Locked lesson.
About this lesson
Create a new contact using the three methods shown in this lesson.
Quick reference
New Contacts
Three ways to create New Contacts.
When to use
Redundant typing is never productive. Use these tips on creating contacts to eliminate unnecessary data entry.
Instructions
Create a New Contact using the New Contact Button or Shortcut
- Open your contacts view by clicking the People button on the left panel.
- Click New Contact and fill in the information.
Note: You can also use the keyboard shortcut, CTRL+N, to create a New Contact.
- Click Save and Close to finish, OR Save and New to start another Contact file.
- Click Save and New drop-down arrow and choose “Contact from Same Company”.
Create a New Contact using Drag and Drop
- Drag an email onto the Contacts pane under the Folder List (notice the plus sign on the mouse, an email is about to land there.)
- When you let go, a brand new contact is created with much of the main information automatically filled in.
- A copy of the email is in the notes area for future reference.
To send the business card image in an email:
- Open a contact file and right-click the business card image.
- Select “Copy Image”.
- Open a new email and paste the image into the body of the email.
Login to download- 00:05 Welcome to contacts and
- 00:06 the first thing we're going to do is create a brand new contact.
- 00:09 So I'm on my contacts icon on the left, I see the New Contact button.
- 00:14 And when I float my mouse on this button, the tooltip says Ctrl+N for new.
- 00:17 So either way, press Ctrl+N or just click the New Contact, your choice.
- 00:22 When I click that I have an empty screen that I now need to manually fill in with
- 00:26 all my information.
- 00:27 This is a long process, and sometimes it's necessary.
- 00:31 Well, let's do a smarter way.
- 00:33 I'm going to go ahead and close this.
- 00:35 I'm going to jump into my email,
- 00:37 because I have an email that I received from a company named GoSkills.
- 00:42 All of their information is in this, and their contact information is here.
- 00:46 I think I'm just going to grab this and drop it onto contacts.
- 00:50 It's called the drag and drop, you saw it in the beginning of this course, but
- 00:53 it's a nice review to see it again.
- 00:55 On this email, I'm literally going to click, drag it over to my contacts icon.
- 01:01 Notice the mouse has a little square on it,
- 01:04 that's called a lasso, drag it, drop it on the contacts.
- 01:07 Brand new contact just opened up, but notice it filled in some information for
- 01:13 me and it has the text of the email in the notes, kind of a time stamp.
- 01:17 So in the future I'll know when did they contact me,
- 01:20 what did they contact me about.
- 01:22 Another thing contained in the text of the email is phone numbers.
- 01:26 So I can copy a phone number and paste it into the form field.
- 01:33 I can copy the company name, paste it into the form field,
- 01:38 maybe the website, and paste it into the form field.
- 01:43 As long as I'm not typing, I'm happy.
- 01:46 A copy-paste is easy.
- 01:48 Now as I was putting the form field information in,
- 01:50 look what was happening over here.
- 01:52 This is called a business card.
- 01:53 At any time I can right-click, copy that business card,
- 01:57 and paste it into the text of an email to send it to someone else.
- 02:02 So that's the beauty of having these business cards built up.
- 02:04 If I have their company logo saved, I can click the contact picture.
- 02:10 Go find their picture.
- 02:11 Click on the picture I want in their contact.
- 02:14 Click OK, and there it is.
- 02:16 Plus it immediately added itself to the business card.
- 02:19 All right, I'm going to save and close that.
- 02:22 Now I'm going to go back to the contact I just made, and I'm going to double-click
- 02:26 that contact because I know more people from that same company.
- 02:29 So check this out.
- 02:31 Up on the contact ribbon, it says Save & New > Contact from Same Company.
- 02:37 Watch what happens when I click this, click.
- 02:40 The company name saved, the phone number saved, the picture saved,
- 02:45 kind of great, less data entry for me.
- 02:47 Type in the new person's name, save and close.
- 02:53 And we're done, so those are the three ways to create
- 02:58 a brand new contact, Ctrl+N, drag and drop,
- 03:03 and then, save contact from the same company.
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