Archive for the How-To’s Category
How to Rename Your Archive Folders
Right click on Archive Folders in your Outlook folder list and then select “Properties for Archive Folders” from the pop up menu. The Properties window will open – click the Advanced button on the bottom right hand portion of the General tab (see thumbnail) and the Personal Folders window will …
How to Close Folder Set in Outlook Folder List
Right click on the set of folders you would like to close (in this case Archive Folders) and select “Close Archive Folders” from the pop up menu. The folder set will not longer appear in your Outlook folder list. Note: this will only work for folders at the top most …
How to Access Outlook Items from the Contact Activities Tab
In Microsoft Outlook, open a contact record and click on the Activities tab (see thumbnail below – note this screen print shows a HuntressPro contact record which will look slightly different than a standard Outlook contact record, but the Activities tab placement is the same).
How to Set Up Custom Activities Tab Views
On the Outlook folder list, right click on the Contacts folder and select Properties from the pop up menu – the Properties window will open. Go to the Activities tab on the Properties window, select All Items and the click the Copy button (see thumbnail below). The View …
How to Show Archive Folders in the Outlook Folder List
If your archive folders are currently not visible in your Microsoft Outlook 2003 folder list, on the Outlook menu bar go to File/Data File Management and the Data File Management window will open (see thumbnail below). Click the Add button on the Data File Management window and the New Outlook Data …
How to Change Your Archive Frequency
On the Microsoft Outlook menu bar, go to Tools/Options and the Options window will open (see thumbnail below). Go to the Other tab on the Options window and then click the AutoArchive button and the AutoArchive window will open (see thumbnail below). The first check box in the …
How to Create a New Master Category
Right click on any item in a Microsoft Outlook view (the one in the thumbnail below is the By Category view in the Contacts folder) and then select “Categories” from the pop up menu.
The Categories window should now open. Click the Master Categories button on the lower right side of the Categories window (click …
How to Group a Category by City (eg. All Recruiters in New York)
This screenshot is taken from the Contacts folder using the view By Category option in the Navigation Pane. It shows there are 19 items under the Recruiter category.
To view only those Recruiters in the city of
New York, Click on Customize Current View from the Navigation …
How to Avoid Creating Duplicate Contact Records
Several of you have recently asked me how to avoid creating duplicate contact records. The best way to do this if you are using Microsoft Outlook with standard contact forms that have not been customized (e.g. with user defined fields or forms) is to simply turn on the Check …
How to Sort on the Modified Field in the Contacts Folder
First, add the Modified field to the column list of the view you would like to use – I suggest the Phone List view – by right clicking in the Column header row and selecting Field Chooser from the pop up menu or clicking on the Field Chooser button on …