How do I see Outlook journal item on business contact? PaulSchnit 6/21/2007 5:01:02 PM I have the telephone dialer create a Journal item in which I make notes during a call. The item can be seen in the journal timeline but I cannot find a way to see it from the Business Contact itself Am I missing something?

Re: How do I see Outlook journal item on business contact? "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/21/2007 5:28:33 PM Paul, The Journal is part of the native, stand-alone Outlook application. BCM is a separate, added in db to Outlook with its own separate "Journal" and this folder is called Communication History. BCM and Outlook share the same UI and can appear to be one and the same application. Look closely at the icons within the Folder list display inside the navigation pane to see this more clearly. You can still initiate the telephone dialer from inside of an open BCM Business Contact record just like you can from inside of an open Outlook Contact record. You can also select the option to create an Outlook Journal item for the call that will be linked to the Business Contact but the journal entry will remain in Outlook and just link across to the BCM Business Contact item. The journal entry is not stored inside of the separate BCM data base history. In order to "journal" directly within the BCM db, the workflow required is to click within an open Business Contact record on the New History button and select Phone Log. My comments above are assuming that you are clear about the differences between native Outlook data and BCM data. If this is not the case, I would recommend to go through the various help tutorials, etc. There are numerous different ways to do the same thing in both Outlook and BCM. Play around and experiment a bit more and everything should become clear. -THP PaulSchnit wrote: [Quoted Text] >I have the telephone dialer create a Journal item in which I make notes >during a call. The item can be seen in the journal timeline but I cannot find >a way to see it from the Business Contact itself >Am I missing something? -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: How do I see Outlook journal item on business contact? PaulSchnit 6/21/2007 6:09:06 PM Thank you for your prompt reply. It answered my question although the situation is not as convenient as I would have liked. I had figured out the New History method but hoped there was a way to use the phone Journal. I come from ACT! and frankly, it is easier to do many things in ACT! Again, thank you. Paul "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > Paul, > > The Journal is part of the native, stand-alone Outlook application. BCM is a > separate, added in db to Outlook with its own separate "Journal" and this > folder is called Communication History. BCM and Outlook share the same UI > and can appear to be one and the same application. Look closely at the icons > within the Folder list display inside the navigation pane to see this more > clearly. You can still initiate the telephone dialer from inside of an open > BCM Business Contact record just like you can from inside of an open Outlook > Contact record. You can also select the option to create an Outlook Journal > item for the call that will be linked to the Business Contact but the journal > entry will remain in Outlook and just link across to the BCM Business Contact > item. The journal entry is not stored inside of the separate BCM data base > history. In order to "journal" directly within the BCM db, the workflow > required is to click within an open Business Contact record on the New > History button and select Phone Log. > > My comments above are assuming that you are clear about the differences > between native Outlook data and BCM data. If this is not the case, I would > recommend to go through the various help tutorials, etc. There are numerous > different ways to do the same thing in both Outlook and BCM. Play around and > experiment a bit more and everything should become clear. > > -THP > > > > PaulSchnit wrote: > >I have the telephone dialer create a Journal item in which I make notes > >during a call. The item can be seen in the journal timeline but I cannot find > >a way to see it from the Business Contact itself > >Am I missing something? > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 > >