outlook: Outlook Contacts: How do you display different columns
- 01/25/10 08:27 AM
Outlook Contacts: How do you display different columns other than the default settings Outlook has set up for you? (Applies to Outlook 2007 & Outlook 2003 Training) For example...maybe you want to display the zip code or City your contacts reside in...this can make sorting your database extremely quick and efficient. 1. First you need to get your "City" column displayed. To do this Right click on any column header and scroll down to "Field Chooser". 2. A small window will open that lists all of the data fields you can have about a contact -any of these can be displayed as … (3 comments)
outlook: Have You Tried Color Coordinating Your Email? A Quick Outlook Tip
- 12/11/09 10:04 AM
(This applies to Outlook 2007 and Outlook 2003) I have found color coding e-mail messages to be helpful in identifying emails from key people. At a glance I can see emails from important customers, leads from my website or family members. Plus, it's quick and easy to set up...and that's always a bonus. ***** Color-code messages in Outlook 2007 ***** 1. On the toolbar, click Categorize. 2. Click All Categories. 3. In the Name list, select the check box for the category whose color you want to change. 4. Click the arrow next to Color, and then click the color that … (7 comments)
outlook: Outlook question: Can I have separate Inboxes; one for work and one that's more personal?
- 10/22/09 07:53 AM
(This applies to OUtlook 2007 and Outlook 2003) Full Question: I've configured my personal and work email addresses on Outlook and both are working fine. My only issue is that I would like for both to have separate Inboxes. Right now both are being directed to the same (and only) Inbox on Outlook, any suggestions? One solution: Create a new subfolder(s) then use a rule to move messages received from one email account (personal) to the appropriate new folder. It can be that easy. Remember to send me an email if you have any Outlook questions. I also run an Outlook … (1 comments)
outlook: Using Email Search Folders - Part 2: Create a custom Search Folder
- 05/20/09 08:46 PM
(This applies to Outlook 2007 and Outlook 2003) This is a powerful feature in Outlook that should be listed under "Best Practices". 1. In Mail view, click on "File" and scroll to New, and then click Search Folder. (Or you can click on the little black arrow to the Right of "New" and scroll directly to Search Folder.) TIP... To open the New Search Folder dialog box, press CTRL+SHIFT+P. 2. A new window opens - scroll down to the bottom and click Create a custom Search Folder. 3. Under Customize Search Folder, click Choose. 4. Type a name for your custom … (10 comments)
outlook: Using Email Search Folders - Part 1: What the heck are they?
- 05/18/09 02:32 PM
(This applies to Outlook 2007 and Outlook 2003) Search folders are "virtual folders", in other words, they don't actually hold the emails but they contain views of all e-mail items matching your search criteria. Save CHUNKS fo time...You may have seen these and really paid no attention to them...Email Search folders. These are handy and can save you chunks of time - allowing you to filter your emails and view them quickly. Where are the Search Folders?Go to your Inbox view, look in the Mail Folders area on the left hand side of your screen (in the navigation pane) - now look near the very … (4 comments)
outlook: Outlook Tip: Changing the default font for Your New Messages
- 05/14/09 07:15 PM
(This applies to Outlook 2007 and Outlook 2003) In your main Outlook window - with your Inbox displayed - follow these simple steps: 1.On the menu bar click on Tools and scroll and click on Options 2. A new window opens...Click on the Mail Format tab 3. Click Stationery and Fonts - this should open a new window with the Personal Stationary tab displayed 4. Click the button that says Font - under the header New Mail Messages 5. Select your font, size and any other formatting and click OK when done 6. Click OK and then OK again Tip 1: If you … (7 comments)
outlook: Requesting Email Receipts - Part 2
- 05/04/09 12:35 PM
* Not Everyone will Receive Your Request * How to Ask for a Receipt * Change Outlook's Default Settings to Give You More Control (This applies to Outlook 2007 and Outlook 2003) When someone receives a Request for Receipt they will see the following message in a pop up window: "Jeff Graves (Name of Sender) requested a read receipt be sent when message ‘Your Request for More Outlook Training' -(the email Subject line)- is read. Do you want to send a receipt?" You can respond by clicking the Yes or No button. If you choose "Yes" - a receipt will be … (4 comments)
outlook: Requesting Email Receipts - Part 1
- 04/30/09 08:45 AM
What are they and how you should use them? (Applies to Microsoft Outlook 2003 and Outlook 2007) Receipts are simply a request for acknowledgement that the recipient received your email. The problem with these is that as a recipient I can choose whether or not I want to send a receipt (acknowledgement) to the person who sent me the email. When would someone send a Request for Receipt? Since the recipient has the option to send a receipt or not this should be used when the email is important enough that you want to ask for acknowledgement of receipt. If the … (0 comments)
outlook: You Should and Shouldn't Create 2 Contact Folders - Outlook
- 04/23/09 08:20 AM
I received the following Outlook question from an agent in Seattle... How can I create two Contact folders in Outlook? Before you create another folder consider the following: * Why perhaps you shouldn't create another folder: Instead of a separate contact folder could this be a new Category? When syncing most programs sync with the primary contact folder. Yes there are add-ins you can get to sync sub folders. Now you have two contact folders to maintain In some instances you will need to move a contact from one folder to another * Why perhaps you should create another folder: If you do … (4 comments)
outlook: Should I publish my cell phone texting address? What about control, privacy and security?
- 04/15/09 01:30 PM
Bloggers, social networkers and web site owners! There has been a lot of publicity recently on a variety of real estate blogs, discussions and websites about using Outlook to send text messages to someone's cell phone, I also posted on this topic. TEXTING IS ALL THE RAGE! However, after serious thought to this issue (sharing my cell texting address with others) I began to have concerns about control, privacy and security. I sure don't want my cell phone to get clogged with SPAM! With this texting trend there may be a time in the not to distant future where you and I will be … (3 comments)
outlook: Outlook: Inbox Sorting by Today's, Yesterday's, and Last week's Mail
- 03/19/09 09:31 AM
Some people prefer to have their Outlook email sorted not only by date but also organized in groups by: Today's Email, Yesterday's Email, Last Weeks Email, etc. This can make viewing your Outlook Inbox is easier on the eyes and not so overwhelming. You may have seen this organized email groups before in your Sent Folder. How to change your Microsoft Outlook Inbox to group email by: Today, Yesterday, etc. - Click to be at your Inbox - Right click on any column header (i.e. From, Subject or received) - Scroll over "Arrange by" - Select "Date" Hope that helps you see your Outlook Inbox and make … (4 comments)
outlook: A quick tip to: Tackle Your Inbox with Vigor!
- 03/04/09 06:46 AM
Organize your Inbox by converting Outlook 2007 e-mail into tasks When you receive e-mails you need to act on — but not right away — consider turning them into tasks, complete with follow-up reminders. While you’re working on a report due tomorrow, you stop to check your e-mail. Some of your messages need attention, but you don’t have time to work on them now. You could flag each e-mail for follow-up, but you might end up with an Inbox cluttered with flagged e-mails. You could move all messages to a To-do folder, but by the time you get around to going … (3 comments)
outlook: Two-Minute Video Tips Available
- 08/02/08 01:47 PM
Hey...I've posted a few more Two-Minute Video Tips about Outlook and Top Producer. I'll be posting more in the next week or so. I currently have: Email Drip Campaigns Importing (Top Producer) contacts into Outlook Exporting Contacts to back them up, put onto another computer or to send to a mailing coimpany I'm curious what topics would interest you? If it's within my expertise I'll put together a Two-Minute video on your topic and email it to you...along with posting it on my site. Let me know. Thanks. Jeff Video's on my site: www.ImpactYourSalesNow.com … (1 comments)
outlook: Prospects and Clients: Streamlining communication video
- 07/31/08 08:48 AM
I know one of the hopes we have is to streamline our communication with clients and prospects. Why? We know that if we do this effectively we will benefit by saving time (streamlining) and see an increase in our business (more referrals and higher conversion rates with prospects becoming clients). Unfortunately about 95% of us... wing it, others put it off (communicating/marketing) and others are sporadic...inconsistent Which are you? If you are one of the few that consistently communicate with both your clients and prospects...congrats! If you fall into the other 95% or so...this Two-Minute Video Tip should encourage you to join the 5% (or so) group. To check out the … (0 comments)
outlook: Are your clients using Top Producer?
- 07/05/08 01:09 PM
I was wondering if I could get your comments on Top Producer 7i or 8i. I have noticed several agents migrating away from Top Producer to other programs, such as Microsoft's Outlook. As a title rep I am curious what you are hearing from your clients about Top Producer 7i or 8i. Anything? Are your clients using Top Producer? What do they like about it? What don't they like about Top Producer? Are they having problems using Top Producer with their Smart Phone? Paying to access your own database This is not a scientific poll or survey but I will post a … (2 comments)
outlook: Are you using Top Producer 7i or 8i?
- 07/05/08 01:01 PM
I was wondering if I could get your comments on Top Producer 7i or 8i. I have noticed several agents migrating away from Top Producer to other programs, such as Microsoft's Outlook. I am curious what current Top Producer users think about: Paying to access your own database Having to Export your data to create labels or form letters Is the program quick or cumbersome? Are you having issues with your smart phone...do you feel "held hostage" with the limitation of choices? Are you considering using another programs? If so, which come to mind? This is not a scientific poll or … (11 comments)
outlook: Outlook Tip: Streamlining customer correspondence
- 06/04/08 10:03 AM
Creating a Client Communication Strategy - Part 3: Streamlining customer correspondence This post is lengthy but well worth you time to try this out...it's been a great time saver for me. There are many things to consider when creating a Client Communication Strategy...one of them is How to Streamline your Customer Correspondence. As a salesperson, a big part of your job is creating new business opportunities; you do this by sending out regular sales correspondence to customers so they think of you when the topic of "real estate" comes up. To streamline this task of correspondence (follow up with your customers … (19 comments)
outlook: Do you use the same letters over and over?
- 06/03/08 06:05 PM
Outlook Users: Look for a post coming in a few days about how you can take letters you use all the time and very quickly access them, and copy and paste them into a email or mailmerge letter. And "no" you won't use the Copy and Paste actions. Intrigued? Look for it to arrive here no later then this Thursday. Jeff … (4 comments)
outlook: I'm curious...what would you pay for training on Outlook
- 05/27/08 07:34 PM
I know you are real busy...but if you could take just 60 seconds and share your thoughts...that would be great! I'm interested in finding out how and what agents think about getting technology training they want and need. What would be your first step to finding someone who provided training on Outlook? Go online and search? Ask people you know? What is the most important to you when you need training... Cost Specific Topic How much training you'll receive (i.e. 1 hour, 2 hours, etc) Complimentary Tech Support Convenience What would you be willing to pay for a one-on-one session that lasted 60 minutes? Would … (7 comments)
outlook: Outlook Users...Custom Contact Form
- 05/20/08 02:30 AM
Has anyone taken the time to create a Custom Contact form? I'd love to hear your experiences with this. I have created two - one about 4 years ago with Outlook 2000 and another within the last 6 months. I found it a little frustrating when it came to exporting (to back up the data) and importing...I couldn't get it to do either. I did not try exporting as a .pst file...I always export as a .csv. I know there are "add-ons" you can buy...any feedback on your experiences with that would also be appreciated. If you've attempted and or succeeded with … (0 comments)
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If you are thinking about taking advantage of the lower prices on Maui - be sure to contact me about Kihei and Wailea. I can help guide you in making the same move or purchasing a rental that you can use year after year.
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Coldwell Banker Island Properties
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Outlook Contacts: How do you display different columns other than the default settings Outlook has set up for you?
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