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MS Office Forum / Outlook / Contacts / December 2006

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Notes in Outlook 2003

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beamone - 24 Dec 2006 20:19 GMT
I am not understanding the Notes feature.
Can I make a note with some tidbit of info that I want to be attached to a
Contact?
When I make a note I see no way to say this goes under John Doe.
When I pull up John Doe Contact card & go to Activities there is a "Notes"
in the drop down but I dont know how to put a note there for that person only.
I just want to put infomation & not a task or activity.

If I cant use notes, If I put the info in a task & put John Doe as Contact,
it also puts the task under me as "owner" & there is no way to remove my name
from owner.

Also When I bring up a contact & go to "Activities" it wants to default to
"ALL Items" which starts bringing in every email. Can I just default to
something else like "Tasks" ?

I am trying to use this program as a PIM but not having much luck.
Do you know is Outlook 2007 is any more useful for personal use & not sales ?
Would appreciate any help in accomplishing what I need to do.
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Barry
www.beamalarm.com

Milly Staples [MVP - Outlook] - 24 Dec 2006 22:48 GMT
On the notes file options, there is a place to specify a contact.  Click in the upper left hand corner of any note and you will see where you can link to a contact or assign a category, for instance.

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Milly Staples [MVP - Outlook]

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After furious head scratching, beamone asked:

| I am not understanding the Notes feature.
| Can I make a note with some tidbit of info that I want to be attached
[quoted text clipped - 16 lines]
| Do you know is Outlook 2007 is any more useful for personal use & not
| sales ? Would appreciate any help in accomplishing what I need to do.
beamone - 24 Dec 2006 23:35 GMT
Thank You, that helps.
Can I be in a contact & add a note to that contact from there?

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Barry
www.beamalarm.com

> On the notes file options, there is a place to specify a contact.  Click in the upper left hand corner of any note and you will see where you can link to a contact or assign a category, for instance.
>
[quoted text clipped - 18 lines]
> | Do you know is Outlook 2007 is any more useful for personal use & not
> | sales ? Would appreciate any help in accomplishing what I need to do.
Milly Staples [MVP - Outlook] - 25 Dec 2006 03:39 GMT
You mean in other than the default area next to (or below) the contact information - that large white space?

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Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.

After furious head scratching, beamone asked:

| Thank You, that helps.
| Can I be in a contact & add a note to that contact from there?
[quoted text clipped - 33 lines]
||| not sales ? Would appreciate any help in accomplishing what I need
||| to do.
beamone - 25 Dec 2006 04:03 GMT
I thought I could right click in that area (that large white space) & add a
note that would attach to that contact I was on, but it looks like right
click is not an option.
I tried FILE -  NEW - NOTE , but I still have to go thru the steps to tell
it to attach to the current contact I am on. I guess I can try using it that
way. Thanks for your help.
Signature

Barry
www.beamalarm.com

> You mean in other than the default area next to (or below) the contact information - that large white space?
>
[quoted text clipped - 35 lines]
> ||| not sales ? Would appreciate any help in accomplishing what I need
> ||| to do.

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