Add Note to Outlook

The Notes module can integrate notes with your Outlook calendar. Note: this feature will only appear in the action menu if:

• There is a follow-up date on the note.
• Your account is assigned to the note.
• The note is not marked as complete.

1. Open the Notes module of the account that you plan to edit.
2. Find the note within the list. Under the action menu click Add to Outlook. Note that any notes requiring your follow-up will be indicated by a number next to your user name.
   
3. Click Open in the Microsoft dialogue box.
4. Make edits to the appointment if needed.  
5. Click Save & Close to add the appointment to your calendar.