OL97: Recording Journal Entries for Files from Other Programs (167982)

SUMMARY

Microsoft Outlook can automatically record Journal entries related to contacts for the following items: e-mail messages, meeting requests, meeting responses, task requests, and task responses. Outlook cannot automatically create journal entries related to contacts for files created in the other Microsoft Office programs.

MORE INFORMATION

The types of items that Outlook can create Journal entries for fall into two categories:

Items that you can automatically record and associate with your existing contacts in Outlook
Files that are recorded but not associated with your existing contacts in Outlook

To see these two categories, click Options on the Tools menu, and then click the Journal Tab.

When you select "Automatically record journal entries for this contact" for a particular contact, Outlook automatically records journal entries for the items selected under "automatically record these items." The "Also record files from" option automatically records activity in the programs listed, but does not associate this activity with a particular contact.

It is possible to manually associate a file created in another program with a particular contact by using the following steps:

Create and save a file from another program.
In Outlook, open the contact with which you want to associate the file.
Click the Journal tab and click "New Journal Entry."
In the Entry Type list, select the program that created the file you are recording the entry for.
On the Insert menu, click File, and select the file you want to reference.
Under Insert As, click Shortcut, and then click OK.

Now when you view the Journal by contacts, the journal entry you created will appear in the Journal under the contact's name, and the Journal tab of the contact will contain a shortcut to the file.