Archive for the Arrow Tips Category
Arrow-Tip #31 Using Tasks to Help Organize Your Team
One of my clients has engaged me to manage his sales and marketing team and they have been really great to work with. Obviously we use HuntressPro and some customizations to help them manage their call back list, opportunities and capture sales history. However, I was reminded last …
Arrow-Tip #30 Using the Outlook Calendar to Record Mileage
Some of you have may have read Arrow-Tip # 13 Can Outlook Help Me Track Billable Hours which discusses using the Microsoft Outlook Calendar to track billable hours. Thanks to Jim Long of Verge New Media for inspiring me through a twitter post to write about how I also use …
Arrow-Tip #29 Using Outlook to Get Back on Track
Most of you know from my previous posts that I recently lost my dear father after a 7 month battle with cancer. Dad’s illness and death definitely had an impact on my work which you may have noticed from time to time if you have been following this blog …
Arrow-Tip #28 Using Outlook to Help Achieve Your Personal & Business Goals Part III
Last week I promised to talk about how I use the Tasks folder to help me achieve my goals. So here is my Outlook Task strategy…
Capture All To-dos with a Task Item
I capture all To Dos no matter how trivial or when I think I may actually have time …
Arrow-Tip #26 Using Outlook to Help Achieve Your Personal & Business Goals Part I
Every year my family travels with our best friends to the beach for a week. We always have a wonderful and very relaxing time and I want to make sure this year is no different. But there are some goals I want to achieve before our trip at …
Arrow-Tip #25 Want Instantaneous Email, Calendar, Contact and Task Updates on Your Blackberry or TREO
If your answer to this Arrow-Tip title question is “yes” then you may want to consider a mail server solution - even if you are just a one person business. Your next question is most likely “how can you afford a mail server if you are just one person?” …
Arrow-Tip #24 Reducing Attachment Size to Speed Up Outlook
More and more clients are experiencing issues with the size of their Outlook mailbox which can lead to corrupted data and very slow performance. One of the largest hogs of mailbox storage space is taken up by attachments so that is one of the first places I usually look …
Arrow-Tip #23 Could a Plug In Increase Your Outlook Efficiency?
When my friend Josh Tabin President of Mosaic CFO and co-Author at StartUp Houston asked me to write a blog post about my favorite Outlook Add-ins I was only too happy to oblige. The only problem is that I really don’t use that many Outlook Add-ins so I recruited …
Arrow-Tip #22 Should You Upgrade to Outlook 2007?
Several clients have asked me about the benefits of upgrading from Outlook 2003 to Outlook 2007 and up until now I’ve pretty much told them the same thing - avoid it if you can. First of all, I always advise clients not to install Microsoft products until service pack 1 …
Arrow-Tip #21 Let Your Business Process Determine How You Use Outlook
You can install the best software in the world, but it won’t do much for you if you don’t have a good business process behind it. Microsoft Outlook is no exception - even if you just use it to manage your email. And if you use Outlook and HuntressPro for …