Contacts / Working with Contacts
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Finally, in this last lesson for contacts, let's take a look at some other things we can do with our contacts. Let's select our friend John Smith, and have a look at a few things that we can do. Firstly, we can contact or telephone using our auto dialer. There's a number of choices here: we can dial their business number directly; we can choose to redial; speed dial; - but for the moment we'll just select a new call from scratch. When you do that, a dialog box comes up with the details of the contact and their telephone number. And if you were to tick this create a new journal entry, and to start the call, it would start dialing. When you have finished making the call, you'd simply end the call, and it would automatically add that telephone call to your journal entry. Of course the dialing setup only works if your modem is configured to do that. But for the moment, we'll close that and take a look at something else that we can do with our contacts, and that is to display a map of their address. When you have your contact open and you select that, Internet Explorer opens up and it visits a web site that's dedicated specifically to looking for that address - but we won't go all the way there. Another popular thing you can do within that contacts is to click on actions and draft a new letter. When you click on that it goes directly to the default word processor that you've chosen for your computer - in my case that happens to be Microsoft Word. And when I come into Word, the Word wizard opens up to ask me, well take me through a series of steps - first being the letter format. I can choose to include a dateline (including a header or footer), choosing a page design (I might want it to be professional layout), we choose the style, and whether or not we have pre-printed letter head. Next we move onto the recipients information, in this case it's John Smith, his delivery address. If there's anything that you don't want included in there, simply highlight and delete as you go along. And whether or not it's informal, formal or business. It's a business letter, so I select it as such. The other elements within the letter wizard: we can include reference lines; mailing instructions; attention if we'd like that; perhaps a subject; and whether or not there are courtesy copies that we'd like to send to other people as well. And finally within this letter wizard, is the sender information, and simply fill that in according to what you want included, whether or not you want the return address, what sort of closing you'd like to see. In this case we'll just say 'Sincerely Yours', whether or not you want job title included, the company that you work for, and whether or not there's anything included. With everything completed we tell our letter wizard to finish and it does all the hard work for us. And all we have to do is actually type the text of the letter in here. It's a great time saving, but for the moment we're not going to save that letter, so I'll simply close that - no I don't want to save it and we're back to our contact John Smith. One of the other things you can do is obviously to print this contact out by clicking on the printer here or choosing file print. Another thing you may want to do within contacts is to exchange a particular contact record with other people. Perhaps you've got a co-worker who is going to look after your customers while you are away on holiday and you can make their job a little bit easier when you send them the contact card. If you're certain the other person has got Outlook then this procedure is very simple. We simply close that dialog box for the moment, we'll go into our e-mail, create a new e-mail to your colleague (whichever their e-mail address is), the subject Mr.Smith and we're going to insert an item and that item comes from our contacts. And when you click on that you can see down the bottom here is a list of all our contacts. We want to attach Mr.Smith's card, select him, and we say ok. And you can see at the bottom of this e-mail is John Smith's contact and when you send that off, they will receive that contact, and all they have to do is then add that to their list of contacts. If you're not sure whether or not the person that you're sending this information to has Outlook, then it's probably best to send them a virtual business card, rather than in Outlook format. Sending the V card is a very simple procedure. Simply select the card you want to send, in this case we'll go back to John Smith, click on actions, and select to forward as a V card, or again virtual business card. When you select that it opens up the e-mail dialog box. And as you can see at that bottom there, there's our V card attached to the e-mail that we're going to send to, whoever it is we want to send it to. V card uses plain text, so the person that's receiving this information can easily import John Smith's information into whichever management program it is that they happen to be using. The important thing to remember though is that the card that you're sending or the information that you're giving out to other people, doesn't include any sensitive information that you don't want other people to see. And that brings us up to speed with all the different things that we can do within the contact section of Microsoft Outlook.
Tutorial Information
| Course: | Microsoft Outlook 2000 |
| Author: | Zoe Barnett |
| SKU: | 33181 |
| ISBN: | 1930519109 |
| Release Date: | 2000-07-06 |
| Duration: | 6 hrs / 61 lessons |
| Captions: | For Online University members only |
| Compatibility: |
Vista/XP/2000, OS X, Linux QuickTime 7, Flash 8 |
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