Archive for the How-To's Category
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 …
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 …
How to Get Back a Lost Outlook Plug-in
From time to time Outlook plug-ins can some times get disabled if Outlook crashes or they may still be enabled, but may not load if Outlook is not completely leaving Windows memory upon exiting. Here are two potential ways to get your plug-in back in these scenarios.
1. Check to …
How to Check Your Mailbox/Personal Folders Size
Even if you don’t have an Exchange Server Administrator sending you notices when your mailbox gets too big, it is still a good idea to keep an eye on how big your local Outlook files are so that you can keep them below the corruption danger zone (see Reducing Attachment …
How to Email a Screen Print
Often when I’m working with clients that are having difficulties with Outlook functionality or getting an error message that needs to be diagnosed, it is helpful if I can see what they are seeing. The easiest way to resolve this situation is for a client to send me a …