Book Image

The Microsoft Outlook Ideas Book

By : Barbara March
Book Image

The Microsoft Outlook Ideas Book

By: Barbara March

Overview of this book

Microsoft Outlook, in tandem with Microsoft Exchange Server, provides a powerful environment for sharing information. This book will show you how to take advantage of that to construct solutions for your business or organization from the features of Outlook. This book is a collection of scenarios that incorporate and link many Outlook components to produce surprisingly powerful functionality. Without the need for code or specially-written applications, you will be extracting information from your Outlook Calendar, Contacts and Tasks folders to create solutions like these: Monitoring staff leave and printing schedules Managing meeting rooms and printing invoices Managing fleet vehicles, their records, and servicing Managing a school class calendar, student records, attendance, assignments, and reports
Table of Contents (8 chapters)

A View of Suppliers of Goods or Services


We will begin with creating the Contacts view.

Creating the Contacts View

  1. 1. Create a Contacts folder specifically for the details of your contacts at companies that supply goods or services, named Suppliers.

  2. 2. Create Categories for your supplier companies that describe, in general terms, their trade or profession. For example, Architects, Lawyers, Building Supplies, etc.

  3. 3. Create a new table-type view from the Define Views | New option and name the view Business Directory.

  4. 4. In the View Summary dialog box, click Fields, and select the fields: Company, Full Name, Email, Country/Region, Business Phone, Business Fax, and Mobile Phone, and click OK.

  5. 5. Create a new manual field as follows:

    Field

    Type

    Format

    Purpose

    Commodity

    Text

    Text

    To record the specific commodities or services that each supplier provides, e.g. Category = Architects, Commodity = Major Projects > 10m

  6. 6. Set Group By to Categories and then by Commodity.

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