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Managing Your Business with Outlook 2003 for Dummies 34

Managing Your Business with Outlook 2003 for Dummies 34. Trong cuốn sách này, các bạn có thể biết cách làm thế nào để tổ chức, lãnh đạo nhóm của bạn và doanh nghiệp của bạn bằng cách tạo ra các thủ tục cho các mục tiêu kiểm soát, thông tin liên lạc thông qua e-mail, kiểm soát bán hàng, hoạt động tiếp thị, nhiệm vụ, và chia sẻ thông tin. | Appendix D Journal Basics 311 link between the activity and the contact. Linking any Outlook item to a contact s Activities page is as easy as the following steps 1. With your contact open choose Actions1 -Link1 Mtems. The Link Items To Contact dialog box appears. 2. Double-click an item such as a task e-mail or calendar. The item is linked to the selected contact. Retrieving the linked information Finding the recorded information for each contact is now very simple and easy. With the Contact open click the Activities tab. The Activities page opens with all items displayed in the Show drop-down box see Figure D-1 . Understanding the concept of linking and retrieving items is the first step toward using the Journal and Outlook in general. Figure D-1 Reading the All Items Activities list reveals your customers histories. Linking Items Automatically Outlook can automatically link all items related to each contact in the Activities page thus eliminating the need to record each item manually. The next steps show you how to set up Outlook automation to automatically link items related to a contact 312 Part VI Appendixes_ 1. With Outlook open choose Tools1 -Options1 Journal Options. The Journal Options dialog box appears see Figure D-2 . You can decide which items Outlook will automatically record in the Journal including meeting requests e-mail and tasks. Figure D-2 Select the items to automatically link to your contacts. 2. Select any item to be recorded in the Automatically Record These Items check boxes. You can also select each contact to link and automatically list their items in their own Activities list. 3. Select each desired contact in the For These Contacts check boxes. The selected contacts now maintain links in their Activities pages as specified by your settings. 4. Select the Opens The Item Referred To By The Journal Entry radio button in the Double-Clicking A Journal Entry frame. This option lets you open a .