Link from outlook contact to onenote

K

kanigetts

I have Outlook 2007 and onenote 2007 and am trying o figure out how to link
the two together by Contacts. I can create a new page of notes in onenote
from the ribbon in an outlook contact but it will only create a new page
either on the curent section or a preselected default section. I want it to
create a new section under the contacts name in Onenote and return to that
section whenever I click on it in outlook. The linkback from onenote to
outlook is great, but I need a link going the other way as well. My ideal
situation is this: When I click a button in an outlook contact it creates a
new section in a preselected notebook using the contact name if there is no
such notes page already in existance for that contact. If there is already a
onenote section for the contact, it simply takes me there. This way I have a
section of a notebook that can track any and all notes that I make for a
contact and can always get there from the contacts page in outlook.
 
R

Rainald Taesler

kanigetts said:
I have Outlook 2007 and onenote 2007 and am trying o figure out how
to link the two together by Contacts.

Different from the situation with appointments it works pretty fine with
contacts.
The only problem: A link to a page in ON unfortunately is not *VISIBLE*
in ON.
I really do not know why and how during the development processes the
feature of *showing* that a link to ON exists has not been implemented.
I think to remember that I posted on this during the Beta period
multiple times. Possibly too late for the Outlook team to add the needed
feature to OL said:
I can create a new page of
notes in onenote from the ribbon in an outlook contact but it will
only create a new page either on the curent section or a
preselected default section. I want it to create a new section
under the contacts name in Onenote and return to that section
whenever I click on it in outlook.

You have to do this manually prior to creating a link Outlook.
But: really a new *section*? Wouldn't a new *page* just be sufficient?
Additional information could later be placed in subpages.
My suggestion would be to create a section for "Contacts" and set this
as the default for what comes from OL.
The linkback from onenote to
outlook is great, but I need a link going the other way as well.

The link is there! But it's not *visible* in ON.
Once a page is created in ON from OL, a simple click on the ON icon in
the Ribbon in OL opens the respective page in ON. This even if the page
has been moved
My ideal situation is this: When I click a button in an outlook
contact it creates a new section in a preselected notebook using
the contact name if there is no such notes page already in
existance for that contact. If there is already a onenote section
for the contact, it simply takes me there.

That's how it works.
This way I have a
section of a notebook that can track any and all notes that I make
for a contact and can always get there from the contacts page in
outlook.

It works like that.
But it's just not shown in ON that there already is a link.

So one has to work around the missing semaphore for the link.
Way to go:
Just put a remark into the "Notes" section in OL Contacts page.
The easiest way: just type it.
But one could also "insert" an image (just an icon placed in some easy
to reach folder).
Or: manually place a link in the "Notes" section
- in ON open the context menu (right click) and select "Create Hyperlink
...."
- switch to OL and paste the link (Shift+ Ins / Ctrl+V).
The text of this link in OL can be edited and it can be used to open the
page in ON (instead of clicking the ON icon in the Ribbon).

HTH
Rainald
 

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