I am looking at CRM Software solutions for my client
I am looking at CRM Software solutions for my client. They are seems over
complicated.
What I need is some extra features on top of outlook, for example, I need to
add more fields like discount rate, activation date, etc to the contact. I
may have a form dedicated to managing these extra fields. Also other users
in the same company can access these info at the same time.
Can this type of tasks be done in Outlook using VBA? Where are the data
saved into?
All data is saved in Outlook items in folders. If you want these to be
shared, then you need either Exchange Server or one of the third-party
tools discussed at http://www.slipstick.com/outlook/share.htm
If all you need are extra fields, a custom form can handle those.
See http://www.outlookcode.com/d/forms.htm
and http://www.outlookcode.com/d/contactform.htm