Archive for the How-To's Category
Arrow-Tip 55 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 …
Using SharePoint to Communicate KPI Dashboards
There is a reason that although I first promised a blog post on using SharePoint to display your company KPI dashboard back in late June, I’m just now getting started on it. Turns out, its a much more complicated and multi-step process than I first expected. So in attempt not to overwhelm …
Creating a Quote Information Sheet Form with Calculated Fields in Word 2007
OK, so a week turned into two months, but better late than never - here is my post on creating a Quotation File Information Sheet. What - doesn’t sound very glamorous to you? How could having key proposal information neetly organized and readily available not interest you? Ok, how about not having to re-invent the wheel …
How to Use SimplyFile to Create an Appointment from an Email
Its pretty straight forward - select the email that you want to create an appointment item for and then click the Schedule It button on the SimplyFile tool bar (see thumbnail below).
The appointment item will then open. Click on the Invite Attendees to transform it into a meeting request …
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 View Calendar from a Meeting Request
Select the meeting request item in your Outlook Inbox. The meeting request should now show up in your Outlook Reading Pane (if you don’t have your reading pane visible, go to View/Reading Pane and then select either Right or Bottom from the sub menu - thumbnail print below).
In the …
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 …
How to Create a Custom Table View in Outlook
Often you will want to create a custom view in various Outlook folders to see items filtered, grouped or sorted for a specific purpose. To create a table view in any Outlook folder, first select the appropriate folder in your Outlook navigation pane and then go to View/Arrange By/Current …
How to Add a Custom Field to An Outlook Table View
To access fields that you would like to add to an Outlook view you must first open the Field Chooser window. The field chooser window can be opened either by right clicking on the column header row in a table view and selecting “Field Chooser” from the pop up …