I am using MS Office Outlook 2007 and use shortcuts extensively.
In the Navigation pane, I have several groups, one for each of my clients.
Each group has a shortcut link to that clients mail folder, their Windows Explorer folder and their Excel spreadsheet.
Because Outlook is always open, I can quickly pull information for a particular client if I am working on their account. What I do not have is a way to pull their contact information with a single click. The quickest way to pull contact info is from the Search Address Book field.
I would like to have a shortcut link to a particular contact added to my shortcut groups. What is the easiest way to do this?
I would also like to pull a task/task list relevant to a particular client.
All help and constructive advice welcome.
Thanks.
In the Navigation pane, I have several groups, one for each of my clients.
Each group has a shortcut link to that clients mail folder, their Windows Explorer folder and their Excel spreadsheet.
Because Outlook is always open, I can quickly pull information for a particular client if I am working on their account. What I do not have is a way to pull their contact information with a single click. The quickest way to pull contact info is from the Search Address Book field.
I would like to have a shortcut link to a particular contact added to my shortcut groups. What is the easiest way to do this?
I would also like to pull a task/task list relevant to a particular client.
All help and constructive advice welcome.
Thanks.