Best Practices for Using Microsoft Outlook from a Sales Perspective

How to Set Up Custom Activities Tab Views

On the Outlook folder list, right click on the Contacts folder and select Properties from the pop up menu – the Properties window will open. Go to the Activities tab on the Properties window, select All Items and the click the Copy button (see thumbnail below). The View Title and Folders window will open – in the name box, rename the view to “Archive Folders” or whatever name is appropriate. Next uncheck the Personal Folders check box and instead check the Archive Folders check box or whatever Folder check box you are creating a new view for (see thumbnail below).

creating new Activities tab views

Click the OK buttons on the View Title and Folders and Contact Properties windows. The new view should now be available on the Activities tab for any of your contact records in the Contacts folder via the drop down arrow to the right of the show field.

This post was written by MistyKhan and published on October 29, 2007 in the following categories: Contacts, How-To's. 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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