New Journal Entry for Contact

R

Rich S

I've recently upgraded from Office XP (2002) to Office 2007.
When I'm working with a Contact page, I no longer see the command "New
Journal Entry for Contact". This is really used by me a lot to record
everything about that interaction. I've looked everywhere I can think of, and
haven't found it; I did find the Journal button, but that only produces a
generic journal form. The old way actually filled in a lot of the blanks for
me.
Also, I'd like to turn on Journaling for all my Contacts, but they're in
subfolders, so apparently the software still doesn't allow me to do that,
same as in Office 2002.

Please, help me find that command button!
 
D

Diane Poremsky [MVP]

select the contact, Actions menu, Create... or right click on the contact,
create... New journal for contact.
 
R

Rich S

The method Diane describes accomplishes the same thing, but you have to back
out of the Contact you're in and get back onto the main Contacts screen.

I also found another solution accidentally this afternoon. To insert the
"New Journal Entry for Contact" actually onto the Contact(s) form, click the
"down" arrow on the Quick Access Toolbar [the one with the Save disc icon and
the Previous and Next arrows]; click "More Commands" from the drop-down menu
that appears; click the drop -down arrow for "Choose Commands From" and
select "Commands Not In The Ribbon", go down to the green "New Journal Entry
for Contact", click Add button and click OK. It's now on all Contact forms.
 

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