Exploring the Advanced Toolbar


The Outlook program window has three toolbars: the Standard toolbar, the Advanced toolbar, and the Web toolbar. Even people who use Outlook on a daily basis might find that they have never displayed the Advanced toolbar or used any of the commands available on it.

Tip 

You can access Internet resources and interact with Internet Explorer from the Web toolbar . Because the Web toolbar functionality is not specific to Outlook, we don't discuss it in this book.

We don't make use of the Advanced toolbar in this book, but you can experiment with it on your own-you might find it very useful to have its commands available to you. To display the Advanced toolbar, right-click the menu bar or toolbar and then click Advanced.

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In the Mail module , the features and commands available from the Advanced toolbar include:

  • image from book Outlook Today. The Outlook Today page , which in a previous version of Outlook appeared by default when you started the program, presents information from your Calendar and Tasks list along with a count of the unread messages in your Inbox and all the messages in your Drafts folder and Outbox. If you would like to see this overview page when you start Outlook, display the Outlook Today page, click the Customize Outlook Today button, select the When Starting, Go Directly To Outlook Today check box, and then click Save Changes. On the Customize Outlook Today page, you can also configure what is shown in the message, calendar, and tasks areas, and choose between five page layouts and themes.

  • Back, Forward, and Up One Level. You can quickly move between folders by using these commands.

  • image from book Reading Pane. Toggles the display of the Reading Pane on the right side of the window.

  • Print Preview. Previews the currently selected item as it would be printed using the default settings.

  • Undo. Reverts your most recent change. For example, if you delete an e-mail message and then click the Undo button, the message moves back to the original folder.

  • image from book Rules and Alerts. Opens the Rules And Alerts dialog box , where you can create and manage rules for incoming e-mail and RSS feeds, and alerts.

  • Current View list. This drop-down list includes all available views of the current folder.

  • image from book Group By Box. Toggles the display of a box in the content pane header from which you can choose how Outlook groups the displayed content.

  • image from book Field Chooser. Toggles the display of the Field Chooser window , from which you can specify the item fields you want to display in the content pane, by dragging fields between the Field Chooser window and the content pane header.

  • image from book AutoPreview. Toggles the display of the first three lines of message text within the content pane. AutoPreview is specific to the folder in which you select it, so you can choose to display extra message text in only certain folders.

In the Calendar module , the Advanced toolbar includes:

  • image from book Plan a Meeting. Opens the Plan A Meeting dialog box in which you can view prospective attendees' schedules. This is similar to the Scheduling page of a meeting window. After you enter information in the Plan A Meeting dialog box, Outlook displays a meeting window in which you can enter the meeting subject and location before sending invitations.

In the Contacts module, the Advanced toolbar includes:

  • image from book New Meeting Request to Contact. Opens a meeting window addressed to the currently selected contact(s).

  • image from book New Task for Contact. Opens a task window assigned to the currently selected contact.

  • image from book Explore Web Page. Displays the Web page listed in the currently selected contact record in your default Internet browser.

When you display the Advanced toolbar it is available (in its different forms) from any module.

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Outlook with Business Contact Manager

Microsoft Office Outlook 2007 with Business Contact Manager integrates complete small business contact-management capabilities into Outlook so that you can easily manage prospect and customer information and track sales and marketing activities all in one place. You can use the Business Contact Manager tools to:

  • Organize your customer information in one place. Track your prospects, leads, and customers from initial contact through closing and after the sale.

  • Manage sales leads and opportunities. Monitor opportunities by type, sales stage, projected amount of sale, and probability of closing, and then easily re-assign leads.

  • Review important sales metrics. Use the summaries in the new central information dashboard to help you make decisions and prioritize tasks.

  • Distribute personalized marketing communications. Create filtered mailing lists, and then use the improved mail merge integration functionality with Microsoft Office Publisher, Microsoft Office Word, or HTML to personalize print and e-mail marketing materials.

  • Track marketing campaign activities. Evaluate the success of your campaign so that you can target your marketing budget more effectively in the future.

  • Centralize project information. Organize project information and follow up on project-related tasks, including activities, e-mail messages, meetings, notes, and attachments.

When using Outlook with Business Contact Manager you can easily access all of your customer communications history in one place within the familiar Outlook environment. The Business Contact Manager toolbar at the top of the Outlook window contains commands for managing Accounts, Business Contacts, Opportunities, Business Projects, Project Tasks, and Marketing Campaigns. The Business Contact Manager home page, or dashboard, is your central point for managing your company's important business contact and opportunity information.

Outlook 2007 with Business Contact Manager is available in the Microsoft Office Professional 2007 and Microsoft Office Small Business 2007 product suites, or through volume licensing programs. For more information about Outlook 2007 with Business Contact Manager, visit

www.microsoft.com/office/outlook/contactmanager/prodinfo/

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Microsoft Office Outlook 2007 Step by Step
The Time Management Toolkit: MicrosoftВ® Office OutlookВ® 2007 Step by Step and Take Back Your Life (Step By Step (Microsoft))
ISBN: 0735625840
EAN: 2147483647
Year: 2007
Pages: 137

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