Assigning Notes to Contacts

You might be working on a project and remember a task that needs to be completed by someone on your team. You can quickly jot a note, and then assign a contact to a note. Once you assign a note to a contact, it appears on the Activities tab of the Contact window. You can access the note by double-clicking it either on the Activities tab or in the Notes folder. Any changes you make are reflected in both locations.

Assign a Note to a Contact

Click the Notes button on the Navigation pane.

Double-click a note.

Click the Note icon, and then click Contacts.

Click the Contacts button.

Select the contact to whom you want to assign the note.

Click OK.

Click the Close button.

Did You Know?

You can drag a note into the notes area of a Contact dialog box . Open a Contact dialog box, click the Notes button, and then drag a note into the notes area of the Contact dialog box.

Edit a Note Assigned to a Contact

Click the Contacts button on the Navigation pane.

Double-click the contact to whom you assigned the note.

Click the Activities tab.

Double-click the note, and then modify it.

Click the Close button on the note, and then click Close.