field. As far as I
> can see, the only way to do this is by clicking on each activity and look
> whether the Regarding-field contains (the right) items. It would be much
> easier if I could add a column, which contains the accounts filled in in the
> Regarding-field, to the total activity-list.
> Does anybody know if this is possible and if so, how can I do this?
>
> OK, thanks in advance!!!!
>
> Greetz H.

RE: Add column "accounts" to activities - We have a solution for t by Kim

Kim
Mon Dec 20 18:13:07 CST 2004

Hi Steve,

I am interested in the free trial, please let me know of the product pricing
too.

Rgrds,

Kim.

"Steve Lewis" wrote:

> We have an addon product "Activity Manager" that will let you put in the
> Regarding field and all field and let you see other Activities too. And
> you can just buy a version for yourself and not have to match the MSCRM
> license number. Also, for a limited time we'll let you try it for FREE.
>
> Let me know if you are interested and I'll explain it more.
>
> Steve Lewis
> Collins Computing
> (949)297-5666 direct line
> stlewis@collinscomputing.com
>
> "H. Willems" wrote:
>
> > Hello there,
> >
> > I'm using the Sales-for-Outlook and want to monitor if all colleagues are
> > using the program correctly. One of the things I've got to look at is whether
> > they link a CRM-activity to an account in the Regarding-field. As far as I
> > can see, the only way to do this is by clicking on each activity and look
> > whether the Regarding-field contains (the right) items. It would be much
> > easier if I could add a column, which contains the accounts filled in in the
> > Regarding-field, to the total activity-list.
> > Does anybody know if this is possible and if so, how can I do this?
> >
> > OK, thanks in advance!!!!
> >
> > Greetz H.

RE: Add column "accounts" to activities - We have a solution for t by SteveLewis

SteveLewis
Mon Dec 20 18:27:06 CST 2004

Kim,

Thanks for your interest. Email me your email address at
stlewis@collinscomputing.com I'll send you a 1 month Free trial. You will be
able to do everything with this version We are just introducing the product
now. Currently it is $100.00 a user and you "do not" have to match the MSCRM
license count. You can just buy it for the users who will be using it and
you decide during the install which users can access it.

I know you'll find "Activity Manager" will do what you need and more. We
built it because we needed it for ourselves and our clients. Again send me
your email address and I'll email it to you for a month Free trial.

Also, I will talk you through installing it and using it. Just want people
to start seeing the vision of it.

Happy Holidays.

Steve Lewis
Senior Consultant
Collins Computing
(949)297-5666 direct line
stlewis@collinscomputing.com


"Kim" wrote:

> Hi Steve,
>
> I am interested in the free trial, please let me know of the product pricing
> too.
>
> Rgrds,
>
> Kim.
>
> "Steve Lewis" wrote:
>
> > We have an addon product "Activity Manager" that will let you put in the
> > Regarding field and all field and let you see other Activities too. And
> > you can just buy a version for yourself and not have to match the MSCRM
> > license number. Also, for a limited time we'll let you try it for FREE.
> >
> > Let me know if you are interested and I'll explain it more.
> >
> > Steve Lewis
> > Collins Computing
> > (949)297-5666 direct line
> > stlewis@collinscomputing.com
> >
> > "H. Willems" wrote:
> >
> > > Hello there,
> > >
> > > I'm using the Sales-for-Outlook and want to monitor if all colleagues are
> > > using the program correctly. One of the things I've got to look at is whether
> > > they link a CRM-activity to an account in the Regarding-field. As far as I
> > > can see, the only way to do this is by clicking on each activity and look
> > > whether the Regarding-field contains (the right) items. It would be much
> > > easier if I could add a column, which contains the accounts filled in in the
> > > Regarding-field, to the total activity-list.
> > > Does anybody know if this is possible and if so, how can I do this?
> > >
> > > OK, thanks in advance!!!!
> > >
> > > Greetz H.