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Outlook training slides

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Outlook training slides

  1. 1. Intellectual Capital for Your Business Confidential and Proprietary Information © Outlook Training 770-926-5030 (office) gwartes@rosebudtech.com www.rosebudtech.com http://blogs.rosebudtech.com
  2. 2. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 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
  3. 3. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 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
  4. 4. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 4 Contacts – Security SECURITY: Do not put sensitive information into a contact record notes
  5. 5. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 5 Grouping and Views • Selecting a View • Customizing a View • Preview Pane • Auto Preview
  6. 6. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 6 Outlook Today • Selecting Layout • Sorting Tasks • Displaying Calendar Entries • List Folders
  7. 7. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 7 Rules Wizard • Filtering Messages • Sorting Messages • Message Notifications • Auto Reply/Out of Office Assistant
  8. 8. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 8 Scheduling Meetings • Inviting Attendees • Checking Attendee Status
  9. 9. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 9 Flag for Follow-up • Inbox and Messages • Contacts
  10. 10. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 10 Journaling • Contact Activities • Message Activities • Phone Conversations
  11. 11. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 11 V-Cards • Attach vCard
  12. 12. Intellectual Capital for Your Business Confidential and Proprietary Information © January 30, 2015 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
  13. 13. Intellectual Capital for Your Business Confidential and Proprietary Information © Bennett Thrasher Using Outlook 2007 February 9, 11, 16, 18, 2010

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