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| Tags: 2003, contacts, dated, notes, outlook |
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#1
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When I speak with a contact, I want to make a note of our conversation
without having to type in the date each time. |
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#2
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Sounds like a real time saver.
Now, do you have a question? What version of Outlook? Where is it that you want these notes to show? -- Milly Staples [MVP - Outlook] Post all replies to the group to keep the discussion intact. All unsolicited mail sent to my personal account will be deleted without reading. After furious head scratching, Timnote asked: | When I speak with a contact, I want to make a note of our conversation | without having to type in the date each time. |
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#3
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Milly - thank you for responding.
When I double click on a contact, the contact's "record" (not sure of the terminology here) comes up. On the right hand side under the fields for E-mail and Web page address is a blank notepad (at least that's what I took it to be). Is there a way to have the date of my note automatically inserted? It would be nice not to have to write in the date everytime I have a conversation with a contact and make a note. Also, I'm wondering how one would use the contacts button on the bottom left; I suppose the purpose is to be able to link other contacts to this contact, but how would that be used in practical application. Thank you very much. Tim "Milly Staples - MVP Outlook" wrote: Sounds like a real time saver. Now, do you have a question? What version of Outlook? Where is it that you want these notes to show? -- Milly Staples [MVP - Outlook] Post all replies to the group to keep the discussion intact. All unsolicited mail sent to my personal account will be deleted without reading. After furious head scratching, Timnote asked: | When I speak with a contact, I want to make a note of our conversation | without having to type in the date each time. |
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#4
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http://www.outlook-tips.net/howto/date_stamp.htm for the first question.
As for the second, suppose you are making notes about a sales contact and want to link it to others at the same company with whom you have made contact? Works better than making the same notes in each contact. Or you are having an interview with a contact and want to follow up to the HR and Manager for that contact? -- Milly Staples [MVP - Outlook] Post all replies to the group to keep the discussion intact. All unsolicited mail sent to my personal account will be deleted without reading. After furious head scratching, Timnote asked: | Milly - thank you for responding. | | When I double click on a contact, the contact's "record" (not sure of | the terminology here) comes up. On the right hand side under the | fields for E-mail and Web page address is a blank notepad (at least | that's what I took it to be). Is there a way to have the date of my | note automatically inserted? It would be nice not to have to write | in the date everytime I have a conversation with a contact and make a | note. | | Also, I'm wondering how one would use the contacts button on the | bottom left; I suppose the purpose is to be able to link other | contacts to this contact, but how would that be used in practical | application. | | Thank you very much. | | Tim | | "Milly Staples - MVP Outlook" wrote: | || Sounds like a real time saver. || || Now, do you have a question? What version of Outlook? Where is it || that you want these notes to show? || || -- || Milly Staples [MVP - Outlook] || || Post all replies to the group to keep the discussion intact. All || unsolicited mail sent to my personal account will be deleted without || reading. || || After furious head scratching, Timnote asked: || ||| When I speak with a contact, I want to make a note of our ||| conversation without having to type in the date each time. |
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#5
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Thank you - looks great!
"Milly Staples - MVP Outlook" wrote: http://www.outlook-tips.net/howto/date_stamp.htm for the first question. As for the second, suppose you are making notes about a sales contact and want to link it to others at the same company with whom you have made contact? Works better than making the same notes in each contact. Or you are having an interview with a contact and want to follow up to the HR and Manager for that contact? -- Milly Staples [MVP - Outlook] Post all replies to the group to keep the discussion intact. All unsolicited mail sent to my personal account will be deleted without reading. After furious head scratching, Timnote asked: | Milly - thank you for responding. | | When I double click on a contact, the contact's "record" (not sure of | the terminology here) comes up. On the right hand side under the | fields for E-mail and Web page address is a blank notepad (at least | that's what I took it to be). Is there a way to have the date of my | note automatically inserted? It would be nice not to have to write | in the date everytime I have a conversation with a contact and make a | note. | | Also, I'm wondering how one would use the contacts button on the | bottom left; I suppose the purpose is to be able to link other | contacts to this contact, but how would that be used in practical | application. | | Thank you very much. | | Tim | | "Milly Staples - MVP Outlook" wrote: | || Sounds like a real time saver. || || Now, do you have a question? What version of Outlook? Where is it || that you want these notes to show? || || -- || Milly Staples [MVP - Outlook] || || Post all replies to the group to keep the discussion intact. All || unsolicited mail sent to my personal account will be deleted without || reading. || || After furious head scratching, Timnote asked: || ||| When I speak with a contact, I want to make a note of our ||| conversation without having to type in the date each time. |
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