Outlook 2010 - Managing Contact Information
OUT-10-07
Duration
2 hours
Who should attend?
Anyone who is responsible for managing and communicating with corporate or external contacts.
Pre-requisites
A basic working knowledge of Outlook. An understanding of Mail Merge within Word would be beneficial but not essential.
Objectives
To understand the capabilities and limitations of using Contact folders. To be able to send an email message, fax or letter to a contact. To export contact information to Excel or Access and use the exported information to mail merge letters or labels.
Course Content
Contact folders
Create a new contact folder. Switch folder views, create a new view. Categorise contacts. Sort and group contacts.
Communication with a contact
Address a message to an external contact. Send a fax to a contact. Insert a contact’s details in a corporate letter, fax or labels document. Save the email address of an incoming message as a contact. Email a contact card to a colleague.
Shared contact folders
Possibilities and limitations of sharing contacts using the Public folder system. Understand public folder permissions. Copy contacts between folders. Find a contact. Create a new contact based on an existing contact card.
Export contact information
Export the contents of a contact folder to Excel or Access. Understand which contact fields to export. View and manipulate the exported data in Excel.
Mail merge contact information
Mail merge contact information to a Word document (letter, labels or list).
Journal
Record communications with a contact. Understand the scope of the journal.
