Notes in Outlook 2003

[Guest]

I am not understanding the Notes feature.
Can I make a note with some tidbit of info that I want to be attached to a
Contact?
When I make a note I see no way to say this goes under John Doe.
When I pull up John Doe Contact card & go to Activities there is a "Notes"
in the drop down but I dont know how to put a note there for that person only.
I just want to put infomation & not a task or activity.

If I cant use notes, If I put the info in a task & put John Doe as Contact,
it also puts the task under me as "owner" & there is no way to remove my name
from owner.

Also When I bring up a contact & go to "Activities" it wants to default to
"ALL Items" which starts bringing in every email. Can I just default to
something else like "Tasks" ?

I am trying to use this program as a PIM but not having much luck.
Do you know is Outlook 2007 is any more useful for personal use & not sales ?
Would appreciate any help in accomplishing what I need to do.

 

[Milly Staples [MVP - Outlook]]

On the notes file options, there is a place to specify a contact. Click in the upper left hand corner of any note and you will see where you can link to a contact or assign a category, for instance.

--
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, beamone asked:

| I am not understanding the Notes feature.
| Can I make a note with some tidbit of info that I want to be attached
| to a Contact?
| When I make a note I see no way to say this goes under John Doe.
| When I pull up John Doe Contact card & go to Activities there is a
| "Notes"
| in the drop down but I dont know how to put a note there for that
| person only. I just want to put infomation & not a task or activity.
|
| If I cant use notes, If I put the info in a task & put John Doe as
| Contact, it also puts the task under me as "owner" & there is no way
| to remove my name from owner.
|
| Also When I bring up a contact & go to "Activities" it wants to
| default to "ALL Items" which starts bringing in every email. Can I
| just default to something else like "Tasks" ?
|
| I am trying to use this program as a PIM but not having much luck.
| Do you know is Outlook 2007 is any more useful for personal use & not
| sales ? Would appreciate any help in accomplishing what I need to do.

 

[Guest]

Thank You, that helps.
Can I be in a contact & add a note to that contact from there?

 

[Milly Staples [MVP - Outlook]]

You mean in other than the default area next to (or below) the contact information - that large white space?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.

After furious head scratching, beamone asked:

| Thank You, that helps.
| Can I be in a contact & add a note to that contact from there?
|
|
|
|| On the notes file options, there is a place to specify a contact.
|| Click in the upper left hand corner of any note and you will see
|| where you can link to a contact or assign a category, for instance.
||
|| --Â
|| 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, beamone asked:
||
||| I am not understanding the Notes feature.
||| Can I make a note with some tidbit of info that I want to be
||| attached to a Contact?
||| When I make a note I see no way to say this goes under John Doe.
||| When I pull up John Doe Contact card & go to Activities there is a
||| "Notes"
||| in the drop down but I dont know how to put a note there for that
||| person only. I just want to put infomation & not a task or activity.
|||
||| If I cant use notes, If I put the info in a task & put John Doe as
||| Contact, it also puts the task under me as "owner" & there is no way
||| to remove my name from owner.
|||
||| Also When I bring up a contact & go to "Activities" it wants to
||| default to "ALL Items" which starts bringing in every email. Can I
||| just default to something else like "Tasks" ?
|||
||| I am trying to use this program as a PIM but not having much luck.
||| Do you know is Outlook 2007 is any more useful for personal use &
||| not sales ? Would appreciate any help in accomplishing what I need
||| to do.

 

[Guest]

I thought I could right click in that area (that large white space) & add a
note that would attach to that contact I was on, but it looks like right
click is not an option.
I tried FILE - NEW - NOTE , but I still have to go thru the steps to tell
it to attach to the current contact I am on. I guess I can try using it that
way. Thanks for your help.