#1
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How do you use Journals
I have a very large contact database that I have been keeping up with for years. For the last few years I have been in the habbit o putting the notes of conversations and even document links int he the notes section of the Contact form. Is the journal a better place for this? Does anyone use the Journal function in Outlook?
I would like to hear how you use it or how you keep notes about your customers/clients using outlook. Many thanks, Houston |
#2
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The Journal so IS the way to go! If you set it up right, you can have it automatically record any meetings, conversations, tasks, appointments, etc for each contact; you can manually add any notes you wish to put in there, too. And the whole lot is timelined so you know when everything happened.
BUT, if you have a copy of OneNote on your PC, then I would start playing with that, too. You can import all your info from Outlook and it has the advantage of being more flexible than any other program that I have ever used! I have OneNote on my PDA, so I can record business meetings and have it stick the audio into OneNote - along with any drawings and notes that I made during the meeting. The best thing about OneNote is that you can drag things around - great when working on concepts and ideas from scratch - always changing! So, my useage is - Outlook for 'Outlook' tasks and OneNote for more detailed information and work ideas. |
#3
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In reference ot the Journal, what do you mean by RECORD meetings. Are you talking about the actual audio say on a phone conversation?
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