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MS Office Forum / Outlook / Contacts / October 2007Attaching Notes to contact
Outlook 2003 SP 2. Maybe this isn't the optimal way to do what I want, but there is not an option in the contact window under Actions to create a new note for the contacts. You can New Letter, New Appointment, New Task, New Message, etc. but not New Note. Yet one of the dropdowns in the Activities pane is Notes. The only way I have seen to attach a Note is to create it and then drag it to the Notes section of the General tab on the contact. You can assign Categories to Notes easy enough by right clicking the Note and assigning a Category, but there is not a Contacts option there to associate it to Contacts. Is there something I am misunderstanding in reference to this action and behavior? There seems to be. Any explanations are appreciated, as always. you can click on the little note icon in the title bar area of an open and and choose contacts..  SignatureDiane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: dailytips-subscribe-request@lists.outlooktips.net 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 > Outlook 2003 SP 2. > [quoted text clipped - 15 lines] > behavior? There seems to be. Any explanations are appreciated, as > always. Thx Diane, I thought this one was going to go unanswered. However, I only have categories as an option. I thought I may have read somewhere that notes associated with contacts had to do with the Journal? I have never used or understood the journal before either way. > you can click on the little note icon in the title bar area of an open and > and choose contacts.. [quoted text clipped - 18 lines] > > behavior? There seems to be. Any explanations are appreciated, as > > always. I'm not sure we are looking at the same place... see this screenshot: http://www.xsolive.com/Outlook%20Screen%20shots/Forms/DispForm.aspx?ID=7 you need to create the note than associate it. However, I'm not convinced this is the best way to make notes about a contact - I just use the notes field on the contact for short comments. journal is well, a journal. It can automatically capture some events or you can create your own journal entries. As with all outlook items (except Notes) there is a field where you can enter notes about the event you are journaling. If the notes you are creating are going to be long and extensive it might be better to use the journal instead. SignatureDiane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: dailytips-subscribe-request@lists.outlooktips.net 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 > Thx Diane, I thought this one was going to go unanswered. However, I only > have categories as an option. [quoted text clipped - 31 lines] >> > behavior? There seems to be. Any explanations are appreciated, as >> > always. |
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