Creating a Contact in Outlook 2003

Few people know this, but creating a contact can be done extremely easy with the e-mail message.

Just drag the message to the Contacts bar, and drop it.

For those who don’t know it: dragging is clicking and holding the message with your mouse, while moving it to the destination. Dropping is the release of the mouse button.

Drag e-mail to contact bar


After you have dropped the message on the Contacts bar, a window will be opened with a number of fields already filled in: the e-mail address is filled, a copy of the message body is placed in the remarks area, and Outlook™ tries to propose a full name (you will see that this doesn’t always work right, but that doesn’t matter).


Adjust the other fields appropriate for your needs. Click on the Save and Close button to finalize this contact. Contact Window

Tip: Make a habit of creating contacts this way. It is very easy, and if the contact already exists, you will be prompted by Outlook™ to either update that contact or create a new one anyway. In return, you’ll be better equipped to keep track of your customers!

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Additional Microsoft Outlook 2003 Guide Sections


CHAPTER 3 Keep Track of your Customers (BACK)
Keeping track of customers is important, if you don't want to look silly.

» SECTION 3.2 Overview of Contact Activities (NEXT)

This is a very powerful function!

 

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