Now I know why I took so long to change databases...
It's kind of like speaking English and then today, okay, let's just switch to Chinese. Geez.
This has been a "Fish or Cut Bait" week when it comes to my Database Change.
I used the original Agent Office for a few decades.
But life moves on.
The old A2K does not sync with the iPAD or iPhone and the old A2K technology is defunct.
They have a NEW Agent Personal Edition that syncs with three of your computers.
If you rig up Mobile Me, then one contact entry also hits your iPhone and iPad with one data entry.
So these are Moira Murphy's tips for the day. She has hung in there big time helping me set up this new Outlook Add On Agent Office Personal Edition. She deserves a medal of honor.
Using Agent Office Personal Edition:
•1. Quickly add contact by right clicking on their email address to add to Outlook contacts.
•2. Once the contact is open, click on Contact items, click NEW to create an appointment, log a phone call ( also known as journal entry), send an email, or create a to-do, or task.
•3. Save and close.
•4. When adding a new contact without an email, be sure to put in some type of email address so Outlook will recognize the contact from your address book
•5. Again, if creating a new appointment, task or email click on contact items, use New.
•6. Logging phone calls and attaching to a contact, simply click on Log Calls, and select the contact you are calling.
•7. To review past events or emails to and from a contact, again click on Contact Items, and then use the drop down box on the left of the screen.
Here are Q&A emails for Day One:
Right next to the General icon, is the Details which is where you enter a spouse!
Notes are in the notes folder, below Tasks, the way they get associated to the contact is in the CI (contact items).
Hope that gives you Gobs of Golden Results on Day One, too!
You'll Retrieve Golden Results with Cheryl Ritchie, RE/MAX 100, for all your Southern Maryland Real Estate Services. Visit www.GoldenResults.com for more information.
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