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Creating a new contact

From: Outlook 2013 Essential Training

Video: Creating a new contact

Creating contacts is an easy way to stay in touch with your clients and customers without having to remember their email addresses and phone numbers. You can add a contact manually or directly from an email. To add a contact manually, we're going to go into our People hub. If I click People on the navigator, I'm going to get taken into what's called the People hub. This is a simplified view of all my contacts. Now if I want to change that view, I can select Business Card, or Card view.

Creating a new contact

Creating contacts is an easy way to stay in touch with your clients and customers without having to remember their email addresses and phone numbers. You can add a contact manually or directly from an email. To add a contact manually, we're going to go into our People hub. If I click People on the navigator, I'm going to get taken into what's called the People hub. This is a simplified view of all my contacts. Now if I want to change that view, I can select Business Card, or Card view.

But I'm going to go back to the People hub for now. To create a new contact, select New Contact from the HOME ribbon and now, we can put in as much or as little data as I have about that contact. If I have more that one email address for a contact, I can simply use the pull down menu and choose another one and then put it here. I can even come here to the Notes section and add some notes about that contact. Now you'll notice the business card in the top corner is being populated for all this data that I've put in.

I can come over here and double-click to add a contact picture. I'm just going to browse my file system and choose a picture. Here she is so I'm going to click OK and now my business card is complete. When I'm all done I have two options. I can hit Save & Close and this will bring me back to the People hub or I can hit Save & New, this will create a new contact. However, there's one more option that I want to do. If I click on this pull down, I can choose Save & New which saves this contact and will create a new one from the same company.

If I click it you'll see that it's going to keep a bunch of this information already populated including the company because it assumes that the same person is going to have all the same data and now I don't have to waste time putting it in more than once. I can change any information that I want in here, for example, I better change the picture. I can double-click, and it's going to pop up the same dialog where I can choose a different picture.

Once I'm all done, now I can hit Save & Close. So my two new contacts are in place. There's one more way I can create a contact and that's from an email. I'm going to go back to my mail. I want to add Mark to my contacts. So I'm going to go up here to the top of the email and right-click on his name. From here I can choose Add to Outlook Contacts. This is going to open up a little bit of different dialog box.

This is more like the People hub dialog box. I can change this if I want, change his email address or put in a new one when I'm happy with all this stuff, I can click Save. I can close out of this and if I come back to my People hub, I can see that Mark has been added. Now there's a couple of more things. The first is that whenever I'm in this People hub, it's important to note that if I try to edit a contact, I'm kind of limited. If I double-click on this contact, I'm given a nice clean looking UI but all the data is not there for me to change.

I can add an email address if I want or I can click these plusses (+) and add an IM but you'll notice that there's a lot of things that aren't here. That's fine, I'm going to hit Cancel on this one and close out of this, and now I'm going to change to my Business Card view. It's the same contacts but they look a little bit different. When I'm in any other view except the People hub, I can double-click to go into a contact and this is where I get that main screen that I saw right when I first creating the contact. I'm going to close out of this and go back to my People hub because there's an additional option that you get in the People hub that you don't get in any other view.

You can link contacts, over time, you probably have this huge contact list that you've taken with you from company to company and you may have several of the same contacts in there. You can actually link those so Outlook knows that they go together. I'm going to click on this contact here and choose Link Contacts. Here is where I can specify another contact that I want to link. I'm going to type a name and it pulled up the contact that I want to link this one to, because they are actually the same person.

I can select it, click OK and now Outlook knows that they are in fact the same person. There's one more thing I want to show you. If I hover my mouse over the People view, I get a list of favorites that I can pull up. From here, I can highlight their name and if they have an email address, I can choose the email envelope and very quickly pop off a new email to that person. To get somebody into your Favorites, right-click on their name in the People hub and choose Add to Favorites.

Now whenever I hover my mouse over the People hub which is called peeking, I can simply email that person. If at anytime I decide I don't want them in my favorites, I can right-click on their name and choose Remove from Favorites. And that is how you create a new contact in Outlook.

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This video is part of

Image for Outlook 2013 Essential Training
Outlook 2013 Essential Training

58 video lessons · 23304 viewers

Jess Stratton
Author

 
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  1. 43s
    1. Welcome
      43s
  2. 14m 45s
    1. Getting started
      2m 16s
    2. Touring the Outlook interface
      3m 54s
    3. Exploring the Ribbon
      4m 50s
    4. Exploring the Navigation and Status bars
      3m 45s
  3. 19m 40s
    1. An overview of adding accounts
      55s
    2. Adding an IMAP, Exchange, or POP account automatically
      1m 55s
    3. Adding an IMAP, Exchange, or POP account manually
      3m 22s
    4. Adding a Facebook and LinkedIn account using the Social Connector
      3m 18s
    5. Adding an RSS feed
      3m 28s
    6. Connecting to an iCloud account
      2m 57s
    7. Connecting with SkyDrive
      3m 45s
  4. 23m 14s
    1. Reading mail
      4m 54s
    2. Customizing the inbox
      5m 45s
    3. Saving attachments from a message
      3m 25s
    4. Searching mail
      3m 23s
    5. Flagging messages as junk mail
      3m 4s
    6. Finding messages quickly
      2m 43s
  5. 27m 22s
    1. Using conditional formatting to change font and color
      3m 43s
    2. Creating follow-up flags and color categories
      5m 49s
    3. Organizing mail into folders
      3m 42s
    4. Using Quick Steps to process messages
      4m 26s
    5. Using mail rules to process messages
      4m 40s
    6. Cleaning up your mailbox
      5m 2s
  6. 26m 32s
    1. Creating a new message
      3m 17s
    2. Replying to and forwarding a message
      3m 12s
    3. Formatting a message
      3m 43s
    4. Creating voting buttons in a message
      1m 57s
    5. Adding signatures
      2m 27s
    6. Sending an out-of-office or autoreply email
      4m 11s
    7. Exploring delivery options
      2m 39s
    8. Creating personal stationery
      4m 5s
    9. Exploring other mail settings
      1m 1s
  7. 22m 15s
    1. Introducing the Address Book
      51s
    2. Creating a new contact
      5m 17s
    3. Creating a new contact group
      2m 48s
    4. Assigning a category to a contact
      2m 38s
    5. Searching for contacts quickly
      3m 23s
    6. Moving and copying contacts into folders
      2m 1s
    7. Sharing contact data with others
      3m 38s
    8. Getting driving directions to a contact's address
      1m 39s
  8. 31m 22s
    1. Introducing the calendar
      4m 59s
    2. Creating an appointment and a reminder
      5m 44s
    3. Creating a meeting
      5m 5s
    4. Chairing a meeting
      2m 50s
    5. Responding to a meeting invitation
      3m 6s
    6. Opening other calendars
      3m 58s
    7. Printing, emailing, and sharing the calendar
      4m 7s
    8. Setting calendar preferences
      1m 33s
  9. 6m 24s
    1. Introducing tasks
      2m 6s
    2. Creating and assigning tasks
      2m 17s
    3. Creating notes
      2m 1s
  10. 13m 35s
    1. Exporting PST and OST data files
      3m 12s
    2. Reusing text by creating Quick Parts
      3m 14s
    3. Inserting pictures, charts, and screenshots into messages and calendar entries
      3m 24s
    4. Setting language preferences
      2m 19s
    5. Setting advanced general Outlook options
      1m 26s
  11. 27s
    1. Next steps
      27s

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