Archive for the Contacts Category
Arrow-Tip #19 Top 11 Email Rules of Etiquette
Many of us have been using email for so long that we take established email etiquette for granted. However, a refresher is always a good thing and there are still several email novices in your organization who may feel more comfortable using email if they have some guidelines so …
How to Combine Categories for Items in Outlook
Select all of the items that you would like to combine categories for. In the example thumbnail below, we want to combine the categories “Blue”, “Green”, and “Yellow” into one category called “Greenish Blue”.
With all applicable items selected, right click and select “Categories” from the pop up menu.
The Categories …
Arrow-Tip #18 How to Prevent Accidental Deletion of Contacts
Have you ever been unable to find a contact in your smart phone address book that you know was there the week before? How about in your Outlook Address Book? Accidental deletion of contact records can happen even to fairly experienced Outlook users – read on for little …
How to Remove a Category from the Available Categories List
From the Microsoft Outlook Edit menu select the Categories option.
The Categories window will now open. Click the Master Categories button and the Master Categories window will open.
Select the category that you would like to remove from the Available categories list and then click the Delete button. Click the …
How to Remove a Category from an Outlook Item
Right click on the item/s from any Microsoft Outlook view and select Categories from the pop up menu (see thumbnail below).
The Categories window will open.
Uncheck the category that you would like to remove for the selected items in the Available Categories list box of the Categories window and then click …
Arrow-Tip #16 Can I Import Contacts from Other Contact Management Software into Outlook?
Yes! Often prospective clients tell me that they are ready to make the jump to Outlook with or without HuntressPro, but they are concerned about losing all of the great data they have already input into another software program. I recently spent some time with my good friend …
How to Enable Check for Duplicates Feature in Microsoft Outlook
From the Outlook Tools menu select Options and the Options window will open.
Click on the Contact Options button and the Contact Options window will now open.
Make sure that the Check for duplicate contacts box is checked and then click the OK button.
How to Map Outlook Contact Fields
The list below shows all Microsoft Outlook fields available to import data into. I have also listed data type and a short explination for some of the ones you may not have seen before:
Name Fields:
Title (Mr. Mrs. , etc, not job title which has its own field)
First name
Middle Name
Last …
How to Profit by Networking & Prospecting (February 18th – April 11th)
So you have been networking and prospecting, you’ve collected tons of business cards… what have you done with them? Are your networking efforts helping you make the profits you hoped for? If not, How to Profit by Networking & Prospecting is for you.
Course Objective:
In our new course How …
Arrow-Tip #11 Minimizing the need for Contact Database Clean Up
I answer a lot of questions both on LinkedIn and among my clients regarding database clean up. How often should I purge my contact records? How do I prevent entering duplicate records? Should we allow our sales people to enter data themselves or filter all new entries …