Microsoft Business Contact Manager Complete

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Microsoft Business Contact Manager 2010 - Complete"

Transcription

1 Microsoft Business Contact Manager Complete Introduction Prerequisites Section 1: Getting Started with Business Contact Manager Lesson 1.1: Setting up Business Contact Manager What is Business Contact Manager? Downloading and Installing Business Contact Manager Using Express Setup Using Custom Setup Lesson 1.2: Working with the Business Contact Manager Interface Opening Business Contact Manager Interface Overview Understanding the Ribbon Interface Using the Business Contact Manager Navigation Pane Lesson 1.3: Getting Started with the Welcome Center Changing Your Overview Viewing Help Links Using Sample Data Switching to Your Business Data Lesson 1.4: Understanding the Business Contact Manager Dashboard Viewing the Main Dashboard Adding Gadgets Moving Gadgets Deleting Gadgets Refreshing Gadgets Lesson 1.5: Doing More with Dashboards Using the Contact Management Dashboard Using the Sales Dashboard Using the Marketing Dashboard Using the Project Management Dashboard Section 1: Case Study Section 1: Review Questions Section 2: Using Business Contact Manager

2 Lesson 2.1: Working with Accounts Creating New Accounts Editing Accounts Deleting Accounts Searching Accounts Viewing Accounts Accessing Accounts from Outlook Lesson 2.2: Working with Business Contacts Creating Business Contacts Editing Business Contacts Deleting Business Contacts Searching Business Contacts Viewing Business Contacts Accessing Business Contacts from Outlook Lesson 2.3: Working with Opportunities Creating Opportunities Editing Opportunities Deleting Opportunities Searching Opportunities Viewing Opportunities Lesson 2.4: Working with Leads Creating a New Lead Converting Contacts to Leads Viewing Lead Details Scoring Leads Lesson 2.5: Working with Business Projects and Tasks Creating a New Business Project Creating Project Tasks Using Project Templates Assigning Tasks to Users Marking Tasks Complete Deleting Tasks Viewing Tasks Lesson 2.6: Working with Stores and Vendors Adding Stores Adding Store Employees Adding Vendors Converting Stores to Vendors and Vice Versa

3 Converting Accounts to Vendors and Vice Versa Section 2: Case Study Section 2: Review Questions Section 3: Doing More with Business Contact Manager Lesson 3.1: Advanced Tasks Bulk Editing Items Assigning Items to a User Categorizing Items Customizing Categories Marking Items for Follow-Up Lesson 3.2: Creating Business History Using the Add History Item Group Linking a Phone Log Linking a Business Note Lesson 3.3: Viewing Business History Using the Communication History Folder Viewing Items Marking an Item for Attention Changing Linking and Tracking Options Linking Messages in Bulk Lesson 3.4: Managing the Sales Pipeline, Part One Setting up Sales Stages Adding Sales Activities Editing Sales Stages and Activities Deleting Sales Stages and Activities Lesson 3.5: Managing the Sales Pipeline, Part Two Changing the Order of Sales Stages and Activities Creating Reminders Automatically Setting the Default Sales Stage Modifying Scoring Criteria Creating Custom Scoring Criteria Lesson 3.6: Working with Products and Services Opening the Products and Services Dialog Adding a Product or Service Editing a Product or Service

4 Deleting a Product or Service Importing a Product or Service List Section 3: Case Study Section 3: Review Questions Section 4: Marketing with Business Contact Manager Lesson 4.1: Working with Call Lists Creating a New Call List Filtering Contacts Recording Call Status Adding a Time Stamp Recording Activity Details Tracking Activity Results Lesson 4.2: Advanced Call List Tasks Creating a Call Script Adding a History Item Viewing and Managing Call Lists Closing a Call List Lesson 4.3: Generating Mass s Creating a Mass Filtering Contacts Recording Details Tracking Activity Results Viewing and Managing Campaigns Closing the Campaign Lesson 4.4: Creating a Print Campaign Creating a Direct Mail Print Campaign Filtering Contacts Recording Activity Details Tracking Activity Results Viewing and Managing Print Campaigns Closing the Campaign Lesson 4.5: Performing a Mail Merge Beginning a Mail Merge Choosing Contacts Choosing Fields Choosing the Document Saving the Contact File Setting Merge Options

5 Performing the Merge Using the Mailings Tab Section 4: Case Study Section 4: Review Questions Section 5: Customizing Business Contact Manager Lesson 5.1: Customizing Lists Getting Started Choosing a List to Modify Adding a Field Editing a Field Deleting a Field Changing Field Order Lesson 5.2: Customizing Business Records Creating a New Business Contact Type Creating a New Account Type Changing a Record s Name and Icon Deleting a Record Type Using Custom Records Lesson 5.3: Customizing Contact Card Fields What is a Contact Card? Getting Started Choosing the Record Type to Edit Adding Fields to the Contact Card Removing Fields from the Contact Card Changing Field Order Resetting the Contact Card Lesson 5.4: Customizing Forms Customizing Existing Forms Saving a Form Resetting Forms to the Default Section 5: Case Study Section 5: Review Questions Section 6: Managing Business Contact Manager Data Lesson 6.1: Working with Reports Choosing a Report View Viewing Report Charts Customizing Charts

6 Saving Customized Reports Opening Customized Reports Lesson 6.2: Formatting Reports Changing the Sort Order Filtering Data Adding a Header and Footer Changing the Font of the Header and Footer Changing the Report Font Adding and Removing Columns Using the Page Setup Dialog Lesson 6.3: Managing Reports Saving a Report to a Folder ing Reports Exporting Reports to Excel Using Print Preview Printing Reports Lesson 6.4: Working with Business Contact Manager Data Viewing Database Information Creating a New Database Checking Your Database for Errors Deleting a Database Lesson 6.5: Doing More with Business Contact Manager Data Importing Data from a File Importing Data from Outlook Importing Data from Other Applications Exporting Data Backing Up Your Data Restoring a Backup Section 6: Case Study Section 6: Review Questions

Clean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups. Outlook Functions

Clean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups. Outlook Functions Clean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups Outlook Functions Clean Up: New ways to manage conversations and remove redundant emails: Email

More information

Business Objects 4.1 Quick User Guide

Business Objects 4.1 Quick User Guide Business Objects 4.1 Quick User Guide Log into SCEIS Business Objects (BOBJ) 1. https://sceisreporting.sc.gov 2. Choose Windows AD for Authentication. 3. Enter your SCEIS User Name and Password: Home Screen

More information

Microsoft Access 2007

Microsoft Access 2007 Microsoft Access 2007 Introducing Access Starting Access Fields and Records What is Access? Starting Access Locate Templates Online Templates Open Recent Databases Access Help Window Creating a Database

More information

Guidelines for Microsoft Office 2010

Guidelines for Microsoft Office 2010 Nancy Muir Anita Verno CONTENTS Preface Introduction: Your Digital Toolkit Chapter 1: Managing Your Time with Microsoft Outlook 2010 Skill 1 Open Outlook and Display the Calendar Skill 2 Schedule an Appointment

More information

What is a Mail Merge?

What is a Mail Merge? NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you

More information

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data Mail Merge Course Description The Mail Merge feature allows you to combine items from a data source into a document. This allows you to create form letters, mailing labels, envelopes, etc. You also have

More information

Outlook E-Mail. Step 1: Open and Configure Outlook

Outlook E-Mail. Step 1: Open and Configure Outlook Outlook E-Mail Step 1: Open and Configure Outlook 1. Click the Microsoft Button in the lower left task bar 2. Select All Programs 3. Select Microsoft Office 4. Select Microsoft Outlook 5. Follow the Start

More information

Outlook 2007 EXPLORE THE OUTLOOK USER INTERFACE. Microsoft. Basic Tasks

Outlook 2007 EXPLORE THE OUTLOOK USER INTERFACE. Microsoft. Basic Tasks Microsoft Outlook 2007 Basic Tasks EXPLORE THE OUTLOOK USER INTERFACE 1. Instant Search box: Helps you quickly find items in Microsoft Outlook. The Instant Search pane is always available in all of your

More information

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail. Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge

More information

Quick Start Guide. Microsoft Access 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve.

Quick Start Guide. Microsoft Access 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve. Quick Start Guide Microsoft Access 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve. Change the screen size or close a database Click the Access

More information

The QuickStudy Guide for Sage ACT! 2013

The QuickStudy Guide for Sage ACT! 2013 The QuickStudy Guide for Sage ACT! 2013 Using ACT! Everyday The Basics How Did Quick Get Included in the Book Name? Using This QuickStudy Guide Hey, Don t Skip This What s Contact and Customer Management

More information

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6

More information

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS Lasted Edited: 2012-07-10 1 Find the Inbox... 3 Check for New Mail... 4 Manually check for new messages... 4 Change new incoming e-mail schedule options...

More information

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500 Outlook Email User Guide IS TRAINING CENTER 833 Chestnut St, Suite 600 Philadelphia, PA 19107 215-503-7500 This page intentionally left blank. TABLE OF CONTENTS Getting Started... 3 Opening Outlook...

More information

Sales Catalogue. The Sales Catalogue Menu Item. 1. Click on Utilities. 2. Choose Export. 3. Click on Sales Catalogue

Sales Catalogue. The Sales Catalogue Menu Item. 1. Click on Utilities. 2. Choose Export. 3. Click on Sales Catalogue Sales Catalogue The Sales Catalogue Menu Item 1. Click on Utilities 2. Choose Export 3. Click on Sales Catalogue The Sales Catalogue Extract Window Use this window to specify the Template name or Add a

More information

Microsoft Office 2007 Tasks Get Started

Microsoft Office 2007 Tasks Get Started About Microsoft Office 2007 Tasks Organizing your time and work with Microsoft Office Outlook is easy when you utilize Office 2007 Tasks. Similar to digital to-do lists, Office 2007 Tasks enables you to

More information

Argos Creating Labels with Word 2007

Argos Creating Labels with Word 2007 Argos Creating Labels with Word 2007 This document explains how create mailing labels using Argos. For information about Argos, refer to the document, Argos for Typical Users. There are two (2) basic steps

More information

Quick Start Guide. Microsoft Access 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve.

Quick Start Guide. Microsoft Access 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve. Quick Start Guide Microsoft Access 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve. Change the screen size or close a database Click the Access

More information

Organizing and Managing Email

Organizing and Managing Email Organizing and Managing Email Outlook provides several tools for managing email, including folders, rules, and categories. You can use these tools to help organize your email. Using folders Folders can

More information

AUSTIN COMMUNITY COLLEGE CONTINUING EDUCATION. WORD PROCESSING APPLICATIONS I (Word Introduction) (12 hours) POFI 1024 COURSE SYLLABUS

AUSTIN COMMUNITY COLLEGE CONTINUING EDUCATION. WORD PROCESSING APPLICATIONS I (Word Introduction) (12 hours) POFI 1024 COURSE SYLLABUS Course Description: Introduction to word processing terminology, editing functions, formatting, and special text options. Learn to create, edit, and print documents such as letters or reports using this

More information

Microsoft Office Word 2010: Level 1

Microsoft Office Word 2010: Level 1 Microsoft Office Word 2010: Level 1 Workshop Objectives: In this workshop, you will learn fundamental Word 2010 skills. You will start by getting acquainted with the Word user interface, creating a new

More information

SOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL

SOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL SOS Online Backup USER MANUAL HOW TO INSTALL THE SOFTWARE 1. Download the software from the website: http://www.sosonlinebackup.com/download_the_software.htm 2. Click Run to install when promoted, or alternatively,

More information

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface...

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface... 2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17

More information

Navigation pane Press Ctrl+F to show the Navigation Pane. You can reorganize a document by dragging its headings in this pane. Or use the search box

Navigation pane Press Ctrl+F to show the Navigation Pane. You can reorganize a document by dragging its headings in this pane. Or use the search box Quick Start Guide Microsoft Word 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve. Quick Access Toolbar Commands here are always visible. Right-click

More information

Word 2010 to Office 365 for business

Word 2010 to Office 365 for business Word 2010 to Office 365 for business Make the switch Microsoft Word 2013 desktop looks different from previous versions, so here s a brief overview of new features and important changes. Quick Access Toolbar

More information

Microsoft Word 2011 Prepared by Computing Services at the Eastman School of Music May 2011

Microsoft Word 2011 Prepared by Computing Services at the Eastman School of Music May 2011 Microsoft Word 2011 Prepared by Computing Services at the Eastman School of Music May 2011 Table of Contents New Look in Microsoft Office 2011... 4 Standard Toolbar... 4 Ribbon... 4 Appearance of Microsoft

More information

Outlook 2010 EXPLORE THE OUTLOOK USER INTERFACE. Microsoft. Basic Tasks

Outlook 2010 EXPLORE THE OUTLOOK USER INTERFACE. Microsoft. Basic Tasks Microsoft Outlook 2010 Basic Tasks EXPLORE THE OUTLOOK USER INTERFACE 1. Instant Search box: Helps you quickly find items in Microsoft Outlook. The Instant Search pane is always available in all of your

More information

Microsoft Outlook 2013

Microsoft Outlook 2013 N E W S L E T T E R IT Computer Technical Support Newsletter Microsoft Outlook 2013 June 02, 2014 Vol.1, No.4 TABLE OF CONTENTS Using the Windows 8.1 Start....1 Turning Off the Windows....2 Windows Mobility

More information

MICROSOFT OUTLOOK 2011 GETTING STARTED AND HELP RESOURCES

MICROSOFT OUTLOOK 2011 GETTING STARTED AND HELP RESOURCES MICROSOFT OUTLOOK 2011 GETTING STARTED AND HELP RESOURCES Lasted Edited: 2012-07-10 1 Introduction... 4 Getting Started... 4 Tour of the Outlook 2011 Interface... 4 Start Outlook 2011... 5 Configure E-mail

More information

Reporting Tips and Tricks

Reporting Tips and Tricks Chapter 16 Reporting Tips and Tricks Intuit Statement Writer New for 2009! Company Snapshot New for 2009! Using the Report Center Reporting Preferences Modifying Reports Report Groups Memorized Reports

More information

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening

More information

TUTORIAL: Campaigns Gold-Vision 6

TUTORIAL: Campaigns Gold-Vision 6 Tutorial Objectives: Campaigns Page No. Campaign Structure What is a Campaign? 2 3 Creating a Campaign Recipient List Campaign List Options 4 Creating a New Campaign: Create from current list Add to existing

More information

Outlook Rules and Alerts

Outlook Rules and Alerts Outlook Rules and Alerts Utilizing Outlook Rules and Alerts to help you organize and prioritize your e-mail. Table of Contents: 1. Tackling Your In-box 2. Outlook Rules and Alerts 3. Examples 4. Rule Set-up

More information

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc.

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc. Email Basics Add CC or BCC You can display the Bcc box in all new messages that you compose. In a new message, do one of the following: 1. If Microsoft Word is your e-mail editor a. Click the arrow to

More information

IT Training Center Class Descriptions

IT Training Center Class Descriptions Microsoft Windows 7: Level 1 Must have a personal computer with Microsoft Windows 7 installed on their workstation. This class is geared to the student who has little or no knowledge of the Windows environment

More information

Microsoft. Outlook ADVANCED FEATURES AND FUNCTIONS

Microsoft. Outlook ADVANCED FEATURES AND FUNCTIONS Microsoft Outlook ADVANCED FEATURES AND FUNCTIONS 2015 National Seminars Training a division of the Graceland College Center for Professional Development and Lifelong Learning, Inc. All rights reserved,

More information

Microsoft Online Services How to Create Tasks in Office 2007

Microsoft Online Services How to Create Tasks in Office 2007 About Office 2007 Tasks Microsoft Office 2007 Tasks, similar to a to-do list, makes it easy to use Outlook to organize your time and your work. You can use Tasks to schedule work items and make sure they

More information

Dynamics CRM for Outlook Basics

Dynamics CRM for Outlook Basics Dynamics CRM for Outlook Basics Microsoft Dynamics CRM April, 2015 Contents Welcome to the CRM for Outlook Basics guide... 1 Meet CRM for Outlook.... 2 A new, but comfortably familiar face................................................................

More information

Microsoft Outlook 2013 -And- Outlook Web App (OWA) Using Office 365

Microsoft Outlook 2013 -And- Outlook Web App (OWA) Using Office 365 1 C H A P T E R Microsoft Outlook 2013 -And- Outlook Web App (OWA) Using Office 365 1 MICROSOFT OUTLOOK 2013 AND OUTLOOK WEB ACCESS (OWA) Table of Contents Chapter 1: Signing Into the Microsoft Email System...

More information

This document is provided "as-is". Information and views expressed in this document, including URLs and other Internet Web site references, may

This document is provided as-is. Information and views expressed in this document, including URLs and other Internet Web site references, may This document is provided "as-is". Information and views expressed in this document, including URLs and other Internet Web site references, may change without notice. Some examples depicted herein are

More information

MB2-707 MB2-707. Microsoft Dynamics CRM Customization and Configuration. Version 5.0

MB2-707 MB2-707. Microsoft Dynamics CRM Customization and Configuration. Version 5.0 MB2-707 Number: MB2-707 Passing Score: 800 Time Limit: 120 min File Version: 5.0 http://www.gratisexam.com/ MB2-707 Microsoft Dynamics CRM Customization and Configuration Version 5.0 Exam A QUESTION 1

More information

AUSTIN COMMUNITY COLLEGE CONTINUING EDUCATION OUTLOOK INTRODUCTION. (9 hours) ITNW 3012 COURSE SYLLABUS

AUSTIN COMMUNITY COLLEGE CONTINUING EDUCATION OUTLOOK INTRODUCTION. (9 hours) ITNW 3012 COURSE SYLLABUS Course Description: An introduction to using the many features of this software package including the contact manager, electronic mail, calendar, tasks, journal, and note. Prerequisites: Fundamentals of

More information

Non-Profit Solution for Microsoft Dynamics CRM

Non-Profit Solution for Microsoft Dynamics CRM Non-Profit Solution for Microsoft Dynamics CRM 1 Non-Profit Solution for Microsoft Dynamics CRM Users Guide Table of Contents Introduction... 2 Overview... 2 Default Objects... 2 Screen Elements... 3 Required

More information

MICROSOFT OUTLOOK 2011 ORGANIZE E-MAIL MESSAGES

MICROSOFT OUTLOOK 2011 ORGANIZE E-MAIL MESSAGES MICROSOFT OUTLOOK 2011 ORGANIZE E-MAIL MESSAGES Lasted Edited: 2012-07-10 1 Mark Message as Read... 4 Categorize Messages... 5 Categorize an incoming e-mail... 5 Rename a category... 6 Place an e-mail

More information

Sales Accounts...27 Appointments / Diary...27. Download your copy of CleanersMate and save it to your desktop.

Sales Accounts...27 Appointments / Diary...27. Download your copy of CleanersMate and save it to your desktop. User Guide Installation... 2 Using CleanersMate... 3 Initial Settings... 3 Clients... 3 Clients Summary Screen... 4 Adding a New Client... 4 Deleting an Existing Client... 4 Editing an Existing Client...

More information

CHAPTER 4: INTERACTIONS AND DOCUMENT MANAGEMENT

CHAPTER 4: INTERACTIONS AND DOCUMENT MANAGEMENT Chapter 4: Interactions and Document Management CHAPTER 4: INTERACTIONS AND DOCUMENT MANAGEMENT This chapter contains the following sections: Introduction Setting Up Interactions Using the Create Interaction

More information

Welcome to Microsoft Office 2010

Welcome to Microsoft Office 2010 Welcome to Microsoft Office 2010 An Introduction to the New Interface Centre for Professional Learning and Development Date: July 2010 Introduction Microsoft Office 2010 brings all the power of the original

More information

EMAIL QUICK START GUIDE

EMAIL QUICK START GUIDE IT Services Microsoft Outlook 2010 EMAIL QUICK START GUIDE Contents What is Outlook?...2 Quick Guide to Email...2 Create a new e-mail message...2 Forward or reply to an e-mail message...2 Creating new

More information

CHAPTER 5: INTERACTIONS AND DOCUMENT MANAGEMENT

CHAPTER 5: INTERACTIONS AND DOCUMENT MANAGEMENT CHAPTER 5: INTERACTIONS AND DOCUMENT MANAGEMENT Objectives The objectives for this chapter are: Set up interactions. Create interaction templates. Set up interaction groups. Manage interaction attachments.

More information

1. Online help for WorkZone Client 2016 4. 2. What's new 5. 3. Getting started with WorkZone Client 13. 4. Working with the user interface 15

1. Online help for WorkZone Client 2016 4. 2. What's new 5. 3. Getting started with WorkZone Client 13. 4. Working with the user interface 15 2016 Online help WorkZone Client 2016 Contents 1. Online help for WorkZone Client 2016 4 2. What's new 5 3. Getting started with WorkZone Client 13 4. Working with the user interface 15 4.1 Navigate the

More information

About the To-Do Bar in Outlook 2007

About the To-Do Bar in Outlook 2007 Exchange Outlook 007 How To s / Tasks (Advanced ) of 8 Tasks in the Microsoft Office system are similar to a to-do list. Tasks make it easy to use Microsoft Office Outlook 007 to organize your time and

More information

Student Office 365 Outlook Web App OWA Quick Guide. Getting you up to speed quickly.

Student Office 365 Outlook Web App OWA Quick Guide. Getting you up to speed quickly. Student Office 365 Outlook Web App OWA Quick Guide Getting you up to speed quickly. Information Services 9-5-2014 Contents Logging into the CWU Student Outlook Web App... 3 Getting Started with Office

More information

DataPA OpenAnalytics End User Training

DataPA OpenAnalytics End User Training DataPA OpenAnalytics End User Training DataPA End User Training Lesson 1 Course Overview DataPA Chapter 1 Course Overview Introduction This course covers the skills required to use DataPA OpenAnalytics

More information

Using Microsoft Excel as a Database

Using Microsoft Excel as a Database Using Microsoft Excel as a Database Whether it is a personal list of phone numbers, a contact list for members of an organization or team, or a collection of tourist sites, hotels, or travel agencies,

More information

Document Manager 2.0. Corporate Administrator Guide

Document Manager 2.0. Corporate Administrator Guide Document Manager 2.0 Corporate Administrator Guide Introduction to the Corporate Administrator Guide Document Manager 2.0 is the Web to Print ordering application for OfficeMax ImPress. Many features and

More information

Outlook basics. Identify user interface elements that you can use to accomplish basic tasks.

Outlook basics. Identify user interface elements that you can use to accomplish basic tasks. Outlook basics Outlook is a powerful tool for managing your e-mail, contacts, calendars, and tasks. To use it most effectively, you first have to understand the basics. This tutorial introduces some of

More information

Microsoft Office 365 Outlook Web App (OWA)

Microsoft Office 365 Outlook Web App (OWA) CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Office 365 Outlook Web App (OWA) Winter 2015, Version 2.0 Table of Contents Introduction...3 Logging In...3 Navigation

More information

The commands in Microsoft Excel 2003 are similar to that of Microsoft Excel 2010 except the placement is different.

The commands in Microsoft Excel 2003 are similar to that of Microsoft Excel 2010 except the placement is different. Microsoft Excel 2010 Scavenger Hunt - Beginner The commands in Microsoft Excel 2003 are similar to that of Microsoft Excel 2010 except the placement is different. This scavenger hunt will help you get

More information

Using Mail Merge in Microsoft Word

Using Mail Merge in Microsoft Word Using Mail Merge in Microsoft Word Creating the main document On the menu bar, click on Tools. From the pull down menu, select Letters & Mailings, then select Mail Merge... A task pane will appear on the

More information

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 E-Mail Campaign Manager 2.0 Marketer's Guide Rev: 2014-06-11 E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 Marketer's Guide User guide for marketing analysts and business users Table of Contents Chapter

More information

Outlook 2010 Essentials

Outlook 2010 Essentials Outlook 2010 Essentials Training Manual SD35 Langley Page 1 TABLE OF CONTENTS Module One: Opening and Logging in to Outlook...1 Opening Outlook... 1 Understanding the Interface... 2 Using Backstage View...

More information

Migrate from Outlook Express to Windows Live Mail

Migrate from Outlook Express to Windows Live Mail Migrate from Outlook Express to Windows Live Mail Windows Live Mail is the successor to Microsoft's Outlook Express mail client. Windows Live Mail is not preinstalled with Windows 7. It can be downloaded

More information

Guidelines for Microsoft Office 2013 Nancy Muir Anita Verno

Guidelines for Microsoft Office 2013 Nancy Muir Anita Verno Nancy Muir Anita Verno CONTENTS PREFACE INTRODUCTION: YOUR DIGITAL TOOLKIT Chapter 1: Managing Your Time with Microsoft Outlook 2013 Skill 1 Open Outlook Use Peeks Skill 2 Display the Calendar Skill 3

More information

Microsoft Office Topics per Course

Microsoft Office Topics per Course Microsoft Office Topics per Course This document contains: List of courses Details of what is covered in each course Registration links Please review prerequisites and topics before registering. MS Office

More information

Outlook Web Access End User Guide

Outlook Web Access End User Guide Outlook Web Access End User Guide Page 0 Outlook Web Access is an online, limited version of an Outlook client which can be used to access an exchange account from a web browser, without having an Outlook

More information

Outlook 2013 ~ e Mail Quick Tips

Outlook 2013 ~ e Mail Quick Tips The Ribbon: Home tab New Email to send a new mail New Items to send a new mail, a new appointment, a new meeting, a new contact, a new task, a new Lync Meeting Ignore to ignore a request Clean Up to clean

More information

Navigation pane Press Ctrl+F to show the Navigation Pane. You can reorganize a document by dragging its headings in this pane.

Navigation pane Press Ctrl+F to show the Navigation Pane. You can reorganize a document by dragging its headings in this pane. Quick Start Guide Microsoft Word 2013 looks different from previous versions, so we created this guide to help you minimize the learning curve. Quick Access Toolbar Commands here are always visible. Right-click

More information

Maximizer CRM 12 Winter 2012 Feature Guide

Maximizer CRM 12 Winter 2012 Feature Guide Winter Release Maximizer CRM 12 Winter 2012 Feature Guide The Winter release of Maximizer CRM 12 continues our commitment to deliver a simple to use CRM with enhanced performance and usability to help

More information

User Guide. November 2010

User Guide. November 2010 User Guide November 2010 Table of Contents Contact information...4 Support from your AppShore account...4 Support from www.appshore.com...4 Support from the AppShore team...4 Logging into AppShore...5

More information

Mail Merge - Microsoft Word and Excel Queries Scott Kern Senior Consultant

Mail Merge - Microsoft Word and Excel Queries Scott Kern Senior Consultant Mail Merge - Microsoft Word and Excel Queries Scott Kern Senior Consultant This session is an introductory course into the features and functions offered by the MS Query component of Microsoft Excel and

More information

PowerPoint: Masters & Multimedia Quick Reference

PowerPoint: Masters & Multimedia Quick Reference PowerPoint: Masters & Multimedia Quick Reference Create and customize one or more slide masters For each slide master that you want to create, do the following: 1. Open a blank presentation. 2. On the

More information

Time Matters and Billing Matters 15.1. Release Notes. Obtaining the Software. Before You Install. LexisNexis Time Matters and Billing Matters 15.

Time Matters and Billing Matters 15.1. Release Notes. Obtaining the Software. Before You Install. LexisNexis Time Matters and Billing Matters 15. Time Matters and Billing Matters 15.1 Obtaining the Software Time Matters is available via the download link that appears in your product key email. For assistance, please visit the Time Matters Support

More information

Working with Microsoft Dynamics CRM 2011. Mike Snyder Jim Steger Kristie Reid

Working with Microsoft Dynamics CRM 2011. Mike Snyder Jim Steger Kristie Reid Working with Microsoft Dynamics CRM 2011 Mike Snyder Jim Steger Kristie Reid PUBLISHED BY Microsoft Press A Division of Microsoft Corporation One Microsoft Way Redmond, Washington 98052-6399 Copyright

More information

Implementing Mission Control in Microsoft Outlook 2010

Implementing Mission Control in Microsoft Outlook 2010 Implementing Mission Control in Microsoft Outlook 2010 How to Setup the Calendar of Occasions, Not Doing Now List, Never Doing Now List, Agendas and the Vivid Display In Outlook 2010 Handout Version 3

More information

Outlook 2011 For the Macintosh Self Help Guide

Outlook 2011 For the Macintosh Self Help Guide Overview Outlook 2011 For the Macintosh Self Help Guide Outlook 2011 is a program that includes email, calendar, contacts (address book), task list and notes. Menu Bar Tool Bar Tabs Ribbon Navigation Pane

More information

Microsoft Outlook 2007. Effective Email Inbox Organization

Microsoft Outlook 2007. Effective Email Inbox Organization Microsoft Outlook 2007 Effective Email Inbox Organization University of California, Berkeley Haas School of Business Presented by AcademyX San Francisco, CA www.academyx.com Nishikai Consulting Oakland,

More information

Excel 2013 What s New. Introduction. Modified Backstage View. Viewing the Backstage. Process Summary Introduction. Modified Backstage View

Excel 2013 What s New. Introduction. Modified Backstage View. Viewing the Backstage. Process Summary Introduction. Modified Backstage View Excel 03 What s New Introduction Microsoft Excel 03 has undergone some slight user interface (UI) enhancements while still keeping a similar look and feel to Microsoft Excel 00. In this self-help document,

More information

Microsoft Outlook Basics

Microsoft Outlook Basics Microsoft Outlook 2010 Basics 2 Microsoft Outlook 2010 Microsoft Outlook 2010 3 Table of Contents Getting Started with Microsoft Outlook 2010... 7 Starting Microsoft Outlook... 7 Outlook 2010 Interface...

More information

Using FileMaker Pro with Microsoft Office

Using FileMaker Pro with Microsoft Office Hands-on Guide Using FileMaker Pro with Microsoft Office Making FileMaker Pro Your Office Companion page 1 Table of Contents Introduction... 3 Before You Get Started... 4 Sharing Data between FileMaker

More information

2015 Microsoft. All rights reserved.

2015 Microsoft. All rights reserved. This document is provided "as-is". Information and views expressed in this document, including URLs and other Internet Web site references, may change without notice. Some examples depicted herein are

More information

Core Skills Checklist - Word

Core Skills Checklist - Word Creating Newsletters Formatting Text and Paragraphs Start a new document from templates Essential Training Set default line spacing and font for all new documents Display non-printing characters Copy or

More information

MICROSOFT OUTLOOK 2010 READ, ORGANIZE, SEND AND RESPONSE E-MAILS

MICROSOFT OUTLOOK 2010 READ, ORGANIZE, SEND AND RESPONSE E-MAILS MICROSOFT OUTLOOK 2010 READ, ORGANIZE, SEND AND RESPONSE E-MAILS Last Edited: 2012-07-09 1 Read Emails... 4 Find the inbox... 4 Change new incoming e-mail notification options... 5 Read email... 6 Change

More information

Word 2013 Tip sheet Word window

Word 2013 Tip sheet Word window Word 2013 Tip sheet Word window Quick Access Toolbar Commands here are always visible. Rightclick a command to add it here. Ribbon tabs Click any tab on the ribbon to display its buttons and commands.

More information

Sample- for evaluation purposes only! Advanced Word. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

Sample- for evaluation purposes only! Advanced Word. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2013 Advanced Word TeachUcomp, Inc. it s all about you Copyright: TeachUcomp, Inc. Phone: (877) 925-8080 Web: http://www.teachucomp.com

More information

Method CRM. User Guide. Method CRM User Guide Page 1

Method CRM. User Guide. Method CRM User Guide Page 1 Method CRM User Guide Method CRM User Guide Page 1 Contents Sales Center... 10 Open the Sales Center... 10 Sales Center Dashboard... 10 Getting the Most Out of the Sales Center Dashboard... 10 My Calendar

More information

Cloudfinder for Office 365 User Guide. November 2013

Cloudfinder for Office 365 User Guide. November 2013 1 Contents Getting started with Cloudfinder for Office 365 1... 3 Sign up New Cloudfinder user... 3 Sign up Existing Cloudfinder user... 4 Setting the Admin Impersonation... 4 Initial backup... 7 Inside

More information

isupport 15 Release Notes

isupport 15 Release Notes isupport 15 Release Notes This document includes new features, changes, and fixes in isupport v15. The Readme.txt file included with the download includes a list of known issues. New Features in isupport

More information

Mail Chimp Basics. Glossary

Mail Chimp Basics. Glossary Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application

More information

Working with Outlook 2003: Tips & Tricks

Working with Outlook 2003: Tips & Tricks Working with Outlook 2003: Tips & Tricks Sheronda Smith 21 August 2008 Accenture, its logo, and High Performance Delivered are trademarks of Accenture.Copyright 2007 Accenture All Rights Reserved. Accenture,

More information

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels 2 Parts to a Mail Merge 1. MS Word Document (Letter, Labels, Envelope, Name Badge, etc) 2. Data Source Excel Spreadsheet Access Database / query Other databases (SQL Server / Oracle) Type in New List Mail

More information

MICROSOFT OUTLOOK 2010 EXPLORE ADDITIONAL FEATURES

MICROSOFT OUTLOOK 2010 EXPLORE ADDITIONAL FEATURES MICROSOFT OUTLOOK 2010 EXPLORE ADDITIONAL FEATURES Last Edited: 2012-07-09 1 Explore Additional Features... 3 Subscribe to blogs... 3 Add a RSS for a blog... 3 Delete a RSS blog folder... 5 Create and

More information

ArtfulBits Password Reset Web Part

ArtfulBits Password Reset Web Part User Guide ArtfulBits Password Reset Web Part for Microsoft SharePoint Overview... 1 Feature List... 2 Why ArtfulBits Password Reset Web Part?... 2 How to Use... 2 Password Reset Process Flow... 2 Password

More information

Beginners Guide. Entourage 2004

Beginners Guide. Entourage 2004 Beginners Guide to Entourage 2004 Table of Contents Computer Services Introduction... 2 New e-mail service at NUI, Galway... 2 Online Documentation... 2 The Entourage Window... 3 Creating a Signature File...

More information

Where do I find? Global Outlook options and features

Where do I find? Global Outlook options and features Where do I find? Changed Outlook version and can now no longer find your favorite feature? Feel like test driving Outlook 2010? Or have you heard of a feature but don't know where to find it in Outlook?

More information

Results CRM 2012 User Manual

Results CRM 2012 User Manual Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation

More information

Microsoft Migrating to Word 2010 from Word 2003

Microsoft Migrating to Word 2010 from Word 2003 In This Guide Microsoft Word 2010 looks very different, so we created this guide to help you minimize the learning curve. Read on to learn key parts of the new interface, discover free Word 2010 training,

More information

Junk E-mail Settings. Options

Junk E-mail Settings. Options Outlook 2003 includes a new Junk E-mail Filter. It is active, by default, and the protection level is set to low. The most obvious junk e-mail messages are caught and moved to the Junk E-Mail folder. Use

More information

McAfee VirusScan and epolicy Orchestrator Administration Course

McAfee VirusScan and epolicy Orchestrator Administration Course McAfee VirusScan and epolicy Orchestrator Administration Course Intel Security Education Services Administration Course Training The McAfee VirusScan and epolicy Orchestrator Administration course from

More information

Netmail Search for Outlook 2010

Netmail Search for Outlook 2010 Netmail Search for Outlook 2010 Quick Reference Guide Netmail Search is an easy-to-use web-based electronic discovery tool that allows you to easily search, sort, retrieve, view, and manage your archived

More information

Tyler Dashboard. User Guide Version 6.2. For more information, visit www.tylertech.com.

Tyler Dashboard. User Guide Version 6.2. For more information, visit www.tylertech.com. Tyler Dashboard User Guide Version 6.2 For more information, visit www.tylertech.com. TABLE OF CONTENTS Tyler Dashboard... 3 Tyler Dashboard Features... 3 Site Search... 3 Browse... 4 Page... 5 Dashboard...

More information