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Attaching Notes to E-Mail Messages?

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Posted by $Bill
Aug 7, 2009 at 01:40 AM

 

Ken…I hesitated about that suggestion when I saw the word lawyer in your post.

I haven’t used the Journal in Outlook 2007.  My distant recollection from previous versions is that I could automatically link MS Office documents, Outlook items ie notes, email, appointments to a specified Contact.  There were/are several Journal views that allow manual linking of items.  Perhaps there is something in the Journal that will help until you can convince them to add a little visual basic script to do exactly what you want or Franz comes through with a solution.

-Bill

 


Posted by Franz Grieser
Aug 7, 2009 at 07:32 AM

 

Hi.

I was going to recommend the trick Bill described, too.

Well, when you need archiving the original mails, I think there is no out-of-the-box feature in Outlook that allows you to do what you need. The Journal is not really suited for this kind of comments. And linking a file or a note to emails is not possible (though linking files to contacts or tasks is).

In Germany, I would recommend a commercial Outlook add-in called “Email-Notizen Pro” by a small German software company:
http://www.add-in-world.com/katalog/email-notizen-pro

Their website says the add-in is compatible to Outlook 2000-2003 but I can’t see why it should not work with Outlook 2007.

I do not know whether they also have an English version available. But I know that they cooperate with several English-speaking developers and translated some English Outlook add-ins and tools into German.

Franz

 


Posted by Tom S.
Aug 7, 2009 at 09:59 AM

 

$Bill wrote:
>Ken…I hesitated about that suggestion when I saw the word lawyer in your post.
> >I
>haven’t used the Journal in Outlook 2007.  My distant recollection from previous
>versions is that I could automatically link MS Office documents, Outlook items ie
>notes, email, appointments to a specified Contact.  There were/are several Journal
>views that allow manual linking of items.  Perhaps there is something in the Journal
>that will help until you can convince them to add a little visual basic script to do
>exactly what you want or Franz comes through with a solution.

Journal is MS’s solution to this problem.  The journal entries can be automatically created from any email from selected contacts or they can be created manually from the item.  There is a link to the email and a number of tools to annotate the message.  I’ve used it extensively and, while I’d rather just have a field to enter notes into that is a property of the email, itself, the solution isn’t a bad one.  Having moved to Entourage on the Mac, I have to say that I miss it.

Tom S.

 


Posted by Ken
Aug 7, 2009 at 03:38 PM

 

Thank you for the suggestion - Journal looks interesting.  I just wonder if there will be an easy way to attach the entry to the message so I can have the entry immediately avaialable when I look at the message.

—Ken

 


Posted by Tom S.
Aug 8, 2009 at 02:37 PM

 

Ken wrote:
>Thank you for the suggestion - Journal looks interesting.  I just wonder if there will
>be an easy way to attach the entry to the message so I can have the entry immediately
>avaialable when I look at the message.

Nor can I.  I could be wrong but I don’t think its can be done easily.  I don’t think that the link is two way.

I’m working from memory here, since, I haven’t used Windows regularly in a while.  But, assuming that you can have and use Office, perhaps your boss won’t object to OneNote (which is a standard part of at least some versions of the suite)?  I seem to remember that this does create a two way link some how, though I can’t remember exact how it does it.  It might be worth looking into.

Sorry,
Tom

 


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