Using Contacts Effectively

Contacts can be a very powerful tool in Outlook 2007. As with any Outlook 2007 feature, you can use them in different ways to suit your needs, and how you use them might not be the most effective way for someone else. However, there are some things you can do to make contacts more useful:

  • Be complete. The more information you can include for each contact, the more useful your contacts will be. For example, fill in as many of the phone number fields as you can; this will give you more options when using Outlook 2007 to dial a contact.

  • Use categories to your advantage. Assigning categories to your contacts will help you organize them more effectively—for example, keeping your personal contacts separated from your business contacts.

  • Enter the company name for your business contacts. Entering the company name in the contact will enable you to group your contacts by company, making it easier not only to locate contacts but also to modify contacts globally when a company change occurs (such as a phone number or company name change).

  • Work from the contact. If you work in the Contacts folder a lot, keep in mind that you can initiate certain actions from the Contacts folder, such as issuing a new meeting request, assigning a task, creating a new journal entry, or calling the contact. This can save you the trouble of switching to a different folder to initiate these actions.

  • Don’t forget the picture. The capability to add a picture can be very useful. For example, if your organization is growing rapidly or is already large, providing pictures in contacts for employees can help your staff get to know everyone.

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