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Old 02-26-2017, 05:12 AM
9EIKCNGN 9EIKCNGN is offline Windows 8 Office 2000
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Default Anyone know of communication management solutions for Microsoft Word?

Many large corporations have some kind of communications management solution that assist them with tracking correspondence and notes between the company and external points of contact. The solution many use is much like a customer relationship manager but without the sales functions and other unneeded modules. Many times a case number is assigned to each communication they send or receive which almost seems like it's legal industry software or help desk software to some degree.



I send out a lot of correspondence and communications and relying on email folders and file managers with a manual tracking system is becoming egregious. Preferably I am looking for open source or gnu software first, or commercial software second, that would allow me to manage and effectively keep track of every document I send.

I guess I could in theory design a database solution that might allow these functions but the development time would be redundant if one already exists. Maybe someone can point me in the right direction. This can be a standalone desktop solution, a self-hosted or centrally hosted solution, or an add-on component for something like Chrome.
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Old 02-27-2017, 12:09 AM
eNGiNe eNGiNe is offline Windows 7 32bit Office 2010 64bit
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Perhaps you could start by taking a look at document properties and bullying the file explorer into showing the ones you want. I don't know how many properties Word 2000 lets you assign.
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Old 02-27-2017, 04:46 AM
9EIKCNGN 9EIKCNGN is offline Windows 8 Office 2000
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Quote:
Originally Posted by eNGiNe View Post
Perhaps you could start by taking a look at document properties and bullying the file explorer into showing the ones you want. I don't know how many properties Word 2000 lets you assign.
Thanks but I'm looking more for some kind of conversation manager or a platform that shows points of contact by say name, and all the communications sent to that person, with case number or tracking number assignments, etc.

Much like when you call say a wireless carrier and they notate everything you speak about within your account framework, the time stamps of when you called, who you spoke with, the notes on your account, any correspondence between both parties.

I really need it for accountability not only from a word and document tracking sense, but generally speaking, a relationship tracking sense, that allows for documentation and notes concerning the relationship, document referencing, email referencing, whatever.
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Old 05-28-2017, 11:33 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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It's not apparent this has anything to do with Office, per se, since your scope is far wider than that. That said, SharePoint and OneNote together might provide the functionality you're after; if not, you'll need to search for software designed for your purpose.
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