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MS Office Forum / Outlook / Contacts / April 2006journal user name
I work in a small company that is using outlook as a CRM. We have each customer set up as a contact in a public folder, and use journalling to follow the activities on the customer. There are several people that might be in a customer file over the course of the day. How do I identify who was the person making the journal entry? I would like to avoid having each person type their name on each entry, as you know compliance will not be 100%. Is there a way to identify the journal user name, or is there a way to add a "signature" to the journal such as what can be done with email? Thanks, Melissa editing existing items: you can't creating new items: add the from or organizer field to the view.  SignatureDiane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide) Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: EMO-NEWSLETTER-SUBSCRIBE-REQUEST@PEACH.EASE.LSOFT.COM >I work in a small company that is using outlook as a CRM. We have each > customer set up as a contact in a public folder, and use journalling to [quoted text clipped - 9 lines] > > Thanks, Melissa Dear Diane..... HUGE help. Thank you. I have seen on some of my journal entries a little blurb in the notes section about "modified on such a such date, etc." I cannot find an example now. Is this something that i could set up to occur on the journal entry if someone does modify it? I have tried to tell everyone not to modify journal entries, but rather make a new one referencing the previous one and what needed to be changed, but their will always be the person who just doesn't listen thanks, Melissa > editing existing items: you can't > creating new items: add the from or organizer field to the view. [quoted text clipped - 12 lines] > > > > Thanks, Melissa
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