Archive for January, 2008
Five Reasons Your CFO Should Pay Attention to CRM Software
My friend Jim Wilkinson of The Strategic CFO has a great new site called WikiCFO. WikiCFO is a “how to” manual of business best practice ideas for CFOs and controllers of entrepreneurial companies. Topics covered include best practices in accounting, finance, human resource, insurance, management and strategy. …
My Review of GotSocialMedia – Fabulous!
Got Social Media? Don’t worry if the the first thought that enters your mind is “what is social media?” – you are not alone, but if you are interested in the shape of things to come in the marketing world, you might want to find out so read on.
Wikipedia …
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 …
Check Out My New Lens on Squidoo
Seth Godin recently had a great post on his blog regarding A Shortage of Digital Coaches. I liked this piece so much (since it relates directly to my Outlook efficiency coaching) that it inspired me to create a new “Lens” on Seth’s Squidoo site. The Lens is called How to Profit …
Arrow-Tip #17 Identify High Maintenance Clients through Time Spent Composing Emails
In Arrow-Tip #12 I discussed using your Outlook Journal folder to help track your time, but did you know that you can use your Sent Items folder to help you estimate time spent composing emails as well? Sometimes even I forget to record billable time spent supporting a client …
How to Create Composed Time Formula Field in the Outlook Sent Items Folder
Go to your Sent Items folder and open up the field chooser window by either clicking on the Field Chooser icon on your Advanced Outlook toolbar or right clicking on the column header row in the Sent Items view and selecting Field Chooser from the pop up menu (see screen …
Guest Post on StartUpHouston.com
Check out my guest post on the StartUpHouston.com web site called 5 Ways Networking Can Help Your Startup Stand Out in 2008. StartUpHouston.com is a great blog managed by my friends Josh Tabin and Kurt Stoll who also organize the OpenCoffeeClub meetings at the Coffee Groundz the third Thursday …
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 …