Windows 7 Forums
Welcome to Windows 7 Forums. Our forum is dedicated to helping you find support and solutions for any problems regarding your Windows 7 PC be it Dell, HP, Acer, Asus or a custom build. We also provide an extensive Windows 7 tutorial section that covers a wide range of tips and tricks.


Windows 7: How do I maintain meeting notes in Onenote from outlook calendar

04 Mar 2012   #1
csilver

Windows 7 64-bit
 
 
How do I maintain meeting notes in Onenote from outlook calendar

I have many meetings with the same client, each has a meeting in Outlook. I want to maintain all notes from these meetings in Onenote.

In OneNote I have a notebook "clients", and want a section per client. What I'd like is to open the meeting in Outlook, click on the "oneNote" button, and be brought right to the client's section in Onenote and a new page open for that meeting's notes.

I'd also like to get to the OneNote section from the outlook contact area when selecting a contact form that client and using the "OneNote" button.

Is this level of integration possible?

Thanks for any help!

- Craig


My System SpecsSystem Spec
.
04 Mar 2012   #2
Neutron16

Windows 8.1 ; Windows 7 x86 (Dec2008-Jan2013)
 
 

Such things do exist already in Office 2010.

OneNote 2010 – Outlook Integration
(Icon - Onenote button with little chaine)

You need highlight or open appointment and this button will show up at Outlook ribbon


Same button with each contact.

Onenote add-in should be enabled in Outlook. Check here how to access add-ins configurations.
My System SpecsSystem Spec
04 Mar 2012   #3
csilver

Windows 7 64-bit
 
 

Neutron16,

I have the OneNote button, and use it. The problem I'm trying to resolve is the organization in OneNote when I use that button. How do I have OneNote open into the right client's section?
My System SpecsSystem Spec
.

04 Mar 2012   #4
Neutron16

Windows 8.1 ; Windows 7 x86 (Dec2008-Jan2013)
 
 

Sections are horizontal tabs, pages are vertical tabs. You can create contacts as individual pages under predefined section in OneNote from Outlook. New Sections can only be created from within OneNote.

Here is the process:
Open OneNote, create a new section like Customers (Suppliers, Vendors, etc.)

Then in Outlook, Create a new contact or select an old one. Let's say you selected Mr Smith. Click OneNote button. A pop-up window will ask you to select a section. Select Customers. Your contact will show up as another page under Customers section in OneNote.
Same with Mr Green. Check out screenshot. You can even go back to Outlook contact info with the link!

Once you have done that for one contact, this link will work both ways and stick unless one of items get deleted.
When you want to open Outlook contact from OneNote you need to click on that link on the page, to go to OneNote from Outlook you select contact and click OneNote button.


Attached Thumbnails
How do I maintain meeting notes in Onenote from outlook calendar-smith_green.png  
My System SpecsSystem Spec
Reply

 How do I maintain meeting notes in Onenote from outlook calendar




Thread Tools




Similar help and support threads
Thread Forum
How do I sync my Outlook calendar with my Google (GMAIL) calendar?
Hi, I currently use Outlook 2010 for work and have a lot of appointments. How would I sync this across to my personal Gmail calendar? Thanks
Microsoft Office
iCloud calendar notes font size
I have Windows 7 Ultimate and MicroSoft Office 10 on my desktop computer, use Outlook for email and contacts, used to use the Outlook calendar till I got an iPhone 5S a few months ago, so now my calendar is the iCloud calendar, viewed in Outlook. The notes section of iCloud calendar entries uses...
Microsoft Office
Outlook 2010 - Clicking New Meeting does not send as a calendar appt.
Hi- For some reason on one of our systems, running Outlook 2010, there is an issue with sending a New Meeting. I select the Calendar. From the menu, "New Meeting". The New meeting screen opens. I enter in the subject, body, and have three contacts listed in "TO". That's it, and I click Send. ...
Microsoft Office
Onenote Calendar
Trying to add a calendar to onenote i have office 2010 and i have gotten nowhere, i can add a calendar view which only shows things added to onenote on whatever day i click but i cant for the life of me find a working calendar for onenote. anyone managed this?
Microsoft Office
How to sync a particular Outlook 2010 calendar with Google calendar
It seems that Google’s sync program just syncs it's calendar with the default Outlook calendar. Does anyone know if there is any way to just sync one particular calendar with Google's? Not Outlooks default calendar. I don’t want all my personal info going over to a “group Google” calendar. ...
Microsoft Office


Our Sites

Site Links

About Us

Find Us

Windows 7 Forums is an independent web site and has not been authorized, sponsored, or otherwise approved by Microsoft Corporation. "Windows 7" and related materials are trademarks of Microsoft Corp.

© Designer Media Ltd

All times are GMT -5. The time now is 09:29.
Twitter Facebook Google+