journal user name

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I work in a small company that is using outlook as a CRM. We have each
customer set up as a contact in a public folder, and use journalling to
follow the activities on the customer. There are several people that might
be in a customer file over the course of the day. How do I identify who was
the person making the journal entry? I would like to avoid having each
person type their name on each entry, as you know compliance will not be
100%. Is there a way to identify the journal user name, or is there a way to
add a "signature" to the journal such as what can be done with email?

Thanks, Melissa
 
editing existing items: you can't
creating new items: add the from or organizer field to the view.
 
Dear Diane.....
HUGE help. Thank you.

I have seen on some of my journal entries a little blurb in the notes
section about "modified on such a such date, etc." I cannot find an example
now. Is this something that i could set up to occur on the journal entry if
someone does modify it? I have tried to tell everyone not to modify journal
entries, but rather make a new one referencing the previous one and what
needed to be changed, but their will always be the person who just doesn't
listen

thanks,
Melissa

Diane Poremsky said:
editing existing items: you can't
creating new items: add the from or organizer field to the view.

--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Need Help with Common Tasks? http://www.outlook-tips.net/beginner/






Melissa m said:
I work in a small company that is using outlook as a CRM. We have each
customer set up as a contact in a public folder, and use journalling to
follow the activities on the customer. There are several people that
might
be in a customer file over the course of the day. How do I identify who
was
the person making the journal entry? I would like to avoid having each
person type their name on each entry, as you know compliance will not be
100%. Is there a way to identify the journal user name, or is there a way
to
add a "signature" to the journal such as what can be done with email?

Thanks, Melissa
Click to expand...
Click to expand...
 
Back
Top