 |
 | Home | Contact Us | FAQ | Search & Site Map | Link to Us |
 | Sign In | Join | Other 45 Sites in Network |
| HomeDiscussionsAccessExcelInfoPathOutlookPowerPointPublisherWordDirectoryUser Groups Related Topics Outlook ExpressInternet ExplorerWindowsMS Server ProductsMore Topics ... |
MS Office Forum / Outlook / Contacts / March 2006How Do I Attach Notes to Contacts?
Hi - For some strange reason I cannot seem to connect Notes to Contacts. If I open up the info screen for a given contact, then click on the activity tab (show all or show notes) and nothing is there. So I click on File/New/Note and create a note. It still doesn't show up associated with that contact. However, on the Outlook Shortcut bar, if I click on notes, there it is, free and un-associated, along with all the notes I keep in my Treo 650 and sync to Outlook. But I really want to take notes associated with contacts. Anyone know how to make this change? Thanks - Barry File | New doesn't assume any connection with the currently open item. You need to make that connection. With the note open, click its upper left corner, choose Contacts from the menu that pops up and select the contact(s) you want to associate with the note.  SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > Hi - For some strange reason I cannot seem to connect Notes to Contacts. If > I open up the info screen for a given contact, then click on the activity tab [quoted text clipped - 8 lines] > > - Barry Thanks Sue - this was helpful. And it works. But what a kludgy way to do it. I guess I am just spoiled from having used ACT for so long. I am used to it and would be using it still except for the fact that the version I have will not sync to my Treo 650. So I converted to Outlook rather than upgrade ACT for $200. There is a big text field at the bottom of the Contacts/General Tab. No date stamp feature, unfortunately. Do you know how large this field is? Is it unlimited? I could use that field for what I have in mind. Thanks again for your response. -Barry > File | New doesn't assume any connection with the currently open item. You need to make that connection. With the note open, click its upper left corner, choose Contacts from the menu that pops up and select the contact(s) you want to associate with the note. > [quoted text clipped - 10 lines] > > > > - Barry The body of an item -- contact, message, task, etc. -- doesn't have a fixed size limit. Type as much as you want. If you want date stamps, see http://www.outlookcode.com/d/code/stampdate.htm SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > Thanks Sue - this was helpful. And it works. But what a kludgy way to do > it. I guess I am just spoiled from having used ACT for so long. I am used [quoted text clipped - 21 lines] >> > >> > - Barry Hi Sue, if I have absolutely NO idea how to integrate the code you've linked to on creating a date stamp, is there some place that has step by step instructions? I use a blackberry 7750 and would also like all notes kept in that 'notes' section at the bottom of the contact card window. This way I can take my notes record for each client with me and access it in my blackberry without scrolling through a billion note files. Best Regards, SignatureWe sell mannequins to retailers. They smile, laugh, and kiss! www.bigsmile.ca > The body of an item -- contact, message, task, etc. -- doesn't have a fixed size limit. Type as much as you want. If you want date stamps, see http://www.outlookcode.com/d/code/stampdate.htm > [quoted text clipped - 23 lines] > >> > > >> > - Barry Outlook VBA basics: 1) Choose Tools I Macro l Security and set security to Medium. 2) Restart Outlook. 3) Press Alt + F11 to bring up the VBA environment, 4) Expand the Project Explorer at upper left. 5) Double-click the built-in ThisOutlookSession module to open it. 6) Put at the code in ThisOutlookSession. You can run the code from the VBA environment by pressing F5 or clicking the Run button on the toolbar. Or run it from the main Outlook window with Alt-F8. When you get an "enable macros" prompt, choose to enable. For more information, including links to tutorials, see: http://www.outlookcode.com/d/vb.htm SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > Hi Sue, if I have absolutely NO idea how to integrate the code you've linked > to on creating a date stamp, is there some place that has step by step [quoted text clipped - 35 lines] >> >> > >> >> > - Barry Hi Sue, thank you so much. with the help of my brother, I got the date stamp to appear. by pressing alt f8. Could you please tell me what lines to add to this datestamp code to maket he cursor appear at the END of the datestamp, so I can just type away after 'stamping' and skip the re-positioning of the cursor to the end of the datestamp line. Best Regards, and Thanks so much for your time! SignatureWe sell mannequins to retailers. They smile, laugh, and kiss! www.bigsmile.ca > Outlook VBA basics: > [quoted text clipped - 55 lines] > >> >> > > >> >> > - Barry The position of the cursor can't be controlled with the Outlook programming model. SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > Hi Sue, thank you so much. with the help of my brother, I got the date stamp > to appear. by pressing alt f8. Could you please tell me what lines to add to [quoted text clipped - 26 lines] >> > to on creating a date stamp, is there some place that has step by step >> > instructions? OK, Here is what we are going to try: Create a button using custom forms just above the Notes Field. When a user presses the button, it inserts the datestamp in the notes field, and then tabs once (into the top of the notes field). Then using send keys to position the cursor somehow. The goal is to have a logical sequence of adding notes with the date either directly above or below the note, so that when the notes field syncs with the users handheld, they show up in the contact file on the handheld and (at least with the blackberry) they simply scroll through the note history. It's kinda like a quick and dirty way to do what ACT does. Can you think of any other way we could acheive this goal using existing Outlook functionalities Sue? Thanks so much, have a wonderful day. SignatureWe sell mannequins to retailers. They smile, laugh, and kiss! www.bigsmile.ca > The position of the cursor can't be controlled with the Outlook programming model. > > Hi Sue, thank you so much. with the help of my brother, I got the date stamp [quoted text clipped - 27 lines] > >> > to on creating a date stamp, is there some place that has step by step > >> > instructions? As I said, there is no way to do that with built-in Outlook programming features. You either have to use a SendKeys kludge or the third-party Outlook Redemption (http://www.dimastr.com/redemption/) library. SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > OK, Here is what we are going to try: > Create a button using custom forms just above the Notes Field. When a user [quoted text clipped - 12 lines] > >> The position of the cursor can't be controlled with the Outlook programming model. >> >> > Hi Sue, thank you so much. with the help of my brother, I got the date stamp [quoted text clipped - 27 lines] >> >> > to on creating a date stamp, is there some place that has step by step >> >> > instructions? > Hi - For some strange reason I cannot seem to connect Notes to Contacts. If > I open up the info screen for a given contact, then click on the activity tab [quoted text clipped - 8 lines] > > - Barry |
Reply to this Message |
 Sign In
 Join
 My Latest Posts My Monitored Threads My Blog My Photo Gallery My Profile My Homepage Start New Thread Enable EMail Alerts Rate this Thread
|
©2008 Advenet LLC Privacy Policy - Terms of Use
This website includes both content owned or controlled by Advenet as well as content owned or controlled by third parties.