Phone Log

[David L. Goad]

I am setting up a phone log using OneNote; does anyone know if there
is a way to set up a stationary for recurring entries?

Thanks,

-dave

 

[Erik Sojka]

Can you clarify what you mean by "set up a stationary for
recurring entries"?

I use a dedicated section for incoming phone calls. I
created a stationery that has fields for time of call,
person who called and notes. I use a new page for each
day. Then I use the built-in note flags to record and
trigger any required follow up action.

 

[David L. Goad]

Erik,

Thanks very much. Let me display my ignorance; how do you create
stationary with fields?

-dave

 

[Erik Sojka]

Essentially, you click to create a new note container, type a header and
then maybe add some bullets/numbering. The idea is to create "fields"
using note containers that will be "filled in" when the stationery is
copied into a new page.

You can use some of the built-in stationery as an example. The samples in
the Business category (in the Stationery Task Pane) are particularly useful
as examples.


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