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Outlook CRM and Contact Management - Keeping It Simple This article looks at how you can use Microsoft Outlook as your Contact Management and CRM system without the installation of any additional client software or Outlook Add-Ins, and still interface Outlook with your back-end CRM or ERP system. It represents a new, yet incredibly simple approach to CRM that is guaranteed to work where other systems might fail (or may already have failed). Equally important, for those organizations wanting to adopt a CRM system, it is a very good system to implement first, even if one later “graduates” to a more comprehensive CRM application at a later stage.
I’d like to enable the Out of Office Assistant, but it really shouldn’t send out an Automatic Reply to various addresses, like for instance mailing lists which I am a member of. How can I prevent the Out of Office Assistant to auto reply to certain addresses?
You cannot set this level of exception for the Automatic Reply feature (also known as the Out of Office Assistant or OOF) in Outlook. However, you can emulate this by using a rule so you can be fully in control of who gets your reply and who doesn’t. An alternative approach would be to enable the Automatic Reply feature for internal users and only send external Automatic Replies to a select amount of contacts via an additional rule. Note: If you are not using an Exchange account, you can use the guide for alternative ways to set an Automatic Reply.
Free live binary option signals. Sending all Automatic Replies via a Message Rule To control all your Automatic Replies via a message rule, follow the steps below. Open the Rules Wizard;. Outlook 2007 and previous Tools- Rules and Alerts. Outlook 2010, Outlook 2013 and Outlook 2016 File- Manage Rules & Alerts. New Rule. In the section “Start from a blank rule” choose; Check messages when they arrive. In the next screen you can select the conditions.
Select “from people or distribution list” when you only want to send the message to a limited amount of people. If you want to send it to everyone and only want to prevent it from being sent to a limited amount of people, do not set any conditions at all. Click Next to go to the Actions screen.
Here select: have server reply using a specific message. In the bottom screen click “a specific message” to create a custom reply message.
In the message screen that pops-up, type your subject and message and then click Save & Close. Click next to advance to the next screen to set any exceptions. It is advised to set at least some exception conditions on the subject with words such as reply, failed, undeliverable, etc This way you can prevent endless mail loops between 2 mail servers to occur. If you didn’t set a condition in step 4, then select the the exception “from people or distribution list” to prevent the auto reply to be send out to those people. Once you’ve done that, click Next to give the rule a name such as “Custom OOF”.
Click Finish and then OK to close the open windows. Now you can enable the rule when you are away and disable it again when you are back. Extra tip: The rules wizard also allows you to set a date span so it can automatically turn itself on and off.
Note: By secure default Exchange is configured not to allow auto replies, auto forwards and OOF messages to the Internet. Your mail administrator can enable it by using the steps described in. Internal and External Automatic Reply options All currently supported versions of Outlook and Exchange (2007 and later) have the option to configure the Automatic Reply feature to only reply to internal users or set different replies for internal and external users.
There is a built-in option to only send the external reply to (external) people who are also in your Contacts folder or to everyone who sends you a message. When you only enable the automatic reply for people in your Contacts folder, verify that your Contacts folder indeed doesn’t contain any addresses of people you don’t want to send an automatic reply to. You can send Automatic Replies only to Contacts outside your organization. Internal Automatic Reply and a Reply Rule for additional addresses There is also an option to create rules which are only executed when the Automatic Reply is turned on. This allows you to turn on the OOF just for internal users and configure an additional rule to only reply to specific external contacts with a template. Open the Automatic Replies dialog.
Set the option: Send automatic replies. Verify that the Automatic Reply for “Outside My Organization” is set to Off. Click on he Rules button in the bottom left of the Automatic Reply dialog. Click on the button: Add Rule. Click on the From button and select all the (external) people that you want to send a reply to. Select the “Reply with” option. Click on the Template button.
Compose the message that you want to be sent as a reply. Don’t forget the subject. You can leave the “To” line empty. Press Save & Close when you have composed your message. Press OK to close all open dialogs. You can create message rules which are only being executed when the Automatic Reply feature is turned on.
The following now applies:. People within your organization will receive your internal Automatic Reply Message. People who you have specified in your rule will receive your message template as a reply. People outside of your organization who are not specified in your rule won’t receive any Automatic Reply. Note: By secure default Exchange is configured not to allow auto replies, auto forwards and OOF messages to the Internet. Your mail administrator can enable it by using the steps described in.
Last modified: July 6, 2016.