As I receive questions about how to do certain things within Outlook, I will post the how-to below.
Outlook Contacts
Import Contacts From Excel
Part 1 - Import into Contact Folder: http://screencast.com/t/aMHpwVyYO6uP
- Save Excel file as tab delimited text file (make sure row 1 has the column header names!)
- Right click on your contacts and select "New Folder" and type in a folder name
- Select your new folder then click on "File" -> "Import" -> "Open"
- Select "Import from another program or file", click "Next"
- Select "Tab Separated Values (windows), click "Next"
- Click Browse and select the text file you saved, click "Next"
- Make sure the Outlook folder name you just created is selected, click "Next"
- Click the "Map Custom Fields" button and go through and let Outlook know which headers in Excel go with the headers in Outlook (see how-to video for examples), Click Ok when done
- Click "Finish", and all your contacts from Excel will now be in your Outlook folder
Part 2 (optional) - Move contacts from Folder to Contact Group: http://screencast.com/t/SbW4lyjDcf
- Select your main contacts folder (ex. "Contacts - netid@cornell.edu") under My Contacts
- Click on "New Contact Group" and give it a name
- Click on "Add Members" -> "From Address Book"
- Select your contact folder under Address Book
- To select all contacts in the folder: Select the first contact in the list, scroll down, hold down the CTrl key and click on the last contact
- Click on Members button to add them all, click "OK"
- Click "Save and Close"
- You can now select that group and click on the "E-mail" button to e-mail everyone in that group
Forward A Contact or Contact Group To Another Outlook User
How To Video: http://screencast.com/t/JX61t4vcJv
- Open Contact or Contact Group
- Click on "Forward"...Select as "As An Outlook Contact"
- This will open a new e-mail with the contact as an attachment that can easily be saved into another person's Outlook contacts.
Forward A Contact or Contact Group to A Non-Outlook User
How To Forward: http://screencast.com/t/Io9WuPeR4oTB
How To Open .txt file in Excel: http://screencast.com/t/euMiMdiXq8OI
- Open Contact or Contact Group
- Click on "Forward"...Select as "In Internet Format (vCard)"
- This will open a new e-mail with the contact information as an attachment in a tab delimited text file which can be opened in Notepad or in Excel.
Save A Contact or Contact Group
How To Video: http://screencast.com/t/djRooGRkWSBU
Looking to save a contact into your Outlook contacts that someone has sent you?
- Double click to open the contact from the e-mail message
- Click on "File" in the upper left of the window
- Under "Info", Click on the "Move to Folder.." button, select "Copy to Folder"
- Contacts should be highlighted. If not highlight contacts and click "Ok"
Please note: As with any program, there are always several ways to accomplish the same task. Personally, I like to drag and drop my contacts in and out of messages because it's the easiest and quickest way for me. So I'll show you my alternative (it is also a fast way to send multiple contacts/contact groups):
Sending: http://screencast.com/t/mef0Ou2h62h
Saving: http://screencast.com/t/bLYXaIt0GL OR http://screencast.com/t/H7oqTOkgY2
Share All of Your Contacts
Are you looking to be able to share all of your contacts with another person? Or are you looking for a way to share your contact information in such a way that the other person can immediately view any changes made? Or if you allow it, make changes to your contacts for you?
You can grant permission to other people within Cornell to view, modify, or add contacts that you have saved in Outlook. It works in the same way that you share your Outlook calendar with them.
How-To Instructions: http://office.microsoft.com/en-us/outlook-help/share-a-contacts-folder-with-others-HA010355056.aspx