Productivity Tools
Module 6: Contacts—Tracking Your Peeps

 

1.     Add People to Your Local Contacts.

2.     Check to See if a Contact Already Exists.

3.     Create Contact Folders as Address Books.

4.     Select an Address Book When Emailing.

5.     Put Your Contacts into Categories. 

6.     Display Contacts by Category.

7.     Mail to an Entire Category.

8.     Create a New Email, Meeting, Task, or Journal Entry for a Contact.

9.     Link a Document to a Contact.

10.  Display Contact History.

11.  Share Your Contacts with Others.

12.  Set Your Default Permission Level.

13.  Change the Look of Your Electronic Business Card.

14.  Send Someone Your V-Card.

15.  Send Someone One of Your Contacts.

16.  Send Contact Information as Text in an Email.

17.  Attach Your Electronic Business Card to Every Outgoing Message.

18.  Print an Address Book.

19.  Export an Address Book to Excel or Another Program.

20.  Set a Reminder to Call or Follow-Up with a Contact.

21.  Add a Customized View.