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Archive for Microsoft Office

Do NOT CC customers from Outlook

Friday, July 8th, 2011

Do you have an important message that you need to communicate to all your customers now? Your customers are already saved as contacts in Outlook… so maybe you could just create an email and CC it to all of them. NO!

Using the CC field to send out your sales and marketing emails is not recommended. It can result in annoyed customers and lost sales because:

You are violating your customers’ privacy: When you use CC to send out emails, every person who receives the email will be able to see everyone else’s email address.  The problems this can cause are:

  1. Your customers may not want other people to know that they are working with you.
  2. Your customers may not want other people on your list to have their email address.
  3. One of the recipients may decide to use your list for their own marketing efforts.

A good example of this recently happened at our golf club which circulates its weekly newsletter using the CC field. A few of the members have simply copied the list and started advertising all kinds of things… from cars… to computers… to garage sales. I’m not quitting the golf club because it is the only one close to my home but your customers may quit on you.

Your email may never reach your customer: One of the rules that junk email filters use to work out if an email is spam is based on the number of recipients. Stuff too many people in the CC field and suddenly your email ends up in the Junk Email folder where it is never read.

Your email never gets read because it is obvious to the customer that this is a bulk mail out: Even if the email gets to your customer, it looks like a marketing email. He thinks you’re just trying to sell him something so he either deletes it… or leaves it in his Inbox to read later (how many of those emails do we ever read later?).

… can you use the BCC field instead!
The BCC field is no better at customer communications. Because the email is not addressed to the customer, the junk filters either move it to the junk folder… or the user recognizes it as marketing and deletes or ignores it till too late.

So what can you do?
If you’re one of the tens of thousands of users of the Email Merge for Outlook addin, you already know. Email Merge takes your chosen list of people (from Outlook or Excel or wherever) and:

  1. Creates a separate email for each person… with only their email address in the To field.
  2. Personalises the Subject and/or body of the email with their personal details (name, company name etc) if you want.
  3. Sends the email out immediately or schedules it out at a time suitable to you.
  4. It does all this and more inside Outlook using a Wizard that steps you through the process in a few minutes.

If you haven’t tried Email Merge yet, click here to learn more and download a fully functional version of the Email Merge for Outlook addon.

You’ll be sending out your first set of sales and marketing emails within 5 minutes.

Human-Friendly Power Searches in Outlook 2007/2010

Tuesday, November 30th, 2010

Did you know that Outlook let’s you refine your searches using human friendly English words. The following examples will get you started…

If I want to find all emails that were sent by James Raman, I just need to type the following into the Search Box…
From: James Raman

Search in Outlook

If I want to find all emails with the word Rugby anywhere in the subject, I just have to type the following in the Search Box…
Subject: Rugby

If I want to find all emails with the word Rugby in the Subject that were sent by James Raman, I just have to type the following in the Search Box…
From: James Raman and Subject:Rugby

I can even refine this further to something like…
From: James Raman and Subject:Rugby and To:Sanjay

Other tags that you can use include BCC and CC.

This simple technique has greatly reduced the time it takes me to find emails. I hope you find it useful.

Do you have any other Search tricks that you find useful. Share it with other readers by leaving a comment on the blog.

Related Tips:
Fixing Search Problems in Outlook 2007/2010

Comments (0)

Outlook 2010 has a new feature that makes it really easy to send screen shots (pictures of any screen) to someone else via email. This is really handy if you need to send someone a picture of your screen because of technical problems etc.

  1. Create a new email.
  2. Click on the message body part of the email (otherwise the options for inserting the screenshot will be disabled).
  3. Click Insert and then Screenshot on the ribbon (Screen shot is one of your choices in the illustrations group… it may be displayed simply as an icon depending on the size of your email window).
  4. Outlook will display a list of Windows that you can pick from or you can click on Screen Clipping (at the bottom of the list) to copy any part of the screen.

The screenshot will be inserted automatically into the email that you are working on.

What are other features in Outlook 2010 that you like. Let us know by leaving a comment on the blog.

Categories : Outlook Email Tips
Comments (1)

Outlook Addins are an essential productivity tool to most business users of Outlook. You may however find that you are running some unnecessary addins that you are not even aware of. Disabling or removing those addins can help speed up your system.

You can turn addins on or off from the Com Addins screen.

To display the Com Add-ins screen in Outlook 2010, click File-Options. Click Addins. Com Addins should already be selected in the Manage drop-down.  Click the Go button to display the Com Add-ins dialog box.

To display the Com Add-ins screen in Outlook 2007, click Tools-Trust Center-Addins. Com Addins should already be selected in the Manage drop-down.  Click the Go button to display the Com Add-ins dialog box.

To display the Com-Addins screen in Outlook 2000/2002/2003, click Tools->Other->Advanced Options->COM Add-ins,

You can turn off addins that you are not using by removing the ticks next to them or by selecting them and then clicking the Remove button.

Note: If you had downloaded and installed an addin that you no longer need then the best solution is to simply uninstall the addin from the Control Panel (as you would uninstall any other software).

Categories : Outlook Performance
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Is your Outlook data ready to crash – Outlook will not open?

Wednesday, June 2nd, 2010

While checking something on my dad’s computer over the weekend, I found out that he will probably LOSE YEARS WORTH OF EMAILS soon… This is through no fault of his own and there will be no warning when it happens… Outlook will simply stop working.

Here’s how you can check to see if you may also have the same problem in the future.

Very briefly… Dad has been using Outlook since Outlook 2000.

If you are using an Outlook data file that was originally created by a version of Outlook prior to Outlook 2003, then your data file has a maximum possible size of 2 GB.

If this data file exceeds 2 GB (there is no warning as you approach this limit), Outlook will simply stop working. There are ways to recover your data but they’re not easy. (I’m glad I discovered this issue before the data got corrupted and he made me try and recover it)

What do you need to do? Find out the size and version of your Outlook data file. Full instructions are in the post on How to maintain Outlook data (PST) files that I did last week.

(I wrote about this topic last week but thought it worthwhile to stress the point in light of the discovery on dad’s computer)

Categories : Outlook Performance
Comments (4)

Keyboard Shortcuts on Ribbons in Outlook 2010 (and 2007)

Tuesday, June 1st, 2010

Outlook 2010 has introduced the Ribbon throughout the interface. Here’s a quick tutorial on how you can use your keyboard to select any command from the Office ribbon.

  1. Press and release the ALT key. Key tips will be displayed over the Ribbon as shown below.
  2. Press the letter shown for the feature you want to use.
  3. Additional key tips may be shown based on your choice e.g. If you pressed H from the screen above:

  4. Press the letters until the action that you desire is achieved eg, to do a reply all I have to press RA in the screen above (R and A do not need to be pressed together… you can press and release R before pressing A)

(You can also cancel the keyboard selection process at any time by press ESC on your keyboard)

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Easy Zooming for Meetings using Outlook/Office.

Wednesday, May 26th, 2010

Do you need to display your computer screen to others during meetings? Here’s a really easy way of quickly zooming in so that everyone can see the screen.

Hold down the CTRL key on your keyboard and scroll using the wheel on your mouse. You can zoom in or out depending on the direction you turn the wheel.

This works in the Preview Pane of Outlook 2010, 2007 and Outlook 2003 (not all emails work in Outlook 2003). It works in all open emails in the above versions of Outlook.

It also works for Word and Excel (2003, 2007 and 2010).

This tip was pointed out to me by one of my team members (Anand) during a team meeting and it has made our frequent meetings (where we discuss ideas around a computer screen) much more productive.

I hope it also works for you.

Comments (1)

Office 2010: Choosing Between 32-Bit and 64-Bit

Wednesday, March 31st, 2010

I recently bought myself a new 64-Bit computer. Although this was going to be my main work computer, I took a risk and loaded Office 2010 Beta. Here’s why I decided to load the 32-Bit version of Office 2010 although I was running the 64-Bit version of Windows 7.

Some background first…

  1. If you are running a 64-Bit version of Windows then you can choose to install either the 32-Bit Version or the 64-Bit Version of Office 2010 (this is the first version of Office with a 64-Bit implementation as well).
  2. If you have a 64-Bit computer but you are running 32-Bit Windows then you can only install the 32-Bit version of Office 2010.
  3. You cannot run part of Office in 64-Bit and other parts in 32-Bit (e.g. you cannot run 32-Bit Excel with 64-bit Excel. The installer will not allow it!)

My primary reason for sticking to the 32 Bit Version of Office 2010 was:

  1. I use many other applications that interface with or work inside Office, particularly with Outlook.
  2. If you use 64-Bit Office then these application will need to be rewritten as 64-bit applications before they can talk to each other.
  3. At the current time very few software vendors are releasing 64-bit version of their software.

It is highly likely that your favourite Outlook addons will not work with 64-Bit Windows!

Summary… if you are using ANY Office addons or applications that need to communicate with Outlook, Word, Excel or PowerPoint then INSTALL THE 32-BIT VERSION OF 2010.

For more background information, you can also refer to this article on Microsoft’s website on Understanding 64-Bit Office.

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