Thank you Luther. Can I attach a sticky note to an email?

[Beltman]

Hello,

First...Thank you Luther for your help so far.

Now, let's say I get an email inquiry where I cannot help the guy and have
to refer him elsewhere via telephone call. It's not worth making a business
contact, account, task, or anything out of (because I will never contact them
again). What I would like to do is simply "attach a note" for myself to that
particular email, saying how I've handled it, then filing it away in a folder
(like "non-opportunities") so that I have a record of it for future reference
if it should come up.

Is that possible?

Thanks!

 

[Lon Orenstein]

Beltman:

Here's what I do -- edit the message and insert your notes at the top. Save
the message in your non-opportunities folder and when you look at it, you'll
see your notes at the top.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Beltman]

Thank you Lon, but don't I have to reply or forward the message before I can
edit it?
--
Cheers,
BM

Beltman:

Here's what I do -- edit the message and insert your notes at the top. Save
the message in your non-opportunities folder and when you look at it, you'll
see your notes at the top.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Lon Orenstein]

No... just open the message, then click on Other Actions, Edit Message.

Pretty slick trick, huh?

Take care,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

Thank you Lon, but don't I have to reply or forward the message before I
can
edit it?

 

[Beltman]

Yeah!
I think I'm gonna run out and get your "...For Dummies" book!