Outlook replacement options - contact journal activities lost

Status
Not open for further replies.

JBG

Member
Outlook version
Outlook 2007
Email Account
Exchange Server
As most people are learning now, Outlook has basically eliminated the JOURNAL function and the Contact activities features in Outlook 2010 and now in the new Outlook 2013. Some of us live and die by these features and I have downgraded back to Outlook 2007 since I cannot bear to be without it.

For my work it is critical to be able to open a Contact and view ALL activities I have had with that contact including emails/tasks/appts AND the Journal. I use the journal daily to record notes on enarly every telephone conversation I have with a contact and I keep literally thousands of these notes. Having this capabilitt to view call notes right alongside email exchanges in a contact is an absolute need.

I have started testing out possible alternative contact management programs and have yet to find anything that seems to be a viable option. There are no "ADD-INS" that I can find for recording Phone Call Notes and adding to Outlook contacts and I cannot believe I am the only person who would value that.

Anyway, I want to start a thread for people who have tried options to replace or work around this issue.

Who has tried options like SAGE ACT, GOLDMINE, LOTUS NOTES, MAXIMIZER or other CRM programs?? Any Add-ins like PROPHET?

HAS ANYONE FOUND OPTIONS THAT WORK????

LET'S FIND A SOLUTION!!
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Although not a replacement solution, Outlook 2010 & Contact Activities - Slipstick Systems has potential to replace activities. ( I need to look at accessing Advanced Find using VBA so we can pass a contact name to the search field. )

I haven't looked hard at what all is missing in Outlook 2013 in regards to journal, other than activities and Journal from the New Items menu. They've done a good job at removing the New Journal command - it's not in customize ribbon or qat so you need to ether go to the journal folder or use Choose Form menu. (or create a custom shortcut)
 

themenz

Member
Outlook version
Outlook 2013 64 bit
Email Account
POP3
As most people are learning now, Outlook has basically eliminated the JOURNAL function and the Contact activities features in Outlook 2010 and now in the new Outlook 2013. Some of us live and die by these features and I have downgraded back to Outlook 2007 since I cannot bear to be without it.

For my work it is critical to be able to open a Contact and view ALL activities I have had with that contact including emails/tasks/appts AND the Journal. I use the journal daily to record notes on enarly every telephone conversation I have with a contact and I keep literally thousands of these notes. Having this capabilitt to view call notes right alongside email exchanges in a contact is an absolute need.

I have started testing out possible alternative contact management programs and have yet to find anything that seems to be a viable option. There are no "ADD-INS" that I can find for recording Phone Call Notes and adding to Outlook contacts and I cannot believe I am the only person who would value that.

Anyway, I want to start a thread for people who have tried options to replace or work around this issue.

Who has tried options like SAGE ACT, GOLDMINE, LOTUS NOTES, MAXIMIZER or other CRM programs?? Any Add-ins like PROPHET?

HAS ANYONE FOUND OPTIONS THAT WORK????

LET'S FIND A SOLUTION!!

I am in the same boat. I don't understand how MS could do away with this functionality. The Social Connector shows the emails that the contact sent me. But I can't get my emails to them without doing a search on my SENT file with their email. Very slow. Also, I can't find where I can add notes on conversations I have had or just random thoughts for the next contact. What a PITA.

There is supposed to be a VBA code solution, but I have not been able to make it work.

I am waiting for the author to get back to me to see why it won't work.

If you get it working please give me a shout. Would like to see the result.

One question. I have Windows 8 and Outlook 2013. Can I downgrade to Outlook 2010 and keep my stuff?
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange

themenz

Member
Outlook version
Outlook 2013 64 bit
Email Account
POP3
As an FYI, i added an updated macro that searches for messages to or from a sender's email address to the page - Search for messages to or from a sender

Diane, thank you for the quick replies. Really appreciated. I think an instant search that would find messages I sent and received from a contact would definitely help.

But is there a way to add notes (call record for example) that would allow me to record multiple notes what we talked about on the phone or about new ideas for this contact?

So if your macro could pull up emails from and to AND bring up any notes that would work perfectly. I would be willing to pay you to install this as I am ignorant about installing addin VBA macros. I would like a button on the contact to run the macro.

If the notes functionality can't be added, I am seriously thinking about going back to Office 2010 but at some point MS will stop supporting it. Are you sure it will run on Windows 8?
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
If you want notes in Contacts, you can use the Notes field.

If you mean you have yellow sticky notes, a macro can find them too, as long as they were linked to the contact. If you are using sticky notes for this, I think I'd start using the Notes field - notes are losing functionality too.

There is a notes addin that adds a note to a message. Emailnotes - plus a few others here: http://www.slipstick.com/addins/productivity-addins/outlook-productivity-tools/ (I really need to put the note apps on their own page).
 

James44888

Member
Outlook version
Outlook 2013 32 bit
Email Account
POP3
As an FYI, the sticky notes is the most important thing that you can use essaly.
 

lissajean

New Member
Outlook version
Outlook on the web
Email Account
Exchange Server
Hii......

If you lost your contacts and want contact journal activity back then use "PST Recovery" to recover not only emails as well as contact journal activity back. Saves in three file format EML, MSG and PST.

For More Info Visit: [link removed - spam]
 

Forum Admin

Senior Member
Dear Lissajean (and the other spammer whose message I deleted), this thread is not about corrupt pst files, its about a feature that was removed from Outlook 2013. Your products will not help the problem one bit.
 

Kay C

Member
Outlook version
Outlook 2013 64 bit
Email Account
POP3
The show activities feature for a contract showed all activities including emails sent to and emails received from any one of the 1-3 email addresses on record in the contact. Could you create a macro to recreate this feature. I'd be happy if it just showed the emails without the notes, appointments etc.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
The macro at Search for messages from contact macro should do it - you'll need to add the other two addresses to the search string.

This should do it:
Code:
strfilter = chr(34) & oContact.Email1Address & chr(34) & " OR " & chr(34) & ocontact.email2address & chr(34) & " OR " & chr(34) & ocontact.email3address & chr(34)

txtSearch = "from:(" & strFilter & ")"
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Oh, wait, that only searches from. The To or From filter is more complicated. I'll see if i can get one put together.

Sheesh I'm not with it today - the to or from is easy - I was thinking of another macro that needs to use SQL properties to work. That one is more complicated.

use the same strFilter with this
Code:
txtSearch = "from:(" & strFilter & ") OR to:(" & strFilter & ")"
 

Kay C

Member
Outlook version
Outlook 2013 64 bit
Email Account
POP3
I'll give this a try as soon as I get a chance.
Thanks,
Kay
 

Kay C

Member
Outlook version
Outlook 2013 64 bit
Email Account
POP3
Ok..I had a chance to try the macro. when I run it I get a type mismatch error for the line
Set oContact = ActiveExplorer.Selection.Item(1)

By the way, I ran teh macro via DEveloper -> Macros -> Macros -> then select the macro from the list and hit the run button. I suspect that the problem relates to the macro not knowing what contact to use for the search?? But the result was the same when I ran it from an opened email (versus just the main outlook window as my first attempt). Same error when I run the macro from the contact 's info window.

Thanks in advance for any help you can offer with this.
 

Michael Bauer

Senior Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
Since oContact is declared as ContactItem, this line
Code:
Set oContact = ActiveExplorer.Selection.Item(1)
requires that the first selected item in the folder is a contact. For any other item types, like email, it will raise the type mismatch error.
 

Kay C

Member
Outlook version
Outlook 2013 64 bit
Email Account
POP3
Hmmm...I get this error when I run the macro (using a ribbon button) from the contact info window for a single contact. What do you mean when you say "the first selected item in the folder is a contact"? What folder are you referring to.
Thanks,
Kay
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
"the first selected item in the folder is a contact"?
If the selected item is a contact group, it won't work. If you select an email and run it, it will fail - it only works with contacts. (If you want to see all recent messages from a contact, use the People Pane - recent messages will be listed in a pane at the bottom of the message.)

You need to select a contact, then run the macro.
 

Michael Bauer

Senior Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
Usually you select an item from any folder, then double click to open the item. The line of code refers to the item that you have selected in the current folder, not to the one you have opened.
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
O Hyperlink formatting lost after replacement in outlook Using Outlook 5
O Hyperlink formatting lost after replacement in outlook Using Outlook 0
T Outlook replacement form region using a "parent" Outlook VBA and Custom Forms 1
witzker Outlook 2019 Pls. add a Prefix for OUTLOOK 2019 here Using Outlook 1
H Outlook 2019 intermittent search results Using Outlook 0
hstein POP3 latest Outlook Using Outlook 0
V Outlook 2003 and Windows 11 Using Outlook 4
J How to import many msg into different public folders in Outlook Outlook VBA and Custom Forms 7
I Outlook for Mac 2019 using on desktop and laptop IMAP on both need help with folders Using Outlook 1
A Reminder duplication Outlook and Outlook.com Using Outlook.com accounts in Outlook 5
F Moving Outlook to new PC Using Outlook 0
mll persistently customise columns in outlook advanced search Using Outlook 3
Ken Pascoe Outlook Categories Quick List Using Outlook 0
M All fonts in Outlook emails display with exaggerated character spacing Using Outlook 1
talla Can't open Outlook Item. Using Outlook 0
C Can't Locate an Unread Message in my Outlook view pane Using Outlook 0
C Outlook 2007 Removing then adding account restores junk email processing Using Outlook 0
P Importing other e-mail accounts into Outlook Using Outlook 1
J Read Outlook Form fields Outlook VBA and Custom Forms 3
B Inconsistent handling of message read/unread status by Outlook Using Outlook 3
R Rogue Outlook Rule ? Using Outlook 2
S vba outlook search string with special characters Outlook VBA and Custom Forms 1
F Wishlist Outlook suddenly began synchronizing deleted items every time I delete a single email. Using Outlook 2
U Outlook 2019 VBA run-time error 424 Outlook VBA and Custom Forms 2
K Outlook 2019 Randomly Disconnecting from Gmail Servers Using Outlook 8
P Outlook calendar and contacts sync problem-outlook disconnects Using Outlook.com accounts in Outlook 2
HarvMan Toggle between calendar and email in Outlook 365 Using Outlook 12
V Outlook error 500 Using Outlook 2
F Email being marked as Spam by Gmail and not being visible in Outlook Using Outlook 5
S Mac Outlook 365 Questions Using Outlook 1
M Outlook calendar is missing Using Outlook 2
G Save and Rename Outlook Email Attachments Outlook VBA and Custom Forms 0
G Trigger script without restaring outlook Outlook VBA and Custom Forms 7
T Have you written an articles about Outlook? Using Outlook 3
V Compound IF, OR, AND in Outlook form Outlook VBA and Custom Forms 4
A Any way to make Outlook Calendar invitations look right to Gmail/Google Calendar users? Using Outlook 3
R Outlook 365 update sets delete from server flag Using Outlook 1
M How to setup outlook after importing old account information - Entering email account info creates with "(1)" after the account! Using Outlook 1
P Prevent Outlook 2016 from using DASL filter Using Outlook 4
I Button PDF in Outlook Contact custom form Outlook VBA and Custom Forms 1
G VBA to save selected Outlook msg with new name in selected network Windows folder Outlook VBA and Custom Forms 1
X Outlook automation pull from PDF Using Outlook 6
O Outlook 365 - How to create / copy a new contact from an existing one? Using Outlook 3
M Gmail address associated with Outlook on new phone Using Outlook 9
D Cannot populate certain UserProperties in Outlook from Excel Outlook VBA and Custom Forms 2
F Excel VBA to move mails for outlook 365 on secondary mail account Outlook VBA and Custom Forms 1
G Outlook 2016: Want IMAP Data Files on My D: Drive and Not C: Drive Using Outlook 1
V Validating Outlook form with "OR" and "AND" Outlook VBA and Custom Forms 1
D Outlook 2016 64bit, Cannot Save in 'HTML', format Using Outlook 1
J Connect outlook to office365 exchange _without_ signing in office apps Using Outlook 4

Similar threads

Top