OL98: How to Automatically Add New Contacts to the Journal (180319)

MORE INFORMATION

In order to select the option to "Automatically record journal entries for this contact," you must create a new Contact form that has this option selected and then set the new form as the default form for your Contacts folder.

Create a New Contact Form

1. On the Go menu, click Contacts.
2. On the File menu, point to New and click Contact.
3. On the form Tools menu, point to Forms and click "Design This Form."
4. Click the Journal tab and click to select "Automatically record journal entries for this contact."
5. Click the General tab and on the form Tools menu, point to Forms, and click Publish Form As.
   
   NOTE: If you do not click the General tab, each new Contact form opens to the Journal tab rather than the General tab.
6. Click to select Contacts from the Look In box. Type the name of your new form in the Display Name box. Click Publish. Close the form. When prompted to save changes click No.

Make the New Form Your Default Contacts Form

1. Click Folder List on the toolbar, right-click the Contacts folder and click Properties on the shortcut menu.
2. In the "When posting to this folder, use" list, click to select the new form you just created and click OK.