I know you can manually link documents, e-mail, etc. to a respective contact,
but how do you recall this information for follow-up purposes by date using
the journal or the activities tab? Also, is there a way to automatically
link all documents, e-mail, etc. that you create to a specific contact? I am
a paralegal and the "diary" system in our firm needs serious improvment! Any
ideas are greatly appreciated! Thanks, P.

What do you mean by "recall this information by follow-up purposes by date"?

Look in Tools | Options | Journal Options for automatic journaling settings.

--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54


"pfastcatt22" wrote in message ...
I know you can manually link documents, e-mail, etc. to a respective contact,
but how do you recall this information for follow-up purposes by date using
the journal or the activities tab? Also, is there a way to automatically
link all documents, e-mail, etc. that you create to a specific contact? I am
a paralegal and the "diary" system in our firm needs serious improvment! Any
ideas are greatly appreciated! Thanks, P.

Hi Sue, thanks for the reply. I am trying to automatically track documents
using the journaling feature in Outlook that are sent to clients and be able
to print out a "diary" of the things I am waiting for back from clients.
I.e., "Please sign and return" letter to a client, I want to track this
letter via Journal (or some other vehicle); who the letter was sent to, what
I am waiting for, client number, etc. and be able to print this "diary"
sorted by date (typically two weeks from the date the letter was sent). I'm
thinking that by "linking" files and/or items to their respective contact, I
should be able to run a printout in Journal, but so far, I can't make it
happen. Thanks again for your reply and any direction you can give me is
greatly appreciated!

"Sue Mosher [MVP-Outlook]" wrote:

What do you mean by "recall this information by follow-up purposes by date"?

Look in Tools | Options | Journal Options for automatic journaling settings.

--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54


"pfastcatt22" wrote in message ...
I know you can manually link documents, e-mail, etc. to a respective contact,
but how do you recall this information for follow-up purposes by date using
the journal or the activities tab? Also, is there a way to automatically
link all documents, e-mail, etc. that you create to a specific contact? I am
a paralegal and the "diary" system in our firm needs serious improvment! Any
ideas are greatly appreciated! Thanks, P.

Outlook's printing is essentially WYSIWYG. If you can see it in a window, you can get it to print out. With that in mind, I'm still not sure what it is you want to see and how that differs from what the journal or the contact Activities page already shows.
--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54


"pfastcatt22" wrote in message ...
Hi Sue, thanks for the reply. I am trying to automatically track documents
using the journaling feature in Outlook that are sent to clients and be able
to print out a "diary" of the things I am waiting for back from clients.
I.e., "Please sign and return" letter to a client, I want to track this
letter via Journal (or some other vehicle); who the letter was sent to, what
I am waiting for, client number, etc. and be able to print this "diary"
sorted by date (typically two weeks from the date the letter was sent). I'm
thinking that by "linking" files and/or items to their respective contact, I
should be able to run a printout in Journal, but so far, I can't make it
happen. Thanks again for your reply and any direction you can give me is
greatly appreciated!

"Sue Mosher [MVP-Outlook]" wrote:

What do you mean by "recall this information by follow-up purposes by date"?

Look in Tools | Options | Journal Options for automatic journaling settings.

"pfastcatt22" wrote in message ...
I know you can manually link documents, e-mail, etc. to a respective contact,
but how do you recall this information for follow-up purposes by date using
the journal or the activities tab? Also, is there a way to automatically
link all documents, e-mail, etc. that you create to a specific contact? I am
a paralegal and the "diary" system in our firm needs serious improvment! Any
ideas are greatly appreciated! Thanks, P.