New Contacts

Quick reference

• 00:04 Okay, we are going to work on Contacts, create some contacts, and
• 00:07 show you three different ways to do that job.
• 00:10 So first of all,
• 00:11 you need to be clicked under the Contacts on the bottom of the navigation pane.
• 00:14 Also, Ctrl+3 will get you to your contacts.
• 00:18 Notice the very first button on New ribbon up on top says New Contact and
• 00:22 a tool that says Ctrl+N to create a new one.
• 00:25 Your personal preference you can tap the keyboard Ctrl+N or click on the button,
• 00:29 it is your choice.
• 00:30 All right, now we've got the Contact screen wide open.
• 00:34 So, happy data entry, that's what this means.
• 00:36 You can fill in all of these blanks, you can fill in the picture.
• 00:40 As you fill in all this information,
• 00:41 it will begin to show up over here on the right-hand side.
• 00:44 This is called the business card.
• 00:46 You can also put in notes on this person.
• 00:48 So please note all of these options, you can categorize, you can follow up,
• 00:53 you can create a business card which is easily attachable to an email.
• 00:58 The one this screen does not have is a scroll bar, it is so
• 01:01 bizarre that they did not put a scroll bar in here.
• 01:03 I'm trying to scroll down to see what's under this section and I cannot,
• 01:07 I have to actually move this screen up.
• 01:08 I don't like that but it is what it is.
• 01:11 All right, so that's the manual data entry, you get those in there and
• 01:15 you hit Save & Close, very good.
• 01:17 I'm going to close, X, because I didn't do anything,
• 01:19 I want to show you a second way to do this.
• 01:21 We're going to go ahead and take an existing one, here we go.
• 01:24 I've got this one all ready to go, and this is my GoSkills.
• 01:28 And so I want to add a contact picture.
• 01:30 Now this could be a picture of me, or
• 01:32 maybe I would prefer that to be the company logo.
• 01:35 Either way, I just click it once and I get myself over to the picture
• 01:38 Picture section, and I find the company logo and I hit OK.
• 01:42 And there we have it, now I've got the company logo.
• 01:43 Now, notice what happened on the right.
• 01:45 The company logo showed up on the business card.
• 01:48 I want to show you something really cool.
• 01:50 I always tell people how do I is always going to answer with right-click.
• 01:53 How do I take a picture of that business card?
• 01:56 Right click.
• 01:57 So I'm going to float my mouse on this cute, little business card, right-click,
• 02:00 check that out.
• 02:01 Copy image.
• 02:02 I can click that, open up a brand new email, and I could paste the image.
• 02:07 Now I did it right here in the note section, which doesn't make sense, but
• 02:10 it's kind of cool to know that.
• 02:11 That you can copy the little business cards, paste them in the emails,
• 02:15 love it, love it.
• 02:16 All right, delete that.
• 02:17 The first way of making a new contact was to do all the data entry.
• 02:21 The second way of making a new contact is open an existing one for
• 02:24 someone who works at that same company.
• 02:26 And instead of Save & Close right here, check this button out, Save & New.
• 02:30 You can hit the drop down arrow.
• 02:32 Save & New, or Save & New Contact from the Same Company.
• 02:37 Love it. Now the Save & New, we'll close this one,
• 02:39 it could be a blank screen, contact from the same company, click.
• 02:43 Check this out.
• 02:44 It preserved the logo, the company name, the company website.
• 02:49 Little less data entry always makes me happy.
• 02:52 kind of great.
• 02:53 So if you are in a redundant mode where you are entering from a bunch of business
• 02:57 cards you got from a trade show, this is a great way to do that.
• 03:00 I know, who does that anymore, right?
• 03:02 Don't you just scan these business cards?
• 03:04 Well, not everyone does, so I'm just throwing out those tips as they come up.
• 03:08 All right, one other way to do this, and let me say this, No.
• 03:12 I'm going to close this thing and say Yes.
• 03:15 I'm going to go to my email with the Ctrl+1, jump over my email.
• 03:19 I have an email already.
• 03:21 Now I click and drag, I'm going to take this email.
• 03:23 I'm going to drag, drag, drag, drag, drag, holding down the mouse button on my mouse,
• 03:27 drag it and drop it right down here onto the Contacts, let go.
• 03:30 Here you have it, folks, brand new contact made from the email.
• 03:34 But the beauty here is check out the Notes section.
• 03:37 It actually preserved the notes on how I first met this person,
• 03:42 the date of the email.
• 03:43 I've got contacts in my files that five years ago I met them and
• 03:47 I can't remember why, but I check out the Notes section.
• 03:50 And there it is, because I took their email and dropped it on to the Contacts.
• 03:53 Now that original email is still in my email list, I just made a copy of it here.
• 03:58 Of course at this point, I'm going to either copy paste from over here,
• 04:03 copy from the notes, paste into this section, or I'm going to hand type and
• 04:07 do some data entry.
• 04:08 Either way, it's a great way to create a brand new contact.
• 04:11 All right, off to the next lesson.
• 04:13 See you soon.

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