Taking notes during a conversation

During a phone or instant messaging (IM) conversation, you might want to take notes to summarize key points. Notes can be especially helpful as a means of relaying information about calls that need to be transferred.

Take notes

  1. During a phone or IM conversation, click the Note tab in the Conversation window.

  2. Click anywhere in the Note area.

  3. Type your note.

When the conversation ends, the note is saved together with the conversation to the Office Outlook Conversation History folder.

Send a note during a conversation

  1. Click Send Notes in the Conversation window. An Outlook e-mail window is opened.

  2. Enter the recipient's e-mail address in the To: list.

  3. Click Send. The note is sent to the recipient in the body of the e-mail message (not as an attachment).

Send a note after a conversation

By default, all notes are saved together with the conversation to the Outlook Conversation History folder, where you can access them and forward them to others. The Conversation History folder is typically displayed just above the Deleted Items folder in the Outlook Mail Folders list.

If you don't see the Conversation History folder, click the Options icon in the Office Communications Server Attendant toolbar. Click Options in the drop-down list, and then click the Personal tab. Under History, place a check mark in Save my instant message conversations in the Outlook Conversation History folder, and then click OK.

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