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The e-mail Options button available in the message form allows you to config- ure how you send messages so that you can take into consideration issues such as security, sensitivity, and scheduling. (See Chapter 11 for more details.) To classify the type of e-mail you’re sending and to send it at a set time, follow these steps:. In the Sensitivity...
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The Backup Options dialog box, shown in Figure 3-6, appears.. In the Backup These Personal Folders Files area, select the files you want to back up.. You can choose another computer on the network to store the file or create a file to record later onto a CD-ROM.. The Backup Options dialog box allows you to set up a reminder...
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Drag and drop the desired fields from the Value list to the Mapped From list.. In the past, importing Excel files to older Outlook versions without the proper Excel file configu- ration started an endless process of importing empty fields until the computer went down.. Then start the import again for the new text file. Start the import again with...
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Displaying the fields in your order. The fields sequence can be shuffled and displayed in any order, but you have advantages of choosing certain sequences. For example, if you ask to check your customer record, the operator has to read and confirm the person’s name, the company, name, job title, address, phone, and e-mail in the sequence and retype them...
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ScrolBar Inserts a scroll bar that you can use with a plain text box.. Image Generates a wizard to insert an image, company logo, or figure on the form.. Figure 5-2 shows what happens when you select each button and drag and drop it onto the form grid. After dropping a control onto the grid, you can select it and...
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Kicking It Up a Notch with the Business Contact Manager. In This Chapter. 䊳 Looking at the BCM’s benefits for your type of business 䊳 Understanding and overcoming BCM limitations. If you run a small business with limited resources, you must be flexible and adapt yourself to the resources available, such as Outlook, but you can put more of an...
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To use any reminder, you have to open and link an Opportunity to a Task.. Product And Service Items displays a list of items inserted on the proposal. When you complete a sales cycle, you can create quotes, sales orders, or invoices from your Opportunity records if Business Contact Manager for Outlook is connected to Microsoft Small Business Accounting.. When...
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By Category: Because you can create any category (see Chapter 4), you can identify vertical markets. You can also analyze your profitability within each market and see which one bring more results. Conclusions like “The ice cream market has a better market share but a lower profitability than the desserts market” can help you create new solutions, such as promoting...
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Because the view options bring the information to the screen rather than to the printer, you can copy the information from the screen to Word or Excel for printing. Before using any report, explore the available views in the Current View window. I use the BCM view to create my own reports, refine the data and collect the information I...
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members of the community had the drawing skills. You can split the Inbox content among desired and undesired messages, personalities, feelings, and needs.. In the pro- fessional environment, we use e-mail to send and receive information, propos- als, invitations, Tasks lists, and so on. If you understand what is important to you as well as people’s behaviors and Outlook rules,...
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This option applies the new rule to all existing messages in your Inbox.. The Options dialog box appears.. The Zen of Inbox management is a set of rules that lets you finish the day with no e-mails parked in your Inbox. For requests that you can’t answer immediately, reply by informing the sender that you’ll get back to them when...
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This chapter reveals how you can use Outlook to keep your team working together and in perfect order.. This question illustrates a perfect example of the team commitment: To harbor mutual respect and trust while maintaining a good climate anywhere and any time. One of the ways of creating confidence and respect is by combining and sharing resources. Sharing your...
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Sharing your Calendar and your Tasks list gives support and super- vision without interrupting any third-party work. Delegating others to act on your behalf can increase your productivity, so start delegating according to your needs.. If you’re in business, you can probably recall a time when your assigned Tasks did not get done. When the due date arrives, it turns...
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Using Outlook’s collaborative tools, you can determine how to achieve your objectives in fewer steps.. Without an updated database, you can’t communicate well with your customers. Use your Contacts list as your customer and suppliers database. Use your assistant’s Contacts list as the company list. Create a rule that you send every new update you get, such as a business...
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You can attach tables to manage projects with sequential actions or multiple actions. For example, if you’re moving your office, you may have a table that keeps track of the planning sheet, packing and unpacking lists, and so on. (You can read about event planning in Chapter 16.). Joe runs a company with Mary and John, and they all share...
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When exploring the Scheduling page in Figure 12-2, notice two things.. Second, the Refresh Free/Busy com- mand, which you can access from the Options button, is useful for reconnecting your Outlook to the Exchange server and updating the timetable again.. After finding an appropriate time slot, click the Appointment tab.. The Meeting invitation form opens with all guest e-mails ready...
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Working with Outlook on the Road. Traveling and working on the road require a bit of planning if you want to avoid these types of problems.. Traveling requires that you have flexibility and can find solutions for working in different environments while keeping the same quality and frequency of contact with your office and family. Check cell phone roaming availability...
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Enter a name in the Calendar Title area.. For example, you can use your name so that others can quickly see that this schedule belongs to you.. Browse through the home network to choose a folder on the destina- tion computer, such as Shared Documents on a Windows XP family computer, for publishing your information.. Click the Save button to...
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Automating links to your contacts. Linking each item to your contact manually is tedious and can potentially add hundreds of weekly actions to your work, making you lose more than your patience. You may forget to link items or lose track of e-mails, Tasks, and appointments related to your customers. Fortunately, Outlook can automati- cally link the items related to...
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To send the e-mail to a cell phone, use the following rule:. In the worst case, you can proba- bly receive the message subject, the sender, and arrival time.. You can also receive Outlook’s Reminders as SMS messages at your Mobile device by using available Add-in software such as Reminders by SMS. Besides the add-in soft- ware, you can contact...