Use of Journal to keep track of phone calls and notes.

[sbobko]

I thought Outlook 2007 was a way to keep track of what your conversations
are. Unfortunately I cannot figure out how to post a journal entry for a
contact.

I know the help says to go to Actions on the Contact Ribbon and Create a
Journal Entry, but there is no such link on the Contact Ribbon.

How do I keep track of my conversations with a contact. There also does not
appear to be a way to link a Journal entry with a contact if you go by
opening the Journal entry first. UPDATE, found that, by typing name it will
pull up contact. I was looking for a search window.

I would like to start using Outlook as my contact manager, but Act! is a
much easier tool for keeping track of appointments, activities and history on
a contact. Can Outlook do the same?

 

[Michael Ray Brown]

I thought Outlook 2007 was a way to keep track of what your conversations
are. Unfortunately I cannot figure out how to post a journal entry for a
contact.

I know the help says to go to Actions on the Contact Ribbon and Create a
Journal Entry, but there is no such link on the Contact Ribbon.

How do I keep track of my conversations with a contact. There also does
not
appear to be a way to link a Journal entry with a contact if you go by
opening the Journal entry first. UPDATE, found that, by typing name it
will
pull up contact. I was looking for a search window.

I would like to start using Outlook as my contact manager, but Act! is a
much easier tool for keeping track of appointments, activities and history
on
a contact. Can Outlook do the same?

What you need to do is add a "Record in Journal" button to the Quick Access
Toolbar for the Contact record. Then, when you click on that button, it
generates a Journal item with a link to that contact. (Alternatively, you
can use the keystrokes Ctl + J.)

In order to see that link, you must configure Outlook 2007 to show the
Contact field in Journal items. Go to Options | Preferences, click on the
"Contact Options..." button, and put a check in the box "Show Contact
Linking on all Forms."

If you create a Journal entry, and wish to link it to a Contact, simply type
a few characters of that contact's name in the "Contacts..." field. If
Outlook recognizes the contact, it will fill in the rest of the name, and
create a link to that contact.

 

[nmhar]

Thanks I was able to do this to get it to work. But how to I fix my Actions
ribbon in a contact. "Create" does not appear and is often in MS help
instructions for doing things like creating a link or journal entry.

 

[Michael Ray Brown]

Please see my instructions in my previous post on adding a "Record in
Journal" button to the Quick Access Toolbar. That's the little toolbar at
the left of the title bar. Click on the little down arrow, choose "More
Commands..." and select "Record in Journal" from the drop down list
"Commands Not in the Ribbon."