Section 1: Advanced Information Management Tools
Lesson 1.1: Advanced Calendar Options
Using the Time Zone Feature
Creating Recurring Appointments
Setting Calendar Options
Adding Holidays to Your Calendar
Step-By-Step
Skill Sharpener
Lesson 1.2: Advanced Task Options
Creating Recurring Tasks
Assigning Tasks
Sending a Status Report
Marking a Task as Private
Changing Task Options
Step-By-Step
Skill Sharpener
Lesson 1.3: Advanced Contact Management Options
Showing Additional Fields
Marking a Contact as Private
Using the Communicate Group
Sending a Contact as a Business Card
Step-By-Step
Skill Sharpener
Lesson 1.4: Advanced Mail Options
Setting E-Mail Options
Setting Mail Editor Options
Customizing the Navigation Pane
Customizing the Reading Pane
Customizing the To-Do Bar
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: Advanced Topics
Lesson 2.1: Using Categories
Setting up Categories
Assigning a Category to an Item
About Quick Click
Creating Category Search Folders
Upgrading Categories
Using Categories in a View
Step-By-Step
Skill Sharpener
Lesson 2.2: Linking Items
Linking Files
Linking Outlook Items
Linking a Business Card to an Outlook Item
Using the Journal to Link Items
Step-By-Step
Skill Sharpener
Lesson 2.3: Custom Forms
Creating Custom Forms
Publishing Custom Forms
Using Custom Forms
Applying Custom Forms to Existing Items
Using the Form Cache
Step-By-Step
Skill Sharpener
Lesson 2.4: Publishing Your Calendar
Publishing Your Calendar
Searching for Calendars Online
Opening another User's Calendar
Using Overlay Mode
Saving Your Calendar
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Configuring Business Contact Manager
Lesson 3.1: Getting Started
What is Business Contact Manager?
Installing Business Contact Manager
Using Express Setup
Using Advanced Setup
Step-By-Step
Skill Sharpener
Lesson 3.2: Using Business Contact Manager
Using the Business Contact Manager Dashboard
Viewing Business Contact Manager Folders
Using the Business Contact Manager Menu
Using the Business Contact Manager Toolbar
Step-By-Step
Skill Sharpener
Lesson 3.3: Working with Business Contact Manager Data
Creating a Database
Removing a Database
Connecting to a Shared Database
Sharing Your Database
Managing Your Database
Step-By-Step
Skill Sharpener
Lesson 3.4: Getting Help in Business Contact Manager
About the Welcome E-Mail
Using the Dashboard Links
Using "Learn About Business Contact Manager"
Using the Help Menu
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Using Business Contact Manager
Lesson 4.1: Accounts
Opening the Accounts Folder
Creating New Accounts
Editing an Account
Account Views
Step-By-Step
Skill Sharpener
Lesson 4.2: Business Contacts
Opening the Business Contacts Folder
Creating a Business Contact
Editing a Business Contact
Business Contact Views
Step-By-Step
Skill Sharpener
Lesson 4.3: Opportunities
Opening the Opportunities Folder
Creating an Opportunity
Editing an Opportunity
Opportunity Views
Step-By-Step
Skill Sharpener
Lesson 4.4: Business Projects and Project Tasks
Opening the Business Projects and Project Tasks Folders
Creating a New Project with Tasks
Editing Business Tasks and Projects
Viewing Business Tasks and Projects
Step-By-Step
Skill Sharpener
Lesson 4.5: Communications History and Linking
Creating a History Item
Creating a Business Note in an Item
Creating a Business Note Outside an Item
Viewing the Communication History Folder
Using Link to Record
Using E-mail Auto-Linking
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Index
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