Thursday, October 1st, 2009

File Outlook 2007 Contacts your way

I have a lot of contacts whose nicknames mean more to me than their real names.

So, while I need to use their full name in their contacts entry in my Contacts list, I’d prefer to see them shown using their nickname so I recognize it better.

To do this, I’ll open the person’s entry in my contacts list and, in the ‘File as’ area type their nickname and choose Save and Close.

Now, whenever I look for their entry in the list, they’re filed by the nickname that I associate with them and not names that aren’t so recognizable.

Helen Bradley

Tuesday, September 22nd, 2009

Outlook – Disable Contact Editing

By default in Outlook 2007 you can edit your contact information from any view including the Contact card view.

If you find yourself making changes by accident you can disable this feature so that contacts can only be edited by opening the Contact’s information dialog.

To do this, select the Contacts folder and display the view you don’t want to be able to edit in. Choose View > Current View > Customize Current View > Other Settings and disable the ‘Allow in-cell editing’ checkbox.

Now you can look at the contacts but you won’t be able to change them without switching to another view.

Helen Bradley

Wednesday, September 16th, 2009

Outlook Send a Contact’s details via Email

To share an Outlook Contact’s details with someone else you can send it via e-mail.

This lets you get the details you have recorded about a contact to someone else without having to pull all the details across manually. It’s simple and quick.

To do this, select the Contacts module and open it. Double click to open the contact’s details that you want to send to someone.

From the Contact tab on the Ribbon click the Send dropdown list and choose In Internet Format (vCard).

This opens a new message dialog with the details attached in a .vcf format file. All you need to do is to enter the recipient’s email address and your message and click Send.

When the recipient receives the message, they can click the attachment to open it and add the person’s details automatically to their Contacts list.

Helen Bradley

Thursday, September 10th, 2009

Outlook 2007 – Create a Custom e-mail merge

When you need to email lots of people at a time, such as your business contact list you can do this from inside Outlook.

To do this, first open your Contacts area and select the Contacts to email as a group. You can do this by Control + Clicking on each contact to select them.

Then select Tools > Mail Merge to create the message. Choose Only Selected Contacts and then select whether to create a printed document or to email it and then click Ok to switch to Word to finish the process there.

Helen Bradley

Thursday, September 3rd, 2009

Create a Distribution List in Outlook


When you regularly email a lot of people at once, it makes sense to assemble a distribution list to simplify the task. Then you can send the email to all the people in the list in one step, rather than having to select each member individually.

To create a distribution list in Outlook, select Tools > Address Book and choose File > New Entry.
From the “Select the entry type” list select New Distribution List.In the “Put this entry” area, select Contacts and click OK.

Give your list a name and, to add members to it from your existing Contacts, click the Select Members button. Double click the members in the dialog to add them to the Members area at the foot of the dialog. When you’re done, click Ok.

To add the details of someone who isn’t in your existing Contacts, click the Add New button, then type their details into the dialog.

When you’re done, click Save & Close to finish.

In future you can add the list name to the To area in an outgoing email to send the email to the list members, or better still, include it in the BCC line to keep the members secret from each other.

Helen Bradley

Thursday, August 27th, 2009

Outlook: Create a New Contact from an Email


Adding a new person as a contact in Outlook is easy but not a self evident process.

To add an email address to your Contact list from the message window, right-click the address in the From: details at the top of the screen – it doesn’t look like this is clickable but it is.

Select Add to Outlook Contacts from the shortcut menu.

The Contacts dialog opens automatically with the email address in place, enter any other details you want to record and click Save & Close to end.

Helen Bradley

Tuesday, August 25th, 2009

Multiple Outlook 2007 windows

Often it is easier to work with multiple windows in Outlook 2007 rather than having to switch between modules to show just one at a time.

You can open each different Outlook tool in its own window if you right click the icon (eg. Calendar) in Folder view and choose Open in New Window.

Each window will display on the task bar as its appropriate icon so it’s easy to switch between tools.

To ensure that each tool always opens in separate windows leave them open when you select File > Exit to close Outlook 2007. When you open the program again, all the windows will open automatically.

Helen Bradley

Monday, August 24th, 2009

Outlook Sticky Notes

Like electronic yellow stickies, Notes are useful for storing quick reminders and other information you need close at hand.

To create an Outlook note choose File > New > Note.

Type your text into the Note area. You can move the note so it’s visible, or hide it by clicking the close button in its top right corner.

To view a note, click the Notes button at the foot of the pane on the left of the Outlook window and click the Note to view it.

To delete a note, right click it and selecting Delete, or categorize it by right-clicking it, choose Categorize and select a category from the list.

You can send a Note to someone via e-mail by right-clicking the Note and select Forward. Outlook opens a New Mail Message window with the Note already in place as an attachment.

Helen Bradley

Wednesday, August 12th, 2009

Outlook 2007 – checking folder space

Outlook stores all your email, contacts and appointments in one big PST file. Unfortunately, working with a large PST folder in Outlook will decrease its performance.

Over time you will find that Outlook’s folders grow if you don’t regularly remove out of date messages from them.

To see how big your folder is select the Mail option and click your Personal Folders item in the folders list. Right click and choose Properties for “Personal Folders” and then choose Folder Size to read the size of you PST file.

The closer to 2Gb that the file gets to be, the worse your Outlook performance will be and beyond that, it is possible that the file can become corrupt. Keep your file size below this for best performance.

Helen Bradley

Thursday, August 6th, 2009

Managing Public Holidays in Outlook


When is Memorial Day in the US or Anzac Day in Australia?

If you’re unsure, luckily for you, Outlook isn’t.

Most national holidays are stored in Outlook – you just need to find them and add them to your calendar.

Here’s how:

Choose Tools > Options > Preferences tab ad click the Calendar Options button.

Click the Add Holidays button and from the list choose the country (or countries) you want the holidays for and click Ok.

Wait while Outlook adds these details to your calendar and click Ok twice to exit.

The holidays will appear under the date in most Calendar views.

Helen Bradley

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