help • 14 Microsoft Outlook – Telephoning with SwyxIt! Classic • SwyxIt! Classic and Microsoft Outlook • Creating and displaying Outlook journal entries
14.2.8 Creating and displaying Outlook journal entries
You can manage your telephone calls in the Outlook journal, so that you have an overview of telephoning activities and can take notes for telephone calls. If you use the journal function, your telephone calls are automatically entered in the journal. You can define which telephone calls (incoming internal, incoming external or outgoing calls) are generally entered in the Outlook journal. You can create journal entries as necessary during a call (14.2.9 Creating a journal entry during a call).
To use Outlook Journal
Customize the behavior of the Outlook journal by selecting “File | Options | Add-Ins | Add-In options” on the "SwyxIt! Classic" tab and editing the “Journal for incoming calls” and “Journal for outgoing calls” options. See also 14.2.1 Configuration.
1 If, for example, you have selected the options
*“Enter in journal and show”, then a journal entry will be created for all incoming calls and immediately displayed. You can now enter notes during the call.
*“Enter in journal”, then journal entries will be created for incoming calls, but they will not be displayed.
2 You have selected, for example, the options
*“Enter successful calls in journal” and “Enter all calls in journal”. This will result in journal entries being created for calls made from Outlook, in which you have successfully reached the desired subscriber, and for calls made from SwyxIt! Classic, however, these journal entries will not be displayed.
3 Depending on the settings you have made, you will find journal entries for telephone calls in the Outlook Journal. In the subject line, these calls are labeled with “SwyxIt! Classic Call to/from Number or Name” and with the entry type “Phone call”. Double-click on the journal entry you want and add your notes.