Best Practices for Using Microsoft Outlook from a Sales Perspective

How to Create a By Company View in the Outlook Journal Folder

Select your Outlook Journal folder and then go to View>Arrange By>Current View>Define Views – the Custom View Organizer window will now open (see thumbnail below).

Custom View Organizer Window

Click on the New button on the Custom View Organizer window and the Create a New View window will open. Type the words “By Company” in the Name of new view field and then make sure that Table is selected in the Type of view list box (see screen print below) then click on the OK button.

Create a New View Window

The Customize View window will now open. Click the Fields button and the Show fields window will open. You can select whatever fields you like to appear in this view by selecting them in the Available fields list box and then clicking the Add button. Likewise you can remove fields that you do not think you will use by selecting them in the Show these fields in this order list box and clicking the Remove button. Make sure that at least the fields shown in the Show these fields in this order list box in the thumbnail below are included and then click the OK button.

Show Fields Window for By Company Journal View

Now click the Group By button on the Customize View window and the Group by window will open (see thumbnail below). In the Group items by field, select Company from the dropdown list. You may also want to select All collapsed from the Expand/collapse defaults dropdown list at the bottom right hand corner of the Group by window so that you can easily scroll through companies to find the one for which you want to observe journal entries. Then click the OK button.

Group By Window

Now click the OK button on the Customize View window and then the Apply View button on the Custom View Organizer window. You should now see the By Company view in your Outlook Explorer window.

This post was written by MistyKhan and published on November 12, 2007 in the following categories: How-To's, Journal. You can leave trackbacks on this post at this address. To follow the comments on this post subscribe to the RSS feed.


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