E-mail
Creating and using different Auto Signatures
Creating distribution lists, using lists and checking members
Changing the default address book
Adding address books
Adding fields to a form
Sending e-mail to several Contacts
Rules wizard
Sharing Information
Setting permissions and roles
Allowing access to folders
Delegation and adding another person's service
Accessing another user's folders
Managing Views
Adding fields to existing views
Creating custom views
Sorting
Grouping
Filtering
Formatting and conditional formatting
Creating custom fields
Outlook and Word
Writing a letter to a contact - from Outlook and from Word
Adding the address book icon in Word
Mailmerge
Using the Outlook Mailmerge feature
Selecting specific contacts and using in a Word Mailmerge. (This topic
is covered if delegates already know the Word Mailmerge feature)
Calendar Options
Adding holidays
Adding/removing time zones
Setting work week options
Deleted Items Options
Controlling the Deleted Items folder
Journal
Using the journal to log client contact
Viewing the journal
Journal options
Working Remotely (if applicable)
Creating access to the network
The use of the Favourites public folder
Controlling synchronisation options |
