OL2007: Create new journal entry for contact

J

JimJ

Under the heading "Record the date and time you worked with a
contact," OL help says:
----------
1. Open the contact.
2. On the Actions menu, click Create, and then click New Journal
Entry for Contact.
3. Select the options that you want.
The Journal item records the date and the length of time that you
worked with the contact.
-----------

However, in my installation, the actions menu (in the ribbon on the
contact form) does not have a "Create" item. Is there a way to make
it appear?

I can create a new journal entry for a contact from the actions menu
in the contacts folder view, but having this function available in the
contact form seems more intuitive to me.

JimJ
 
K

Ken Slovak - [MVP - Outlook]

Skip step 1. That only works in the contacts folder view, not in an open
contact. As you might have noticed, an open contact uses the ribbon and has
no Actions menu.
 
S

Sue Mosher [MVP-Outlook]

Actually it does work in an open contact -- you just have to add it to the QAT (http://office.microsoft.com/en-au/outlook/HA012341051033.aspx)

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers


Ken Slovak - said:
Skip step 1. That only works in the contacts folder view, not in an open
contact. As you might have noticed, an open contact uses the ribbon and has
no Actions menu.

--
Ken Slovak
[MVP - Outlook]
http://www.slovaktech.com
Author: Absolute Beginner's Guide to Microsoft Office Outlook 2003
Reminder Manager, Extended Reminders, Attachment Options
http://www.slovaktech.com/products.htm


JimJ said:
Under the heading "Record the date and time you worked with a
contact," OL help says:
----------
1. Open the contact.
2. On the Actions menu, click Create, and then click New Journal
Entry for Contact.
3. Select the options that you want.
The Journal item records the date and the length of time that you
worked with the contact.
-----------

However, in my installation, the actions menu (in the ribbon on the
contact form) does not have a "Create" item. Is there a way to make
it appear?

I can create a new journal entry for a contact from the actions menu
in the contacts folder view, but having this function available in the
contact form seems more intuitive to me.

JimJ
 
K

Ken Slovak - [MVP - Outlook]

Yes, but it's not there as a default. That Help entry really should be
corrected. You think Angela is the right one for that?




Actually it does work in an open contact -- you just have to add it to the
QAT (http://office.microsoft.com/en-au/outlook/HA012341051033.aspx)

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
J

JimJ

Sue (Ken, too):

Thanks. That does what I need. Too bad one can't edit the ribbon
that easily. The icon for "New Journal Entry for Contact" is a plain
round ball. I'm not sure I'll remember what that is for. You can't
edit the icons like you could in the toolbar of the previous version.

Jim
 

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