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You're reading from  The Microsoft Outlook Ideas Book

Product typeBook
Published inMar 2006
PublisherPackt
ISBN-139781904811701
Edition1st Edition
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Author (1)
Barbara March
Barbara March
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Barbara March

Barbara March's long career in office administration, in many different industries, and her passion for computer software led her into software training. After obtaining Microsoft Office Specialist qualifications at Expert level and becoming a Microsoft MOUS Master Instructor, Barbara extended her knowledge and expertise further in MS Office by achieving outstanding pass marks in ECDL Advanced examinations. This knowledge and expertise, she has applied in all her posts including her current role as a data analyst in a local authority. Barbara's analytical mind forces her to question the accepted boundaries of the software she uses and to apply her flair and imagination to find ways to use the software capabilities to the limit and to the benefit of her performance and professionalism.
Read more about Barbara March

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Chapter 2. The Contacts Folder

The conventional use of the Contacts folder is to store the details of people with whom you communicate. However, with a little imagination, Contacts folders can be used to store and manipulate the details of almost anything.

In this chapter, we will look at the following examples of useful, unusual, and practical customizations of conventional Outlook contact data:

  • A table of Distribution Lists that displays the dates on which they were created

  • A Business Directory of Suppliers

  • A Staff Contacts folder that calculates length of service and leave entitlement

  • A Contacts folder for Company Vehicles

A Distribution Lists View

Distribution Lists are created to make it easy to send one email to several recipients. These recipients would all have a common interest in the email that you are sending and are often therefore members of specific groups, regular meetings, committees, etc. But these groups can have finite life spans and you can find that you accumulate Distribution...

A Distribution Lists View


Distribution Lists are created to make it easy to send one email to several recipients. These recipients would all have a common interest in the email that you are sending and are often therefore members of specific groups, regular meetings, committees, etc. But these groups can have finite life spans and you can find that you accumulate Distribution Lists that are out of date and defunct. To assist in identifying the current validity of your Distribution Lists, we will create a view of your Contacts folder showing the dates on which the Distribution Lists were created.

If you have a large number of Distribution Lists, you could either create a separate Contacts folder to store only Distribution Lists or use a view of your main Contacts folder that filters Distribution Lists. As Outlook does not provide a predefined view for Distribution Lists, the following custom view not only filters Distributions Lists but also includes the Created field to show the date on...

A View of Suppliers of Goods or Services


We will begin with creating the Contacts view.

Creating the Contacts View

  1. 1. Create a Contacts folder specifically for the details of your contacts at companies that supply goods or services, named Suppliers.

  2. 2. Create Categories for your supplier companies that describe, in general terms, their trade or profession. For example, Architects, Lawyers, Building Supplies, etc.

  3. 3. Create a new table-type view from the Define Views | New option and name the view Business Directory.

  4. 4. In the View Summary dialog box, click Fields, and select the fields: Company, Full Name, Email, Country/Region, Business Phone, Business Fax, and Mobile Phone, and click OK.

  5. 5. Create a new manual field as follows:

    Field

    Type

    Format

    Purpose

    Commodity

    Text

    Text

    To record the specific commodities or services that each supplier provides, e.g. Category = Architects, Commodity = Major Projects > 10m

  6. 6. Set Group By to Categories and then by Commodity.

What Just Happened...

Creating Views of Staff Data


When you are constructing a new view, you may find that too many fields result in the viewing area being cramped and data not being easily visible. In this case, consider combining related fields into one new field. For example, you may want to include the contact details of the next of kin in your view of staff data, in which case, create a new combination field as follows:

Option

Value

Name

Next of Kin

Type

Combination

Formula

Edit

Fields

[Spouse] ~ [Home Phone]

There is a vast amount of information that can be held about staff that would be useful to store in one place, and Outlook can be that place. Outlook can store not only contact information, but also information about the company equipment that is issued to staff members e.g. mobile phones, laptops, and cars; about staff length of service and leave entitlement; about training and courses attended; about salary progression, commission and bonuses, etc.

The examples we will now...

A Length of Service and Leave Entitlement View


We will now describe how to create a new view of a Contacts Folder called Length of Service that will show the length of service and the amount of leave that each staff member is entitled to. This information will enable us to enter the correct leave entitlement into the Entitlement field in the Staff Leave calendar that we created in the last chapter.

The following view should be created in the Contacts folder that contains staff data and the view utilizes the details of a company policy that allows staff members the following numbers of days leave depending on their length of service:

No of years service

No of days leave

10 years or more

30 days

5 years or more

25 days

Less than 5 years

22 days

Creating the Contacts View

  1. 1. Create a new table-type view from the Define Views | New option and name the view Length of Service.

  2. 2. In the View Summary dialog box, click Fields, and select the fields: Full Name, and Job Title, and click OK.

  3. 3...

A Contacts Folder for Company Vehicles


Let’s now take a real leap of imagination and consider that if our company has a fleet of vehicles, why can’t we store the details in a Contacts folder? These details could include the make, model, year of manufacture, registration number, mileage, and date of service; perhaps we could even get Outlook to remind us when the vehicles should be serviced.

This amount of very specific data would need to be held in a separate Contacts folder. So the first action would be to create a new suitably named Contacts folder, not for people but for company cars.

Creating the Contacts View

Rather than modify an existing view, create a new view as follows:

  1. 1. Create a new table type view from the Define Views | New option and name the view Company Vehicles.

  2. 2. In the View Summary dialog box, click Fields, and select the fields: Full Name, Birthday, and Contacts and click OK.

  3. 3. We will now create the following five new manual fields:

Summary


We have so far explored some unusual uses for the Outlook Calendar and some extraordinary ways to manipulate the Contacts folder. Hopefully by now you are beginning to sense that we have been gathering together the ingredients and the techniques that are the building blocks that will shape the unique solutions in the final chapter. The next building block is Tasks and we shall be exploring ways to utilize Tasks in the next chapter.

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Published in: Mar 2006Publisher: PacktISBN-13: 9781904811701
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Author (1)

author image
Barbara March

Barbara March's long career in office administration, in many different industries, and her passion for computer software led her into software training. After obtaining Microsoft Office Specialist qualifications at Expert level and becoming a Microsoft MOUS Master Instructor, Barbara extended her knowledge and expertise further in MS Office by achieving outstanding pass marks in ECDL Advanced examinations. This knowledge and expertise, she has applied in all her posts including her current role as a data analyst in a local authority. Barbara's analytical mind forces her to question the accepted boundaries of the software she uses and to apply her flair and imagination to find ways to use the software capabilities to the limit and to the benefit of her performance and professionalism.
Read more about Barbara March

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