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Thread: copying information from outlook to onenote

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copying information from outlook to onenote
Ed T 11/15/2008 8:36:01 AM
I am trying my best to set up a onenote page, one per person, that tracks
what is happening with that person. For starters I would like to simply copy
in their contact information and any upcoming appointments they have. Should
be simple? I start out in onenote and create a page, then go to tools,
create an outlook item, contacts and am taken to outlook where I create a new
contact - however when I tell outlook to send the info back to outlook it
puts the informtion in a different page "unfiled" so now I have two different
pages when I wanted just one. If I repeat the process with an appointment I
now have three pages when the whole purpose of onenote I tought was to make
it easier to keep everything organized in one place. Is there a better way
to do this?
Re: copying information from outlook to onenote
"Erik Sojka (MVP)" <esojka[ at ]ms-onenote.net.nospam> 11/15/2008 5:28:52 PM
Start in Outlook and not in OneNote. If you send infomration about a
Contact to OneNote, it will create a new Page in whatever section you've
specified under Tools | Options | Outlook Integration | Contacts.

Each time you send information into OneNote it will be added as a new Page
and not appended to an existing page. Starting from Outlook per above lets
you cut out a few steps from your processing.

=?Utf-8?B?RWQgVA==?= <Ed T[ at ]discussions.microsoft.com> wrote in
news:271546AB-092B-42E1-A046-24B58E64A7A6[ at ]microsoft.com:

[Quoted Text]
> I am trying my best to set up a onenote page, one per person, that
> tracks what is happening with that person. For starters I would like
> to simply copy in their contact information and any upcoming
> appointments they have. Should be simple? I start out in onenote and
> create a page, then go to tools, create an outlook item, contacts and
> am taken to outlook where I create a new contact - however when I tell
> outlook to send the info back to outlook it puts the informtion in a
> different page "unfiled" so now I have two different pages when I
> wanted just one. If I repeat the process with an appointment I now
> have three pages when the whole purpose of onenote I tought was to
> make it easier to keep everything organized in one place. Is there a
> better way to do this?
>

Re: copying information from outlook to onenote
Steve Silverwood <kb6ojs[ at ]arrl.net> 11/25/2008 12:00:10 AM
On Sat, 15 Nov 2008 00:36:01 -0800, Ed T <Ed
T[ at ]discussions.microsoft.com> wrote:

[Quoted Text]
>I am trying my best to set up a onenote page, one per person, that tracks
>what is happening with that person. For starters I would like to simply copy
>in their contact information and any upcoming appointments they have. Should
>be simple? I start out in onenote and create a page, then go to tools,
>create an outlook item, contacts and am taken to outlook where I create a new
>contact - however when I tell outlook to send the info back to outlook it
>puts the informtion in a different page "unfiled" so now I have two different
>pages when I wanted just one. If I repeat the process with an appointment I
>now have three pages when the whole purpose of onenote I tought was to make
>it easier to keep everything organized in one place. Is there a better way
>to do this?

Something like this is more suited to using Outlook 2007, possibly in
conjunction with the Business Contact Manager. OneNote can
=supplement= these tools, especially since you can put a hyperlink in
your Outlook data that points to Outlook data, but using OneNote as
the sole tool to solve this problem isn't quite the right choice.

I remember a saying once: "If the only tool you have is a hammer,
everything looks like a nail." OneNote fans tend to want to use
OneNote as their sole tool, but in this case Outlook combined with
OneNote would be a better approach.

//Steve//

Steve Silverwood, KB6OJS
Email: kb6ojs[ at ]arrl.net
Web: http://kb6ojs.com

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