Comments on: Attach Notes to Outlook Messages http://manage-this.com/attach-notes-to-outlook-messages/ Sat, 31 Jul 2010 08:57:12 -0500 http://wordpress.org/?v=2.9.2 hourly 1 By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-13537 carl Sun, 20 Jun 2010 03:42:37 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-13537 Hi Don - I'm still on OL2003 for the time being. All this really does is bring up a dialog box that is already there in Outlook. The crux of it is changing the default flag text to something more meaningful to remind you what to do with the message. There is probably a way to access a similar dialog from one of the OL2007 menus? Unfortunately I don't have a copy to try it. -Carl Hi Don – I’m still on OL2003 for the time being. All this really does is bring up a dialog box that is already there in Outlook. The crux of it is changing the default flag text to something more meaningful to remind you what to do with the message. There is probably a way to access a similar dialog from one of the OL2007 menus? Unfortunately I don’t have a copy to try it.

-Carl

]]> By: Don http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-13472 Don Fri, 18 Jun 2010 12:40:09 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-13472 Carl, This is exactly what I need, but I'm trying to get this to happen in OL2007, but no luck. Have you gotten access to OL07, and if so, were you able to do the same? Carl,
This is exactly what I need, but I’m trying to get this to happen in OL2007, but no luck. Have you gotten access to OL07, and if so, were you able to do the same?

]]> By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-8958 carl Fri, 18 Sep 2009 03:16:17 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-8958 Sean - It sounds like you have the button added and are able to add notes, so you are 99% there. Changing the button name and icon is just for extra credit. Of course, I would be extremely surprised if this could not be done in OL2007. The exact steps may be a little different, but I'm sure there must be a way to customize a toolbar button. Unfortunately I don't have access to OL2007, so I can't detail out the steps. -Carl Sean -

It sounds like you have the button added and are able to add notes, so you are 99% there. Changing the button name and icon is just for extra credit. Of course, I would be extremely surprised if this could not be done in OL2007. The exact steps may be a little different, but I’m sure there must be a way to customize a toolbar button. Unfortunately I don’t have access to OL2007, so I can’t detail out the steps.

-Carl

]]> By: Sean http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-8946 Sean Thu, 17 Sep 2009 18:17:53 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-8946 Is there any way to make this work for Outlook 2007? I have added the alert button to my toolbar, but cannot 'right-click' with the customize toolbox open....so therefore cannot change the name to 'Note' and cannot add "Image and Text" Do you have a solution? Thanks! Is there any way to make this work for Outlook 2007? I have added the alert button to my toolbar, but cannot ‘right-click’ with the customize toolbox open….so therefore cannot change the name to ‘Note’ and cannot add “Image and Text” Do you have a solution? Thanks!

]]> By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-8819 carl Fri, 11 Sep 2009 03:01:13 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-8819 Keith - You can definitely do as you described using this method. Simply add the comment field to the Outlook view: In OL2003, open the Field Chooser, select "All Mail Fields", and drag the "Follow Up Flag" item to one of your columns. You can make the column wide in order to scan all the notes, or make it very narrow and mouse over each row to see the comment. You can also sort by that column to quickly find all messages with comments. -Carl Keith – You can definitely do as you described using this method. Simply add the comment field to the Outlook view: In OL2003, open the Field Chooser, select “All Mail Fields”, and drag the “Follow Up Flag” item to one of your columns. You can make the column wide in order to scan all the notes, or make it very narrow and mouse over each row to see the comment. You can also sort by that column to quickly find all messages with comments.

-Carl

]]> By: Keith http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-8809 Keith Thu, 10 Sep 2009 17:02:08 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-8809 Hi, I was looking for a feature like this, but what I really want is to be able to hover over an email message and have the note pop up. This way I can categorize messages as being important, and attach notes to them. When I periodically review these messages to see why I've flagged them, I can review them very quickly, with no clicking, by hovering over each of them. Would be very cool! Hi, I was looking for a feature like this, but what I really want is to be able to hover over an email message and have the note pop up. This way I can categorize messages as being important, and attach notes to them. When I periodically review these messages to see why I’ve flagged them, I can review them very quickly, with no clicking, by hovering over each of them. Would be very cool!

]]> By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-7276 carl Thu, 21 May 2009 02:57:34 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-7276 R - Good point, thanks for your comments. In OL2003, CTRL+SHIFT+F will bring up that Advanced Find dialog box. -Carl R – Good point, thanks for your comments. In OL2003, CTRL+SHIFT+F will bring up that Advanced Find dialog box.

-Carl

]]> By: R http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-7268 R Wed, 20 May 2009 19:01:49 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-7268 You can search for the notes by using the Advanced Find/Search(Alt+Shift+F), navigate to the Advanced Tab within Advanced Find. Then click on Field>Frequently Used>Follow Up Flag. This will bring up a condition selection field and a text box to type in your search words You can search for the notes by using the Advanced Find/Search(Alt+Shift+F), navigate to the Advanced Tab within Advanced Find. Then click on Field>Frequently Used>Follow Up Flag. This will bring up a condition selection field and a text box to type in your search words

]]> By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-7204 carl Sat, 16 May 2009 15:09:16 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-7204 Diego - I think you're talking about the Search box that comes up when you type CTRL-E. This is a handy tool, I use it about 30 times per day to quickly find items in the current Outlook folder. Unfortunately, it will not find the flag text as you pointed out. I do not know of any way to modify this behavior. The flag text <u>is</u> indexed by desktop search tools (such as WDS). So, you can find your flag notes there no problem. If finding your notes via CTRL-E is critical, you might want to use the subject line method instead. I don't use the subject line method because of the issues noted in the original post above. Plus, changing the subject line confuses ClearContext and makes it think it is a new thread. Hope that helps. -Carl Diego – I think you’re talking about the Search box that comes up when you type CTRL-E. This is a handy tool, I use it about 30 times per day to quickly find items in the current Outlook folder. Unfortunately, it will not find the flag text as you pointed out. I do not know of any way to modify this behavior. The flag text is indexed by desktop search tools (such as WDS). So, you can find your flag notes there no problem.

If finding your notes via CTRL-E is critical, you might want to use the subject line method instead. I don’t use the subject line method because of the issues noted in the original post above. Plus, changing the subject line confuses ClearContext and makes it think it is a new thread.

Hope that helps.

-Carl

]]> By: Diego Wilson http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-7188 Diego Wilson Fri, 15 May 2009 17:26:35 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-7188 This doesn't appear to work with Oulook's Instant Search. Is there any way to configure Search to look in this field? _________ Diego This doesn’t appear to work with Oulook’s Instant Search. Is there any way to configure Search to look in this field?

_________
Diego

]]> By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-6697 carl Fri, 27 Mar 2009 18:34:57 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-6697 Hannah - The limit set by Outlook is 100 characters. There is no easy way to extend this. The idea is to just leave yourself a brief reminder of what you were planning to do with that message until you can get back to it. Usually 100 characters is enough for this, but if you need more, you can use the Outlook Drafts folder. A few tips for using the Drafts folder: (1) Click reply and type your rough notes, then be sure to save the message before closing it. (2) Type something like "draftonly" or "donotsendyet" in the CC or BCC field so that you don't accidentally send it too soon. CTRL-ENTER is a nice shortcut, but it can be embarrassing if you type it by accident before a message was ready to send. (3) Right click on the Drafts folder and open Properties. Make sure the Drafts folder is set to show the total number of items (not just unread items). That will make it obvious when you have a draft in the works. -Carl Hannah –

The limit set by Outlook is 100 characters. There is no easy way to extend this. The idea is to just leave yourself a brief reminder of what you were planning to do with that message until you can get back to it. Usually 100 characters is enough for this, but if you need more, you can use the Outlook Drafts folder.

A few tips for using the Drafts folder:

(1) Click reply and type your rough notes, then be sure to save the message before closing it.

(2) Type something like “draftonly” or “donotsendyet” in the CC or BCC field so that you don’t accidentally send it too soon. CTRL-ENTER is a nice shortcut, but it can be embarrassing if you type it by accident before a message was ready to send.

(3) Right click on the Drafts folder and open Properties. Make sure the Drafts folder is set to show the total number of items (not just unread items). That will make it obvious when you have a draft in the works.

-Carl

]]> By: Hannah http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-6693 Hannah Fri, 27 Mar 2009 11:09:02 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-6693 This is good but you are restricted on the number of characters you can use. Do you know if there is any way of extending this? This is good but you are restricted on the number of characters you can use. Do you know if there is any way of extending this?

]]> By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-6149 carl Sun, 15 Feb 2009 16:01:48 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-6149 Thanks Henry... I've considered Lookeen before. It seems very similar in capabilities to <a href="http://www.microsoft.com/windows/products/winfamily/desktopsearch/choose/windowssearch4.mspx" rel="nofollow">Windows Desktop Search</a>, maybe with a nicer Outlook interface. I didn't bother trying it, however, because it was expensive (now reduced to $39) vs. WDS at $0. Thanks Henry… I’ve considered Lookeen before. It seems very similar in capabilities to Windows Desktop Search, maybe with a nicer Outlook interface. I didn’t bother trying it, however, because it was expensive (now reduced to $39) vs. WDS at $0.

]]> By: Henry Luc http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-6141 Henry Luc Sat, 14 Feb 2009 19:55:36 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-6141 Hi! As a GTD fan you should consider using Lookeen. THe link is: <a href="http://www.lookeen.com" title="Lookeen search" rel="nofollow"> rgs Hi! As a GTD fan you should consider using Lookeen. THe link is:

rgs

]]> By: Sam Azar http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-2315 Sam Azar Mon, 01 Sep 2008 18:43:50 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-2315 Congratulations for your nice tip. Excellent Congratulations for your nice tip.
Excellent

]]> By: carl http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-1303 carl Fri, 30 May 2008 12:47:30 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-1303 Thanks Dave... Yes you can do all of this without adding the button. The button just makes it <i>feel</i> better :-) The main point is really to overwrite the flag text to add the note. That displays it on the message header and preserves the subject line. Thanks Dave… Yes you can do all of this without adding the button. The button just makes it feel better :-) The main point is really to overwrite the flag text to add the note. That displays it on the message header and preserves the subject line.

]]> By: Dave M http://manage-this.com/attach-notes-to-outlook-messages/comment-page-1/#comment-1270 Dave M Wed, 28 May 2008 19:32:29 +0000 http://manage-this.com/attach-notes-to-outlook-messages/#comment-1270 Nice tip, but why not just click the message flag and choose Add Reminder from the popup menu? BTW, thanks for all your posts about adapting OneNote to GTD. I've been searching (ie. "wasting time") trying all sorts of different GTD tools & to-do list managers online. Of course, none of them do exactly what I want. Then I realized that I used OneNote pretty much every day in my job, so I thought, why not use that! I started digging in and realized I haven't even been tapping 20% of its potential. Nice tip, but why not just click the message flag and choose Add Reminder from the popup menu?

BTW, thanks for all your posts about adapting OneNote to GTD. I’ve been searching (ie. “wasting time”) trying all sorts of different GTD tools & to-do list managers online. Of course, none of them do exactly what I want. Then I realized that I used OneNote pretty much every day in my job, so I thought, why not use that! I started digging in and realized I haven’t even been tapping 20% of its potential.

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