Looking for a solution (maybe an add-in) to easily track email conversations

Status
Not open for further replies.

Jaspington

Member
Outlook version
Outlook 2010 32 bit
Email Account
POP3
Hi all

I have been searching around for quite some time, both here and on the web, and am struggling to find what I hope is out there!

What I am looking for is an easy wa yto track email conversations by contact. For example, if I have a contact of John Smith, I want and easy way to simply click on the contact and see all emails sent to and from him (this need not be across all folders, it could be just the inbox/sent folder if easier).

I am aware that this is possible via BCM, but I work for myself and as such the licence terms do not work for me for this product as I think there is a minimum of 5 licences, and I would only need 1!!. And I don't need, or want to pay for, the extra functionality of BCM either!

Does anyone know of a way to do this, or if there are any add-ins (free of paid for) that would provide such functionality?!

It seems like a fairly basic ask, but my searches have so far only really undearthed BCM for this.

Thanks
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Re: Looking for a solution (maybe an add-in) to easily track email conversatio

What about Activities? This is a button on the open contact form.

Or the social connector - that is the pane at the bottom of message and contacts. It should the most recent 200 message for the person.

The screenshot shows both.

The Activities are in the top section and you get to that page by clicking the button in the ribbon. Click General to go back to the main contact page.

The bottom of the contact is the social connector. Collapse and expand it using the arrow icon on the right. If you don't see it, turn it on from the View ribbon - People pane icon.

contact.jpg
 

Jaspington

Member
Outlook version
Outlook 2010 32 bit
Email Account
POP3
Re: Looking for a solution (maybe an add-in) to easily track email conversatio

What about Activities? This is a button on the open contact form.

Hi Diane

I was oblivious about Activities, and this looks like just what I am after! Thanks very much!
(Social Connector is close, and is what I have tried recently, but it won't show sent and received emails in the same view, unless I am mistaken?).

A couple of questions if I may about Activities

- when I looked at Activities it seemed to take a while to "load" the email list when I first look at it for a contact, but it is much faster the 2nd time I look; is this standard behaviour? (I only ask as the first time I looked it took a few minutes, which for me is an unacceptable time lag if this will happen all the time, but is OK if it is only the first time Activities is run for any contact)

- I have an Access DB in which I keep much of my detailed CRM info; whilst I am comfortable with Access & Excel VBA I am not overly familiar with the Outlook object model - should it be a relatively straightforward task for me to add a button on my Access DB that reads the contact detail from Access and opens this "Activities" view in Outlook for the relevant contact?

Thanks for your help, Activities may well be a really great find for me! :D
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Re: Looking for a solution (maybe an add-in) to easily track email conversatio

Activities uses the old internal search engine and yes, its very slow.

I don't know how hard it would be to pull it up from access - calling the object model is not a problem and opening the contact shouldn't be a problem, but i don't know if you can open the activities page.
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
C Looking for feedback on new Outlook Add-in Using Outlook 0
B Looking to get the Recipient email address (or even the "friendly name") from an email I am replying to using VBA Outlook VBA and Custom Forms 4
B Looking to filter (or just find/search) for only messages that the sender has sent more than 1 messa Using Outlook 2
G Looking for help with our Organization Forms Library Outlook VBA and Custom Forms 1
peacepanda How to save attachment looking at the attachment name Outlook VBA and Custom Forms 1
L Looking for help - want to try an alternative to Outlook? Outlook Wishlist 0
D Looking to move away from exchange to outlook.com Using Outlook 4
B Looking for Outlook 2013 update for Send Drafts Macro Using Outlook 4
Aussie Looking for Outlook macro to Copy Recipient Names into Email Body Outlook VBA and Custom Forms 3
M Looking for options and best practices for an Edge Server (Exchange or not) Exchange Server Administration 0
M Looking for trainer in Business Contact Manager BCM (Business Contact Manager) 0
O looking to bring in all my folders from Outlook Express (XP) to Outlook 2013 Using Outlook 3
B Looking for an add-in or a way to send automatic replies based off a list Using Outlook 2
R Outlook Template: Looking to distribute a VBA Outlook template to other people Using Outlook 1
I Looking for a productivity add-in similar to "Nostalgy" for Thunderbird Using Outlook 5
Q Looking for Outlook 2010 Close Event Id Exchange Server Administration 1
C Looking for way to tie a Business Contact to more than one Account BCM (Business Contact Manager) 5
J OL2003 Macro disables itself - looking for way to automate 'enable' Using Outlook 2
R Looking for my BCM backup files BCM (Business Contact Manager) 1
B Looking for email address under ItemSend event Outlook VBA and Custom Forms 6
S Looking for client-side method (Outlook 2007/Exchange 2007) for users to delete Outlook VBA and Custom Forms 2
S Looking for a Utility for Editting An Exported Rules (.rwz) File Using Outlook 6
P Outlook looking for Copy of Outlook.pst Outlook VBA and Custom Forms 1
U looking for feedback on installation process and on eMarking Assis Outlook VBA and Custom Forms 1
witzker Spam Fighting Solution For 3 Synced Outlooks Outlook VBA and Custom Forms 0
G Calendar View in Outlook Office 365 - Doesn't show enough hours, and the 30/60 min choice isn't the solution Using Outlook 4
O Wishlist Native solution to detach attachments but keep a link to them Outlook Wishlist 1
O VBA or other solution for Outlook tasks to OneNote Outlook VBA and Custom Forms 0
S Unique ID solution for all outlook items? Outlook VBA and Custom Forms 2
V Outlook Data File (PST) - Auto Backup Solution Using Outlook 3
S Need solution to Outlook mail handling/syncing/mobile situation, please Using Outlook 2
J A reporting and analysis solution for MS Exchange Exchange Server Administration 0
H Outlook 2007 - hide completed tasks from Outlook Today -Solution Using Outlook 2
S Recovering (maybe) archived files Using Outlook 1
T Max Recipent or maybe bad dynamic dist list Exchange Server Administration 2

Similar threads

Top