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Outlook Introduction

Understand how to use Outlook for email, calendar, and task management.

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25 Lessons (80m)

Show lesson playlist
  • Description & Objectives

  • 1. How to Create and Add an Outlook Email Address to Your Profile

    04:21
  • 2. Adding Gmail

    06:08
  • 3. Moving Between Accounts

    03:03
  • 4. Understanding Data Files

    04:22
  • 5. Removing an Email Address from Your Profile

    01:21
  • 6. Navigation

    02:49
  • 7. Creating a New Email

    02:39
  • 8. Email Message Options

    03:50
  • 9. Adding Attachments

    01:11
  • 10. Saving and Editing a Draft Email

    03:59
  • 11. Delay Sending

    02:07
  • 12. Recall

    02:13
  • 13. Folders and Sorting

    05:44
  • 14. Reply Forward and Resend

    02:40
  • 15. Rules

    03:43
  • 16. Using Search

    01:44
  • 17. Out of Office Assistant

    01:36
  • 18. Signature

    02:59
  • 19. Calendar View Intro

    01:57
  • 20. Adding Appointments to Cal

    05:00
  • 21. Contacts

    03:22
  • 22. Adding Google Calendar

    01:46
  • 23. Timezones

    04:29
  • 24. Tasks

    05:25
  • 25. Assigning Tasks

    01:31

Contacts

  • Notes
  • Questions
  • Transcript
  • 03:22

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Transcript

In this video, we're going to look at how we can add new contacts to Outlook. So the first thing you want to do is choose whichever email profile you want to add the contacts to and then you can either click on contacts or you can click on new items. Okay, so I'm gonna just click on new items here and I'm gonna select Contact and it brings up the new contact information page. So you can fill in as much information here as you want to really, I mean, I would definitely include at least a name and an email address but if you've got phone numbers and other stuff, and even if using this to help manage your client relationships as well it's usual to include some special information in this note section as well, such as maybe birthdays or interests, maybe sports they like that kind of thing. So I'm gonna just fill in some details in here. So I filled in all the details and every time I add different bits of information the business card on the right fills out with more and more details. And you can print those business cards out if you want to. So they can be handy for that. You could even add a photograph should you wish to. Now what I can do is save and close. Okay? So that's all there is to it. Add a contact is very, very straightforward. Now, why is adding contacts cool? Well, let's imagine now I've added my contact and I want to create a new email. So, so far I've had to type in full names when I wanted to write an email address or I've been able to use my own email profiles. But now if I start typing in Lisa then the email address I just added to my contacts automatically appears. So that's super useful there, in the email side of things. Another really useful thing is to be able to add a calendar from the Address book. Okay? So if I want to catch it with a colleague's calendar or a client's calendar, I can hit this down arrow here. I can select contacts. There we go. I can select that person, select calendar, and then hit okay. And you'll notice that when I do that, the calendar appears but I can't actually see it yet, which is actually a good thing if you think about it. Otherwise, we could be going round willy-nilly trying to access people's calendars when they may not want us to see that, see what's there. Okay? At the moment, what we've done is we've requested access to the calendar, which means an email will have been sent to the contact and they will have to hit accept. Once they hit accept, then the details in the calendar will populate, but not beforehand, but still that's pretty good. Now, another thing we might want to do, maybe this is your assistant or something, okay? You might want to share your calendar with them. So again, I can press share calendar, select the calendar that I want to share, and we can add somebody. So again, I'm gonna select Lisa. I'm gonna add this one, hit okay and we can set what she can do. So you can either view the emails or view my calendar, I should say or maybe you can even give edit permissions as well. So there's various different things that you can do. Having these contacts list makes this a little bit easier. So if you add the contact details early then you can use those contacts in your calendar and to help write your emails quickly as well.

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CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.


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