Attaching Notes to contact

[Sean]

Outlook 2003 SP 2.

Maybe this isn't the optimal way to do what I want, but there is not an
option in the contact window under Actions to create a new note for the
contacts. You can New Letter, New Appointment, New Task, New Message, etc.
but not New Note.

Yet one of the dropdowns in the Activities pane is Notes.

The only way I have seen to attach a Note is to create it and then drag it
to the Notes section of the General tab on the contact. You can assign
Categories to Notes easy enough by right clicking the Note and assigning a
Category, but there is not a Contacts option there to associate it to
Contacts.

Is there something I am misunderstanding in reference to this action and
behavior? There seems to be. Any explanations are appreciated, as always.

 

[Diane Poremsky [MVP]]

you can click on the little note icon in the title bar area of an open and
and choose contacts..

 

[Sean]

Thx Diane, I thought this one was going to go unanswered. However, I only
have categories as an option.

I thought I may have read somewhere that notes associated with contacts had
to do with the Journal? I have never used or understood the journal before
either way.

 

[Diane Poremsky [MVP]]

I'm not sure we are looking at the same place... see this screenshot:
http://www.xsolive.com/Outlook Screen shots/Forms/DispForm.aspx?ID=7 you
need to create the note than associate it. However, I'm not convinced this
is the best way to make notes about a contact - I just use the notes field
on the contact for short comments.

journal is well, a journal. It can automatically capture some events or you
can create your own journal entries. As with all outlook items (except
Notes) there is a field where you can enter notes about the event you are
journaling. If the notes you are creating are going to be long and extensive
it might be better to use the journal instead.