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#1
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Is it possible to have the "notes portion" of a contacts information page
added to a future scheduling on your calendar in Outlook? Or is there some other place I should be keeping my notes with customers so that I can better access them. I use my calendar to schedule calls, and when I look at the scheduled appointment I would like to be looking at the history I have with the client. Instead I am currently opening the appointment - then locating the contact in my contacts folder, and then going to the notes to review where I am with that particular client. Please help!! |
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#2
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What version of Outlook? Reason I ask is that you can link activities to
contacts and view your history that way. However, you cannot add contact notes to a calendar item unless you do it manually. You can also link contacts to the calendar items so when you click on the Contacts button, that contact appears - you can then click on the Activities Tab (or the button in Outlook 2007) to see your interactions. -- Milly Staples [MVP - Outlook] Post all replies to the group to keep the discussion intact. How to ask a question: http://support.microsoft.com/KB/555375 "unitedfw" wrote in message ... Is it possible to have the "notes portion" of a contacts information page added to a future scheduling on your calendar in Outlook? Or is there some other place I should be keeping my notes with customers so that I can better access them. I use my calendar to schedule calls, and when I look at the scheduled appointment I would like to be looking at the history I have with the client. Instead I am currently opening the appointment - then locating the contact in my contacts folder, and then going to the notes to review where I am with that particular client. Please help!! |
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