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Intellectual Capital for Your BusinessConfidential and Proprietary Information ©
Outlook Training
770-926-5030 (office)
www.rosebudtech.com
http://blogs.rosebudtech.com
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 2
Agenda
• Contact(s)• Group Items in a View• Customizing Outlook Today• Rules Wizard• Scheduling Meetings• Flag for Follow-up• Journaling• Signature Files• Tips, Tricks, and More Information
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 3
Contacts – Required Information
When entering a new contact into Outlook the following fields should always be entered:• First name• Last name• Company Name (if applicable)• Job title (if applicable)• Street address• Suite number (if applicable)• City • State• Zip• Phone number• e-mail address
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 4
Contacts – Security
SECURITY: Do not put sensitive information into a contact record notes
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 5
Grouping and Views
• Selecting a View• Customizing a View• Preview Pane• Auto Preview
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 6
Outlook Today
• Selecting Layout• Sorting Tasks• Displaying Calendar Entries• List Folders
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 7
Rules Wizard
• Filtering Messages• Sorting Messages• Message Notifications• Auto Reply/Out of Office Assistant
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 8
Scheduling Meetings
• Inviting Attendees• Checking Attendee Status
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 9
Flag for Follow-up
• Inbox and Messages• Contacts
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 10
Journaling
• Contact Activities• Message Activities• Phone Conversations
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 11
V-Cards
• Attach vCard
Intellectual Capital for Your BusinessConfidential and Proprietary Information © April 8, 2023 12
Tips, Tricks, More Information
• Outlook 2007 Tips and Tricks Web Site – http://office.microsoft.com/en-us/outlook/default.aspx
• Microsoft Office Online – Outlook Training Courses– http://office.microsoft.com/en-us/training/CR100654581033.aspx
• Outlook Solution Center– http://support.microsoft.com/ph/11335
• Outlook Users Group at Slipstick Systems– http://www.slipstick.com/user.htm
Intellectual Capital for Your BusinessConfidential and Proprietary Information ©
Bennett Thrasher
Using Outlook 2007
February 9, 11, 16, 18, 2010