Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the How-To’s Category


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 …


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 …


How to Convert Your Archive Folders to Quarterly Archive Folders

In Arrow-Tip #9 I discussed why you should archive your Microsoft Outlook mailbox. One of the reasons for archiving is to keep the size of your mailbox down to help enhance performance. However, if you continue to archive to the same set of archive folders, you will begin …


How to Rename a .pst File (Without Corrupting the File)

Outlook .pst files can be renamed, but you have to be careful about how you do it or you will corrupt the file and end up with a ghost folder in your Outlook folder list.

If the folder for the .pst file is currently visible in the Outlook Folder List view …

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