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Outlook Update and Best Practices for CPAs (130030-15)

Description

Outlook is the software standard for client contact, meeting scheduling
and sending and receiving business documents. Improving your Outlook
skills might be one of your best time management investments. This
course emphasizes features that will enhance productivity for tracking
and managing client contact information, locating documents, searching,
sharing team calendars and archiving client information. Interactivity
with Excel and Word will also be covered. (Format: “hands-on,
instructor-led”)

Learning Objectives
  2. Examine advanced searching and search folders to find client information quickly
  3. Learn interaction between Outlook, Word and Excel
  4. Understand features for group / team calendars and calendar overlay
  5. Examine how to set folder permissions, rules, add categories for contacts and tasks
  6. Understand subfolder setup, shortcuts / hyperlinks
  7. Learn how to import and export contact information
  8. Evaluate program option settings to suit the way you work
  9. Understand intelligent grouping, conversation view and client contact management
  10. Take away references for after class use
Major Topics
  2. Learn tips to use the Outlook user interface reading pane, navigation pane and To Do Bar
  3. Create and manage subfolders and favorites
  4. Set email options and rules, prioritize email, set rules to process incoming or outgoing email, use flags for follow up
  5. Set up accounts to receive email from multiple internet accounts
  6. Set "Out of Office" replies and rules
  7. Create archive folders and understanding the variety of archive settings
  8. Use color features to automatically prioritize in email, contacts, or tasks
  9. Setup the new search folders to filter email based on rules
  10. Use the new Instant Search to locate email from any folder or archive file
  11. Use contact forms for creating, sharing and tracking interaction with clients
  12. Generate a map of driving directions to a client address
  13. Apply task views and categories
  14. Use time-saving tips for entering appointments
  15. Share calendars and group overlay schedules
  16. Set permissions to delegate maintenance of Outlook folders
  17. Set desktop alerts for incoming information
  18. Add hyperlinks to connect to files or web pages
  19. Send email and attach documents directly from Word
  20. Send spreadsheets or ranges of a spreadsheet directly from Excel
  21. Schedule meetings and tally responses
  22. Use time-saving keyboard shortcuts for reading email
  23. Arrange email by conversation or use the new features to track client conversations
  24. View multiple Outlook folders at the same time
  25. Use time-saving ribbon tools
  26. Understand cached exchange mode
  27. Learn guidelines to tame your Inbox
Provider
SCG Training & Consulting
Course Level
Update
CPE Field of Study
Computer Science*
4
Prerequisites
Knowledge of MS Outlook
Location
 
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
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Event Information
When
Apr 30, 2015
12:00 pm - 3:30 pm EST
Location
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
Total CPE Credits
4
Format
In-Person

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$ (% off)
$150.00

NON-MEMBER

$ (% off)
$200.00
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Outlook Update and Best Practices for CPAs (130030-15)

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