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Outlook Training

770-926-5030 (office)

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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


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


Contacts – Security

SECURITY: Do not put sensitive information into a contact record notes


Grouping and Views

• Selecting a View• Customizing a View• Preview Pane• Auto Preview


Outlook Today

• Selecting Layout• Sorting Tasks• Displaying Calendar Entries• List Folders


Rules Wizard

• Filtering Messages• Sorting Messages• Message Notifications• Auto Reply/Out of Office Assistant


Scheduling Meetings

• Inviting Attendees• Checking Attendee Status


Flag for Follow-up

• Inbox and Messages• Contacts


Journaling

• Contact Activities• Message Activities• Phone Conversations


V-Cards

• Attach vCard


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

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