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Course Outline
Advanced Information Management Tools
Advanced Calendar Options

  • Using the Time Zone Feature
  • Creating Recurring Appointments
  • Setting Calendar Options
  • Adding Holidays to Your Calendar
  • Step-By-Step
  • Skill Sharpener
Advanced Task Options
  • Creating Recurring Tasks
  • Assigning Tasks
  • Sending a Status Report
  • Marking a Task as Private
  • Changing Task Options
  • Step-By-Step
  • Skill Sharpener
Advanced Contact Management Options
  • Showing Additional Fields
  • Marking a Contact as Private
  • Using the Communicate Chunk
  • Sending a Contact as a Business Card
  • Step-By-Step
  • Skill Sharpener
Advanced Mail Options
  • Setting E-Mail Options
  • Setting Mail Editor Options
  • Customizing the Navigation Pane
  • Customizing the Reading Pane
  • Customizing the To-Do Bar
  • Step-By-Step
  • Skill Sharpener
Case Study
Review Questions

Advanced Topics
Using Categories

  • Setting up Categories
  • Assigning a Category to an Item
  • About Quick Click
  • Creating Category Search Folders
  • Upgrading Categories
  • Using Categories in a View
  • Step-By-Step
  • Skill Sharpener
Linking Items
  • Linking Files
  • Linking Outlook Items
  • Linking a Business Card to an Outlook Item
  • Using the Journal to Link Items
  • Step-By-Step
  • Skill Sharpener
Custom Forms
  • Creating Custom Forms
  • Publishing Custom Forms
  • Applying Custom Forms to Existing Items
  • Using the Form Cache
  • Step-By-Step
  • Skill Sharpener
Publishing Your Calendar
  • Publishing Your Calendar
  • Searching for Calendars Online
  • Opening Another User’s Calendar
  • Using Overlay Mode
  • Saving Your Calendar
  • Step-By-Step
  • Skill Sharpener
Case Study
Review Questions

Configuring Business Contact Manager
Getting Started

  • What is Business Contact Manager?
  • Installing Business Contact Manager
  • Using Express Setup
  • Using Advanced Setup
  • Step-By-Step
  • Skill Sharpener
Using Business Contact Manager
  • Using the Business Contact Manager Dashboard
  • Viewing Business Contact Manager Folders
  • Using the Business Contact Manager Menu
  • Using the Business Contact Manager Toolbar
  • Step-By-Step
  • Skill Sharpener
Working with Business Contact Manager Data
  • Creating a Database
  • Removing a Database
  • Connecting to a Shared Database
  • Sharing Your Database
  • Managing Your Database
  • Step-By-Step
  • Skill Sharpener
Getting Help in Business Contact Manager
  • About the Welcome E-Mail
  • Using the Dashboard Links
  • Using “Learn About Business Contact Manager”
  • Using the Help Menu
  • Step-By-Step
  • Skill Sharpener
Case Study
Review Questions

Using Business Contact Manager
Accounts

  • Opening the Accounts Folder
  • Creating New Accounts
  • Editing an Account
  • Account Views
  • Step-By-Step
  • Skill Sharpener
Business Contacts
  • Opening the Business Contacts Folder
  • Creating a Business Contact
  • Editing a Business Contact
  • Business Contact Views
  • Step-By-Step
  • Skill Sharpener
Opportunities
  • Opening the Opportunities Folder
  • Creating an Opportunity
  • Editing an Opportunity
  • Opportunity Views
  • Step-By-Step
  • Skill Sharpener
Business Projects and Project Tasks
  • Opening the Business Projects and Project Tasks Folders
  • Creating a New Project with Tasks
  • Editing Business Tasks and Projects
  • Viewing Business Tasks and Projects
  • Step-By-Step
  • Skill Sharpener
Communications History and Linking
  • Creating a History Item
  • Creating a Business Note in an Item
  • Creating a Business Note Outside an Item
  • Viewing the Communication History Folder
  • Using Link to Record
  • Using E-mail Auto-Linking
  • Step-By-Step
  • Skill Sharpener
Case Study
Review Questions
Index

Prerequisites & Certificates
Pre-Requisites

Outlook 2007 Intermediate

Certificates offered

Certificate of completion


Cancellation Policy
Cancellations less than 2 business weeks before the expected delivery date are eligible for a 50% refund, or a credit voucher will be provided for regularly scheduled courses (choice being that of the registrant). Credit Vouchers are transferable within the same company. Please send your cancellation notice to info@itplanit.com.
Map & Reviews
Itplanit Services Corp.
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Reviews
 

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Here are some reviews of the training vendor.
This course was very, very interesting due to the instructor. He was simple, gave good examples and made a few jokes. Also, being only 5 participants was a bonus for us as we were able to share our experiences in a timely manner.
Reviewed by 2016
I think there is too much material to cover in one session. It's a lot of information to absorb all at once.
Reviewed by 2013
The only thing I would add...if you know you don't have many participants, hands on practice would be great. I would like to have had more time applying what i learned in a diagram. Once I got back to my office...i didn't know how to move a shape and associated text together. I also would like to know where I can see all the shapes offered by visio instead of searching for the shape and not knowing what to call it?
Reviewed by 2013
The instructor was excellent. I was pleasantly surprised by how interesting she made a potentially dry subject appear. Non-stop, great snacks provided all day from ham/egg bagels for breakfast, muffins, Valentines chocolate, chips, popcorn, gumball machine, coffee, juices etc etc. Perfect location for me as it was 2 blocks from my office.
Reviewed by 2013
I had no problem with the instructor's technigues, methods or delivery of the course material. He made what was otherwise fairly dry material as interesting as he possible and augmented it with practical examples that the class could relate to. The training facility and staff were also comendable, however what can't be overlooked is the IT infrastructure. During the exam the problems with latency were so bad that it affected my ability to concentrate on the material. Prior to the exam I completed 2 practice exams on paper in 35 & 37 minutes respectively. Doing the exam online it took over 1.5 hrs because it would take between 30 & 60 sec to refresh the page and show the next question. At times when I attempted to go back and review quesgtions I had marked I found my original answer wasn't recorded & I'd have to answer the question a second time. By the end of 70 min I was so digruntled I couldn't wait to finish regardless of the end result. It may not seem fair to evaluate the favility in this manner, but as a student the outcome is the ultimate measurement of a training favility.
Reviewed by 2013
A very interesting course. Claude Gerin, our instructor, was excellent in making this a very interesting and learning experience. THANKS!
Reviewed by 2012
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