If you need some great tips on using Microsoft Outlook, feel free to take a look at the presentation I presented to the CFDD Orlando & Tampa Chapters last year.

1. Using Microsoft Outlook By Jacob J. Hanselman, III CCE Corporate Credit Manager Wiginton Corporation

3. Contacts

7. Enter the full name of the contact including their middle initial. Enter the title of the contact. Enter the name of the person’s company / employer Adding a New Contact

14. Sample Categories COO Corporate Administration Mgr Corporate Controller Corporate Credit Manager Corporate Officer CPA Credit Manager Credit Reference (s) Credit Report (s) Customer (s) Design Manager Designer Directing Officer Director of Business Development Director of Production Director of Purchasing Distribution List (s) District 4 District Manager Dunn & Bradstreet Report (s) Emergency Service Employee Estimating Executive Vice President Family Father-In-Law Favorites Field Superintendent Finance Director Financial Manager Florida House Member Florida Senate Member Br 32 – Ft. Myers Br 40 – Tampa Br 50 – Medley Br 60 – West Palm Beach Branch Manager Break Room Builders & Lenders Group Business Business Development Officer CBA CBF CCE CEO CFDD CFDD Board of Directors CFDD Potential Members CFO Chairman Chief Information Officer Chief Operating Officer Christian Clerk of the Court COD Collection Agency (s) Collections Committeeman Community Manager Competition Comptroller Conference Room Contract Superintendent Controller A/P – 1st Contact A/P – 2d Contact A/P – 3rd Contact A/R Review AA – Contracts AA – Inspections AA – Service Accounting Assistant Accounting Manager Administrative Asst Administrative Dissolution Administrator Air Conditioning Associate Designer Acct Comptroller Asst Controller Asst Credit Manager Asst Secretary Asst Treasurer Attorney Board of Directors Bonding Company (s) Bookkeeper Br 06 – Pompano (QF) Br 10 – Jacksonville (QF) Br 10 – Jacksonville (WF) Br 12 – Gainesville Br 14 – Pensacola Br 20 – Sanford Br 21 – Pompano Br 24 – Melbourne Br 28 – Daytona

15. More Categories Sales Rep Secretary Senior Designer Senior Engineering Technician Senior Vice President Service Service Administrative Asst Service Manager Service Operations Coordinator Service Technician Sheriff’s Department (s) Sister-In-Law Small Claims SP – Alain Nodar SP – Alan Tick SP – Armando Lendian SP – Bill Larue SP – Billy Giles SP – Bob Lyle SP – Brian Crawford SP – Brian Epstein SP – Brian Grabenhorst SP – Brian McKeever SP – Carl Uttaro SP – Charles Bell SP – Cliff Lore SP – Dan Kennedy SP – Dana Hoyt SP – Dave Hardy SP – David Ray SP – Dean Brugger NACM NSF Check (s) NTO (s) OCREC Office Administrator Office Manager Operations Operations Manager Partner Payment Schedule Payroll Specialist Pending Credit App Personal Personal Guarantee Personal Administrator Phone Calls Plans Coordinator Pool Contractor (s) Precinct 413 {resident Project Administrator Project Executive Project Manager Promissory Note (s) Property Maintenance Property Manager Purchasing Supervisor Quality Fab & Supply Safety & Training Coordinator Safety Director Sales Consultant Foreman General Contractor General Counsel General Manager Gifts Goals/Objectives Harris Kline & Associates Help Desk Holiday Holiday Cards ICPC Ideas Inspections Inspections Coordinator Inspections Manager Insurance Adjuster International Judicial Department Key Customer Klein & Associates Litigation Loan Officer Location Manager Mail Room Manager Managing Partner Marketing Mediation Miscellaneous Mortgage Broker Mother-In-Law

16. More Categories U.S. Ambassador Vacation Vice Chairman Vice President VIP Waiting Warehouse Lead World’s Best Wife Young Republicans SP – Robert Cariveau SP – Ron Theison SP – Roxana Lee SP – Ruben Gallardo SP – Sean Malone SP – Sidney Forin SP – Steve Dibble SP – Steve Jones SP – Tommy Durham SP – Travis Brewer Speaker Status Stipulation Agreement Stock Lister Strategies Superintendent Suppliers System Administrator System Support TAX ID #’s Terminated Time & Expenses Title Company Training Room Treasurer Trustee Twig Manager SP – Gary Anderson SP – Greg Toledo SP – House Account SP – Jerry Bates SP – Jim Erwin SP – Jim Merting SP – Jim Wells SP – John Coleman SP – John Cullen SP – John Mallard SP – Jorge Martinez SP – Justin Edwards SP – Ken Murray SP – Kenny Ballard SP – Kim Wilkins SP – Mark Erickson SP – Mark Galavan SP – Martin Cruz SP – Orlando Smith SP – Owen Teruel SP – Pat Cordi SP – Paul Johnson SP – Phil Endicott SP – Randy Agee SP – Randy Almond SP – Rick Wilcox SP – Rob Tillis

18. Selecting Categories Click on Each of the Categories Relating to the Contact

35. Distribution Lists

42. Contact Details

46. Printing a Phone Book

49. Printing a Summary by Category