Learn multiple ways to add and edit contacts, including adding from the Contacts list, assigning a category to them, and adding a contact from an email.
- [Instructor] You can add a contact manually or I'll also show you how to add one directly from an e-mail. But first, we need to get into our contacts, or as Microsoft calls it, people. We do that, by clicking the person icon on the bottom left hand side of the screen. This is going to bring us into the contacts area and it has a written tool bar just like the mail area did. You can also see your contacts list. It's visible because it has a check mark next to it. And I can assign a contact, any category, and these are the same categories that you have in mail.
If I click on a content, it shows up on the right hand side. I can view other information and I can also edit it right from here. I can put a phone number in, by clicking on the field. I can click the plus sign next to phone to get more fields that I can add. In fact, anywhere there's a plus sign, I can add some more information. I can also, move between these tabs. Lets create a new contact. I'll click New Contact on the top left hand side of the screen.
Now, all I need to do is click inside these fields and add as much or as little information as I want. The Organization and Details tab are filled in by the Microsoft Exchange server. So, these aren't fields that you can fill in directly. You can however switch to the Notes tab, and add any particular notes that you want to remember about this contact. You can also add a picture to the user. Double click the face icon to the left of their name and it will bring up a dialogue box.
You can choose from recent photos, you can take a picture with a camera if you have an on screen camera, or you can click Other to browse and choose a photo on your file system. I'll choose Jenny's photo and click open. Now, I can move her photo around on the screen and zoom in and out if I want to. I'm happy with this, so I'll choose done. I can also assign a category to Jenny. I'll click Categorize and I'll assign her to "TechFest".
When I'm all done, I'll click save and close on the left hand side. And now Jenny appears in my name contact list. There's one more way to add a contact. I go to switch back to Mail by clicking mail on the bottom left hand side of the screen. I'll find a contact that I want to add. And I'll hover my mouse over her email address in the e-mail itself. I can see some icons and the very last one is to either view their contact card or create contact, if one doesn't already exist.
I'll click the card and it pops up with the e-mail address already populated. Now I can fill in the rest of the fields. I'll add a quick picture of Leslie. Click save and close. Head back to People. And there she is.
- Identify why you would need to tell Outlook to allow you to input server settings manually for an email account.
- Recall the easiest way to create folders for your messages.
- Explain how to save the body of an email message as a template.
- Recognize how to allow others to book appointments with you based on your calendar settings.
- Explain what happens if you try to open a calendar you don't have permission to view.
- List the steps required to view your calendars by toggling back and forth between tabs.