Creating a Contact Entry

To create a contact entry, you can start from scratch, or you can base the new entry on a similar existing entry—for example, the entry for a contact from the same company.

You can open a contact form and create a new entry from scratch in any of the following ways:

  • Choose File, New, Contact.

  • Right-click a blank area in the Contacts folder (not a contact entry), and then choose New Contact.

  • With the Contacts folder open, click New or press Ctrl+N.

  • In any other folder view (such as Messages), click the arrow next to the New button on the toolbar, and then choose Contact.

When the contact form opens, type the contact’s name in the Full Name box and enter the information you want to include for the contact, switching tabs as needed. To save the entry, click Save & Close. To save this entry and continue to add contacts, click Save And New.

Filling in the information on the contact form is straightforward. You might find a few of the features especially useful. For example, the File As drop-down list allows you to specify how you want the contact to be listed in the Contacts folder. You can choose to list the contact in either Last Name, First Name format or First Name, Last Name format; to list the contact by company name rather than personal name; or to use a combination of contact name and company name.

You can also store more phone numbers in the contact entry than the four that are displayed on the form. When you click the down arrow next to a phone number entry, as shown in Figure 18-3, you see a list of possible phone numbers from which you can select a number to view or modify; the checked items on the list are those that currently contain information. When you select a number, Outlook 2007 shows it on the form.

You can store multiple phone numbers for a contact, but only four appear on the form at one time.

Figure 18-3. You can store multiple phone numbers for a contact, but only four appear on the form at one time.

In addition to storing multiple phone numbers for a contact, you also can store multiple physical addresses. Click the down arrow next to the Address button on the form to select a business, home, or other address. (By default, the button is labeled Business.) The E-Mail box can also store multiple addresses; click the down arrow to choose one of three e-mail addresses for the individual. For example, you might list both business and personal addresses as well as a Hypertext Transfer Protocol (HTTP)–based address (such as a Microsoft Hotmail® address) for the contact. The Details page of the contact form, shown in Figure 18-4, lets you add other information, such as the contact’s department, office number, birthday, and anniversary. Internet Free/Busy is a feature of Outlook 2007 that allows you to see when others are free or busy so that you can efficiently schedule meetings. Outlook 2007 users have the option to publish their free/busy information to a user-specified URL file server, which you can enter in the Address box.

The Details page stores additional information—both business and personal—about the contact.

Figure 18-4. The Details page stores additional information—both business and personal—about the contact.

The Activities page of the contact form is useful for locating e-mail messages, logged phone calls, and other items or activities associated with a specific contact. For information about using the Activities page, see "Associating a Contact with Other Items and Documents" later in this chapter.

Creating Contact Entries from the Same Company

If you have several contacts who work for the same company, you can use an existing contact entry to create a new entry. Simply select the existing entry in Business Cards or Address Cards view, and then choose Actions, New Contact From Same Company. Outlook 2007 opens a new contact form with all the company information (name, address, and phone numbers) supplied—all you have to do is fill in the personal details for that individual.

Note

You can also use a template to create multiple contact entries that share common data such as company affiliation. For information about working with templates in Outlook 2007, see Chapter 25.

Creating a Contact Entry from an E-Mail Message

When you receive an e-mail message from someone you’d like to add to your contacts list, you can create a contact entry directly from the message. In the From box of the message form or in the InfoBar in the Reading Pane, right-click the name, and then choose Add To Outlook Contacts on the shortcut menu. Outlook 2007 opens a new contact form with the sender’s name and e-mail address already entered. Add any other necessary data for the contact, and then click Save & Close to create the entry.

Copying an Existing Contact Entry

In some cases, you might want to create a copy of a contact entry. For example, although you can keep both personal and business data in a single entry, you might want to store the data separately. You can save time by copying the existing entry rather than creating a new one from scratch.

To copy a contact entry in the Contacts folder, right-click and drag the entry to an empty spot in the folder, and then choose Copy. Outlook 2007 displays the Duplicate Contact Detected dialog box. Click Add New Contact, and then click Add to create a new entry containing all the same information as the original. You also can copy contact information to another folder. Open the folder where the contact entry is stored, and then locate the destination folder in the Navigation Pane or in the Folder List. Right-click and drag the contact entry to the destination folder, and then choose Copy on the shortcut menu.

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