Article ID: 167835 - View products that this article applies to.
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Using the "New Letter to Contact" feature in Microsoft Outlook does not provide for listing the letter when viewing the Journal entries by Contact. It also does not log the letter to the Contact's Journal Page.
To group all letters to a Contact for Journal viewing, place the Contact's name in the keywords property of the Microsoft Word document. Then in Outlook, view the Journal list by Category rather than Contact. This will list the letter in a group with others to this Contact.
NOTE: This will not log the letter on the Contact's Journal page.
NOTE: "New Letter to Contact" is designed to work with Microsoft Word 97 or later. It will not work with earlier versions of Microsoft Word, or other word processing programs.
To Place the Contact's Name in the Document Properties
To View the Journal Entries by Keywords (Contact Name)
NOTE: For a high volume Contact, you can use a Word template with the Contact name pre-entered in the Keywords property.
To Create a Word Template for a Contact
To Use the Template
Article ID: 167835 - Last Review: January 11, 2015 - Revision: 1.1