Isn’t it hectic? You’re taking a look at subsequent month’s calendar to agenda a gathering with a shopper, you move to their touch report for his or her telephone quantity, and while you return to the calendar, it is re-set to nowadays. You need to do further clicks to get again to the date you had been taking a look at. Same factor occurs when you pull up a touch, then move in your calendar, duties, or e-mail. When you go back to contacts it is going to the start of the alphabet, and you’ve got to seek once more for the proper touch.
Here’s the answer. In the navigation pane at the a ways left, right-click at the new folder you need to visit, then left-click on “Open in New Window” within the submenu. It opens a brand new window on most sensible of the prevailing one that stays open beneath. Drag one window over, and you’ll be able to view each contacts and the calendar (or the taskpad, or no matter) side-by-side. If you need to view more than one contacts and dates you’ll be able to retaining opening new home windows – your best restrict is the scale of your track.
Use Your Inbox as a To-Do List
This one is extra of a time control tip that applies to any program you employ for e-mail, no longer simply Outlook. Most other folks, as soon as they have deleted unneeded emails, merely depart the ‘keepers’ of their Inbox. This may end up in severe e-mail overload. An acquaintance of mine has over 8,000 emails in her Inbox!
Instead, create folders to retailer emails you should stay. The outcome – your Inbox best holds new messages and the ones you continue to want to act on; the entirety else has been filed away. Your Inbox turns into an extension of your To-Do record. This improves productiveness and decreases the collection of issues that “fall in the course of the cracks.”
See the Entire Day and Evening at a Glance
Would you favor to look your entire day and night time hours at the calendar with no need to scroll till your wrist hurts? Here’s how: Right-click on calendar background. (You may also be both within the day by day, weekly, or per month view, simply so you click on at the background and no longer on an appointment.) In the submenu that looks, click on on “Other Settings,” and you’ll be able to see a conversation field categorized “Format Day|Week|Month View.” Set the Time Scale box to “60 mins.” Now you’ll be able to see the entire day & night time hours with no need to scroll up and down.
Outlook Tracks Your Activities, Past and Future
An very good, little-known function in Microsoft Outlook is the Activities tab of the touch report. (In Outlook 2007 it is a button, no longer a tab.) The Activities tab accommodates a complete record of each and every assembly, job, and e-mail associated with each and every particular person or corporate (i.e., touch) for your Outlook database. If you employ the magazine to make notes of necessary telephone calls, they are indexed right here too. You should consider, despite the fact that, to hyperlink conferences, duties, and magazine entries to the fitting touch – not like emails, they are no longer connected by means of default. Try it – you’ll be able to spend a ways much less time on the lookout for knowledge in Outlook while you get into the addiction of the use of the Activities tab.
Sorting Your Contacts
Need to type contacts by means of standards similar to which undertaking they are associated with, what trade they are in, or the place you met them? Or possibly you want to type duties by means of undertaking or shopper? Sorting this manner is a large time-saver, however you first need to label your contacts and duties. Frankly, one of the best ways is by means of use customized fields, which is simple to do in Act! or Goldmine.But sadly, in Outlook – if you need a lot more than identify, cope with, telephone quantity, division, and many others. – you are transferring into programming.
A simple workaround is to make use of classes as a substitute of fields. Categories are accessed by means of the command button within the decrease appropriate nook of the touch, appointment, and job conversation containers. This button takes you to the Outlook’s Master Category record the place you’ll be able to create new classes for shopper, undertaking, referral supply, trade, or the rest you would like. (You too can delete any the default classes you are not looking for.) Once you’ve got created your classes, it is simple to assign contacts, duties, appointments, magazine notes, and emails to classes. There are eventualities the place shoehorning classes to lead them to do the paintings of fields may cause issues down the road, however for many of us it is ok.
The integrated Outlook-Palm sync software is restricted and can best sync a restricted collection of classes. If you create numerous customized classes, you’ll be able to want to purchase a good sync program. Check out the ones from DataViz, CompanionLink, or Chapura.
Backing Up ALL Your Microsoft Outlook Data and Views
There are 2 varieties of other folks – those that have misplaced their touch database and people who will. If you’ve got custom designed your Outlook after which attempted to revive it from the pst back-up, you’ve got discovered the exhausting approach that it does not glance love it’s intended to. Sure, Microsoft’s site explains easy methods to do an entire again up, however the directions are so difficult that I doubt someone has understood them, a lot much less long gone thru the entire procedure. A perfect choice is Eazy-Backup tool – test it out!