Creating and Editing Contacts

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Transcript

In this lecture, I'm going to show you how to create and edit contacts. The first thing I want to do is show you three different ways that you can access the blank contact form to create your new contacts. The first way is from any of the apps other than contacts. So we'll go over to our email. We'll go to the Home tab, new group, click on the down arrow for new items, and select contact. Once you do this, it's going to open up an untitled contact form that we can fill out for our new contact.

We'll close that. The second way is using the shortcut key Ctrl Shift C. This will also open up the untitled contact form, so we can create a new contact or close out of that. And the third way is from our contact app. So we'll click on contacts. We'll go to the Home tab, new group and click new contact. This also opens up the untitled form so we can fill in the information for our new contact and we'll start At the top, the first thing it wants you to do is fill in the full name of the contact.

Enter the company, their title. Now you'll notice for file as integer Smith comma, Dave, you can click on the down arrow next to that and switch it to whatever order you want to file it in. So do you want it last name, comma, first name, first name, last name, company and so forth. I'm going to leave it as Smith comma, Dave, I want it last name, comma, first name, and I'm going to insert the email address. Now there's a down arrow for email because you can add multiple email addresses for someone. So if you've got their work email and their personal email, you could add both of those if you wanted to.

For email, it's going to show you how it's going to display it once it enters it. So it's going to list the person's name and then in parentheses, it's going to put their email address. If you have their web page, you can add that in there I am address you can add that as well. Then when you come down to the phone numbers, you can input whatever phone numbers you have for the person. There's also down arrows next to those. So for instance, for business, I click on the down arrow, I can change this to their assistant and put their phone number, or the business to do I have their direct line and also their general company line, I could put both of those in as well if I wanted to.

So for this will do business for home, I'll switch it to their assistant put their mobile and if you have it, when we come down to addresses, you have the option that their business address home other and you can also check a box here if this is a mailing address. Now if we come over to the right, you'll notice as we were creating the contact, it was building the business card for us. So it puts the information out there and you can see it put both of the numbers that we had, if I come and add another number. Once I add it also adds it to the business card. So I've got all of their information here, when we've got everything set up We can click Save and Close. And now it's added it to our contact list.

Another way that you can create contacts is from a center of an email. So if you've got somebody you've been working with sending emails back and forth, instead of having to go out and manually input their information into your contacts, you can pull some of that from the email itself. So let's go ahead and go over to our emails. If this is the one that we want to use, we want to pull this contact in, we'll come over to the sender's email address, we'll right click and choose Add to Outlook contacts. When we do this, it's going to bring up an abbreviated box that we can fill the information in from. So it added their name here with their email address, we'll change that got their email address added here.

Now if I click on the plus next to the category email, it's going to allow me to add another email address. I click on the plus next to phone I've got the options for all the phone numbers. There I am address I think Come over to work. I've got the title so I could add their title. I click on the plus again, I can add their company. I could add their work address, or click on the plus to add their home address or another address.

We'll expand this out a little bit. I had notes on this for instance, and click save a close out of this. Let's go back to our contacts. And there's my contact that I just created. And you'll notice it filled in the information for file as I've got everything set up on here if I wanted to double click on it to go into it. I've got my note here I added got the information I added I could come in here and edit this.

Now if I wanted to fill in more information. Save it and that's how you edit a contact. All you need to do is double click on it. Open it up, change the information you need to and save it. If there's a contacting my list I no longer need, highlight it and click the Delete button and it will delete it from my list. We've got a large number of contacts out there, you can also come up into the search area and type in the information.

Once you hit enter, it will pull up the results for you. Well delete the search. So it gives me back my full list. And you can see I've got these little arrows next to things. They allow me to expand and shrink my contact list. So now all I'm seeing is my list of companies.

Once I click on one of the arrows, it'll expand out that company so I can see all the information for it. I can come up to current view and switch my view. I want to see my phone numbers, I can see all the phone numbers. I want to see my business cards, I can see the business cards as well. So it's up to you how you want to see your list. If you've got a lot of contacts, the people view sometimes works best.

So that's how you create and edit your contacts. Remember Ctrl Shift C is the shortcut key to go into contacts. If you're in your contact list, go to the Home tab, new group new contact. If you're in another app, Home tab, new group, new items, contact. Once you add the information, click Save and Close and it'll save your contact. editing your contact.

All you need to do is double click on the Contact to edit it. If you received emails from somebody and you want to add them to your contact list, do a right click on their name and you can add them to the contact list if they're not already there.

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