How Do I Attach Notes to Contacts?

[Guest]

Hi - For some strange reason I cannot seem to connect Notes to Contacts. If
I open up the info screen for a given contact, then click on the activity tab
(show all or show notes) and nothing is there. So I click on File/New/Note
and create a note. It still doesn't show up associated with that contact.
However, on the Outlook Shortcut bar, if I click on notes, there it is, free
and un-associated, along with all the notes I keep in my Treo 650 and sync to
Outlook. But I really want to take notes associated with contacts. Anyone
know how to make this change?

Thanks

- Barry

 

[Sue Mosher [MVP-Outlook]]

File | New doesn't assume any connection with the currently open item. You need to make that connection. With the note open, click its upper left corner, choose Contacts from the menu that pops up and select the contact(s) you want to associate with the note.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

Hi - For some strange reason I cannot seem to connect Notes to Contacts. If
I open up the info screen for a given contact, then click on the activity tab
(show all or show notes) and nothing is there. So I click on File/New/Note
and create a note. It still doesn't show up associated with that contact.
However, on the Outlook Shortcut bar, if I click on notes, there it is, free
and un-associated, along with all the notes I keep in my Treo 650 and sync to
Outlook. But I really want to take notes associated with contacts. Anyone
know how to make this change?

Thanks

- Barry

 

[Guest]

Thanks Sue - this was helpful. And it works. But what a kludgy way to do
it. I guess I am just spoiled from having used ACT for so long. I am used
to it and would be using it still except for the fact that the version I have
will not sync to my Treo 650. So I converted to Outlook rather than upgrade
ACT for $200. There is a big text field at the bottom of the
Contacts/General Tab. No date stamp feature, unfortunately. Do you know how
large this field is? Is it unlimited? I could use that field for what I
have in mind. Thanks again for your response.

-Barry

 

[Sue Mosher [MVP-Outlook]]

The body of an item -- contact, message, task, etc. -- doesn't have a fixed size limit. Type as much as you want. If you want date stamps, see http://www.outlookcode.com/d/code/stampdate.htm

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

Hi Sue, if I have absolutely NO idea how to integrate the code you've linked
to on creating a date stamp, is there some place that has step by step
instructions?

I use a blackberry 7750 and would also like all notes kept in that 'notes'
section at the bottom of the contact card window.

This way I can take my notes record for each client with me and access it in
my blackberry without scrolling through a billion note files.

Best Regards,

--
We sell mannequins to retailers.
They smile, laugh, and kiss!
www.bigsmile.ca

 

[Sue Mosher [MVP-Outlook]]

Outlook VBA basics:

1) Choose Tools I Macro l Security and set security to Medium.

2) Restart Outlook.

3) Press Alt + F11 to bring up the VBA environment,

4) Expand the Project Explorer at upper left.

5) Double-click the built-in ThisOutlookSession module to open it.

6) Put at the code in ThisOutlookSession.

You can run the code from the VBA environment by pressing F5 or clicking the Run button on the toolbar. Or run it from the main Outlook window with Alt-F8. When you get an "enable macros" prompt, choose to enable.

For more information, including links to tutorials, see:

http://www.outlookcode.com/d/vb.htm



--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

Hi Sue, thank you so much. with the help of my brother, I got the date stamp
to appear. by pressing alt f8. Could you please tell me what lines to add to
this datestamp code to maket he cursor appear at the END of the datestamp, so
I can just type away after 'stamping' and skip the re-positioning of the
cursor to the end of the datestamp line.

Best Regards, and Thanks so much for your time!
--
We sell mannequins to retailers.
They smile, laugh, and kiss!
www.bigsmile.ca

 

[Sue Mosher [MVP-Outlook]]

The position of the cursor can't be controlled with the Outlook programming model.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

OK, Here is what we are going to try:
Create a button using custom forms just above the Notes Field. When a user
presses the button, it inserts the datestamp in the notes field, and then
tabs once (into the top of the notes field). Then using send keys to
position the cursor somehow.
The goal is to have a logical sequence of adding notes with the date either
directly above or below the note, so that when the notes field syncs with the
users handheld, they show up in the contact file on the handheld and (at
least with the blackberry) they simply scroll through the note history. It's
kinda like a quick and dirty way to do what ACT does. Can you think of any
other way we could acheive this goal using existing Outlook functionalities
Sue?

Thanks so much, have a wonderful day.

--
We sell mannequins to retailers.
They smile, laugh, and kiss!
www.bigsmile.ca

 

[Sue Mosher [MVP-Outlook]]

As I said, there is no way to do that with built-in Outlook programming features. You either have to use a SendKeys kludge or the third-party Outlook Redemption (http://www.dimastr.com/redemption/) library.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers