Course overview
At the end of the module, you will be able to:
• Create new contacts by completing contact details, categorizing and saving for future reference
• Import contacts using a named Excel range, applying layout rules, to reduce duplication of information
• View and manage contacts by applying links and shortcuts and navigating using categorized views to investigate the most effective method of filing and retrieving
• Use contacts to create e-mail messages, update contacts folder and insert into Word documents, removing the need to reproduce contact information across applications

Who should attend
Delegates should feel confident in the topics covered in the Microsoft Outlook E-mail Skills module.

Course contents
Creating contacts
Creating new contacts
Tips on how to complete contact details, e.g. file as, address
Understanding the importance of categorising contacts
Adding email addresses in new messages and messages in the inbox to contacts
Importing contacts
Understanding the preliminaries to importing Excel data, e.g. heading row, no blank rows or columns
Applying a range name to an Excel address list
Importing an address list file from Excel to contacts
Mapping custom fields
Managing contacts
Navigating contacts
Changing the view of contacts; phone list, by company, by category
Naming and filing options for new contacts
Editing and deleting contacts
Inserting documents and document shortcuts into contacts
Linking contacts together
Working with contacts
Forwarding contacts to e-mail recipients
Creating messages to contacts
Dragging contacts e-mailed to you into the contacts folders
Previewing and printing contacts
Inserting contact addresses into Word documents

Related courses

E-mail Skills
Housekeeping and Organisation
Calendar, Tasks and Notes

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