Tracking birthdays and anniversaries


show more Tracking birthdays and anniversaries provides you with in-depth training on Business. Taught by David Diskin as part of the Outlook 2007 Power Shortcuts show less
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Tracking birthdays and anniversaries

It never hurts to keep track of the little details such as a client's birthday or anniversary. While editing a contact, we can switch to the Details tab for additional fields that we don't always see. Here you will see field for the department that they are in, their Nickname, Title, even their Manager's Name and Assistant's Name. Below I can specify a date for their Birthday and Anniversary.

If you don't know the exact year, don't worry. I just used 1900. You will see that Outlook automatically places the birthday as a recurring event on your calendar to let you know as the date approaches. If you want to give yourself a reminder in advance, you will need to edit the event from the calendar. You can set reminders to be a day, a week or even four weeks in advance. With that taken care of, let's move onto another useful feature: getting directions.

Tracking birthdays and anniversaries
Video duration: 1m 3s 2h 4m Intermediate

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Tracking birthdays and anniversaries provides you with in-depth training on Business. Taught by David Diskin as part of the Outlook 2007 Power Shortcuts

Subject:
Business
Software:
Outlook
Author:
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