Archive for the Contacts Category
Arrow-Tip #50 Keep-in-Touch with Your Contacts
One of our HuntressPro customers recently asked if there was a “keep-in-touch” feature in HuntressPro to allow him to schedule call backs at regular 30, 60 or 90 day intervals. Making regular call backs to existing or potential customers is always a great idea and we’ve seen it implemented especially well by our …
How to Insert a Picture in a HuntressPro Contact Form
One of our users asked if we could include a picture field in the HuntressPro contact form similar to the one in the standard Outlook form. While that control is currently unavailable to Outlook add-on developers, there is a work around you may find of interest.
Place your cursor in the …
Arrow-Tip #48 Transitioning from Outlook 2003 to 2007
As many of my early readers know, I resisted the upgrade from Outlook 2003 to Outlook 2007 for a long time (see Arrow-Tips #22 Should You Upgrade to Outlook 2007). Since that March 2008 post, Microsoft has released service packs for both Vista and Office 2007 which is always one of …
How to Create a New Outlook Item from an Email
Select the email from your Inbox and then drag it over the folder in your Outlook Navigation Pane that contains items of the type you would like to create. For example, if you want to create a task item, drag the email to your Tasks folder or the Tasks …
How To Open Up a New Instance of Outlook
From time to time you may want to be able to easily toggle between Outlook folders or view two at the same time. You can have more than one Outlook window at the same time by right clicking on the folder you would like to Open an additional Outlook …
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 …
How To See Which Contacts Are In Custom Forms
If you use custom forms for your contact records (such as Huntress Contact forms) you may from time to time need to convert new contacts added using your smart phone or a v-card to your custom form. Huntress provides a mechanism on the Huntress menu for converting forms to …
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?” …
How To create a Distribution List (a group of multiple contacts).
If you need to create a list of multiple contacts aka Distribution List, you must first be in the Contacts folder. Click on the down-arrow button next to the New button.
Select ‘Distribution List’ (the second option). An untitled Distribution List window will open:
Next to Name, enter the …
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 …