Outlook replacement options - contact journal activities lost

Status
Not open for further replies.

JBG

Member
Outlook version
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!!
 
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)
 
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?
 
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?
 
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).
 
As an FYI, the sticky notes is the most important thing that you can use essaly.
 
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]
 
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.
 
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.
 
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 & ")"
 
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 & ")"
 
I'll give this a try as soon as I get a chance.
Thanks,
Kay
 
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.
 
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.
 
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
 
"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.
 
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
T Outlook 365 won't take new working password Using Outlook 0
S Create Outlook Task from Template and append Body with Email Body Outlook VBA and Custom Forms 4
P Can't add custom field to custom Outlook form, it always adds to the Folder instead Outlook VBA and Custom Forms 2
B Sync Outlook Public Folders to Contacts Using Outlook 2
D Delete Outlook emails from MS server Using Outlook 9
B Outlook tasks and PDF Using Outlook 4
D Outlook 2019 is no longer asking for password ... Using Outlook 5
Kika Melo How to mark as Junk any message not from Contacts (in Outlook.com) Using Outlook 3
L Outlook attachments from OneDrive as links Using Outlook 0
G Outlook 365 My iCloud Outlook doesn’t work after reinstalling Microsoft365 on Windows 10 PC – now I get error message on contacts and calendar Using Outlook 1
T How to Export & Import GMAIL Contacts into Outlook 2021 ? Using Outlook 4
M Synchronization and backup of Outlook from local to server. Using Outlook 8
T How to get an EVENT COLOR option in Outlook 2021 ? Using Outlook 0
K How can I delete an e-mail from Outlook Using Outlook 1
V Outlook Error The Attempted operation Failed. An Object Could Not be found Outlook VBA and Custom Forms 0
P Yahoo/IMAP folder rename by Outlook desktop 365 Using Outlook 0
A Outlook 2019 folder counter Using Outlook 0
A Relocate Search Bar in Outlook Using Outlook 2
e_a_g_l_e_p_i Need clarification on 2-Step Verification for Gmail using Outlook 2021 Using Outlook 10
L Opening People Outlook 2021 Using Outlook 2
e_a_g_l_e_p_i Outlook 2021 not letting me setup my Gmail using pop Using Outlook 1
Geldner Problem submitting SPAM using Outlook VBA Form Outlook VBA and Custom Forms 2
P VBA to add email address to Outlook 365 rule Outlook VBA and Custom Forms 0
M Outlook 2016 outlook vba to look into shared mailbox Outlook VBA and Custom Forms 0
P Can no longer sync Outlook with iPhone calendar after iPhone update to 17.1.1 Using Outlook 7
O Outlook - Switch from Exchange to IMAP Using Outlook 2
e_a_g_l_e_p_i Is it possible to have a reminder in Outlook 2021 for every 90 days Using Outlook 3
farrissf Outlook 2016 Optimizing Email Searches in Outlook 2016: Seeking Insights on Quick Search vs Advanced Search Features Using Outlook 0
C Advanced search terms for "Outlook Data File" Using Outlook 1
N Reply to Outlook messages by moving messages to a specific Outlook folder Outlook VBA and Custom Forms 1
O How to find out the domain and server settings that my Outlook is using? Using Outlook 2
A Outlook 365 (OutLook For Mac)Move "On My Computer" Folder Items From Old To New Mac Computer Using Outlook 3
H Integrating Alexa & Outlook Pro 2021 Using Outlook 2
Z Automatically adjust Outlook Reading Pane from bottom to right depending on portrait or landscape window Using Outlook 1
Rupert Dragwater Background colors not saving in Outlook 365 Using Outlook 15
petunia Outlook tasks module sunsetting? Exchange Server Administration 3
G Save emails as msg file from Outlook Web AddIn (Office JS) Outlook VBA and Custom Forms 0
D Outlook VBA forward the selected email to the original sender’s email ID (including the email used in TO, CC Field) from the email chain Outlook VBA and Custom Forms 3
U Outlook 2021 not showing contact cards in Searches Using Outlook 1
C Outlook - Macro to block senders domain - Macro Fix Outlook VBA and Custom Forms 2
H Outlook 365 O365 outlook calendar item editing Using Outlook 1
J Outlook 365 html inline images Using Outlook 0
Rupert Dragwater How to get Outlook 365 to open from websites Using Outlook 5
S Why do I have to close and reopen Outlook for macros to work? Outlook VBA and Custom Forms 2
J Outlook 2021 ScanPST errors (yet again ... sorry): repair button missing Outlook 2021 Using Outlook 5
HarvMan Outlook 365 - Rule to Move an Incoming Message to Another Folder Using Outlook 4
K Moved pst to new computer, now Gmail not coming into Outlook Using Outlook 7

Similar threads

Back
Top