Tuesday, April 26, 2005
If you don't want to clutter your Outlook Journal by recording everything automatically, you can enter selected items manually -- just drag them to the Journal icon. For example, you may not want to record every transaction with a prospective client until you're certain that you're doing business with that client. You can drag relevant e-mail messages to the Journal and retain a record of serious inquiries. When you actually start doing business with a new client, you can set up automatic recording.
To manually record items in the Journal:
Drag the item that you want to record (such as an e-mail message) to the Journal icon.
The Journal Entry form appears. At the bottom of the form is an icon representing the item you're recording, along with the item's name.
Fill in the information that you want to record.
You don't have to record anything, though. The text box at the bottom of the screen gives you space for making a note to yourself, if you want to use it.
Click Save and Close.
The item that you recorded is entered in the Journal. You can see your new entry when you view your Journal.
To manually record items in the Journal:
Drag the item that you want to record (such as an e-mail message) to the Journal icon.
The Journal Entry form appears. At the bottom of the form is an icon representing the item you're recording, along with the item's name.
Fill in the information that you want to record.
You don't have to record anything, though. The text box at the bottom of the screen gives you space for making a note to yourself, if you want to use it.
Click Save and Close.
The item that you recorded is entered in the Journal. You can see your new entry when you view your Journal.
